1788 results found
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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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Be able to choose the currency of the subscription charge
I think you guys are missing the point.
I have gone in and made the changes but it is already too late. The payment went through already for the whole year under the wrong currency because it is not clearly stated what currency the pricing is in. I could have done any currency, i just needed to know which currency it was. So i used the wrong card. It is a sign up issue that can be simply resolved by adding the currency designation next to the price / or an info box that says what currency is being charged.…1 vote -
Toggle Bank Accounts
Being able to toggle off bank accounts when integration exists (Xero). We only want to reconcile credit card transactions, and because we have integrated with Xero it shows multiple bank accounts and makes certain screens difficult to navigate when we want to push follow-ups to people for receipts.
1 vote -
Including Tax Code in Default Dext Prepare CSV Export Format
Include Tax Code column along with the tax codes of the items in the Default Dext Prepare CSV Export Format
2 votes -
QBO Self Employed
QBO Self Employed
3 votes -
use dext prepare in multiple browser to diffrent comnie in a merged account.
use dext prepare in multiple browser to diffrent comnie in a merged account.
2 votes -
Minor line adjustments
Add a "Minor Adjustment" feature to invoices/line items. Xero have this feature for adjusting for small amounts. Ideal for rounding errors.
5 votes -
Multiple Customers/Jobs to Breakout A/P Invoice
We would like to see see when you look at your vendor/supplier invoices, that you would have the option to charge multiple customers/jobs and breakout an invoice.
1 vote -
Shop till rolls
I would like to upload a till roll from my shop with daily takings as an income
1 vote -
Ability to set a User's Uploading Permissions
The ability to allow/revoke a user's ability to upload items to an account.
For example, a Partner user would be able to upload only items to a certain client, but not to the Partner account.
1 vote -
Restore categories on invoices when an integration gets disconnected.
When categories get wiped out from a Dext Prepare account, they get erased from the invoices in the 'Archive' page on which they were already picked up.
This being said, it would be good to be a feature that will leet you restore all data that was chosen for an invoice even if this information was wiped out from the account.
1 vote -
Multiple Dext accounts one QBO
You should be able to point more than one Dext account to a single QBO account. It would assist in keeping certain users seperate while still posting to the same QBO account
1 vote -
2 votes
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Document size
Allow more than 100 pages in a document when uploading.
1 vote -
new main screen
the "new" login screen for accountants is awful - I have to click "old client list" each time... will you reverse this back to normal soon??
1 vote -
Clicking TAB when entering category in line item instead of having to click with mouse
When you enter a category name or number in line items if the first line is the correct one then you can click on tab instead of having to click with the mouse, same with the tax code. Would make things a lot easier especially when doing catch up jobs with large amount of data
1 vote
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