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  1. 1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  2. 1 vote

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  3. It would be great if there's a way to allocate a payment method to a category. For example, all costs with category X are paid in cash and therefore I would like to make it so anything with that category is paid to the cash account.

    2 votes

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    0 comments  ·  Categories  ·  Admin →
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  4. Add "Managed by" column on Client View screen

    2 votes

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    0 comments  ·  Design  ·  Admin →
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  5. When search for one of clients it would great if the last 5 clients that we had accessed were at the top of the list, as we often find ourselves working on the same clients throughout the day.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  6. 24 votes

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    0 comments  ·  Other  ·  Admin →
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  7. Have the option to delete images, if for example you have scanned the image in twice or two separate images, to be able to remove the unnecessary one, as the split options keeps both images.

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  8. 1 vote

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  9. Have the option to sync and notify to Dext once a published expense has been paid within Xero, to let the employee know they have been paid

    2 votes

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    0 comments  ·  Expenses  ·  Admin →
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  10. Have the option to integrate one Xero file with multiple Dext Prepare accounts

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. 32 votes

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    27 comments  ·  Extraction  ·  Admin →
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  12. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  13. 1 vote

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    0 comments  ·  Categories  ·  Admin →
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    • Notes/description aren’t always saved when completed on phone, when view on laptop you need to input again - this was time consuming
    • I needed to go back through submission history and manually restore invoices, to do this you have to manually open each expense as there is no way of cross referencing if you have more than 1 invoice from 1 supplier (again took quite some time)
    • Also if you move an expense to Personal instead of RBS or vice verca you can’t switch between accounts/expense reports meaning you need to delete the claim and start again e.g I submit…
    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  14. Option to set Default Document owner when uploading items via the Web app

    17 votes

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  15. Is there a way to make the categories appear in reverse alphabetical order on the "Item Details" page? The categories with the numbers in front (1,2,3) are the most widely used and we would like those to appear first in the drop-down menu.

    1 vote

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    0 comments  ·  Categories  ·  Admin →
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  16. Choose a preferred date/period for Client Usage Report

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  17. When requesting paperwork, please make an option to send a notification email to the user to notify them of the paperwork request. At the moment, it sends a notification to the app which is easily missed. This would be helpful but furthermore, I think its essential. Thanks!

    12 votes

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  18. Expense Report in Mobile App to show actual date instead of "Last Week"

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  19. Ability to add a Holdback amount to a document in Dext - "holdback is an amount withheld from the seller by either the seller's lawyer or the buyer's lawyer until a cer- tain condition in the Agree- ment has been fulfilled."

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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