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  1. 76 votes

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    7 comments  ·  Expenses  ·  Admin →
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  2. 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 quarterly

    1 vote

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  3. 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

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    0 comments  ·  Extraction  ·  Admin →
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  4. 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

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    0 comments  ·  Publishing  ·  Admin →
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  5. 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

    7 votes

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  6. 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

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    0 comments  ·  Expenses  ·  Admin →
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  7. 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.

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  8. Please can you add an export function to the client view page ?

    This would be really helpful to manage the team

    Thanks :)

    2 votes

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    0 comments  ·  CSV Export  ·  Admin →
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  9. 1 vote

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  10. 1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  11. Option to integrate to Sypro ERP

    1 vote

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  12. Please don't ask for Authenticator code for at least 30 days or not at all for trusted devices recognized. Every 7 days is annoying.

    1 vote

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  13. 1 vote

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  14. Exceed the limit for bank statement extractions per month for Dext Solo clients.

    1 vote

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    0 comments  ·  Bank  ·  Admin →
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  15. Have the option to extract the tax code with Line item extraction.

    17 votes

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    1 comment  ·  Extraction  ·  Admin →
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  16. Add the option Request Paperwork for Direct users at Dext.

    5 votes

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    0 comments  ·  Bank  ·  Admin →
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  17. 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

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    0 comments  ·  CSV Export  ·  Admin →
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  18. 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

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    0 comments  ·  Expenses  ·  Admin →
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  19. Ability to create Custom reports in the Submission History section of an account, and download the results in bulk.

    For example - a report of all the invoices that have been edited or deleted once they have been published.

    1 vote

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    0 comments  ·  CSV Export  ·  Admin →
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  20. When processing bank statements - instead of rejecting files because there is data missing, just process the file which is there.

    2 votes

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    0 comments  ·  Bank  ·  Admin →
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