Skip to content

Prepare

Categories

JUMP TO ANOTHER FORUM

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

1788 results found

  1. We would like for Dext Prepare to be able to integrate with Capium (capium.com)

    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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Hide sales for expense report submitters only

    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

    Under Review  ·  1 comment  ·  Expenses  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. The option to make categories not applicable only for Expense Reports and keep the full list visible for individual items.

    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  ·  Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. 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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. 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

    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  ·  Match  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Our staff travel a lot and we are now moving to a per diem rate for travelling. Is it possible to set the rates in Dext as per HMRC guidelines? So that staff can raise a claim in Dext for days they are claiming for and the countries that we visit the most? Or does it have to all be done manually?

    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

    2 comments  ·  Expenses  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. 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

    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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. We want to be able to select 'No VAT' across the whole account when integrated with Xero, currently there is only the publishing tax data option and it makes things much harder than needed.

    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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. 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

    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 →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. 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

    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  ·  CSV Export  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. 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

    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 →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. 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

    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  ·  CSV Export  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. 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

    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 →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. 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

    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  ·  Match  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Update to Fetch : I have several accounts from different companies attached to my sign in. I would like to choose which accounts I want fetched into my dext. Currently I have to contact my supplier and move my accounts to make fetch work with Dext - not what I really want.

    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  ·  Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. The ability to use Paperwork Match with Credit Notes type of documents when integrated with Xero.

    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  ·  Match  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. automatically match items to purchase orders in Xero/QBO

    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  ·  Extraction  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. 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

    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 →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Admin users in a PPC account to be able to send Paperwork Requests to their colleagues.

    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  ·  Bank  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. CIS - it would be really useful if Dext could pick up the CIS rate from Xero and when the CIS labour expense line is selected you can see the net amount before it gets pushed to Xero.

    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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?