18 results found
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Move help-bot icon on out of the way.
Would you please get the helpbot icon off the comment submission triangle?
Nevermind the fact that it's totally useless, it's in the way of me getting work done.72 votesHey everyone,
Thank you for your feedback.
You can now hide the Help button when needed. It will stay hidden across all pages until opened again.
All the best,
The Dext Product Team
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Shift+Click to highlight multiple items in the inbox
Shift + Click to highlight multiple items in the inbox
61 votesThis is now available - thanks for your help shaping the product!
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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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Sort the Inbox and Archive by item submission date
Have the option to filter items in the Inbox and Archive by submission date. At the moment we can only sort by document date.
19 votesHey everyone,
Thank you for helping us improve the product.
This has now been completed as part of the enhanced Dext experience. You can add a flexible column for "Upload date" from the gear icon in the top right-hand corner, and also search by upload date range, using the "Advanced Search".
Any further suggestions are welcomed.
All the best,
The Dext Product Team
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11 votes
Hi,
We have now added the option for you to customise the columns in an expense report on screen. You will see the cog similar to the cost or sales inbox, where you can select or de-select columns.
Attached is an image showing which options are available.
Please feel free to reach out with any questions or further feedback as we are working on improvements in the expense report space.
Thank you for your feedback, it has helped us improve your experience!
Vikash
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To have a column in the Expense Report Details page for each item's Invoice Number/ Document Reference number.
I was saying that under Expense Report page. The ITEM ID column is very redundant to me as it serve no purpose of my invoice referencing. Can it be change to Invoice number instead?
2 votes -
Change layout of line items
Change the layout of the line items on the item details page so users can see all the information clearly. Currently, some details are shortened or even hidden such as the VAT rates which clients cannot select the bottom one as it is hidden - scrolling or typing the needed rate does not help and the last one always remains hidden and cannot be seen
36 votesWe have now added the ability to have a horizontal and vertical version of line editing. We have also allowed you to show and hide the columns you need. Thanks for providing the feedback and please let us know how this works for you.
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Client logo on Expense Reports
I would like to add each of my clients individual Logo to their expense reports is that possible? Just to be sure I am not asking to add my practice Logo but each client would have their Logo on their reports.
41 votesHello all,
Thank you for sharing this request with us, I'm happy to inform you that clients are now able to upload a logo to appear on their expense reports. All they have to do is navigate to My profile > Account details > Co-branding and upload their logo.
Best,
Sandra
Product Manager @ Dext
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Flexible Columns in the Archive
I'd like to be able to easily see how items were assigned to Projects within the Archive without having to go into the items one at a time.
It's possible to add columns in the inbox (ie: description, n° of the bill etc.) but not in the archive.
39 votes -
Sorting the Archive by the Status column and adding the Publish date as a search option
I would like to request to have an option to sort archived items by published dates or an option in filter to display published items only with published date range parameter. I would like to be able to see this in a CSV too.
27 votesHey all,
Thank you for your feedback.
This has now been completed as part of the enhanced Dext experience. You can add a flexible column for "Publish date" from the gear icon in the top right-hand corner, and also search by publish date range, using the "Advanced Search".
Any further suggestions are welcomed.
All the best,
Dext Product Team
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Additional fields in Flexible Columns
Please update Flexible Columns to include other fields such as Tax Rate, Invoice Number, Payment Method, Item ID, Due Date & Paid
23 votesHey all,
Thank you for helping us improve the product.
Many new flexible columns have been added, as part of the enhanced Dext experience, including due date, upload date, archive date, publish date, export date, and item ID. You can add the columns to your Inbox/Archive from the gear icon in the top right-hand corner.
We also included these fields in the "Advanced Search" so that you can filter by date range.
Any feedback is welcomed!
All the best,
The Dext Product Team
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Widening of columns in line items
When adding line items to a transaction, it would be great if the columns could be expanded or widened because currently when you want to enter the tax rate there's a very narrow column and it is difficult to see the different tax options when scrolling down. For this reason we would rather edit the item in Xero when we would prefer to do the editing in Dext.
2 votesHi there!
Happy to inform that the minimum column width has been increased for the tax rate.
Many thanks,
Dom -
8 votes
Thanks for your feedback! All documents uploaded as a PDF can now be viewed as a PDF using your browser's PDF viewer, allowing for actions such as copy & paste and clickable links. For help viewing PDF's, please see this help documentation: https://help.dext.com/en/s/article/how-to-configure-your-browser-to-view-item-pdfs
Thanks for your support!
The Dext product team
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I want to be able to set the "number of items per page" view to a default higher than 25
Would like to be able to view more items on page, in the inbox
16 votes -
Invoice number as a column in the archive
There is now the invoice number in the inbox, please can we add it in the archive to make items easy to search for when using advanced search tool.
12 votes -
Show User name in the Mobile App
Currently when connected to a Partner, the Inbox header within the Mobile App shows the Partner name and User email address, however the email address alone may not be clear enough to tell which account is currently being used.
Could you please add/change this so that it shows the User name or the Account Name as well?
11 votes -
Expense report view
Expense reports should have the same way to view invoice descriptions as the inbox. This is a data management issue for the way we use Dext.
2 votes -
Backup Status on a dashboard
Without digging into multiple layers, we should be quickly able to view the status of each client's back up .. is it on? to where? When was the last back up done?
1 voteBackup status is now an additional column that you can add to your inbox
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