1760 results found
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Ability to enter negative figures in the supplier rules e.g. tax and NI deductions on payslips
I use moneysoft to provide payroll, and email the payslips to Dext. I have to manually enter minus signed in front of the line items to account for tax and other deductions.
2 votes -
Faster Refresh for Categories & Suppliers
Hi
It takes over 1hr+ regularly to refresh Categories & Suppliers for our Customer, when we've take on a new client and we're resetting their CoA and updating Suppliers this is quite time consuming to wait.
2 votes -
Switching integrations should not clear archived categories
Keep Categories archived when switching integrations. I just switched integrating between quickbooks and Xero and was blown away to find out that all my categories went blank. These items are archived and therefore should not change
2 votes -
Make paperwork URL visible within Dext web app
Show the paperwork URL within Dext so it can be copy-pasted without having to export to CSV or republish. I'm often adding and merging paperwork to Dext after I've already published a transaction, and this invalidates the URL from the initial Publish (at least in QB Desktop). It would be much easier to update the transaction with a new URL if we didn't have to export to CSV or unpublish/republish first.
2 votes -
Tagging option in Dext Prepare similar to Dext Precision
Is there a way to tag clients in Dext Prepare - similarly to how you can in Precision? What I’m hoping for is to be able to tag or filter clients for who we do the bookkeeping for vs who do their own bookkeeping
2 votes -
Basic User - supplier rules
Allow basic users the ability to set supplier rules for suppliers entered by them.
2 votes -
Bank Fetch Connection
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.2 votes -
Bulk delete suppliers
An ability to bulk delete suppliers that are not pulled from integration.
2 votes -
Set supplier rule in Inbox
On the costs inbox . you have to click onto the invoice to set a supplier rule, rather than just having it on the category drop down which you can change, but not set a supplier rule
2 votes -
Line Item extraction to product
Hello! We would really like to see line item extraction connect to Product/Services in QBO or items in QBD
2 votes -
User submission rules
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.
2 votes -
Prevent statements being published to QuickBooks
Stop client publishing supplier statements to QuickBooks
2 votes -
Populate QBO Memo field with Line Item ->Description
The QBO Memo field is not getting populated with the Description under Item Details. If there is only 1 line item, is it possible to set the QBO Memo = Line Item Description, since when there is more than 1 line item a new description is entered for each line anyway.
2 votes -
2 votes
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duplicate milleage report
Duplicate existing milleage report to be used for new recurring trip
1 vote -
Supplier statement - Sage integration (South Africa)
Can you please add an integration with Sage on Dext prepare for South African users.
At the moment the integration works for Xero1 vote -
"default business"
Set a default "business" for the mobile app.
I have my own business (on mobile this is primarily to capture receipts) and then I also have access to a client's business (for reviewing, never adding). Because I have two businesses, when I open the app I need first select my own business which defeats the purpose of the very nice setting of "Open on camera".
1 vote -
Option to assign date to expenses based on item/transaction date, not based on upload date.
When uploading Expenses, there should be the option for them to be dated based on Transaction Date, not upload date. This means they will be also sorted into Effortless Expense claims based on this date.
It is not useful when a Expense receipt from 31/10 is uploaded on the 01/11, is placed on the Novemeber Expense Claim/Report. It creates many hours of work to manually move transactions back to the correct report every month!1 vote -
Set a budget
Have the ability to set up a budget by category, so that when expenses uploaded and processed the totals show against budgets set.
1 vote -
Record payments from remittance advices
Customers frequently send remittance advices ahead of making payments, and often these are payments for several invoices. Currently I manually attach these to the payment transactions in Xero on reconciliation. It would be great to see Dext with the ability to scan these remittances, record sales invoices as paid in Xero, and attach the remittance advices to the payment transaction.
I would see this working similarly to the 'paperwork match found' functionality of Costs.
1 vote
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