111 results found
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Forwarding emails with a note
When you receive a receipt via email you should be able to type a comment and when you forward it to text it should show up as your note
191 votes -
Ability to give access to a newly created client to all colleagues in the new way of adding a client(new layout).
The new layout of the 'Add client' option doesn't have the button to select all colleagues to have access to newly created clients so it would be a good idea to add such an option as it was in the old way.
12 votesHello,
Thank you for your continued feedback and support in making the Dext Product better. We wanted to let you know that this has recently been released. Please go and check it out and let us know what you think.
Simon Williams
Product
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Have the option to set up 2FA codes without authentication app and directly through email
Have the option to set up a 2FA with an email rather than doing it thourgh an authentication app.
19 votesHi, thank you for your feedback!
Dext's multi-factor authentication methods now include email, which you can use instead of an authenticator app.
See our user documentation here for more information: https://help.dext.com/en/s/article/how-to-turn-on-two-step-authentication-for-your-account#email
The Dext Product Team
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Sage Accounting sync Departments list
Sync the Departments list from Sage Accounting into Dext
98 votesHi,
Thank you for your feedback, thanks to your input we now support Departments syncing and publishing with Departments for our Sage Accounting integration.
This required us to move the integration to Sage's latest API which in turn means that for you to access this feature you will need to reconnect the Sage Accounting integration on any Dext accounts you'd like to use departments with.
Once you've done this you'll be able to find departments within of the 'projects' lists within the account. You'll notice in the integration settings that there's a new option that allows you to select which departments you'd like to be sync'd into which projects list within Dext.
Thanks again for your feedback and for helping us to improve Dext.
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10 votes
We have now added the ability to deactivate (and reactivate) a Solo client within Dext.
See the help documentation here for more details: https://help.dext.com/en/s/article/deactivating-a-dext-solo-client
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Option to make description and note searchable
Can you introduce an option to search by description and/or note in the archive option please? As there is no option to input a job site, I use the description and note to enter the job site. When I have to look up a site, I can't search by either of these options.
If an option can be input to enter job site/job code/ project name that we can search also, that would be even better.
Thanks.
243 votes -
Blend of sales & costs and bank feed options
All our sole traders have cash transactions along side the bank transactions. A lot of the time they lack real paperwork so we need the bank feed option but we also need to have the ability to add in cash sales and costs, a blend of the two options you currently have. I can't think of a small trader that does not have cash along side their bank transactions so I imagine HMRC would be very keen for this fucntion as well as a pure bank feed is not sufficient.
Fingers crossed you guys are already all over this and…1 voteAccess to both Sales, Cost and Bank workspaces is now live in Solo. Many thanks for your feedback!
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Send PDF directly to DEXT
I can send a PDF directly to an email, messenger or an app, why can’t this option be available for DEXT? Seems a pretty basic and requirement for DEXT users, cannot believe I even need to suggest this
1 vote -
iPad Native App for Dext
Please redesign the app to function natively with iPad - I spend a lot of time in Dext and it seems silly that I can only use the iOS app in iPhone mode / display (unable to use over half of the screen in landscape mode)
1 vote -
Sorting Expense Report entries via Approval Status column
Under Expense Reports -> Inbox, can you please enable to Sort based on the column "Approval Status". Currently, It is very hard to navigate which expense reports I have yet to approve, and this would make it significantly easy. It should hopefully be a relatively easy feature to implement on your system.
5 votesHi,
We have updated the expense report screen so you can filter by approval status. After you have navigated to the expense report page, select Advanced in the search bar, and you can select the approval status you want to filter by. You can also sort the column by status as an alternative.
Thank you for your feedback, feel free to reach out with any further comments you have
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Report incorrect supplier extraction mistake
Option to report an error where an invoice has been assigned to an incorrect supplier
1 voteWe automatically track when you have to change fields its a measure we use to train our AI so there is no need to report these.
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calculator
The feature of having a calculator within the create line items would be a great idea. Xero uses this feature within its sales and purchase invoices and it really helps to speed up the processing.
43 votesHello,
We're thrilled to announce that the Inline Calculator is now available to all users! Say goodbye to manual calculations and enjoy a more efficient workflow right within Prepare.
For instructions on using the feature, please refer to this article - https://help.dext.com/en/s/article/how-to-use-the-inline-calculator
Thank you for your support, and valuable feedback that made this possible
Best regards,
Prince Obode
Product Manager
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Single login for multiple companies. Switch between companies in the Web App.
Instead of logging in and out Receipt Bank accounts, be able to log in once and switch between accounts via single login.
539 votesI'm excited to announce that Dext's Multi-account management feature is now live! We've solved the pain of managing multiple logins for separate accounts.
Merge login credentials, add new users, and create new accounts directly within the product. Check out our latest blog from one of our own, Mustafa Roomi for more information. https://dext.com/en/resources/accounting-news/multi-account-management-a-first-look-at-our-long-awaited-feature
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Ability to assign %'s to line items and have the system automatically calculate the amounts for net, tax, and gross
Many of our expenses need to be split between different classes/locations by % instead of by transaction. It would be great if we could assign percentages to the invoice total and have the system automatically calculate the amounts for Net Amount, Tax Amount, and Gross Amounts.
3 votesThis is already possible with smart splits (Supplier Rules) and we also added the inline calculator https://help.dext.com/en/s/article/how-to-use-smart-split
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4 votes
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Easily see who the approver is
Have a field for approver rather than hovering over waiting for approval for find out who's still needs to approve. & provide a reporting tool for administrators who need to chase up people who need to approve
2 votesHi,
We have now added an optional approver column which you can use by selecting the table cog, and selecting "Approver".
Thanks for your feedback and please do reach out with any further queries.
Many thanks
Vikash
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Use Advance search for line items
The ability to use Advanced search to locate items by searching for criteria in the line items.
37 votesWe recently released Document Content Search that improves the search feature and allows you to search within Line Items. Use the existing search box. Please check it out and as always share any feedback.
Thank you,
Simon
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Change the PDF view of Expense Reports
The various accounts/categories are listed as columns on the right hand side. As there are more and more lines this will make the report harder to read. Can you have one column with the heading "account or category" and all the accounts listed below it? Also the columns listed as "project" & "project 2" should be classes and locations. Can this be fixed as well?
1 voteHi everyone, this week we released a new layout to the Expense Report PDF export which has the following improvements:
- Categories are now summarised at the top so that the font doesn't get smaller when there are more categories
- The font is darker and easier to read
We are also working on this ability to choose the order of items in the expense report, as we know not having this is a frustration at the moment.
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Create and add to Expense Reports in mobile app
It would be really useful for me to assign items to an expense report from the mobile app - before and/or after processing. Including creating a new one
300 votesHey All,
We’re very excited to announce that the whole end-to-end Expense reports flow is now available on Mobile.
Users can now create new Expense reports, add items to already-existing ones and approve them with a few simple steps.
For more information, please have a look at the following articles showing how to create an Expense report and how to approve it using the Dext Prepare Mobile app.
https://help.dext.com/en/s/article/how-to-create-an-expense-report#create-app
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More submission methods for Sales Invoices
Currently, we can only submit via direct upload
279 votesHi there,
Good news from the Dext product team: The Sales space is now available for the Dext mobile app!
With the latest mobile improvements, users can now access the Sales space in the mobile app, and submit sales items. You can access the sales space next to the cost space at the bottom of the screen.
When capturing an item, you can change to a cost or a sale using the dropdown in the bottom left of the capture screen.
For iOS users:
The update is rolling out across all iOS users this week, and your sales space should appear shortly.
For Android users:
To access the new Sales space, Android users must opt-in to the newest version of the app. This Android app update also includes a host of other improvements, such as a better view of your receipts, and an archive of submitted items.
Read more…
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