Skip to content

Prepare

Categories

JUMP TO ANOTHER FORUM

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

174 results found

  1. Currently approvers cannot see information related to "Tracking Categories" for Line Items when approving bills unless they click on the "Edit line items" button in the details tab, which is far from ideal as this is a key part of the approval process and approval workflows.

    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

    0 comments  ·  Approvals  ·  Admin →

    Hi there,


    We have now added projects to the approvals tab, and the line item details within the item detail view.


    Thank you for requesting this and hope it helps!


    Enjoy

    Anna

  2. At each stage the approver should be able to add notes when approving an invoice. There are many instances 2whent he approver will approve the invoice and give instructions to the accounting dept. For example. I am approving this invoice but please pay 50% now and 50% in 10 days of my approval etc

    22 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  ·  Approvals  ·  Admin →

    Hi there,


    Anna here from the Dext product team.


    Today we released the ability to approve items with a comment. Take a look at the image attached to see how it works.


    Let me know how you get on - feel free to email me directly if you have any feedback.


    Enjoy!

    Anna

  3. Have approvals customizable by user. At present it is only able to be done by: Document; Category; Supplier or Project

    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  ·  Workflows  ·  Admin →
  4. The ability to attach invoices into accounting software as you import the invoices, we use the attachment feature on sage regularly and dext importing them would be incredibly useful

    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

    Completed  ·  0 comments  ·  Publishing  ·  Admin →
  5. Registered charities often claim the public service bodies (PSB) rebate which splits the HST into federal and provincial components and allows part of the federal and provincial amount to be claimed and the rest cannot be claimed. We can easily build this out in QBO by combining the four components of the PSB rate into a sales tax group but Dext won't calculate/publish transactions with tax codes that have more than two components. This is crucial for registered charities or non-profit organizations.

    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  ·  Publishing  ·  Admin →
  6. 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

  7. 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.

  8. Look at mileage IQ which is a software that tracks mileage cars.

    https://mileiq.com/en-gb

    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

    Hi there,


    We recently released out new mileage feature in Dext 🎉


    Take a look at how to set it up here https://help.dext.com/en/s/article/mileage


    Please do let us know how you get on and how it compares to MileIQ!


    Enjoy

    Anna



  9. 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 →
  10. A rule which will automatically submit for approval all documents above a certain total amount.

    7 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 there,


    Enhanced approvals for expense claims were released a couple of weeks ago 🎉.


    In this new version, you can set up to 5 stages of approval, and choose the cost limit at each stage too.


    If you're an admin, go to settings to set up an approval workflow for expense claims. 


    More information can be found here https://help.dext.com/en/s/article/expense-claims-approvals


    Enjoy

    Anna


  11. Automatically send Expense Reports for approval after some time

    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 there,


    Enhanced approvals for expense claims were released a couple of weeks ago 🎉.


    In this new version, expense will automatically flow through up to 5 approval stages and emails will be sent to approvers too.


    If you're an admin, go to settings to set up an approval workflow for expense claims.  


    More information can be found here https://help.dext.com/en/s/article/expense-claims-approvals


    Enjoy

    Anna


  12. Cancel Expense Report approval request

    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  ·  Expenses  ·  Admin →

    Hi there,


    Enhanced approvals for expense claims were released recently 🎉


    This includes the ability to cancel an approval request, by clicking 'Edit'.


    If you're an admin, go to settings to set up an approval workflow for expense claims.  


    More information can be found here https://help.dext.com/en/s/article/expense-claims-approvals


    Enjoy

    Anna


  13. 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 →
  14. 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 →
  15. 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 →
  16. 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

  17. Ability for an Expense Approver to be able to digitally sign or initial an expense

    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

    Completed  ·  0 comments  ·  Expenses  ·  Admin →
  18. 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 →
  19. 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 →

    Hey everyone,


    Thank you for helping us improve the product.


    This has now been completed as part of the enhanced Dext experience. You can add a flexible column for "Upload date" from the gear icon in the top right-hand corner, and also search by upload date range, using the "Advanced Search".


    Any further suggestions are welcomed.


    All the best,

    The Dext Product Team

  20. Be able to select more than 1 approver for bigger expense reports, to have the approval of both assigned

    8 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  ·  Expenses  ·  Admin →

    Hi there,


    Enhanced approvals for expense claims were released last week 🎉.


    If you're an admin, go to settings to set up an approval workflow for expense claims.


    More information can be found here https://help.dext.com/en/s/article/expense-claims-approvals


    Enjoy

    Anna

← Previous 1 3 4 5 8 9
  • Don't see your idea?