1507 results found
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Copy and Paste Smart Split rules
Hi, would it be possible to copy Smart Split Rules to paste into another suppliers account?
2 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.
6 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!
7 votes -
Highlight where extracted data has come from.
It would be useful if you could possibly highlight where certain bits of data have been picked up from. E.g. the date/amount/invoice number on the photo of the receipt/invoice would be highlighted. This would just make it easier when checking through a lot of invoices before publishing.
3 votes -
Client View Export
Please can you add an export function to the client view page ?
This would be really helpful to manage the team
Thanks :)
2 votes -
1 vote
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Exceed limit for BSE for Dext Solo clients.
Exceed the limit for bank statement extractions per month for Dext Solo clients.
1 vote -
Tax code extracting with Line item extraction
Have the option to extract the tax code with Line item extraction.
17 votes -
Request Paperwork for Direct users
Add the option Request Paperwork for Direct users at Dext.
5 votes -
Add links to Images column when exporting to CSV Sage 50 Format
When exporting to a CSV i usually use 'Dext Prepare Default' so that i can see the link to the invoice. I would prefer using the Sage 50 CSV but it doesn't inlcude the link to the invoice. Can we adjust the Sage 50 CSV to include this colum?
1 vote -
Expense Approver to have their own Individual Inbox
Hi, we currently have a Dext subscription that we use for staff expense claims, and we've set up specific users for approval. However, all expenses for approval are currently being routed to one inbox (expense list). Is there a way to configure this so that each approval user has their own individual inbox, ensuring that only expenses assigned to them are visible for approval?
4 votes -
Do not make 2fa mandatory for Xero integrated account.
Option to turn on or off when needed.
1 vote -
sync updates made on sales/expenses in Xero to Dext
2 way sync between Dext and Xero. It is common that once we post documents to Xero we then edit/update them in Xero. It would be helpful if the edit was also reflected in Dext or vice versa . This would be helpful as then when exports are made from Dext they will reflect Xero exported reports.
3 votes -
Export user defaults list for Payment methods
Be able to export a list of all the set user defaults for payment methods to be able to see them all, if you've got lots of users, without having to click on the different pages.
1 vote -
Option to search Purchase Order by Product/Service Description aside from Product/Service Name
Option to search Purchase Order by Product/Service Description aside from Product/Service Name
1 vote -
Option to export multiple files to PDF but not as a single file, but individually
Option to export multiple files to PDF but not as a single file, but individually
2 votes -
2 votes
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More Bespoke Line Item Extraction
I wonder if we can talk about Dext doing a more bespoke extraction - to pick up the bvat entires too please. Some lines are a mix of income & expendiures, such as winnings and costs, some with and some without vat, so it would be great if Dext could pick up these breakdowns too instead of the whole total for the line. It is very niche to horse racing - but we act for A LOT of clients in this sector, so this would be a game changer for us.
2 votes
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