Skip to content

Prepare

Categories

JUMP TO ANOTHER FORUM

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

1492 results found

  1. Hi, please could you add Krystal Hosting as a connection?
    Krystal Hosting: https://krystal.io/

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  2. Not all invoices are being paid in full at once. Please add an option to mark invoices that are partially paid (instead of the current paid and unpaid only) and add a section when/how much was paid and how much is still outstanding for payment. Thanks.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Publishing  ·  Admin →
  3. Be able to upload EML files to Dext

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Extraction  ·  Admin →
  4. It would be nice to be able to have a report section. In this section you could automatically have it total up the money spent or earned in different categories. By clicking on this report it would total up each category and give you a list of each category with their total $.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Expenses  ·  Admin →
  5. To be able to set the payment date on an invoice from Dext for bill paid by DD E.g. a BT bill paid by direct debit. The bill is dated 25/08/2024 and the DD is due to be collected 08/09/2024. If i publish as marked as paid it will add payment as per the invoice date but I want to change the payment date to the DD date. I have also tried publishing to bank but again it uses the invoice date. I still want to add it to bills but do not want it to shown as payable as…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Publishing  ·  Admin →
  6. Please add logo to your website na dprinting dimension along with colour etc, for client to print it and put on their windows etc. just like XERO and QuickBooks have it.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Other  ·  Admin →
  7. Allow the publishing of expenses from web browser to Sage 50. This will allow Mac users to publish, rather than rely on windows PC access.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Expenses  ·  Admin →
  8. I need to be able to set a rule for fast food and other restaurants. Different towns may use a different number etc with causes Dext to create a new supplier. I need it to allow a rule that if "this" is in the document name, then "this" is the supplier.

    Also, if a bill is marked for a specific customer then it should automatically be marked billable.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Rules  ·  Admin →
  9. Show how many pages have gone through each bank on a line by line level

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Bank  ·  Admin →
  10. NOT TO CREATE A NEW SUPPLIER CARD FILE WHEN PUBLISHING A DOCUMENT AS VISA PAYMENT

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Publishing  ·  Admin →
  11. 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…

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  12. 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.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Expenses  ·  Admin →
  13. I wish to attach the underlying invoice to the expense report in Dext so that when it integrates with QBO, I have the expense report and the underlying invoice together.

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Expenses  ·  Admin →
  14. 1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Other  ·  Admin →
  15. Hi, for supplier statements can it extract the VAT breakdown or is there a way to post the VAT breakdown after uploading to Dext please? Thanks

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  16. In Sage 50 I post up cash expense claims using the claimant as a supplier. In Dext it would help to have a rule that the supplier is the document owner.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  17. We would like to be able to access our Dext data programmatically and in bulk. It would be great if we could extract detailed transactions data, for example Client Name, Transaction Date, Date Processed, Processed by, Transaction type.

    I would also be interested in any other operational fields which Dext collects, for example whether interactions with transactions are logged by individual user.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Other  ·  Admin →
  18. 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…

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Extraction  ·  Admin →
  19. excel Time sheets

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  20. Pull the Address and be able set a rule of location based on the address

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Expenses  ·  Admin →
  • Don't see your idea?