10 results found
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Option to disable and enable 2fa
It would be nice to have the option to disable the 2fa on the client side when they needed to switch from one authenticator app to a new one.
2 votes -
1 vote
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1 vote
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Option to generate a report based on the transactions last modified date
Option to generate a report based on the transactions last modified date so I can check if they have been edited correctly
2 votes -
The Client View available for all Partner plans
"Provide a proper Dashboard with reporting for all accounting partner plans to better manage multiple clients"
1 vote -
2 votes
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Filter by Vendor
Filter by suppliers so that you can exclude certain vendors
3 votes -
Make paperwork URL visible within Dext web app
Show the paperwork URL within Dext so it can be copy-pasted without having to export to CSV or republish. I'm often adding and merging paperwork to Dext after I've already published a transaction, and this invalidates the URL from the initial Publish (at least in QB Desktop). It would be much easier to update the transaction with a new URL if we didn't have to export to CSV or unpublish/republish first.
2 votes -
Ability to edit fields pre-submission (in particular Category)
Ability to edit the following fields prior to submission:
- Supplier
- Payment Method
- Project 2
- CategoryThe most popular requested field to edit pre-submission is Category
This would allow me to ensure that the details are picked up as I require and would mean that the information will definitely carry across to after processing (i.e. if the Payment Method isn't visible I don't want to lose that data)
39 votesHi everyone,
Thank you for your feedback and votes on this feature request!
While we won’t be implementing this specific suggestion, we’re excited to share that AI and automation rule enhancements coming in 2025 will address this need.
We truly appreciate your input and will continue refining Dext to better support you.
All the best,
The Dext Product Team
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Edit more fields before sending the items for processing from the Mobile App
It would be great if we could add info about payment method and category when sending via the Mobile App before submitting for processing. This would be very helpful especially in terms of the payment method as it is not always shown on the items (especially invoices) and the users can simply add the info about the relevant payment method as they know best. Thus we won't have to chase them and ask what was the card used.
29 votes
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