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1498 results found

  1. 37 votes

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    11 comments  ·  Design  ·  Admin →
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  2. In the Inbox view, it would be nice to be able to customize the view and make it a default (stick). For example: I would like the Description and Notes columns to always be visible and I don't need to see the User column or the tax column.

    6 votes

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    1 comment  ·  Design  ·  Admin →
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  3. CIS - it would be really useful if Dext could pick up the CIS rate from Xero and when the CIS labour expense line is selected you can see the net amount before it gets pushed to Xero.

    5 votes

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  4. The ability to add or customize what data is extracted by the software, and being able to add the relevant fields.

    50 votes

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    5 comments  ·  Extraction  ·  Admin →
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  5. The ability to set a default item type for cost and sales items.

    10 votes

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    2 comments  ·  Extraction  ·  Admin →
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  6. The ability to integrate with several different accounts/companies within a given integration. For instance integrating one Dext account with two or more accounts in Xero, QBO, etc.

    29 votes

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  7. The ability to create items in the absence of an actual document.

    23 votes

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    4 comments  ·  Workflows  ·  Admin →
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  8. Keep Categories archived when switching integrations. I just switched integrating between quickbooks and Xero and was blown away to find out that all my categories went blank. These items are archived and therefore should not change

    2 votes

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  9. 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

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    0 comments  ·  Workflows  ·  Admin →
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  10. option to make the description field mandatory when submitting items to dext

    30 votes

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    2 comments  ·  Workflows  ·  Admin →
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  11. 7 votes

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    1 comment  ·  Other  ·  Admin →
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  12. We have expense approvers who approve only their direct reports. At the moment if they have the user type expense approver they have the power to view all submitted items. We need the option to set an expense approver user to only view the items for particular users under the multiuser account not everyone.

    91 votes

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    12 comments  ·  Expenses  ·  Admin →
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    Thanks for giving feedback to Dext. This is currently under review as part of us reviewing the way expense are approved in Dext. Stay tuned for further updates. 


    Simon

  13. Can we have a new function allow us to download the submission history report.

    21 votes

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    0 comments  ·  CSV Export  ·  Admin →
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  14. Hi, we just started to use Dext and have an surgestion. The sales reps received their credit statement by mail. Is it possible that a normal user can upload his credit card statement to match with his Costs, inbox. At this stage only an ADMIN user can upload the statements. This is very time consuming and the Idea why we use dext is to save time for everybody. Kind regards, Roelyn

    2 votes

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    0 comments  ·  Bank  ·  Admin →
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  15. 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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  16. Allow basic users the ability to set supplier rules for suppliers entered by them.

    2 votes

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    0 comments  ·  Rules  ·  Admin →
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  17. Currently credit notes are not supported for approvalmax. Partner would like to be able to publish them or bypass AM to publish directly to Xero

    71 votes

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  18. Please add an integration with NetSuite

    96 votes

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    We leverage Dext with Netsuite internally and will be exploring the interest for making this available. Please provide further details if this is of interest to you and your clients.

  19. Match bank feed transactions with Sales items from Dext

    8 votes

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    2 comments  ·  Match  ·  Admin →
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  20. Have feature to add receipts from your phone gallery to attach recipts where you have paid for parking online.

    3 votes

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    0 comments  ·  Expenses  ·  Admin →
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