119 results found
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Supermarket receipts
Hi. I often go through the supermarket receipts e.g. Tesco which don't have VAT breakdown on them. When the client buys cleaning products, it would be useful to have an option to open a small calculation spreadsheet to work out the VAT amount on those cleaning products. it would also be useful if one could save this with the original receipt as a record of how the VAT was worked out.
4 votes -
Assign Account Managers to Users/ Schools (groups) - Inbox can be filtered by account Manager
Users and/ or Schools should be able to be grouped by having an "account manager" assigned. In my team there are 3 people who look after the checking and publishing in Dext, based on which user submitted the entry, and the school they are located. The inbox has hundreds of entries, 2/3 of which are for another team meamber. It would be great if the Costs inbox (and I suppose Sales could work the same way) could be filtered so that I only see the entries that I need to deal with.
The alternative would be that User Admins should…
2 votes -
date swap on due date linked to date swap on invoice date
Now that you have an easy clickable date swap - why can't you ALSO have a quick click date swap on the due date??
8 votes -
Product/Service advanced search & column
Hi there. I desperately need the following updates to be made in order to fully utilize Dext for my business. 1) I need Product/Service to be available in the Advanced search on the Cost inbox and archive. I need to be able to sort by Product/Service. 2) I need Product/Service to be an available column to view within my Cost inbox and archive. These two changes would be a world of a difference for my business. Right now, it's very frustrating to not have these features. Thank you very much!!
14 votes -
Enter the date without /
If we need to enter an old date we can't just enter 01012024, we have to put in / which is frustrating as in QBO you can just enter the numbers so it's a habit already. Dext gives an error 'Use dd/mm/yy.' it would be useful to not have to add in the /
4 votes -
Edit more fields from the Inbox, instead of the Item Details page
I would like the main page to allow us to not only choose to view any of ALL columns but allow us to also change the data in any column such that we can work only from the main page and hide the columns that we know are most likely accurate extracted data.
1 vote -
Ability to Star clients without being an account manager
in the old version, the option to star a client has always been there and easily accessible.
in the new version, only account managers can do that. I'd like to be able to star clients again as a non-account manager1 vote -
Customizing the Details tab
It would be great if we could customize the details tab with a few of the fields. Product/service seems to be a reoccurring issue for my clients thinking they need to populate something here as it is on the details screen. So they add things like the word 'supplies' but it is not necessary. It would be great if we could remove it from the screen I do not use. thanks Jill Smith Saved by the Bookkeeper.
1 vote -
DATE FORMAT & DATE SORTING
Include a variety of date formats to set a default from. For example, dd-mm-yy, yy-mm-dd, mm-dd-yy, yyyy-mm-dd, etc. OR dd/mm/yy, yy/mm/dd, mm/dd/yy, yyyy/mm/dd, etc. Currently, Dext can only sort by dd-mm-yyyy which is not helpful. A format of yyyy-mm-dd will sort by year, then month., then day.
2 votes -
See assigned manager on User Page
Using the new version is there a way I can instantly see the assigned manager on the main Users page (maybe the ability to add a column for this) without going into each individual user? We used to be able to see this in the My Team page on the old version next to the user privileges.
2 votes -
Add way to flag field we care about.
Our accounting company uses Dext and our staff are responsible for adjusting the fields. There should be a way for our accounting company to rename or flag the specific fields that they want us to double-check under Item Details. There are a lot of fields there and many of them don't pertain to us. I want some visual flag for our staff as to which ones we have to edit. Even just renaming "Category" to "Category >" would be beneficial. According to the AI chat bot, this isn't possible.
1 vote -
edit document reference in cost inbox
Able to to edit the document reference in the cost inbox rather than clicking on the transaction
1 vote -
The ability to change the details on the Items Details Page
We do not use Po #s, Product/Service or Customer details and would like the option to have them removed as it takes me longer to complete the fields we do use because these are all showing and are blank so it makes me think I am missing something.
2 votes -
See the whole invoice and invoice in one screen eliminating scrolling
It would be great and so much more productive if you could reduce the area around an invoice showing on the screen so we can see all of the invoice and not have to continually scroll for the invoice or the fields used. If you would like more details as I may not be clear please feel free to contact me.
3 votes -
Reporting
Please could you add additional fields for columns as per the below: I would like to add columns to the costs inbox and archive to display the following details: received into Dext date, published date and published by user name. It would also be useful to access a report showing the number of items submitted to Dext each day, the number published and the number of flagged items.
6 votes -
Ability to turn certain fields off
Be able to turn off fields like Classes, PO #, Customer, and Tax
3 votes -
Supplier Merging Display
I am currently scrolling through suppliers to merge duplicates. After each merge is completed it brings me back to the start of the supplier list alphabetically and it requires me scroll down to find where I was in the list each time. This is a time consuming exercise when there are over 1000 suppliers on the list.
5 votes -
Add a flag/unflag key shortcut
Add a key shortcut to flag/unflag the invoices
1 vote -
Purchase Order field - include as option on Costs Inbox filter
Please could we add the Purchase Order field on the costs inbox page. I have to manually key in the information in the the Doc Ref in order that I can search for it. Which is pretty time consuming. Many Thanks
4 votes -
Instant message on duplicate entry
There are occasions when uploading an invoice that it turns out to be a duplicate but no message to that effect is received. It would be useful in every instance that there is a duplicate that a message popped up stating that. Also the short directions on how/where to locate the duplicate. It is a rare event so the user will need directions to locate the file.
3 votes
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