1788 results found
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Add "Product/Service" to the primary/additional columns options of line items view so it can be enabled/dissabled
Add "Product/Service" to the primary/additional columns options of line items view so it can be enabled/disabled. At the moment we show this field for all customers integrated with Xero and QBO on the line items view, even if there are no entries pulled/created and the field is actually greyed out. The clients need to have the option to choose what columns/fields are relevant for them.
2 votes -
Be able to upload files in emz format
Be able to upload files in EMZ file type.
2 votes -
Integration and connection with EBMS (Koble)
Make an integration with EBMS.
Our scenario is to sync Vendors, Products, Bank accounts with our ERP software, EBMS (now Koble).As well, when the purchase order is created in Dext, we want to push it to EBMS.
We are willing to collaborate to create that integration if there are appropriate API's and WebHooks available.
Thanks,
2 votes -
CSV Expense Report exports to display Category Code + Name
Currently, once an Expense Report is exported as a CSV file, only the Category's Name is visible regardless of the Category Display Settings. It would be great if the Code could be displayed too.
2 votes -
Discount on A/P Bills
Some of our vendors allow a percentage discount on the "Subtotal" Amount of our A/P Invoices/Bills. We would like to be able to create a "Negative" Discount Smart Split to Calculate on the "Subtotal Amount" and be a Negative Number.
2 votes -
Ability to pull customer from Xero without sales invoice
This would greatly improve functionality if you could, as this client uses the rebilling function to capture all expense prior to billing the client.
2 votes -
Add Product/Service column to the Costs overview table
Add Prodcuts/Services to the Cost "overview" table for easily assigning them quickly to costs without having to click into the cost itself. Right now we can see the Category in the 'table view' but not the Product/Service. Why is this? It would save a lot of time to not have to click into each cost to do this. Thanks!
2 votes -
Invoice
Have an option to tick if we want everything default to Invoice regardless if it is an invoice or now
2 votes -
Match Credit Note items to their corresponding invoices published to QBO.
It would be great if a credit note could be matched to an invoice that has already been published to Quickbooks. Much in the same way that an invoice can be matched to a purchase order a client has created.
That would be helpful because QuickBooks' way of applying a particular credit note to a particular invoice is inefficient and can often cause errors in the way payments are allocated. To match a bank payment to a group of invoices often requires time invested if there are a number of credit notes to apply.
2 votes -
Create Teams within Dext expenses so approval can only be sent in team
Create teams for expenses
2 votes -
Set a rule for adding a surcharge to receipts that do not have the surcharge to enable the receipts to correctly match the bank transaction.
Is there any way in Dext to set a rule for adding a surcharge to receipts? This is an amount ON TOP of the receipt amount. I'm based in NZ and many companies (especially cafes) add a percentage surcharge for credit card transactions.
The problem is that the receipt they give us does NOT have the surcharge amount. So for one cafe we visit regularly, if the receipt says $10 the actual amount that appears on the credit card statement is $10.25, due to them adding a 2.5% surcharge for credit cards.
What I would love is a way to…
2 votes -
Bulk update user's account details
Bulk update all our users' account details, namely the emails they use to sign into their accounts.
2 votes -
Add Xero as a File Storage Option
It would be great if Xero could be added as a File Storage connection option, for documents such as delivery confirmations, that should be filed with the invoice in Xero but not processed as an invoice from Dext
2 votes -
Include images of both the email body and the attachment when submitting via email
Hi, i want to know if its possible to have every time an email is submitted, it creates an image of the Email, even if there is an attachment?
2 votes -
Bank Statement Extraction to download in ofx file
A Partner wanted to export Bank Statement Extraction in ofx format as they wanted to import in Sage.
2 votes -
Ability to limit colleagues to submit items on Partner's account only on client
I wish the firm was listed as a checkbox on the client list on the privilege page.
2 votes -
Integrate with Unleash (Stock software)
Sales function: we are thinking to send sales order to Dext Prepare then Dext send sales order information to Unleashed a stock software. Is this doable? Thanks.
2 votes -
Exports and Reports needed
Decided to trial Dext Prepare for 12 months with a handful of clients.
If we were to migrate the rest of our clients to you, we would need the additional functionality:Some way of exporting/sending a list of clients with a count what whats in their inbox for our own internal daily KPIs etc
Some way of exporting the supplier list showing each default account category its set, plus the other fields including whether it is set to auto-publish. This would be for our financial controller to review the supplier config settings all in one go across all clients
2 votes -
Intuit SSO
Just reaching out cause I would like to set up SSO for Dext. We currently use Jumpcloud as our Idp but I couldn't find any documentation for setting up SAML just via Intuit.
2 votes -
Publish image/attachment of Sales items to MYOB
Ability to send image/attachment or Sales items when published to MYOB.
2 votes
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