4 results found

1. Enable CIS for Sales/Purchases in Solo

   I was told by technical support that CIS only works if you are integrated with an accounting package ?
   If this is true, then we will definitely need both CIS deducted and suffered in Solo.

   1 vote

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

   Hello,

   
   

   Thanks for your feedback!

    

   This is now live. You can enable the Construction Industry Scheme (CIS) for self-employed (Solo) clients from "Business settings" >> "Construction Industry Scheme (CIS) ">> "Enable CIS." 

   
   

   Best regards,

   The Dext Product Team

2. 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  ·  Tafana Caesar 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.

3. 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

4. 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  ·  Tafana Caesar responded

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