1497 results found
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Expense Report Individual Transaction Posting
When publishing the expense reports each transactions in the expense report should post individually on the date the transaction happened instead of in one entry.
2 votes -
Individual Payment Methods Linked to Credit Card Account
Hi Can something be set up to allow individual payment methods to be linked to a particular credit card using Xero integration.
Multiple company credit cards have been set up as individual payment methods, however they can't be linked using dext (unless I'm not doing this properly).
Whereas; I can set the payment method default for my own user (only person using dext) as any one of the credit cards but can't set them up as separate payment methods.
eg: 3 wholesalers I use, one of them I use visa (lower fees) and the other I use the company amex…
2 votes -
Note indicator
I think it would be really useful to have the "Note" tab change colour or indicate in some way when a note is in there. That way it could alert the user to check the notes before processing a document.
3 votes -
Transfer subscriptions between accountant's
Transfer subscription to a new accountant/bookkeeper directly
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 -
Practice insights Bulk Edit.. Allow Account Manager allocation.
Practice insight settings on bulk upload allow Account Manager allocation
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 -
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 -
Voice texting
When in this suggestion box, and in the app, I can not do voice text. Sometimes it's easier to just speak and say what the bill is rather than texting it out. Unfortunately it does not support this on an Android phone
1 vote -
Use Supplier rules or not?
Would it be possible to include a check box to either include or not include supplier rules or Line items within supplier rules? We utilise the supplier rules on about 40% of invoices but the others we dont and its a bit of a pain to have to go into the rules/lines each time to delete them off.
2 votes -
Image Sharing configurable at Expense Report Level
Update "Image Share" for Expense Reports to be set at the Expense report level, instead of globally.
Some users may not require this to be on by default for all reports, but on an adhoc basis.
Maybe have a global feature to enable/disable image sharing, but allow the control to be at the expense report level.
1 vote -
turn off in-app notifications/ messages
Hate the constant pop-up interruptions while I'm trying to work asking me whether I'd recommend it. Stop getting in the way of my work
103 votes -
Dext Prepare - no more scrolling on right side
Would be great if the fields on the right side were all visible and no need to scroll all the way down to see all the fields. Would save time.
2 votes -
Old Search Functions
Hello! Whatever change was made to the search feature recently was not a good change.
I seasrched for "bridge" and it brought up GHY and Ecard Systems
I put in Enbridge and it brings up 4 Enbridge invoices (what I was looking for).
I used to be able to put short form and it worked all the time.
Also, when making an edit on an invoice that was already filtered and then hitting the back button it is often taking us to the main screen again. We have to filter to find the invoice again. This was never the case…1 vote -
We are dealing with many utility bills and would like to use the unique MPRN number for each property
Can we get Dext to recognise MPRN on Utility bills specifically to best allocate to individual properties as being the ID
1 vote -
Allow More than 11 Characters on the Document Reference Field for QuickBooks Desktop Integrated Accounts
To allow more than 11 Characters on the document reference number or invoice number field for QuickBooks Desktop Integrated Accounts. Currently, there's a limit of 11 characters (QuickBooks Desktop allows a max of 11 characters).
4 votes -
Viewing source doc when setting supplier rules/splitting lines
When setting supplier rules and/or creating the line splits, being able to view the source document. Either showing the (scrollable) document in the background, or being able to move the window out of the way
3 votes -
Multiple Accountant/Bookkeepers Invited
It would be very helpful to be able to invite more than one accountant/bookkeeper user as they are not always the same firm/person, but may still need access with the client's business showing on their client list so staff members can access documents.
5 votes -
Detail order
I think the order of the Amount info on the "Item Details" page needs to be in a different order.
I think it should be (from top to bottom):
Net Amount
Tax Amount
Total AmountSo it matches how most invoices received are shown.
3 votes
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