1788 results found
-
See Monthly Usage in the Client Account
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 -
PO - Pulling through line items
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 -
Payments on Invoices
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 -
Default Customer
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 -
Automatic reporting showing the VAT total of all uploaded documents.
In the sense of after each upload an updated VAT total overall with everything that has been uploaded.
3 votes -
Show subaccounts when downloading transactions
Have the option to show the subaccounts on the CSV/PDF when downloading transactions
3 votes -
Be able to notify clients when they need to Force Fetch a connection
The ability to notify clients when their attention is needed regarding a Fetch Connection
3 votes -
Select default type of Sales items with Customer rules
add option to select Default type of Sales invoice (Sales Receipt/Invoice) as a rule under Customers rules
3 votes -
Assign multi users (basic users) to one supplier invoice
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 -
a notification for transactions on the credit card that don’t have a receipt uploaded
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 -
Sales Invoices, PO#, Site Name, Site Location
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 -
Assign a project via email submission
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 inbox3 votes -
Publish with analysis code to Sage
Possibility to publish a supplier invoice with analysis code to Sage
3 votes -
3 votes
-
Restrict Bank Statement Extraction for clients
The ability to restrict client accounts from submitting Bank Statements for Extraction.
3 votes -
3 votes
-
Pin specific accounts/clients at the top of the client list
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 -
"Mark as rebillable" as a Product and Services rule
Make Product and Services rebillable by default
3 votes -
Publish items to QBO as an expense rather than a bill or check
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 -
Mulitple Projects for Customers
Need the abaility to assign multiple 'Projects' to a 'Customer', currently can only assign a single project to each customer.
3 votes
- Don't see your idea?