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1788 results found

  1. When setting up a new client and it asks which team members need access, splitting users into admin and basic sub categories so that i can select all admin users easily plus ad hoc other users that i want.

    3 votes

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  2. The ability to drill down on average delay days and auto publish % in practice insights would be great.

    3 votes

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  3. We use Job numbers on some of our supplier orders. How can these be shown in dext. This will have a field called "Your Order Number". I'd like that shown in Dext automatically.

    3 votes

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    0 comments  ·  Extraction  ·  Admin →
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  4. Ability to buy add-ons of line items on any plan

    3 votes

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    0 comments  ·  Direct  ·  Admin →
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  5. Filter by suppliers so that you can exclude certain vendors

    3 votes

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    0 comments  ·  Workflows  ·  Admin →
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  6. Cost centres: when a company is integrated with Xero all the tracking categories are imported and you can chose them when posting invoice but when client is not integrated with any software the only option is Projects. We have clients with more cost centres like departments, country, employee. We need to have the option to create more cost centres please

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  7. 3 votes

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    0 comments  ·  Design  ·  Admin →
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  8. 1.Fetch Connection for Bank Statement: Adding a balance column when we downloading in excel
    2. Removing credential connection in every 90days to make life easier.

    3 votes

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    0 comments  ·  Bank  ·  Admin →
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  9. When a Xero file is already used in one Dext account, if there is an attempt to integrate the same Xero file with a different Dext account - this attempt to not be successful

    3 votes

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  10. The ability to set rules based on Bank accounts

    3 votes

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    0 comments  ·  Bank  ·  Admin →
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  11. Would it be possible to get the AI to scan and recall product codes so that they can be matched to categories. As a plumbing business we buy lots of taps and cylinders, if product codes were mapped on each line item would could break our sales down to a more granular level.

    3 votes

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    0 comments  ·  Categories  ·  Admin →
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  12. Have feature to add receipts from your phone gallery to attach recipts where you have paid for parking online.

    3 votes

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    0 comments  ·  Expenses  ·  Admin →
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  13. Hello! We would really like to see line item extraction connect to Product/Services in QBO or items in QBD

    3 votes

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    1 comment  ·  Line Items  ·  Admin →
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  14. Increase the limit of 250 to 1000 for exporting to email the expense reports after highlighting everything based on a filter.

    3 votes

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    0 comments  ·  Expenses  ·  Admin →
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  15. I would like to be able to set up rules based on who submits an item. Like supplier rules, but for Dext users. That way I can default all the US workers to 0 GST for Canadian company.

    3 votes

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    1 comment  ·  Rules  ·  Admin →
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  16. 3 votes

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  17. When you publish from the app it would be handy to be able to select “Auto publish next time” or ability to set supplier rules from the mobile app

    3 votes

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    0 comments  ·  Publishing  ·  Admin →
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  18. On mobile sharing documents from Adobe products directly to Dext via "Share a copy" function

    3 votes

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    1 comment  ·  Mobile  ·  Admin →
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  19. To be able to bulk edit numerous sales receipts as paid and to go into one bank account for Sage 50 Desktop Much like the cost receipts.

    3 votes

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  20. Option to set a rule to say "if an invoice is in this format, then its probably X supplier" for items where the system is unable to extract the supplier

    3 votes

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    0 comments  ·  Rules  ·  Admin →
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