Skip to content

Prepare

Categories

JUMP TO ANOTHER FORUM

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

1497 results found

  1. The ability to allow/revoke a user's ability to upload items to an account.

    For example, a Partner user would be able to upload only items to a certain client, but not to the Partner account.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  2. When categories get wiped out from a Dext Prepare account, they get erased from the invoices in the 'Archive' page on which they were already picked up.

    This being said, it would be good to be a feature that will leet you restore all data that was chosen for an invoice even if this information was wiped out from the account.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Categories  ·  Admin →
  3. You should be able to point more than one Dext account to a single QBO account. It would assist in keeping certain users seperate while still posting to the same QBO account

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Publishing  ·  Admin →
  4. Allow more than 100 pages in a document when uploading.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Publishing  ·  Admin →
  5. the "new" login screen for accountants is awful - I have to click "old client list" each time... will you reverse this back to normal soon??

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Design  ·  Admin →
  6. When you enter a category name or number in line items if the first line is the correct one then you can click on tab instead of having to click with the mouse, same with the tax code. Would make things a lot easier especially when doing catch up jobs with large amount of data

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Line Items  ·  Admin →
  7. Ability to set up due dates for line items

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Line Items  ·  Admin →
  8. Make the sort feature actually sort the contents correctly. For instance, I have three payment methods, when I do a sort on that column, they should be grouped - they are not. Even dates aren't entirely accurate when sorting by date.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Design  ·  Admin →
  9. Ability to see the number of documents in each client's Inbox for the New My Clients list UI

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  client list  ·  Admin →
  10. A Partner asked if there is a report that they can pull that shows which expenses had errors when publishing.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  CSV Export  ·  Admin →
  11. Have more tier plans between tier 80 users and tier 500 users

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Direct  ·  Admin →
  12. Submission Filter for allowing or rejecting different types

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Extraction  ·  Admin →
  13. Hi how do i download an audit log to see which user processed the transactions and what time

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Other  ·  Admin →
  14. I would desperately need a functionality to show the users who made the payment but did not upload a receipt to match it.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Expenses  ·  Admin →
  15. Include the ability to see how much has been spent with each individual supplier/contact, monthly and annually.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Other  ·  Admin →
  16. Ability to Print document images directly from the Expense Report

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Expenses  ·  Admin →
  17. "I would prefer two layer of security through our office email if that is something you can do for me pls. For other software we use, we have such facility as rather than compulsory mobile app they give option to nominate business email where the access code comes and as soon as we enter that in login process it authorises us to get into software."

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Other  ·  Admin →
  18. Add a timer option in each client so, we accountant can follow the amount of time we actually work on the client and offer the option of a report for each. This would be merveilleux!!!!

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  19. Customisable client insights dashboard with the opportunity to change reporting periods in Dext Prepare.
    Opportunity in Dext Precision to change the dates of submission. Some client scores are being reduced because there isn't a frequent upload, but that's because they're done quarterly

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  20. Ability to set tax rues based on invoice during extraction. For example we receive invoices from Royal Mail that all of them apart from one a month are VAT exclusive. But for the subscription which is always £108 there is VAT. I have to every month check all invoices in order to just find this one!

    If there was a rule to say :
    If invoice amount = £108 then add VAT.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Extraction  ·  Admin →
  • Don't see your idea?