1498 results found
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Create Teams within Dext expenses so approval can only be sent in team
Create teams for expenses
11 votes -
Extraction of quantity & unit prices (Under Edit Line Item)
Dear Management,
I would like to feedback on "Edit line item" features, which allow users to input quantity & unit prices (these two input are important for bookkeeping functions), which are well developed.
However, I was told that we are unable to extract quantity & unit prices to CSV for us to proceed the next step of bookkeeping work, which are quite disappointing, as Dext Prepare are designed to facilitate bookkeeping functions, but yet, till now we are still unable to see improvements till now.
I sincerely hope Dext can treat this matter seriously so that we can continue utilise…
11 votes -
Transfer items between businesses
We have 3 separate businesses. Sometimes invoices for Business A are uploaded to Business B. Add an option to transfer invoices between businesses without downloading and then uploading them to the correct account.
11 votes -
Include the file name from when the document is uploaded
The file name when the document is uploaded should be provided in Dext, either the same name kept or included in the notes of the document would be helpful.
11 votes -
Add a document to an existing cost/sales file
An option to add an additional document to an existing cost/sales file without having to submit it and merge it.
11 votes -
Identify overlapping bank statement transactions
Identify overlapping bank statement transactions
11 votes -
Publish Customers in line items to ApprovalMax
We need to be able to publish the Customer field in line items to ApprovalMax, especially with Costs items
11 votes -
Have Dext Prepare detect duplicate Sales Items
Have Dext Prepare detect duplicate Sales Items
11 votes -
11 votes
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Sage 50 - Publish to Sage Drive
Partners are running into an issue where they are publishing items to a local copy of a Sage 50 company file. Changes/publications are not reflected in the 'cloud' copy of the company file distributed by Sage Drive. This is impactful when they work with a team since they can’t work with the last update of the company file.
11 votes -
JPEG to PDF
There should be a way to change the type of file from a JPEG to a PDF within Dext. As accountants we often need to download and drag files from Dext into Caseware for year-end work and JPEGs don't work for that, nor do they print well to PDF. Thank you!
11 votes -
Invoice description
Hi,
Can we have the description on the body of the invoice to be picked up by Dext.Thanks
11 votes -
11 votes
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Bank fetch feature request in US
Client would like to fetch bank statement in US which is not possible at the moment as it was removed 2 yrs ago
11 votes -
Highlight items causing errors in an Expense Report
When viewing an Expense Report which is unable to publish due to an item error can we please cause it to highlight the item in question to make it easy to identify and fix
11 votes -
Hide unused Worksapces.
it is not possible to hide the sections that are not in use e.g Sales & Bank.
10 votes -
Email Request Paperwork to Users
Instead of Paperwork Requests via mobile app only, an option to email Paperwork Requests via users emails.
10 votes -
Archive bank accounts
archive the bank accounts that have already been closed and are no longer useful, to clear up the view
10 votes -
10 votes
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Download on App
Please add a download button for documents loaded on Dext on the Dext App for clients that use only the App.
10 votes
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