35 results found
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a notification for transactions on the credit card that don’t have a receipt uploaded
A notification option for credit card transactions that don’t have a receipt uploaded. Would help to address missed uploads while receipts are still handy, instead of at the end of the month when they may be lost
2 votes -
1 vote
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2 votes
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Merge Suggest Function
I would like a Merge Suggestion function, eg when a client uploads 1 invioice as several documents, could Dext spot that the same supplier has multiple invoices on the same day and ask whether we would like to merge them - this would be useful as it is too complex to give clients more than 1 email in address and they often photograph a multi page invoice as multiple documents as well
2 votes -
Get notifications when other users submit documents in the account.
I have a few others that send in receipts or documents however I am the one that reviews them. I want a text or email to let me know when others upload documents in the account.
2 votes -
1 vote
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Remove 'Congrats you have done 1 out of 3 ABN checks'
I'm finding the blue alert on the ABN advertising Precision really annoying. It makes it difficult to find & select categories.
2 votes -
1 vote
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Bulk message all clients in a Partner account
Email all my clients with a message
1 vote -
Option to not send an email to the account owner when deactivating or disconnecting a client
When Deactivating or Disconnecting a client from Prepare where the Account Owner needs to be set - have the option to not send an email to the Account owner.
4 votes -
Identify duplicate invoice numbers
t would be really useful if Dext was able to flag duplicate invoice numbers (like Xero can).
Obviously Dext will merge duplicate invoices which have the same supplier name, total amount, invoice number, etc. But if there’s a reissued invoice for example which has the same invoice number but a different amount, there’s a risk that this will be pushed through twice given Dext will not merge / reject the invoice as a duplicate invoice.
Xero has a warning that tells the user that the invoice number already exists and it would be really handy if this could also be…
8 votes -
Reminder to approve expense report
Would like to be able to issue automatic reminder emails to an approver if they haven't actioned an expense report after a period of time. This will assist our team greatly! Thanks
6 votes -
Option to disable publishing notifications
Option to disable the pop-up notifications letting you know an items has been published
58 votesSorry this has taken so long to explore, we will look to add an option to suppress or make them not cover the view when working quickly. Thanks for the feedback.
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Send notification when items are merged
I would like to receive a notification when items are merged.
40 votes -
Send notifications when bank statements have been processed
Send notifications when bank statements have been processed
19 votes
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