3 results found

1. Report

   Feature for the accountant to be able to pull off a by Category report just like a trial balance.

   1 vote

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   0 comments  ·  Solo/ITSA  ·  Delete…  ·  Admin →
   Completed  ·  AdminTafana Caesar (Admin, Dext) responded

   You can currently pull off a Category report within the Summaries screen. As we don't operate a GL, we cannot highlight debits and credits, however you can see which category are Income and Expenses.

2. Remove ITSA clients
   10 votes

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   1 comment  ·  Solo/ITSA  ·  Delete…  ·  Admin →
   Completed  ·  AdminHelen Lloyd (Admin, Dext) responded

   We have now added the ability to deactivate (and reactivate) a Solo client within Dext. 

   
   

   See the help documentation here for more details: https://help.dext.com/en/s/article/deactivating-a-dext-solo-client

3. Blend of sales & costs and bank feed options

   All our sole traders have cash transactions along side the bank transactions. A lot of the time they lack real paperwork so we need the bank feed option but we also need to have the ability to add in cash sales and costs, a blend of the two options you currently have. I can't think of a small trader that does not have cash along side their bank transactions so I imagine HMRC would be very keen for this fucntion as well as a pure bank feed is not sufficient.
   Fingers crossed you guys are already all over this and know that solo really can't be viable without this.
   Thanks

   All our sole traders have cash transactions along side the bank transactions. A lot of the time they lack real paperwork so we need the bank feed option but we also need to have the ability to add in cash sales and costs, a blend of the two options you currently have. I can't think of a small trader that does not have cash along side their bank transactions so I imagine HMRC would be very keen for this fucntion as well as a pure bank feed is not sufficient.
   Fingers crossed you guys are already all over this and… more

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   1 comment  ·  Solo/ITSA  ·  Delete…  ·  Admin →
   Completed  ·  AdminTafana Caesar (Admin, Dext) responded

   Access to both Sales, Cost and Bank workspaces is now live in Solo. Many thanks for your feedback!