1788 results found
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1 vote
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Email template that can be send to clients from partners
Email template to invite clients of partners to learn more about Dext and join Dext.
2 votes -
Dext prepare stats link with flows in Precision
We have set up monthly flows using Dext Precision and it would be great if there was an automatic check with Dext prepare to show you how many items remain in Dext for processing. This would allow us to check which members of the team are staying on top of their Dext processing.
2 votes -
1 vote
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Extraction of quantity & unit prices (Under Edit Line Item)
Dear Management,
I would like to feedback on "Edit line item" features, which allow users to input quantity & unit prices (these two input are important for bookkeeping functions), which are well developed.
However, I was told that we are unable to extract quantity & unit prices to CSV for us to proceed the next step of bookkeeping work, which are quite disappointing, as Dext Prepare are designed to facilitate bookkeeping functions, but yet, till now we are still unable to see improvements till now.
I sincerely hope Dext can treat this matter seriously so that we can continue utilise…
11 votes -
Restricting which type of documents can only be submitted in the Costs Workspace
Restricting which type of documents can only be submitted in the Costs Workspace
1 vote -
Auto-publish only flagged items
Only allow the system to auto-publish items after they have been flagged by the user.
1 vote -
Inactive tax rates in QBO
Do not show tax rates in Dext that are inactive in QBO already
12 votes -
1 vote
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Merge Expense Reports
Option to merge two or more existing Expense reports in one
37 votesHi all,
A quick update on this feature request. Thank you to those who've emailed me back!
Within the next few months, we will build the ability to move items between expense claims.
But it seems what is also needed is more control about when and how auto-expense claims are made. This is an area we will look at improving in the future.
Hope this update helps
Anna
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Deactivate certain features in the 'Archive' page
To prevent accidental data exports from the archive section, we would like to inquire if there is an option to deactivate the "export" button in this specific context. This additional safeguard would help us maintain data integrity.
1 vote -
Make Payment Method field mandatory
Can we make fields such as the payment method mandatory? As in, is it possible to prevent automatic movement to the 'ready' section if the payment method has not been specified (manually or by a supplier rule)?
6 votes -
1 vote
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Including Tax Code in Default Dext Prepare CSV Export Format
Include Tax Code column along with the tax codes of the items in the Default Dext Prepare CSV Export Format
2 votes -
Customize the Description field to have pre-populated options for users to select from
Can I pre-populate the Description field? So that when my user makes an entry, they can see the pre-populated text when filling a cost item?
I want to be able to have the user select the budget. We can pre-populate the description field with all the budget categories. The user only needs to check the correct budget category. But it needs to show up for all new cost entries.
1 vote -
1 vote
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2 votes
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Add "Customer Remittance" as an option for a Sales Item type.
Add "Customer Remittance" as an option for a Sales Item type.
3 votes -
Extract item types for Sales documents.
Extract item types for Sales documents.
4 votes -
Ability to auto-publish to Desktop accounting software integration such as Sage 50, Quickbooks Desktop.
Ability to auto-publish to Desktop accounting software integration such as Sage 50, Quickbooks Desktop.
6 votes
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