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1788 results found

  1. The ability for an end client to see their own Monthly Usage from their account, including Item Extractions and Bank Statement Extractions (Sheets).
    When their account is under an Accountant's subscription.

    3 votes

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    0 comments  ·  Design  ·  Admin →
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  2. Hi, there's a feature that our company could benefit from to increase productivity. When we are matching PO's to Xero, I am spending additional time writing out the line items from the PO. Please could I request a feature to pull through the line items from the PO into the invoice processing on Dext. This would would be greatly appreciated :)

    3 votes

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  3. Adding payments from invoices in Dext to the accounting software. For example, an invoice paid part cash or with two payments against the invoice, we can see the receipt / payment in the bank but we have to push this through to the accounting software before being able to allocate.

    3 votes

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    0 comments  ·  Publishing  ·  Admin →
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  4. Should be able to set a default customer for each user, or for each payment method. would help autofill that section for each cost item

    3 votes

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    0 comments  ·  Rules  ·  Admin →
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  5. In the sense of after each upload an updated VAT total overall with everything that has been uploaded.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  6. Have the option to show the subaccounts on the CSV/PDF when downloading transactions

    3 votes

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    0 comments  ·  Bank  ·  Admin →
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  7. The ability to notify clients when their attention is needed regarding a Fetch Connection

    3 votes

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  8. add option to select Default type of Sales invoice (Sales Receipt/Invoice) as a rule under Customers rules

    3 votes

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    0 comments  ·  Rules  ·  Admin →
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  9. Assign Multi-Users to Same Supplier Invoice
    This will allow us to have multi basic users to view same vendor invoice as one vendor invoice might have items for different projects and clients.
    Thank you.

    3 votes

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  10. A notification option for credit card transactions that don’t have a receipt uploaded. Would help to address missed uploads while receipts are still handy, instead of at the end of the month when they may be lost

    3 votes

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  11. I have a client who invoices to a head office location and uses PO #'s, Site Names, and Site Location data fields in QuickBooks online for ease of reviewing the A/R listings.

    At the moment, I have to publish the sales invoices in Dext, then re-open them in QuickBooks online, to add in the PO #, the site name, and the site location.

    It would be great if this could all be done from within Dext.

    3 votes

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    1 comment  ·  Publishing  ·  Admin →
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  12. When emailing in, it is currently not possible to assign a project. It is possible to assign a note by putting the note between #note.
    So can it be made possible to simply type #PROJECT:NAME in the body of the email to pickup the project ?
    As a fail safe, If the user spelt it wrong and it doesn’t match any current projects, it would sit in the review inbox

    3 votes

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    0 comments  ·  Extraction  ·  Admin →
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  13. Possibility to publish a supplier invoice with analysis code to Sage

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. 3 votes

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    0 comments  ·  Bank  ·  Admin →
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  15. The ability to restrict client accounts from submitting Bank Statements for Extraction.

    3 votes

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    0 comments  ·  Bank  ·  Admin →
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  16. 3 votes

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    0 comments  ·  Other  ·  Admin →
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  17. The ability to pin specific accounts/clients at the top of the client list.

    I believe this feature would help those that have access to 10s of different accounts, but only need to log into a select few.

    Perhaps not a fundamental change, however it would reduce the need to continuous search through a large client list.

    3 votes

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    0 comments  ·  Design  ·  Admin →
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  18. Make Product and Services rebillable by default

    3 votes

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    0 comments  ·  Rules  ·  Admin →
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  19. In QBO you can enter items as a bill, a check, a credit card transaction, and also as an expenditure. It would be wonderful if I could publish items to QBO as an expenditure from Dext for items that were paid with an EFT. Currently, if a client uploads a bill paid by EFT to Dext, I have to then manually enter it in QBO as an expense.

    3 votes

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    0 comments  ·  Publishing  ·  Admin →
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  20. Need the abaility to assign multiple 'Projects' to a 'Customer', currently can only assign a single project to each customer.

    3 votes

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    0 comments  ·  Expenses  ·  Admin →
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