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1795 results found

  1. We have several projects running at any one time. In the iPhone app it would be great to select the Customer first then the projects list is filtered to only show projects for the selected customer.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  2. Ability to manually adjust the 'Less CIS' field in Dext, instead of heading back to QuickBooks each time after publishing a CIS document.

    15 votes

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  3. Default a tax rate from category.

    Default a department by a fee earner (both are Tracking categories imported from Xero)

    7 votes

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    1 comment  ·  Rules  ·  Admin →
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  4. Introduce P11d reporting capability to Dext Prepare

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  5. 1 vote

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  6. Option to create separate folders to organise items into dext like the archive, inbox and costs/sales folders

    165 votes

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    25 comments  ·  Other  ·  Admin →
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    Thanks for giving feedback on new features, we are currently reviewing this item and opening to release something later this year. 


    Please stay tuned for updates. 


    Simon

  7. For Bank Deposit Slips: Usually there are a few items when we make a bank deposit at one time, afterwards we will upload attach it to Dext, of which we have to do the line items and repeat filling out all the individual items with all details again. Those line items indeed have been uploaded and reported on Dext as each individual item. Could it be simplied that each line items could refer to the ID # as assigned on Dext instead of refilling to the line items individually again? Thanks

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
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  8. I would love to have the Quantity and Unit Price columns to be exported when processing invoices under the Costs category. It would save me a few hours each time a need to prepare my reports.

    5 votes

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    0 comments  ·  CSV Export  ·  Admin →
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  9. Ability to set Universal Customer rules for new and existing customers.

    "Using the smart split option with supplier rules is very effective as you dont have many suppliers and each supplier has large number of transactions so it makes it worthwhile.
    However with customers, they are usually unique, its a bit redundant setting smart split rules for customers due to 1-3 transactions per customer for most businesses. "

    1 vote

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    0 comments  ·  Rules  ·  Admin →
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  10. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  11. 6 votes

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    0 comments  ·  Design  ·  Admin →
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  12. Adding multiple projects to a single receipt with several line items

    3 votes

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    0 comments  ·  Workflows  ·  Admin →
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  13. When emailing in, it is currently not possible to assign a project. It is possible to assign a note by putting the note between #note.
    So can it be made possible to simply type #PROJECT:NAME in the body of the email to pickup the project ?
    As a fail safe, If the user spelt it wrong and it doesn’t match any current projects, it would sit in the review inbox

    3 votes

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    0 comments  ·  Extraction  ·  Admin →
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  14. Mobile App - Paperwork Request Feature Upgrade!

    Currently, when requesting outstanding paperwork from clients, the client receives a notification on their phone. They then have to navigate to the bell in the top right hand corner, then toggle between a couple of pages to eventually find the list of requests.

    It would be great if the client clicks on the request notification on their phone and it takes them directly to the list.

    5 votes

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  15. Add field PO# to sales invoices/receipts/credit memos

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  16. 1 vote

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  17. Dext is picking only one transaction in Xero to match all invoice with the same, date, amount, supplier name but has different invoice #.

    Add invoice number to criteria when Matching items using Paperwork Match

    2 votes

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  18. 7 votes

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    2 comments  ·  Rules  ·  Admin →
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  19. We want to be able to publish Sales documents as Customer Payments to QBD. Currently they can only be published as Sales Receipts.

    1 vote

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  20. We would like to be able to integrate with sevDesk directly from Dext Prepare.

    1 vote

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