1497 results found
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Sales Invoicing for Solo
On Solo, we really need to have the facility for clients to raise their sales invoices (and send/print/email/text to their customers). The scraps of paper most of them write out by way of an invoice (and half my clients write out no invoices at all !) isn't going to be recognised by Dext.
2 votes -
Multiple receipts in one page
Multiple receipts in one scanned document would be really useful, instead of scanning one by one the recepits for each meal, or fuel, etc, Same as the Multiple photo option in the App.
1 vote -
Add Statement Inbox column to Dashboard
It would be helpful to have the Supplier Statements listed on the main practice dashboard so you can see the amount in any client to process like there are for Costs and Sales.
2 votes -
Add receipts to Expense Claims
Include all receipts to expense claims. When an expense claim is posted to QBO, it's posted as a bill with a pdf of an expense claim. Though this expense claim includes all itemized and categorized purchases, it's essential to include the actual copies of receipts as support to legitimize the dollar amounts claimed for audit and managerial purposes. If I have to manually attach every receipt, it's cumbersome and inconvenient for the viewer to open the expense claim and each additional receipt to double check accuracy.
19 votes -
Smart Split by unit cost amount and not total amount
Allow Smart Split -> split by line item's unit cost and not total cost.
Current feature you can preset the line item by typing in Description, category, Product, Quantity and Total amount. However, I'd like to be able to enter the Unit Amount instead of the Total amount as I'd like to use this feature to keep track of how many units are sold per line item which adds up to the total amount. Thank you.
2 votes -
Be able to achieve expenses automatically by rules or via toggle on/off approach under each suppliers profile
Be able to achieve expenses automatically by rules or via toggle on/off approach under each supplier profile. Currently, the only way is to select the row and then click 'archive' 🤷
1 vote -
sort by tax
Could we sort by tax in the Costs page? That would be a workaround to solve my Uber/Eats tip invoices issue.
2 votes -
Extract custom phrase
Would be amazing to be able to create a phrase for Dext to search for - my use case is in Uber and Uber Eats instances where the tip is added after the fact. We get two invoices autosubmitting, one for the original amount and one for the original amount plus the tip.
If it could recognize the phrase "Thanks for tipping," and note that somewhere viewable before clicking into the receipt it would allow us to be somewhat more efficient in adjusting the extracted amounts to be correct on them.
1 vote -
Setup Fetch for Local DPD
Please add local DPD for billing purposes
1 vote -
single client record for prepare and precision in the new look dext
The new look for dext is great, however it would be even better if there was a single client record for clients that have both prepare & precision accounts, allowing you to easily choose if you are opening that client in precision or prepare & making the client list more streamlined without filtering.
1 vote -
Email in multiple invoices detail
When you look at an invoice in the archive and the email that has been sent in. Where an email has contained multiple invoices it would be helpful to see a list of the invoices. Or even a list of the Dext reference numbers to cross reference back
1 vote -
Zero invoices - allow to input zero invoices to show debit & credit
Allow Dext to enter zero value invoice. I have a zero invoice but want the information recorded in my accounts so I know how much the council is changing each year. Need to put a debit then a credit in for £1010.48
1 vote -
block sender
We need to be able to block spam or ads that are not invoices. I get tons of ads from Office Depot and adds selling software.
1 vote -
Krystal Hosting connection
Hi, please could you add Krystal Hosting as a connection?
Krystal Hosting: https://krystal.io/1 vote -
Partial payments - When/How much was paid and how much is still outstanding
Not all invoices are being paid in full at once. Please add an option to mark invoices that are partially paid (instead of the current paid and unpaid only) and add a section when/how much was paid and how much is still outstanding for payment. Thanks.
1 vote -
See the whole invoice and invoice in one screen eliminating scrolling
It would be great and so much more productive if you could reduce the area around an invoice showing on the screen so we can see all of the invoice and not have to continually scroll for the invoice or the fields used. If you would like more details as I may not be clear please feel free to contact me.
3 votes -
Category Summary report.
It would be nice to be able to have a report section. In this section you could automatically have it total up the money spent or earned in different categories. By clicking on this report it would total up each category and give you a list of each category with their total $.
1 vote -
Supplier Statements & QBO , marking payments directly
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 -
Partner Invoices
Please improve the invoices partners receive to have a detailed breakdown for each customer similar to Quickbooks invoices. It helps will allocating the costs to customer projects.
2 votes -
DD payments - Customise payments dates from Dext before publishing
To be able to set the payment date on an invoice from Dext for bill paid by DD E.g. a BT bill paid by direct debit. The bill is dated 25/08/2024 and the DD is due to be collected 08/09/2024. If i publish as marked as paid it will add payment as per the invoice date but I want to change the payment date to the DD date. I have also tried publishing to bank but again it uses the invoice date. I still want to add it to bills but do not want it to shown as payable as…
1 vote
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