1504 results found
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Merge Invoices & Receipts if they have the same ID and from the same supplier
I received an "invoice" and a "receipt" from the same customer. They have the exact same invoice ID shown on both. However, DEXT currently does not merge them, and instead treats it as two different transactions, and tries to push them both to Xero. The receipt and invoice is sent from Stripe, based on a repeating subscription. Feature request: If the invoice ID is the same between a receipt and an invoice, then DEXT should identify that they are for the same transaction and merge them / consider them duplicates.
5 votes -
iOS Base Currency Adjustment
On iOS you can’t adjust the base currency so it’s difficult/impossible to Publish foreign transactions as you need to make sure they correctly matched to the bank statement. Can you add an additional line with the case currency so you can change it similar to the way you can on the web version? It would make the need to login online less necessary.
3 votes -
Advanced Search for Bank
The ability to use Advanced Search in the Bank Workspace to search for specific information, such as Source ID across all Bank accounts instead of each individual one.
1 vote -
Publish with Analysis Type to Sage Cloud Accounting (Sage One/Online)
We need to be able to publish sales and purchases with Analysis Types on DEXT for Sage Cloud Accounting - please add this feature. You already do the Products and Services sync but not analysis types. Please add this feature for clients who use SAGE CLOUD ACCOUNTING. ANALYSIS TYPES (mainly PROJECTS from ANALYSIS TYPES).
1 vote -
Ability to back up Expense Reports using the File Storage connection
Ability to back up Expense Reports using the File Storage connection
1 vote -
Assign default upload option using the mobile app.
Default upload option mobile app
1 vote -
Include additional fields when Splitting items
It would be great if we could add additional fields to the new item when Splitting in Dext Prepare.
1 vote -
Auto publish IF additional criteria met such as value
Add conditions to Auto-publish
Rather that auto-publish all items we would like to be able to add conditions to a few items. For example for our sole trader clients where there are 2 meals then we go back and ask about client entertainment, or disallow half. Its quite common in our sector to pay for client food. If one coffee/sandwich we allow it.
We don't auto-publish any food at the minute to check for more than 1 meal. It would be great if we could add filters such as auto-publish for Costa coffee IF < £5.
Autopublish McDonald's IF <…1 vote -
Dark Mode
Not sure if its possible already, but a 'dark mode' would be beneficial as it would help prevent eye strain. I know this is possible on Word documents and other software, and thought this might be a good idea to translate to Dext too.
12 votes -
Payment Method - DIRECT DEBIT
It would be great if there was an option for a payment method of "Direct Debit", so invoices are separated from the invoices that are awaiting payment.
3 votes -
Identify overlapping bank statement transactions
Identify overlapping bank statement transactions
11 votes -
Submission History for Bank Statement Extraction
Can I see who submitted a bank statement for processing as the bank statements no longer appear in the account (deleted).
4 votes -
3 votes
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Bulk download items from all client accounts
Have the option to Bulk download the items from all client accounts from a single panel.
2 votes -
2 votes
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Exporting a document to ne purchase order in Xero
Hi; similar to exporting a document to tax invoice in Xero, I'd like to export a document to a purchase order in Xero - the reason being that company procedure dictates that a PO must to be raised in Xero for every purchase before the invoice in Xero is created. Using PO matching with Dext to Xero means I have to create the PO in Xero anyway, which kind of defeats the purpose of streamlining the process.
3 votes -
1 vote
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Email template that can be send to clients from partners
Email template to invite clients of partners to learn more about Dext and join Dext.
2 votes -
Dext prepare stats link with flows in Precision
We have set up monthly flows using Dext Precision and it would be great if there was an automatic check with Dext prepare to show you how many items remain in Dext for processing. This would allow us to check which members of the team are staying on top of their Dext processing.
2 votes -
1 vote
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