Skip to content

Prepare

Categories

JUMP TO ANOTHER FORUM

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

1497 results found

  1. Have the ability to reconcile charges to receipts in Dext

    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

    0 comments  ·  Other  ·  Admin →
  2. Publish to Credit Card Credit in all region. It is currently available on CA & US QBO versions

    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

  3. Add a Class drop down when you upload bills that it places the uploaded bill in the selected class.

    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

    0 comments  ·  Expenses  ·  Admin →
  4. Adding multiple projects to a single receipt with several line items

    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

    0 comments  ·  Workflows  ·  Admin →
  5. Add ability to sort expense report by date when printed. Currently it defaults to ITEM ID for sorting

    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

    0 comments  ·  Expenses  ·  Admin →
  6. While in the submission history, or at the input level, it would be helpful, if you could put notes or a reason. For example, I deleted transaction No.9xxxx because it was a duplicate of 9xxxx.

    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

  7. 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

    0 comments  ·  Design  ·  Admin →
  8. Hello, I really need an option to download CSV and pictures (zip) at once with the option to arhive after I download.

    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

    0 comments  ·  CSV Export  ·  Admin →
  9. 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

    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

  10. Is there a way to see the number of items actioned (say over a day) in Prepare rather than those left to action?

    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

  11. I am at the tipping edge of finding an alternative to Dext. I don't understand how Dext thinks it's OK to add/remove features that affect their user's workflow and client feedback without informing them. It doesn't look good for my practice or Dext.

    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

    1 comment  ·  Workflows  ·  Admin →
  12. I'd like to be able to drop them directly into the Inbox not have to go to "Add documents"--you should just have a drop zone on the main page.

    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

  13. My Team insights within Practice Insights - the ability to see what our Staff are coding each day would be useful.

    Avg number of items per day, month
    On Avg how long they take to code/they spend in Dext
    Most active setting up Rules

    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

  14. Hi, we just started to use Dext and have an surgestion. The sales reps received their credit statement by mail. Is it possible that a normal user can upload his credit card statement to match with his Costs, inbox. At this stage only an ADMIN user can upload the statements. This is very time consuming and the Idea why we use dext is to save time for everybody. Kind regards, Roelyn

    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

    1 comment  ·  Bank  ·  Admin →
  15. The ability to select what file name will be published when a Dext Prepare item is published 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

    1 comment  ·  Integrations  ·  Admin →
  16. An ability to bulk delete suppliers that are not pulled from integration.

    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

    0 comments  ·  Other  ·  Admin →
  17. Most of our clients are in hospitality - and the majority of their invoices contain both zero and standard rated VAT items. Auto Entry, your main competitor has done a great job of this. it's preventing us moving our most important clients to Dext!

    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

    0 comments  ·  Extraction  ·  Admin →
  18. Ability to enter quantities and per item cost upon uploading of receipts would be convenient when tracking quantity of units in purchasing.

    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

    1 comment  ·  Mobile  ·  Admin →
  19. from an supplier invoice, I want to be able to pull out the items and prices for each supplier and add to an excel CSV file to allow me to upload to my Point of Sale Inventory system

    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

    0 comments  ·  CSV Export  ·  Admin →
  20. Ability to integrate with Navision

    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

  • Don't see your idea?