1598 results found
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Specific Time scheduling of email notifications
Hi,
I would like to suggest a feature where by users can determine the time at which certain notifications are received.
I always receive a 'Summary of Account Activity emails between midnight and 1am - a very inconvenient time with the alerts always disturbing my sleep. I have to leave my phone on and not muted, so I find these Dext emails particularly frustrating.
So, it would be useful if your customers could schedule the receipt of these emails. Having looked at your resources and spoken to your help colleagues I note that this feature is not currently supported.
Is…
1 vote -
Approval process for new supplier
It would be great if Dext had an approval process for a new supplier/customer addition. Currently, we are doing the same in ApprovalMax and returning to Dext to upload the invoice.
1 vote -
copy URL of items to put in spreadsheet
I am copying the URL address of certain items and placing them in a spreadsheet, I would like these to load the actual item. Sometime this work sometimes not, I suspect it depends on whether I create the link before or after it is published/archived.
My workflow is that I am creating a crosscharge cost to send to another company made up of select cost items that are in other expense sheets. This seems the most efficient way to do this.
2 votes -
Adding Bespoke Tags to Line Items
I would like to be able to easily add a marker (or tag) to all my line items so that identify the items that contain UK VAT..
The tag could be used for other thinge also and should be an easy add. i have googled and can see something on Google Precision, i dont know what that is, but Prepare suits me fine and so adding bespoke TAGS would be a great feature to me (and thousands of others i beleive)
1 vote -
More options to customize user roles - eg. give non-Admins access to Bank Feed/Request Paperwork
I only just realized that an "Expense Approver" user can't see any of the Bank Feed info, or use any of the Request Paperwork functionality?? This would be a huge benefit to my clients (especially the ones who have their own company credit cards), but I don't want to make them all Admins just so they can have access to paperwork matching features, and I don't want to have to go through the Paperwork Match feature (which doesn't work that well) and figure out for them which things are missing when it would be way easier for them to know…
1 vote -
Add flat rate per diem costs to expense report without receipts
We pay our staff a per diem rate (part or full day) while travelling and don't require receipts. It would be great to be able to add these to Dext expense form - we currently have to use another expense form to include these costs for approval.
1 vote -
Doorloop connection
I have a client using Doorloop. Since all my clients currently use Dext, I would like to add Doorloop to the list of futures connections. At this point, I am going to have to find another option for them.
1 vote -
Practice insights Bulk Edit.. Allow Account Manager allocation.
Practice insight settings on bulk upload allow Account Manager allocation
1 vote -
Client Selection Screen Request
Good morning!
I have a request to change back the client selection process. Not sure why you changed the pop-out screen to select a client. We at Quick Action Accounting liked it better the way it was. The current method adds another step to our process. Not a fan! Love Dext just not the latest update. Thanks for listening.2 votes -
Rebillable Items within an Expense report
Allow for each submitted Invoice (where the rebillable option has been selected) to create a sales transaction for each item and attach the associated Invoice.
2 votes -
email notifications
As an Accountant User working on my clients accounts I would like to be able to receive email notifications for my clients accounts so that when a document is submitted by any user in this client account Dext Prepare informs me. I would also be able to customise the email notifications I receive for my clients accounts for each client and select what type of emails I receive based on the client (document uploaded, document published, document rejected, etc.)
3 votes -
Running invoice totals
I think you should add a feature that shows the total amount of the invoices you have selected. For example, you "select" 3-4 invoices, at the top of the page it would show "3 Invoices, £453.23". A dyanmic toggle that would be useful when tallying up invoices to push through to match payments in Xero.
Xero have this functionality in bills to pay as a reference point.
2 votes -
Allow Over typing the Tax/VAT Amount
Please can you program the Tax Amount so that it can be over typed when using tax amounts - sometimes the tax amount is not 20%, for example, and to save having to use separate line items with different tax codes, it would be simpler to over type the tax amount. Some software like sage does allow the tax amount to be different to the calculated rate.
Using the Extracted Value is not always an option to over type the VAT because often the ivoice wont publish when the Extract Amount tax code.
many thanks
1 vote -
NOT TO CREATE A NEW SUPPLIER CARD FILE WHEN PUBLISHING A DOCUMENT AS VISA PAYMENT
NOT TO CREATE A NEW SUPPLIER CARD FILE WHEN PUBLISHING A DOCUMENT AS VISA PAYMENT
1 vote -
Shift+F3 to make uppercase what's in the description box
Shift+F3 to make uppercase what's in the description box
1 vote -
Payment Reference for Posting as Paid to Accounting Package (with default option for each payment Method)
Please allow us to add a payment reference to an Invoice/Receipt/Bill when publishing it as paid.
Allow us to assign a Default Payment Reference to a Payment Method that then pre-populates the Payment Reference for All Bills using that specific Payment Method, the user can then manually update each invoice if a change needs to be made or can add a Payment Reference when editing the Invoice.
When the user submits a document as paid to their accounting package it uses this Payment Reference as the Payment Reference for the payment created in their accounting package, this will help the…
1 vote -
Customer Column
When I click on PDF Preview, or Export the PDF version of an Expense Report, I'd like to be able to view the Customer column. At the moment it's only visible on CSV which is not the ideal format for me.
1 vote -
Sales invoice customer name extraction
Sales invoice customer name extraction. When Dext processes a new sales invoice it checks whether the customer name is existing or new. If it's existing then Dext automatically populates the customer name field. If it's new then Dext suggests that the customer name is populated with the customer name on the invoice. We then have to manually review the list of sales invoices with no customer name, open the invoice record and accept the customer name. Dext will then populate the customer name field. We have many clients (plumbers, joiners, service engineers etc) who work for new clients everyday. If…
1 vote -
Un-Approve an Expense Report
Un-Approve an Expense Report
13 votesHi,
Thank you for your feedback, we have taken this into the roadmap and it is being looked at as part of our revamp of the expense report approval process
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Streamlining uploads
- Please add "Type'" to Supplier Rules
- Please add more options to edit and see directly on the front page rather than going into each upload, e.g. to see whether Paid is toggled or not. Thanks.
1 vote
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