1761 results found
-
Bank Statement Extraction to download in ofx file
A Partner wanted to export Bank Statement Extraction in ofx format as they wanted to import in Sage.
2 votes -
ability to see total spend with supplier
Include the ability to see how much has been spent with each individual supplier/contact, monthly and annually.
1 vote -
Indicate active from inactive clients in the new client list
With the old client list the Active and Deactivated clients were separated into tabs making it easier to distinguish between them and it would be very useful to have such a feature with the new client list
5 votes -
Ability to Print document images directly from the Expense Report
Ability to Print document images directly from the Expense Report
1 vote -
Ability to limit colleagues to submit items on Partner's account only on client
I wish the firm was listed as a checkbox on the client list on the privilege page.
2 votes -
integrate with erp system JobBOSS
Be able to direclty integrate with an erp system - JobBOSS
1 vote -
Integrate with Unleash (Stock software)
Sales function: we are thinking to send sales order to Dext Prepare then Dext send sales order information to Unleashed a stock software. Is this doable? Thanks.
2 votes -
Ability to nominate email or business to login
"I would prefer two layer of security through our office email if that is something you can do for me pls. For other software we use, we have such facility as rather than compulsory mobile app they give option to nominate business email where the access code comes and as soon as we enter that in login process it authorises us to get into software."
1 vote -
Timer add on used for reporting and billing for each client with the number of inputs, not only receipts, but supplier rule etc.
Add a timer option in each client so, we accountant can follow the amount of time we actually work on the client and offer the option of a report for each. This would be merveilleux!!!!
1 vote -
Exports and Reports needed
Decided to trial Dext Prepare for 12 months with a handful of clients.
If we were to migrate the rest of our clients to you, we would need the additional functionality:Some way of exporting/sending a list of clients with a count what whats in their inbox for our own internal daily KPIs etc
Some way of exporting the supplier list showing each default account category its set, plus the other fields including whether it is set to auto-publish. This would be for our financial controller to review the supplier config settings all in one go across all clients
2 votes -
Intuit SSO
Just reaching out cause I would like to set up SSO for Dext. We currently use Jumpcloud as our Idp but I couldn't find any documentation for setting up SAML just via Intuit.
1 vote -
integrate with Clubwise
Be able to directly integrate with Clubwise to pull Sales data into Dext
1 vote -
Publish image/attachment of Sales items to MYOB
Ability to send image/attachment or Sales items when published to MYOB.
2 votes -
Copy and Paste Smart Split rules
Hi, would it be possible to copy Smart Split Rules to paste into another suppliers account?
2 votes -
65 votes
-
Client insights and changeable timelines
Customisable client insights dashboard with the opportunity to change reporting periods in Dext Prepare.
Opportunity in Dext Precision to change the dates of submission. Some client scores are being reduced because there isn't a frequent upload, but that's because they're done quarterly1 vote -
Conditions for TAX based on Invoice totals
Ability to set tax rues based on invoice during extraction. For example we receive invoices from Royal Mail that all of them apart from one a month are VAT exclusive. But for the subscription which is always £108 there is VAT. I have to every month check all invoices in order to just find this one!
If there was a rule to say :
If invoice amount = £108 then add VAT.1 vote -
Auto Publish rules based on document type & Conditions
Ability to auto Publish a document based on type whether it is a receipt or an Invoice.
For example I have a supplier called UPWORK that I can auto fetch the documents from them. However I receive both invoices and receipts. i want the ability for that supplier to auto publish the receipts but ignore the invoices.
5 votes -
Odoo Integration
Hi there, I have a client that is moving from QuickBooks Online to Odoo. They are a current Dext user and would like to continue using Dext
4 votes -
Split payment
Allow invoices to be paid using more than one account. Eg. if an invoice was paid part by bank and part by cash. It would be useful as I can't upload the same invoice twice and split the payment!
6 votes
- Don't see your idea?