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1788 results found

  1. My Team insights within Practice Insights - the ability to see what our Staff are coding each day would be useful.

    Avg number of items per day, month
    On Avg how long they take to code/they spend in Dext
    Most active setting up Rules

    4 votes

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  2. Make the "supplier duplicates" function catch "Last Name, First Name" vs. "First Name Last Name" duplicates. Eg. "Smith, John" exists as a supplier in the accounting software, but Dext imports a duplicate "John Smith", and the Supplier duplicate function doesn't catch it, so they have to be tracked down and manually merged.

    5 votes

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    0 comments  ·  Extraction  ·  Admin →
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  3. We have a client that has a vendor who sends everything to their Dext account (order confirmation, short stock reports, invoices, payment receipts). We would like Dext to be able to auto-archive those documents that are not invoices for this vendor and then auto-publish those invoices to Dext.

    2 votes

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    0 comments  ·  Publishing  ·  Admin →
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  4. When creating a Missing Paperwork Report include all the transactions that are missing an image, not limit it to 100.

    2 votes

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    0 comments  ·  Bank  ·  Admin →
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  5. When Deactivating or Disconnecting a client from Prepare where the Account Owner needs to be set - have the option to not send an email to the Account owner.

    4 votes

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  6. The ability to mark and download individual items items added to an Expense Report directly from the Expense Report item list.

    11 votes

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    Under Review  ·  0 comments  ·  Other  ·  Admin →
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  7. The mobile app should have an option to upload bank statements as is instead of having to upload as supplier statements.

    21 votes

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    1 comment  ·  Mobile  ·  Admin →
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  8. The ability to pay for bills and invoices from within Dext Prepare

    7 votes

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    0 comments  ·  Other  ·  Admin →
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  9. It'd be great to have API access - please update me when this becomes available

    165 votes

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  10. The option to sort Suppliers into different folders.

    7 votes

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    0 comments  ·  Workflows  ·  Admin →
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  11. The Customer would like to see the option for Item Messaging for Admin users in PPC accounts so they can also send such messages to users.

    19 votes

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  12. Some users would like to be able to publish items with no total amount (total amount of zero) to Xero. Currently, they receive an error message that the total amount should be greater than zero.

    14 votes

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  13. There should be an entry to add if a dividend has been paid out and the value of it

    1 vote

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    0 comments  ·  Bank  ·  Admin →
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  14. Be able to add new customer/vendor data (address, phone, email) directly in Dext as we are processing the payments. And then have that information passed over to the accounting software profile setup (QBO, Xero, etc)

    12 votes

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    1 comment  ·  Design  ·  Admin →
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  15. Support/Sync Product/Services lists from QBD for accounts using RN connection

    6 votes

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  16. Partners are running into an issue where they are publishing items to a local copy of a Sage 50 company file. Changes/publications are not reflected in the 'cloud' copy of the company file distributed by Sage Drive. This is impactful when they work with a team since they can’t work with the last update of the company file.

    11 votes

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    0 comments  ·  Publishing  ·  Admin →
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  17. Cost centres: when a company is integrated with Xero all the tracking categories are imported and you can chose them when posting invoice but when client is not integrated with any software the only option is Projects. We have clients with more cost centres like departments, country, employee. We need to have the option to create more cost centres please

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  18. An ability to bulk delete suppliers that are not pulled from integration.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  19. Can you add a feature where certain line items on invoices (e.g. "Shipping" or "Freight") are automatically coded to a different Category/Account when automatically extracting line items?

    e.g. Invoice for $100 broken up to $90 goods and $10 freight. The invoice was issued by a supplier with the "Extract line items" function turned on in DEXT.
    The invoice was disaggregated to:
    Description | Category | Total
    Goods | Cost of sales | $90
    Freight | Freight expense | $10

    In this instance, DEXT has picked up the key word 'freight' and has automatically coded it to 'freight expense'. For all…

    9 votes

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    1 comment  ·  Extraction  ·  Admin →
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  20. Would like to be able to have invoice date and payment date fields, as otherwise it defaults to invoice date and we have to change it every time in Xero. It would be also good to be able to set up in a Supplier rule or Account settings, whether you would like the Paid Date to default the Invoice Date, Due Date or Today's Date.

    28 votes

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    5 comments  ·  Publishing  ·  Admin →
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    Hi,


    Thanks for your feedback. We will look at options for how we might either provide a payment date field of improve the way that payment date is populated in Xero to make this more convenient. We'll provide an update via email when next steps are decided. Thanks for taking the time to make this suggestion.


    Kind regards,

    The Dext Product Team

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