17 results found
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Audit log of Activity per member of staff
activity log for practice users by client to see how much time is being spent on dext per client so we can see inefficiencies
10 votes -
Detailed bank statement report export
Ability to run a detailed report to show how many bank statement pages have been extracted per bank account, rather than just number of pages for the client as a whole.
1 vote -
Partner Invoices
Please improve the invoices partners receive to have a detailed breakdown for each customer similar to Quickbooks invoices. It helps will allocating the costs to customer projects.
1 vote -
Dext Practice | Detailed Metric Report (i.e. Features Unitilized, such as Supplier Rules or Payment Methods)
In detail practice insights, such as a list of each client and the features they are or are not using (e.g. supplier rules, payment methods, etc.).
2 votes -
Practice insights Bulk Edit.. Allow Account Manager allocation.
Practice insight settings on bulk upload allow Account Manager allocation
1 vote -
Custom reports for company accounts already on Dext Prepare
I would like custom report function for our company account that is only available through Dext Precision. Happy to pay extra for it, but we would find this feature beneficial.
1 vote -
Timer add on used for reporting and billing for each client with the number of inputs, not only receipts, but supplier rule etc.
Add a timer option in each client so, we accountant can follow the amount of time we actually work on the client and offer the option of a report for each. This would be merveilleux!!!!
1 vote -
Client insights and changeable timelines
Customisable client insights dashboard with the opportunity to change reporting periods in Dext Prepare.
Opportunity in Dext Precision to change the dates of submission. Some client scores are being reduced because there isn't a frequent upload, but that's because they're done quarterly1 vote -
1 vote
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1 vote
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Log in dates
last log in date on client list
1 vote -
Add bank feed section to practice insights
To have a bank feed section in the practice insights, to see which clients have an active bank feed set up
1 vote -
Bulk upload of managed by / location boxes to client list (similar to practice code bulk upload)
Bulk upload of managed by / location boxes to client list (similar to practice code bulk upload)
1 vote -
View Report of items already published in a client account from the Practice Insights
Is there a way to see the number of items actioned (say over a day) in Prepare rather than those left to action?
4 votes -
Improve Practice Insights
The ability to drill down on average delay days and auto publish % in practice insights would be great.
3 votes -
My Team Insights
My Team insights within Practice Insights - the ability to see what our Staff are coding each day would be useful.
Avg number of items per day, month
On Avg how long they take to code/they spend in Dext
Most active setting up Rules4 votes -
Tagging option in Dext Prepare similar to Dext Precision
Is there a way to tag clients in Dext Prepare - similarly to how you can in Precision? What I’m hoping for is to be able to tag or filter clients for who we do the bookkeeping for vs who do their own bookkeeping
2 votes
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