1761 results found
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2 votes
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1 vote
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Turn "OFF" the "Today", "This Week", "Last Week", "This Month", etc. sections when sorting items in the Mobile App based on Transaction Date
When sorting items by Transaction Date in the Mobile App, we want to be able to see a full list of the items sorted date-by-date. Currently, when you sort by Transaction Date, it displays the items in descending date order, but this resets for each section, i.e - "This Week" sorts the items by transaction date for this particular week's Dates, "Last Week" will do the same for items dating back to the previous week, etc. which causes the List of items to reset on each section, making it hard to track accordingly.
1 vote -
Restrict Bank Statement Extraction for clients
The ability to restrict client accounts from submitting Bank Statements for Extraction.
3 votes -
2 votes
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Automatically fetch and extract bank statements
automatically fetch and extract bank statements. At the moment this feature is only available for australia where the statements are fetched and will appear under the bank tab but the client still needs to manually press a button to send them for extraction.
20 votes -
Allowing documents to be deleted or cancelled whilst in the splitting feature
When uploading a document into purchases and choosing the split feature. It would be quite helpful if you were able to cancel/delete the document whilst it is still in the stage of splitting the document.
1 vote -
Adding Notes to Bills - Xero integration
I want to be able to add Notes to Xero bills when I process them through Dext. Note, this is different from the bill description. This is a helpful feature to resolve my company's issue of dealing with a lot of suppliers that prefer BPAY as payment method. We want to use Parakeet in processing those bills, but the problem is, BPAY reference had to be put as Notes on the bill in Xero and I am hoping I can do that in Dext when I finalize the bill before pushing it to Xero.
1 vote -
1 vote
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Bank feed available for The Netherlands
Bank feed available for The Netherlands
1 vote -
Able to select receipt as default from App
Being able to choose Receipt as default for scanned/photographed items, or being able to quickly choose form the snippet if it's an Invoice/Receipt and whether it has been paid for or not
1 vote -
1 vote
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Use Advanced Search for clients under 'My clients' view
'Search doesn’t work on the client (practice) code on “Active clients” tab even when included on the client'
2 votes -
Not VAT registered
VAT treatment -
Where the company is not VAT registered and the VAT in settings is set to not extract the VAT it would be good if Dext recognised when creating the line items that did have VAT and it was able to add this to the net amount so that no manual adjustments had to be made. Thanks
2 votes -
Have the option to track the login history of users
Have the option to track the login history of users in the account
2 votes -
1 vote
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Smart balance for split line rules
Under smart split rules, permit one or more line items to be fixed, with the remaining balance (whatever it may be - variable) is allocated to one or more additional line items for different categories (one or more).
Rationale: Some line items may be recurring for the same amount, while some line items may be variable amounts, and there may even be some line items that only periodically appear.
It would be nice to have the option of allocating the remainder (whatever it may be) to one or more line items where the amount typically varies.
1 vote -
1 vote
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Mobile App - Paperwork Request Feature Upgrade!
Mobile App - Paperwork Request Feature Upgrade!
Currently, when requesting outstanding paperwork from clients, the client receives a notification on their phone. They then have to navigate to the bell in the top right hand corner, then toggle between a couple of pages to eventually find the list of requests.
It would be great if the client clicks on the request notification on their phone and it takes them directly to the list.
4 votes -
Description field for unmatched transactions
On the bank transactions have a description field where we can put a note in about the transaction not being matched with a receipt...
ie...Recurring charge, job number to apply to, personal. etc.1 vote
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