Skip to content

Prepare

Categories

JUMP TO ANOTHER FORUM

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

123 results found

  1. When you are in Supplier Statements and you put them in to alphabetical order they do not stay in order when you use the arrows (top right) to click through them.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  2. Feature for the accountant to be able to pull off a by Category report just like a trial balance.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Solo/ITSA  ·  Admin →

    You can currently pull off a Category report within the Summaries screen. As we don't operate a GL, we cannot highlight debits and credits, however you can see which category are Income and Expenses.

  3. I can send a PDF directly to an email, messenger or an app, why can’t this option be available for DEXT? Seems a pretty basic and requirement for DEXT users, cannot believe I even need to suggest this

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Completed  ·  0 comments  ·  Mobile  ·  Admin →
  4. All our sole traders have cash transactions along side the bank transactions. A lot of the time they lack real paperwork so we need the bank feed option but we also need to have the ability to add in cash sales and costs, a blend of the two options you currently have. I can't think of a small trader that does not have cash along side their bank transactions so I imagine HMRC would be very keen for this fucntion as well as a pure bank feed is not sufficient.
    Fingers crossed you guys are already all over this and…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Solo/ITSA  ·  Admin →
  5. Move Dext Solo Clients to Dext Prepare

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Completed  ·  0 comments  ·  client list  ·  Admin →
  6. Please redesign the app to function natively with iPad - I spend a lot of time in Dext and it seems silly that I can only use the iOS app in iPhone mode / display (unable to use over half of the screen in landscape mode)

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Completed  ·  0 comments  ·  Mobile  ·  Admin →
  7. The new layout of the 'Add client' option doesn't have the button to select all colleagues to have access to newly created clients so it would be a good idea to add such an option as it was in the old way.

    12 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Design  ·  Admin →

    Hello, 


    Thank you for your continued feedback and support in making the Dext Product better. We wanted to let you know that this has recently been released. Please go and check it out and let us know what you think. 


    Simon Williams

    Product

  8. Have the option to set up a 2FA with an email rather than doing it thourgh an authentication app.

    19 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Other  ·  Admin →
  9. Option to report an error where an invoice has been assigned to an incorrect supplier

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Extraction  ·  Admin →
  10. 10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Solo/ITSA  ·  Admin →
  11. The various accounts/categories are listed as columns on the right hand side. As there are more and more lines this will make the report harder to read. Can you have one column with the heading "account or category" and all the accounts listed below it? Also the columns listed as "project" & "project 2" should be classes and locations. Can this be fixed as well?

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Expenses  ·  Admin →

    Hi everyone, this week we released a new layout to the Expense Report PDF export which has the following improvements:

    - Categories are now summarised at the top so that the font doesn't get smaller when there are more categories

    - The font is darker and easier to read


    We are also working on this ability to choose the order of items in the expense report, as we know not having this is a frustration at the moment. 

  12. Shift + Click to highlight multiple items in the inbox

    61 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    3 comments  ·  Design  ·  Admin →
  13. Have a field for approver rather than hovering over waiting for approval for find out who's still needs to approve. & provide a reporting tool for administrators who need to chase up people who need to approve

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Other  ·  Admin →

    Hi,


    We have now added an optional approver column which you can use by selecting the table cog, and selecting "Approver".


    Thanks for your feedback and please do reach out with any further queries.


    Many thanks


    Vikash


  14. Many of our expenses need to be split between different classes/locations by % instead of by transaction. It would be great if we could assign percentages to the invoice total and have the system automatically calculate the amounts for Net Amount, Tax Amount, and Gross Amounts.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Line Items  ·  Admin →
  15. 'Note' text box should automatically expand downwards if the contents go beyond the default 2 lines.
    Currently, if you type more than 2 lines, you can only view the information below if you manually expand the text box, or scroll down.
    Often it is not clear if there is more information below the 2 first lines, especially if listing things on separate lines.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Completed  ·  0 comments  ·  Other  ·  Admin →
  16. Under Expense Reports -> Inbox, can you please enable to Sort based on the column "Approval Status". Currently, It is very hard to navigate which expense reports I have yet to approve, and this would make it significantly easy. It should hopefully be a relatively easy feature to implement on your system.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Expenses  ·  Admin →

    Hi,  


    We have updated the expense report screen so you can filter by approval status. After you have navigated to the expense report page, select Advanced in the search bar, and you can select the approval status you want to filter by.  You can also sort the column by status as an alternative.


    Thank you for your feedback, feel free to reach out with any further comments you have

  17. 4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Completed  ·  1 comment  ·  Mobile  ·  Admin →
  18. When you receive a receipt via email you should be able to type a comment and when you forward it to text it should show up as your note

    191 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  19. An ability to publish Sales documents as paid to Xero

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Hi there, 


    Thanks so much for your suggestion, I am pleased to say this feature has now been released! 

    • Users with Xero integrated accounts can now publishing sales items as paid
    • This works the same as publishing a cost as paid
    • Help documentation for this feature can be found here: https://help.dext.com/en/s/article/how-to-publish-items-as-paid-to-xero


    Kindest regards

    The Dext Product Team

  20. Since the expense report list screen has been changed, it is not harder to differentiate at a glance expense reports that have been approved vs those not yet submitted for approval as both are eligible for publishing. Please allow to search or sort by the Approval status. I want to be able to filter the list of expense reports for only those that have been approved. Another option would be to have a notification box at the top of the screen when viewing the expense report detail to show whether it has been approved. Similar to the current waiting for…

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Expenses  ·  Admin →

    Hi,


    We have updated the expense report screen so you can filter by approval status. After you have navigated to the expense report page, select Advanced in the search bar, and you can select the approval status you want to filter by.  You can also sort the column by status as an alternative.


    Thank you for your feedback, feel free to reach out with any further comments you have.


    Many thanks,


    Vikash

← Previous 1 3 4 5 6 7
  • Don't see your idea?