1497 results found
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Extract Sales payments- Export to exact Sage Account
Extract payments from bank statement.
Allow them to be coded up manually with say Account no. Then export each coded transaction to the relevant account in Sage as a SA. This then allows user to match SA against invoices in Sage2 votes -
Separate gratuity field
It would be helpful if there was a place to separate out the gratuity on a receipt. Those aren't taxed so we have to go in after and adjust the tax amount that Dext calculates. We still want to track that portion of the expense for CC matching, etc.
1 vote -
Ability to allow only selected senders to submit to email-in
We need an "allow list" option to be able to restrict the email-in usage, because the incoming email address could be discovered or guessed, by anyone
1 vote -
1 vote
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Secondary tax field in line items for Canadian clients with QBO
Add a field for secondary tax rate in line items so we can split a tax with 'Extracted Amount' correctly. Otherwise right now QuickBooks calculates is automatically based on the tax rate percentage and the amounts are not correct.
3 votes -
Paperwork match for sales
This is in regards to receipt of payment towards an invoice.
When I accepted the receipt from my client in Dext as a sale it created a new Invoice in QBO.
I set up automatic invoices within QBO in order to track monthly rent due.Is there a way for Dext to put the rent receipt directly to the open invoice? It doesn't have to 'pay' the invoice. I sometimes get the receipts sent in before the amount is actually paid/deposited to the account.
5 votes -
1tap Client Access
We would like to be able to control team members' access to 1tap clients, the way with normal clients.
2 votes -
1 vote
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1 vote
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Option to filter items by Line Items, and Customer Name assigned within the Line Items
I am exporting transactions for a customer into a CSV file and I can't seem to capture any line items transactions for that customer. The filter doesn't seem to capture any invoices that have that customer listed in the line items. As some of our invoices can contain several customer names, we apply the names in the line items. Is there a way to filter by customer and by line items?
We are missing a huge amount of invoices for particular customers in our transaction reports for monitoring.
1 vote -
Rules for multiple tax rates for a single item
If an invoice has both zero-rated and 20% VAT it won't pick that up.
2 votes -
Bank Match for Sage Accounting South Africa
Bank Match for Sage Accounting South Africa
2 votes -
1 vote
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Option to enable Automatic Line Item Extraction by client for all uploads rather than by supplier.
I am trying to turn on line extraction for a client for all uploads. Is there a way to do this rather than by supplier?
1 vote -
1 vote
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2 votes
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Alert for clients when they receive messages through Item meesaging (not only from the notification area)
I feel like an alert is needed. I didn't even notice I had a message. It would be a great tool if it worked.
5 votes -
Automatically assign Product & Services (stock items) to Purchase Orders in Xero
Within the Dext platform, we utilise Purchase Orders to establish
connections with the invoices we receive from our suppliers. These Purchase
Orders are equipped with item codes, as we follow a practice of generating
distinct stock codes. Consequently, when an invoice arrives from a supplier,
we ensure linkage with the corresponding Purchase Order within the Dext
platform (we use Xero). Regrettably, an issue has surfaced during the
publication process. Despite our efforts, the system does not appear to
appropriately allocate the invoice to the designated product code.We see the PO on Dext for the relevant supplier. We link it;…
1 vote -
Allow characters like "em dash" in the reference field to be published
Please allow the system to accept other credit note characters in the invoice field. It is very time-consuming having to action these manually.
"Looking at the screenshot you provided, it seems that there was an "em dash" (a long dash that is not accepted by the system) as part of the invoice reference, which resulted in the error message "Please remove invalid character — from Invoice number field". Please use a short dash ("en dash") in such situations and the items should be published successfully."
1 vote -
Amend Client Settings in Bulk/Pre-set Client Accounts
We want to be able to change all of our clients settings in bulk, for example, the "Show net amount" one. We also need to be able to pre-set this to be ON as default for new clients.
2 votes
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