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  1. Add the ability to create a prepayments schedule directly from a cost item from Dext. If a cost item is coded to a predetermined prepaid expense account Dext should give the user the option to create a prepayment schedule based on the bill (posted to Xero as a journal). I would envisage this being similar to the 'create line items' interface.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
  2. Add the option to filter (and/or sort) by bank account when requesting paperwork. This would easily enable the user to direct all requests to the correct recipient.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
  3. Hi! I really think it would be incredibly useful to be able to use the new supplier statements section to DIRECTLY mark statements as paid in QBO, select the payment date, and attach the supplier statement document directly to the payment record in QBO. I initially thought this was a part of the new feature , and while it is useful as is I think this would take it to the next level!

    4 votes

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  4. PO needs to be approved in QBO first before being able to match in Dext

    1 vote

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  5. Enable client messaging for bank transactions.
    When an unidentifiable bank transaction appears on the bank feeds (such as a cheque payment) then it would be brilliant to be able to message the client via their app to ask what it was for, in the same way you can do for invoices.

    1 vote

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    0 comments  ·  Solo/ITSA  ·  Admin →
  6. A list of CRA categories for income & expenses with their matching code number that a person could print to refer to when entering receipts.

    1 vote

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    0 comments  ·  Categories  ·  Admin →
  7. It would be nice that when the preparer has requested paperwork that the client would be able to message in regard to one of the paperwork requests and not just upload a document.

    1 vote

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  8. Where the accountant practice pays for the Dext subscription, for the practice to be able to change the account owner without sending an email to the client. Most of the time we use Dext internally with clients uploading, they do not use Dext so sending an email causes further confusion as we pay for it

    1 vote

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  9. Expense claims - allow for Bill number on expense claims when processing through to software rather than showing as RB no.

    1 vote

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  10. Be able to add the company logo instead of having the company avatar be the first letter of the company name (`A for example)

    1 vote

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    0 comments  ·  Direct  ·  Admin →
  11. It would be great if the team could see the client list for their team in the dashboard, rather thank "my clients" and "all clients"

    2 votes

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    0 comments  ·  client list  ·  Admin →
  12. Ability to download excel or csv of the supplier statement submitted

    5 votes

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  13. I have a bill that is 30 - 100 lines. I don't get it often enough to justify the extraction tool (and it doesn't work well because of the way the vendor does the bill). I have to add one line at a time when I split it out. Please allow an "Add 5 lines" button!

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
  14. Hi, I’ll try to explain my goal. I am uploading a bank statement from Dext to Bright. For example, I have a receivable of 120 that I will record under sales. However, I’ve spent a lot of time manually entering the sales account number into Bright. I’d like to know if it’s possible to automatically assign the sales code to all receivables with the description 'CLIENT'. Or, if possible, add a new column in the Excel file (from Dext) to include the account code, so it can be uploaded directly into Bright.

    1 vote

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    0 comments  ·  CSV Export  ·  Admin →
  15. Turn on Mileage Claims feature for Singapore Region

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
  16. Send payment to a vendor from a bill/invoice! Like bill.com or Melio

    58 votes

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    2 comments  ·  Other  ·  Admin →
  17. Have items sorted in same order between the the 2 different export file types. In other words, the items in the PDF show in the same order as the exported CSV?

    1 vote

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    0 comments  ·  CSV Export  ·  Admin →
  18. Where an invoice has had line items created, have an export option which only shows the line items for these invoices, and the totals when there are no line items
    This has been causing manual work when uploading into non-integrated software as the total lines for invoices we have split need to be deleted before importing into the bookkeeping software.

    1 vote

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    0 comments  ·  CSV Export  ·  Admin →
  19. I want to be able to star other people's clients as a favourite for me for instances where I need to keep an eye on them whilst they're on annual leave etc

    2 votes

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    0 comments  ·  client list  ·  Admin →
  20. I have a client with two accounts with a particular supplier. While I am able to connect these two accounts through Fetch, in Dext I would like to assign the invoices from each account to a different supplier. Dext currently extracts the supplier from the invoice, and therefore both accounts are being set to the same supplier.

    It would be helpful if on a Fetch connection we could override the extraction by setting a specific Supplier per Fetch connection. This would ensure the documents from the two fetch connections are correctly allocated to the supplier accounts I wish to use,…

    1 vote

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