1500 results found
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Control which clients can have access to paid features on partner accounts
Block specific clients from accessing paid features on the partner's account.
Control which clients can access and used paid features such as:
BSE
LIX
Supplier statements
BoostsSometimes a client will use this YET the partner is billed unknowingly...
I have had this requested so many times across my partner base!2 votes -
Increase the automatic refresh from Xero to Dext
Increase automatic refresh for 48 hours
2 votes -
Save Highlighted Text
What is the point of having a highlighter feature when it doesn't save what you have highlighted on the document?
2 votes -
A place to store contracts, W9s, etc
Have a documents section (similar to bank documents) that allows for storage of contracts, W9s, etc, with the ability to relate them to customers or suppliers. Thanks
2 votes -
Archive bank transactions
Ability to archive bank transactions once matched so that only current transactions are visible
2 votes -
The ability to lock or hold specific items so that they can't be published until they are taken off hold
Have a "hold" or "lock" option that would stop a particular item from being published.
For example - a bill is uploaded but we are querying the bill with the supplier, I want to be able to lock that bill so if another user tried to publish it they would get a warning message saying "This bill is on hold, you must take it off hold to publish".
2 votes -
Bank feed for Bill(.com) Spend & Expense (Foremerly Divvy)
Allow bank feed with Bill(.com) Spend & Expense account (Formerly Divvy). Thanks
2 votes -
Payment Method Tracker
Is there a way Dext can identify or we can identify Direct Debit paid invoices to those that need to be paid and go onto a payment run? So you have a Credit Card Paid item and Direct Debit paid item (list) and a To be paid Item list
2 votes -
Allow app to instantly open camera without first connecting to Dext and loading app data
Currently the app will wait for a connection to Dext, then load current inbox data before loading the camera to take photos of receipts. This takes 5-10 seconds on a good wifi or 5G connection.
When the wifi and mobile data is turned off, the app can instantly load the camera.
The delay when loading the Dext app to quickly scan a receipt is frustrating and unnecessary.
The app could connect and load data in the background while allowing the user to add documents or load the camera.
Further, there is no guarantee that the internet connection will stay available…
2 votes -
Add option in Cost to Publish to Purchase Order. Currently able to publish to Bill / Cash / Check / Credit Note / Credit Card
Please add the feature where we can sync our scanned documents as Purchase Orders into QBO.
Now we can only sync them into Bills.
2 votes -
Retain Original Email Trail after merging documents.
Retain Original Email Trail after merging documents.
2 votes -
Audit Trail Report by User for a date range
Dext Prepare - Audit Trail Report by user for a date range
The goal is to see what actions an individual user has performed on Dext Prepare for a specific date range. This would be similar to the History by user report in Xero that shows the type of action (e.g. add item, edited item, archived/deleted item, published item) along with the date/time of the action and allow a link to the item to investigate further. This will allow us to investigate what a specific user is doing to identify training needs to improve their use of Dext Prepare.2 votes -
Sub-Item/Product needed for Inventory Assets in QBO
Sub-Item/Product needed in QBO Inventory. We are a dealership that enters a vehicle as a primary inventory asset and then adds various parts for that vehicle as inventory asset items nested under that primary inventory item. This feature is available in QBO but not in Dext. A drop down bar beneath the new product name to select which existing inventory item the new item belongs with would solve this problem.
2 votes -
NOT TO CREATE A NEW SUPPLIER CARD FILE WHEN PUBLISHING A DOCUMENT AS VISA PAYMENT
NOT TO CREATE A NEW SUPPLIER CARD FILE WHEN PUBLISHING A DOCUMENT AS VISA PAYMENT
2 votes -
Payment Reference for Posting as Paid to Accounting Package (with default option for each payment Method)
Please allow us to add a payment reference to an Invoice/Receipt/Bill when publishing it as paid.
Allow us to assign a Default Payment Reference to a Payment Method that then pre-populates the Payment Reference for All Bills using that specific Payment Method, the user can then manually update each invoice if a change needs to be made or can add a Payment Reference when editing the Invoice.
When the user submits a document as paid to their accounting package it uses this Payment Reference as the Payment Reference for the payment created in their accounting package, this will help the…
2 votes -
Customer Column
When I click on PDF Preview, or Export the PDF version of an Expense Report, I'd like to be able to view the Customer column. At the moment it's only visible on CSV which is not the ideal format for me.
2 votes -
Sales invoice customer name extraction
Sales invoice customer name extraction. When Dext processes a new sales invoice it checks whether the customer name is existing or new. If it's existing then Dext automatically populates the customer name field. If it's new then Dext suggests that the customer name is populated with the customer name on the invoice. We then have to manually review the list of sales invoices with no customer name, open the invoice record and accept the customer name. Dext will then populate the customer name field. We have many clients (plumbers, joiners, service engineers etc) who work for new clients everyday. If…
2 votes -
Brakes Foodservice Invoice Fetch
Brakes Foodservice Invoice Fetch
2 votes -
Remove the Document Owner as a criterion for the Duplicate feature with regards to "Receipt" as the type of document.
"remove the Document Owner" as a criterion for the Duplicate feature with regards to "Receipt" as the type of document.
2 votes -
MYOB integration additional destination options
Please add the following options for MYOB integration
1) Default "publish to destination for costs" to include purchases
2) Default "publish to destination for sales" to include Sales2 votes
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