1761 results found
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Intuit SSO
Just reaching out cause I would like to set up SSO for Dext. We currently use Jumpcloud as our Idp but I couldn't find any documentation for setting up SAML just via Intuit.
1 vote -
integrate with Clubwise
Be able to directly integrate with Clubwise to pull Sales data into Dext
1 vote -
Sort the Archive with a "Published by" sort option
Sort the Archive with a "Published by" sort option
5 votes -
2 votes
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Bulk edit client deduplication rules
Is there a way we can change our firm settings so that all clients Dext accounts default to "Review" duplicate items rather than them being "Automatic".
2 votes -
Ability to adjust the paperwork Match criteria
Ability to adjust the paperwork Match criteria
2 votes -
Client insights and changeable timelines
Customisable client insights dashboard with the opportunity to change reporting periods in Dext Prepare.
Opportunity in Dext Precision to change the dates of submission. Some client scores are being reduced because there isn't a frequent upload, but that's because they're done quarterly1 vote -
Conditions for TAX based on Invoice totals
Ability to set tax rues based on invoice during extraction. For example we receive invoices from Royal Mail that all of them apart from one a month are VAT exclusive. But for the subscription which is always £108 there is VAT. I have to every month check all invoices in order to just find this one!
If there was a rule to say :
If invoice amount = £108 then add VAT.1 vote -
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.
2 votes -
Highlight where extracted data has come from.
It would be useful if you could possibly highlight where certain bits of data have been picked up from. E.g. the date/amount/invoice number on the photo of the receipt/invoice would be highlighted. This would just make it easier when checking through a lot of invoices before publishing.
1 vote -
User Rule for a Supplier
Set a rule for a user which will apply a certain supplier with its rules to the invoice submitted by the user no matter the supplier on the invoice.
3 votes -
No of flagged items column to be added
It would very useful to have a column on the client dashboard which shows the number of flagged items - thanks - RIchard
2 votes -
1 vote
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2 votes
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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.
2 votes -
Add more than one line at a time when adding line items
I'd love to be able to add multiple item lines at once. When you go in edit lines items you can add 1 line for different products per invoice sometimes I may have 10 products but i have to add 1 line at a time
2 votes -
1 vote
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Unarchiving notifications on items in the inbox
There needs to be an unarchived notification in both the inbox dashboard, as well as an easily visible one within the item. There also needs to be a toggle switch to disallow clients from unarchiving an item.
A client recently unarchived a bunch of items and made a complete disaster of QBO. I didn't know these items were unarchived so deleted them and now only have copies in QBO.
Please please please help prevent this drama for anyone else.
3 votes -
Option to integrate to Sypro ERP
Option to integrate to Sypro ERP
1 vote -
Authenticator Prompt
Please don't ask for Authenticator code for at least 30 days or not at all for trusted devices recognized. Every 7 days is annoying.
1 vote
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