1761 results found
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Set supplier rule to auto code to Xero categories based on address or name
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 -
Publish Customers in line items to ApprovalMax
We need to be able to publish the Customer field in line items to ApprovalMax, especially with Costs items
11 votes -
Ability to enter negative figures in the supplier rules e.g. tax and NI deductions on payslips
I use moneysoft to provide payroll, and email the payslips to Dext. I have to manually enter minus signed in front of the line items to account for tax and other deductions.
2 votes -
7 votes
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Drag and drop items directly in the Inbox to submit them
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 -
Reuseable Filter
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.
15 votes -
4 votes
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51 votes
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Cost Centres
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 -
Extract Item Descriptions with QTY & Price
Auto pull the invoices item description like the other fields. Example Item, QTY, Color, Price.
6 votes -
Faster Refresh for Categories & Suppliers
Hi
It takes over 1hr+ regularly to refresh Categories & Suppliers for our Customer, when we've take on a new client and we're resetting their CoA and updating Suppliers this is quite time consuming to wait.
2 votes -
7 votes
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Bank Statement Extraction with CSV file
The ability to upload Bank Statements for extraction in a CSV file
6 votes -
Bank Detail Input
Be handy to input supplier bank details so that also uploads to Xero to make faster payments
6 votes -
My Team Insights
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 Rules4 votes -
Default Document Owner
Option to set Default Document owner when uploading items via the Web app
17 votes -
Switching integrations should not clear archived categories
Keep Categories archived when switching integrations. I just switched integrating between quickbooks and Xero and was blown away to find out that all my categories went blank. These items are archived and therefore should not change
2 votes -
Make paperwork URL visible within Dext web app
Show the paperwork URL within Dext so it can be copy-pasted without having to export to CSV or republish. I'm often adding and merging paperwork to Dext after I've already published a transaction, and this invalidates the URL from the initial Publish (at least in QB Desktop). It would be much easier to update the transaction with a new URL if we didn't have to export to CSV or unpublish/republish first.
2 votes -
Admin user submit credit card bank statement
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
3 votes -
Tagging option in Dext Prepare similar to Dext Precision
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
2 votes
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