Ability to create folders in Dext to organise items
Option to create separate folders to organise items into dext like the archive, inbox and costs/sales folders
Thanks for giving feedback on new features, we are currently reviewing this item and opening to release something later this year.
Please stay tuned for updates.
Simon
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Neelum Yousaf commented
Allow for separate folders in "inbox" to allow separation of cost codes or credit cards etc
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Sam Williams commented
Option to create additional folder in the Workspace menu
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Lisa Walker commented
subfolders for the costs inbox
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Roxanne Simmons commented
Would like to be able to have Folders for all Suppliers in the Archived section so it is easier to search for documents when needed.
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Adarsh Rajput commented
Ability to create folders in the Archive section of Costs and Sales. When invoices have been archived, it would be very helpful if we could make folders for each VAT Quarter for example so it would be easier to find invoices.
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Hampus Christensson commented
It would be good to be able to create folders in Archives so you can go back in your bookkeeping and view old/archived invoices and receipts for each month>week>day.
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Radmila Wright commented
I would like to be able to create multiple inboxes for which different users would be automatically routed
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Tania Garcia commented
Is it possible to create subfolders within the Archive to easily distinguish the items for a particular location without filtering? We have a client who has 3 separate locations businesses and they're using one Dext account for all and different users.
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Anne Esser commented
create an "on hold" folder for transactions that need more info so that they are excluded from the working view
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Mandar Patel commented
The ability to create a New Folder on Dext to store uploaded items that are neither sales or Costs. This would save time in having to download these items and store somewhere else.
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Charlotte Rix commented
Create project folders and store project invoices once allocated within system, maybe into review, then post to Sage 50
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Nicole Priestley commented
Folder inside inbox so can put the uploaded documents into a folder for example split out financial years invoices
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Anonymous commented
Creating folders within Dext Prepare to organise documents and Bank Statements
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Molly Ford commented
subfolders in the costs inbox
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christine sigman commented
Allow users to create folders in the archived receipts to organize them. Much better than everything dumping into the archive folder as one big mess.
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Kathrine Shi commented
1. the ability to add folders under inboxes to sort out the invoices/receipts before publish.
2. ability to block the system from creating new payment method. -
Finance Team commented
I keep delivery notes in Dext until the invoice comes in. They can block up my inbox as I don't need them, usually until the end of the month. Could we add other inboxes to store what we need rather than just inbox or archive?
Also, when merging documents (for me, usually delivery notes to an invoice) I want to be able to choose which document is the lead one.
Than you
Jacki -
Alexandra Goddard commented
Set up custom folders - i.e. there are invoices in my inbox that I don't want to publish yet or are possibly expenses - I want to be able to move them to a different folder rather than them just sitting in the inbox
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Theresia Andreanis commented
1. Can we create a subfolder under Costs, Sales and Expense Reports. For ease of reference if we would like to segregate the folder either based on customer/supplier names, user, etc instead of currently we are using filter option which could be a lot of time toggling
2. Can we add Sales feature in Dext mobile app. Some clients, the invoicing software is different platform from the accounting software i.e. xero, QB
3. Currently, if we submit invoices/receipts to Expense Report, the supporting documents are not published to the accounting software, instead just a report and image link to Dext. It would be a great feature if the softcopy receipts/invoices also published to the accounting software.
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Gabriela Stutts commented
I would like to organize Archived documents using folders. I don't like the clutter and would be nice to seperate documents by Month. I know Archive has a way by sorting thru dates but it would be nice to have the ability to create folders within Archive.
Please see if this can be done. We would appreciate it greatly! Thanks!