12 results found
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Publish attachments when importing
The ability to attach invoices into accounting software as you import the invoices, we use the attachment feature on sage regularly and dext importing them would be incredibly useful
2 votes -
multi-part sales tax codes
Registered charities often claim the public service bodies (PSB) rebate which splits the HST into federal and provincial components and allows part of the federal and provincial amount to be claimed and the rest cannot be claimed. We can easily build this out in QBO by combining the four components of the PSB rate into a sales tax group but Dext won't calculate/publish transactions with tax codes that have more than two components. This is crucial for registered charities or non-profit organizations.
2 votesThanks for your feedback, we've updated the QBO integration to allow handling of larger tax codes now as a result.
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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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invoice approval
approve/ disputed marker
15 votesHi there,
Cost invoice approvals is now available on the web and in the app 🎉.
If you're an admin, go to settings to set up an approval workflow.
More information can be found here https://help.dext.com/en/s/article/costs-approvals
Enjoy
Anna
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Support Credit Notes for Sales Invoices
The type field is greyed out default to "invoice", unable to select "credit".
I need the option to publish as either invoice or a credit note rather than inputting manually in accounting software.
173 votesHello,
Good news, sales credit notes are now supported in Dext Prepare for Xero and QuickBooks Online.
You can publish a sales credit note by choosing ‘Type > Sales Credit Note’ on the item detail page.
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error information
an explanation of what an error means - ie "A request should not contain ID in the route during POST operation."
1 voteWe recently made error messages much better thanks for the feedback.
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Publish Sales Invoices to Kashflow
Wish to be able to publish Sales Invoices to Kashflow
34 votesHi,
Thanks to your feedback we now allow publishing for sales items to Kashflow.
Kind regards,
The Dext Product team
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MYOB integration
Currently when we publish from Receipt Bank to MYOB, RB includes the image URL for items in the Journal Memo field. There's no way to stop RB from doing this, even if we turn the image sharing permission off in Receipt Bank.
Can you please instead send the name of the supplier to the journal memo field - we use this field during reconciliation and the image URL makes the process much slower.
For other integrations (like Xero or MYOB Essentials) RB will attach the image of the receipt from Receipt Bank directly to the transaction - could you please…
50 votes -
Publish a sale to a bank account in Sage 50 Desktop
It would be extremely helpful to be able to publish a Sales invoice to a bank account. Most customers have paid for the service and it goes directly into a bank account. The drop down list is there in Dext but no bank accounts show up in it.
1 voteThis functionality is now available, please make sure your Connect app is up to date.
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Enable publishing of Sales Invoices into Sage Accounting
I have a high volume of sales for a client on Sage Accounting but I can't publish sales invoices there
12 votes -
Publish paid transactions to QBD (Credit Card Receipts)
Can I publish credit card receipts to a a CC liability account in QB - instead to a bill?
12 votesThis funcitonality is now available, please make sure your Connect app is up to date before trying to select the credit card payment method.
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Sales Purchase orders, Xero
Would like to process Sales Purchase Orders to Xero
5 votesHi,
Thanks for your feedback. Purchase order functionality is now in Dext. Please see this help centre article for instructions on how to use it:
https://help.dext.com/en/s/article/how-to-use-purchase-order-match
Kind regards,
The Dext Product team
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