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1485 results found

  1. The ability to use Advanced Search in the Bank Workspace to search for specific information, such as Source ID across all Bank accounts instead of each individual one.

    1 vote

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    0 comments  ·  Bank  ·  Admin →
  2. We need to be able to publish sales and purchases with Analysis Types on DEXT for Sage Cloud Accounting - please add this feature. You already do the Products and Services sync but not analysis types. Please add this feature for clients who use SAGE CLOUD ACCOUNTING. ANALYSIS TYPES (mainly PROJECTS from ANALYSIS TYPES).

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
  3. Ability to back up Expense Reports using the File Storage connection

    1 vote

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  4. 1 vote

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    0 comments  ·  Mobile  ·  Admin →
  5. It would be great if we could add additional fields to the new item when Splitting in Dext Prepare.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
  6. Add conditions to Auto-publish
    Rather that auto-publish all items we would like to be able to add conditions to a few items. For example for our sole trader clients where there are 2 meals then we go back and ask about client entertainment, or disallow half. Its quite common in our sector to pay for client food. If one coffee/sandwich we allow it.
    We don't auto-publish any food at the minute to check for more than 1 meal. It would be great if we could add filters such as auto-publish for Costa coffee IF < £5.
    Autopublish McDonald's IF <…

    1 vote

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    0 comments  ·  Publishing  ·  Admin →
  7. Not sure if its possible already, but a 'dark mode' would be beneficial as it would help prevent eye strain. I know this is possible on Word documents and other software, and thought this might be a good idea to translate to Dext too.

    12 votes

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    2 comments  ·  Design  ·  Admin →
  8. It would be great if there was an option for a payment method of "Direct Debit", so invoices are separated from the invoices that are awaiting payment.

    3 votes

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    0 comments  ·  Other  ·  Admin →
  9. Identify overlapping bank statement transactions

    11 votes

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    1 comment  ·  Bank  ·  Admin →
  10. Can I see who submitted a bank statement for processing as the bank statements no longer appear in the account (deleted).

    4 votes

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    1 comment  ·  Design  ·  Admin →
  11. 3 votes

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    0 comments  ·  Categories  ·  Admin →
  12. Have the option to Bulk download the items from all client accounts from a single panel.

    2 votes

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  13. 2 votes

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  14. Hi; similar to exporting a document to tax invoice in Xero, I'd like to export a document to a purchase order in Xero - the reason being that company procedure dictates that a PO must to be raised in Xero for every purchase before the invoice in Xero is created. Using PO matching with Dext to Xero means I have to create the PO in Xero anyway, which kind of defeats the purpose of streamlining the process.

    3 votes

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  15. 1 vote

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  16. Email template to invite clients of partners to learn more about Dext and join Dext.

    2 votes

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    0 comments  ·  Onboarding  ·  Admin →
  17. We have set up monthly flows using Dext Precision and it would be great if there was an automatic check with Dext prepare to show you how many items remain in Dext for processing. This would allow us to check which members of the team are staying on top of their Dext processing.

    2 votes

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    0 comments  ·  Workflows  ·  Admin →
  18. 1 vote

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    0 comments  ·  Workflows  ·  Admin →
  19. I think you guys are missing the point.
    I have gone in and made the changes but it is already too late. The payment went through already for the whole year under the wrong currency because it is not clearly stated what currency the pricing is in. I could have done any currency, i just needed to know which currency it was. So i used the wrong card. It is a sign up issue that can be simply resolved by adding the currency designation next to the price / or an info box that says what currency is being charged.…

    1 vote

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    0 comments  ·  Workflows  ·  Admin →
  20. Being able to toggle off bank accounts when integration exists (Xero). We only want to reconcile credit card transactions, and because we have integrated with Xero it shows multiple bank accounts and makes certain screens difficult to navigate when we want to push follow-ups to people for receipts.

    1 vote

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    0 comments  ·  Bank  ·  Admin →
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