1788 results found
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Sort Expense Report by Date
Add ability to sort expense report by date when printed. Currently it defaults to ITEM ID for sorting
4 votes -
add a notes field in the submission history page
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 -
reject invoices
Ability to "Reject" an invoice after recevied by Surf but before publishing- and let the sender know it has been rejected . Preferably with a comment field.
4 votes -
Ability to pull trial balance, general ledger, balance sheet under one roof.
Ability to pull trial balance, general ledger, and balance sheet under one roof.
4 votes -
4 votes
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Publish items to QuickBooks without a Category or Product/Service
Be able to publish items that have categories Line Items, but do not have a Category or the Product/Service on the main item details page.
4 votes -
Download CSV and images (ZIP) at once with the option to arhive after download.
Hello, I really need an option to download CSV and pictures (zip) at once with the option to arhive after I download.
4 votes -
Be able to sent Email messages to the clients directly from the account.
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 -
View Report of items already published in a client account from the Practice Insights
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 -
Be notified accordingly when features are added/ removed
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 -
4 votes
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Drag and drop items directly in the Inbox to submit them
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 -
My Team Insights
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 Rules4 votes -
Admin user submit credit card bank statement
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 -
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
4 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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File name publishing to Xero
The ability to select what file name will be published when a Dext Prepare item is published to Xero.
4 votes -
Bulk delete suppliers
An ability to bulk delete suppliers that are not pulled from integration.
4 votes -
recognise different VAT rates on invoice
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 -
Option to not send an email to the account owner when deactivating or disconnecting a client
When Deactivating or Disconnecting a client from Prepare where the Account Owner needs to be set - have the option to not send an email to the Account owner.
4 votes -
4 votes
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