1497 results found
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Minor line adjustments
Add a "Minor Adjustment" feature to invoices/line items. Xero have this feature for adjusting for small amounts. Ideal for rounding errors.
5 votes -
Fully restrict users' access to the practice account
Staff doesn't need to have access to the Practice. The ability for staff to not have access to the Practice File and only be able to see the client files they have been given access to.
5 votes -
Hide Sales options for users who only submit expense reports
Hide sales for expense report submitters only
5 votes -
Ability to restrict Categories ontly for Expense Reports
The option to make categories not applicable only for Expense Reports and keep the full list visible for individual items.
5 votes -
DRC for Sales invoices
Ability to turn on the 'Domestic Reverse Charge' for Sales invoices.
5 votes -
5 votes
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Paperwork match for sales
This is in regards to receipt of payment towards an invoice.
When I accepted the receipt from my client in Dext as a sale it created a new Invoice in QBO.
I set up automatic invoices within QBO in order to track monthly rent due.Is there a way for Dext to put the rent receipt directly to the open invoice? It doesn't have to 'pay' the invoice. I sometimes get the receipts sent in before the amount is actually paid/deposited to the account.
5 votes -
Alert for clients when they receive messages through Item meesaging (not only from the notification area)
I feel like an alert is needed. I didn't even notice I had a message. It would be a great tool if it worked.
5 votes -
Sort the Supplier list by first letter
The problem is a quick way of filtering down the list to navigate your way to all supplies that begin with a particular letter. For example H you have to scroll on every occasion an amendment is made, if you are updating the information on DEXT as the systems returns you back to A each time. This is tedious.
5 votes -
Approval audit trial
Another feature that I would like to see for the approval is that the audit of who approves should also be published to the accounting software as supporting document. If it is kept in Dext then they are disconnected because you have to refer to 2 systems.
5 votes -
Tips
is there a way to have Dext recognize the tip line on a restaurant receipt?
5 votes -
Be able to select all the documents in the Costs/ Sales Workspace without the need to scroll down untill all items are loaded
"can we selected all, not 50 of 570?"
5 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 -
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 -
Add Credit Card number to Match Found - Bank Match
In the Costs > Inbox, when a match is found, a screen pops up to give details. The details are also included when you open the receipt. The issue is, it doesn't tell you which credit card it is. If you have a client with 10 credit cards, and the match says 'TD BUSINESS TRAVEL VISA' how does this help me? The data is probably being pulled from the bank, but there should be a way to add 4 digits to it somewhere, or at least the cardholder name.
Also, in the Bank > Transactions screen, where you would submit…
5 votes -
Match Credit note with Paperwork Match - Xero
The ability to use Paperwork Match with Credit Notes type of documents when integrated with Xero.
5 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
5 votesHi everyone,
Thank you for voting.
This is on our roadmap, and we will notify you once we have an update.
Best regards,
The Dext Product Team
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automatically match items in Dext to purchase orders in Xero/QBO
automatically match items to purchase orders in Xero/QBO
5 votes -
"Supplier/customer duplicates" function should scan for naming convention - eg. "Smith, John" vs. "John Smith"
Make the "supplier duplicates" function catch "Last Name, First Name" vs. "First Name Last Name" duplicates. Eg. "Smith, John" exists as a supplier in the accounting software, but Dext imports a duplicate "John Smith", and the Supplier duplicate function doesn't catch it, so they have to be tracked down and manually merged.
5 votes
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