1788 results found
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Mulitple Projects for Customers
Need the abaility to assign multiple 'Projects' to a 'Customer', currently can only assign a single project to each customer.
3 votes -
Description before uploading in website
I'm surprised this isn't a feature yet. When you are adding a document online via the webpage there is no area to give a description for the document before uploading or even right after. You have to wait for it to be processed, then go into it and leave a note. For someone who submits receipts & bills both on the phone & webpage it would be very nice to have that feature on the webpage. I am frequently submitting documents that I would like to leave a description for so my accounting team can then know where they might…
155 votes -
Quantity and Unit Price columns to export
I would love to have the Quantity and Unit Price columns to be exported when processing invoices under the Costs category. It would save me a few hours each time a need to prepare my reports.
5 votes -
Dext exporting document name
When Dext exports a document to WorkflowMax, the document name defaults to Dext ref number. I suggest this should be the invoice number and supplier name so that it is easier to locate on Workflow for non Dext users.
3 votes -
Mobile App - Paperwork Request Feature Upgrade!
Mobile App - Paperwork Request Feature Upgrade!
Currently, when requesting outstanding paperwork from clients, the client receives a notification on their phone. They then have to navigate to the bell in the top right hand corner, then toggle between a couple of pages to eventually find the list of requests.
It would be great if the client clicks on the request notification on their phone and it takes them directly to the list.
7 votes -
Publish items to QuickBooks without a Category or Product/Service
Be able to publish items that have categories Line Items, but do not have a Category or the Product/Service on the main item details page.
4 votes -
Easily add practice admin users to all clients
When setting up a new client and it asks which team members need access, splitting users into admin and basic sub categories so that i can select all admin users easily plus ad hoc other users that i want.
3 votes -
Disable Cost Image Upload to Sage Accounting SA
Option to select disable image upload when publishing cost Invoices to Sage Accounting SA. Published images only to be available in Archive on Dext Prepare and not in Sage.
5 votes -
Auto-Archiving and Publishing
We have a client that has a vendor who sends everything to their Dext account (order confirmation, short stock reports, invoices, payment receipts). We would like Dext to be able to auto-archive those documents that are not invoices for this vendor and then auto-publish those invoices to Dext.
2 votes -
Creating a Missing Paperwork Report to be able to incude more than 100 transactions at a time
When creating a Missing Paperwork Report include all the transactions that are missing an image, not limit it to 100.
2 votes -
Download CSV and images (ZIP) at once with the option to arhive after download.
Hello, I really need an option to download CSV and pictures (zip) at once with the option to arhive after I download.
4 votes -
Adding the ABN number for a Supplier as a Supplier Rule
Adding the ABN number for a Supplier as a Supplier Rule
6 votes -
Edit the layout of the columns in the Workspaces.
Is it possible to move around the columns in the workspace and make them smaller/bigger.
10 votes -
6 votes
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sorts category list by number or description and add search box
Categories list : Allow to sort by GL number or description. Add search box.
8 votes -
Show each tax in CSV download not combined
CSV downloads of the selected DEXT transactions should include separate columns for the tax paid.
In some Canadian provinces we have GST and PST but there is only one column for a combined tax. DEXT has the data, it just needs to be shown in the download report and not combined.5 votes -
Quantity box next to products / services
Add a quantity box for the products / services box on the items details page - otherwise it's manual for partner to then add line items to determine the quantity of the product of the invoices
5 votes -
Improve Practice Insights
The ability to drill down on average delay days and auto publish % in practice insights would be great.
3 votes -
Send user an email for Paperwork Requests
When requesting paperwork, please make an option to send a notification email to the user to notify them of the paperwork request. At the moment, it sends a notification to the app which is easily missed. This would be helpful but furthermore, I think its essential. Thanks!
13 votesThanks for the feedback we are reviewing this.
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Be able to sent Email messages to the clients directly from the account.
What I am looking for is a means of sending messages/ emails to client via client view for those clients who are not uploading the invoices in time
4 votes
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