1761 results found
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Publishing History
Can we have a new publishing history so that we can see which users have published documents into the accounting software rather than having to find each document and look at the 'history' tab as some clients publish documents incorrect so a new tab would be easy to identify all documents that they have publish.
9 votes -
Bank Match to Match more than 10 days of thed date
Bank Match to consider entries paid more than the next 10 days of the document date
44 votes -
3 votes
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add a notes field in the submission history page
While in the submission history, or at the input level, it would be helpful, if you could put notes or a reason. For example, I deleted transaction No.9xxxx because it was a duplicate of 9xxxx.
4 votes -
reject invoices
Ability to "Reject" an invoice after recevied by Surf but before publishing- and let the sender know it has been rejected . Preferably with a comment field.
3 votes -
Restrict Bank Statement Extraction for clients
The ability to restrict client accounts from submitting Bank Statements for Extraction.
3 votes -
Dividend
There should be an entry to add if a dividend has been paid out and the value of it
1 vote -
3 votes
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2 votes
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GST greater that PST or QST
Would need Dext be able to handle documents with greater GST than QST or PST. Currently, need to manual change in QBO
8 votes -
Ability to pull trial balance, general ledger, balance sheet under one roof.
Ability to pull trial balance, general ledger, and balance sheet under one roof.
4 votes -
Be able to Publish items without a Category to Xero
I have manually entered those line items, and they have different categories or Xero coding, however, when I come to publish this document, Dext is preventing me from doing so as it is asking for a single category to be attached which I do not want to do, hence the 2 line items.
Surely there is a setting that specifies individual lines rather than a single category for the invoice?2 votes -
Additinail extraction limit bundles for direct clients
The issue with upgrading to premium is that we don’t require 3000, more like 500.
7 votes -
Option to hide irrelevant fields
Option to hide fields that aren’t used by the client - eg. none of our clients use Customer or Product/Service fields. I’d prefer to be able to switch them off rather than say “just ignore those”
10 votes -
Resubmit receipts back to author if not readable
Submit receipt back to Author if receipt is not readable. They then get a notification on their app/email that they need to retake photo and submit.
12 votes -
3 votes
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Pin specific accounts/clients at the top of the client list
The ability to pin specific accounts/clients at the top of the client list.
I believe this feature would help those that have access to 10s of different accounts, but only need to log into a select few.
Perhaps not a fundamental change, however it would reduce the need to continuous search through a large client list.
3 votes -
Set User filter for my profile and save it
Save user filter so when I open Dext I only see my documents.
9 votes -
2 votes
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Flag items via the Mobile app
Option to Flag items via the Dext Mobile app
16 votes
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