1795 results found
-
Ability Export Full bank in one export
Ability in dext prepare to tick to select all on bank processed statement screen and export all rather than export one by one
5 votes -
Exports and Reports needed
Decided to trial Dext Prepare for 12 months with a handful of clients.
If we were to migrate the rest of our clients to you, we would need the additional functionality:Some way of exporting/sending a list of clients with a count what whats in their inbox for our own internal daily KPIs etc
Some way of exporting the supplier list showing each default account category its set, plus the other fields including whether it is set to auto-publish. This would be for our financial controller to review the supplier config settings all in one go across all clients
2 votes -
Admin User with Request Data Option
Admin users able to request supporting paperwork for transactions without being added to Partner dashboard/console
4 votes -
Create separate Effortless Expense Reports by Payment Method for the same user
Create 2 effortless expense reports reports based on the payment method for the same user
3 votes -
Publish image/attachment of Sales items to MYOB
Ability to send image/attachment or Sales items when published to MYOB.
2 votes -
Receipt download name should have vendor name and amount
I would like an option in Dext to have receipts, when downloaded, automatically named something other than just a random number. Ideally it would be the vendor name and the amount. For example, "HomeDepot_123.45". Maybe adding the date would be helpful too. Hubdoc does this and it is much easier to find what we need whenever we need to download receipts. It will also be very helpful for our client who has billable expenses because then the attachments will be named and he'll be more easily able to verify that they are the correct receipts. Right now we are having…
3 votes -
1 vote
-
Copy and Paste Smart Split rules
Hi, would it be possible to copy Smart Split Rules to paste into another suppliers account?
2 votes -
Supplier automatically set up as USD
Supplier tags automatically as USD or CAD
1 vote -
Description and Project on web app
Can we please add a function where we can tag a project and description when uploading from the web app similar to how you do this via mobile app. It would eliminate the need for us to go back in and add this information once the receipt has moved from "In Processing" to "inbox"
1 vote -
Have the option to add other Email Recipients for Email Notifications aside from the User linked to the email-in address.
Have the option to add other Email Recipients for Email Notifications aside from the User linked to the email-in address.
6 votes -
Auto-Splitting for Mobile App uploads.
We have a client that has PDFs with both single/multi-paged invoices, so Auto-Splitting is the only option to upload them accordingly to Dext Prepare without the need for manual work.
However, they only use the Mobile App where this is not an option yet.
1 vote -
1 vote
-
Email Request Paperwork to Users
Instead of Paperwork Requests via mobile app only, an option to email Paperwork Requests via users emails.
5 votes -
Client View Export
Please can you add an export function to the client view page ?
This would be really helpful to manage the team
Thanks :)
2 votes -
receipts-app Integration
Integration with Receipts App
https://www.receipts-app.com/1 vote -
Automatically send Paperwork Requests to Clients for Transactions/Items without a Match.
The bank transactions are automatically synced on Dext, so we want to be able to activate the Paperwork Request on Dext so it will atomically be requested from the employees
3 votes -
Integrate with Xero and Clio so that when we enter an expense or payment and categorize it to a matter (Customer), Dext payment or expendit
Integrate with Xero and Clio so that when we enter an expense or payment and categorize it to a matter (Customer), Dext pushes the payment or expenditure to the corresponding Clio matter (Customer)? The Clio platform provides law office management.
1 vote -
Integrate with Square app for Sales data
Integrate the Square app for sales data
1 vote -
Remove items from Expense Reports in bulk.
We would like to be able to remove multiple items from an Expense Report at once, instead of having to remove each one individually.
1 vote
- Don't see your idea?