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1788 results found

  1. 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 quarterly

    1 vote

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  2. 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

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    0 comments  ·  Extraction  ·  Admin →
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  3. 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

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    0 comments  ·  Mobile  ·  Admin →
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  4. 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

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    1 comment  ·  Rules  ·  Admin →
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  5. We would like for Dext Prepare to be able to integrate with Capium (capium.com)

    5 votes

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  6. It would very useful to have a column on the client dashboard which shows the number of flagged items - thanks - RIchard

    2 votes

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    0 comments  ·  client list  ·  Admin →
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  7. Have the option to apply DRC to Sales items when the account is integrated with Sage Accounting

    3 votes

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  8. 1 vote

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  9. 2 votes

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    0 comments  ·  Extraction  ·  Admin →
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  10. 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

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    0 comments  ·  Line Items  ·  Admin →
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  11. 1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  12. 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

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  13. Option to integrate to Sypro ERP

    1 vote

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  14. 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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  15. 1 vote

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  16. If a feature to delete categories in bulk or in full is added, that would be really helpful.

    2 votes

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    0 comments  ·  Categories  ·  Admin →
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  17. 2 votes

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    0 comments  ·  Extraction  ·  Admin →
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  18. Exceed the limit for bank statement extractions per month for Dext Solo clients.

    1 vote

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    0 comments  ·  Bank  ·  Admin →
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  19. When exporting to a CSV i usually use 'Dext Prepare Default' so that i can see the link to the invoice. I would prefer using the Sage 50 CSV but it doesn't inlcude the link to the invoice. Can we adjust the Sage 50 CSV to include this colum?

    1 vote

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    0 comments  ·  CSV Export  ·  Admin →
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  20. I would like to search an exact amount (total amount) without having to put in min and max amounts.

    9 votes

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    0 comments  ·  Workflows  ·  Admin →
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