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1497 results found

  1. Hate the constant pop-up interruptions while I'm trying to work asking me whether I'd recommend it. Stop getting in the way of my work

    103 votes

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    5 comments  ·  Other  ·  Admin →
  2. Update to Fetch : I have several accounts from different companies attached to my sign in. I would like to choose which accounts I want fetched into my dext. Currently I have to contact my supplier and move my accounts to make fetch work with Dext - not what I really want.

    6 votes

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    2 comments  ·  Other  ·  Admin →
  3. The ability to use Paperwork Match with Credit Notes type of documents when integrated with Xero.

    5 votes

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    0 comments  ·  Match  ·  Admin →
  4. Create and add new document types to the Type field on the item details page.

    14 votes

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    5 comments  ·  Extraction  ·  Admin →
  5. Extract data from supplier invoices to set a rule to record to certain categories in Xero. E.g Client has multiple cafe's that need to be identified in Xero by categories. Have the ability to set a rule in Dext to record a bill to a selected category based on the delivery address on the suppliers bill,

    2 votes

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    0 comments  ·  Categories  ·  Admin →
  6. We need to be able to publish the Customer field in line items to ApprovalMax, especially with Costs items

    11 votes

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    1 comment  ·  Integrations  ·  Admin →
  7. 8 votes

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    1 comment  ·  Integrations  ·  Admin →
  8. I'd like to be able to drop them directly into the Inbox not have to go to "Add documents"--you should just have a drop zone on the main page.

    4 votes

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  9. Ability to create and save a filter used regularly. EG: I always filter the list to those under my name as the User. Would be great to save this for quick access everyday. Still need to see the full list though so wouldn't want the tasks to be restricted unless filter is applied.

    24 votes

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    4 comments  ·  Other  ·  Admin →
  10. 52 votes

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    1 comment  ·  Workflows  ·  Admin →
  11. Cost centres: when a company is integrated with Xero all the tracking categories are imported and you can chose them when posting invoice but when client is not integrated with any software the only option is Projects. We have clients with more cost centres like departments, country, employee. We need to have the option to create more cost centres please

    3 votes

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    0 comments  ·  Other  ·  Admin →
  12. Auto pull the invoices item description like the other fields. Example Item, QTY, Color, Price.

    6 votes

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    0 comments  ·  Line Items  ·  Admin →
  13. 7 votes

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    2 comments  ·  Rules  ·  Admin →
  14. The ability to upload Bank Statements for extraction in a CSV file

    8 votes

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    0 comments  ·  Bank  ·  Admin →
  15. Be handy to input supplier bank details so that also uploads to Xero to make faster payments

    7 votes

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    0 comments  ·  Extraction  ·  Admin →
  16. My Team insights within Practice Insights - the ability to see what our Staff are coding each day would be useful.

    Avg number of items per day, month
    On Avg how long they take to code/they spend in Dext
    Most active setting up Rules

    4 votes

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  17. Hi, we just started to use Dext and have an surgestion. The sales reps received their credit statement by mail. Is it possible that a normal user can upload his credit card statement to match with his Costs, inbox. At this stage only an ADMIN user can upload the statements. This is very time consuming and the Idea why we use dext is to save time for everybody. Kind regards, Roelyn

    4 votes

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    1 comment  ·  Bank  ·  Admin →
  18. Is there a way to tag clients in Dext Prepare - similarly to how you can in Precision? What I’m hoping for is to be able to tag or filter clients for who we do the bookkeeping for vs who do their own bookkeeping

    5 votes

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  19. 7 votes

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    1 comment  ·  Workflows  ·  Admin →
  20. 3 votes

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    0 comments  ·  Design  ·  Admin →
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