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1787 results found

  1. What I am looking for is a means of sending messages/ emails to client via client view for those clients who are not uploading the invoices in time

    4 votes

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  2. The ability to upload Bank Statements for extraction in a CSV file

    6 votes

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    0 comments  ·  Bank  ·  Admin →
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  3. When Dext exports a document to WorkflowMax, the document name defaults to Dext ref number. I suggest this should be the invoice number and supplier name so that it is easier to locate on Workflow for non Dext users.

    3 votes

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    0 comments  ·  Workflows  ·  Admin →
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  4. Option to edit the Different Bank Feed account names, so partners will be able to locate easily if they have a few connections with the same Bank.

    1 vote

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  5. Integration with Pandle Accounting Software https://www.pandle.com/

    1 vote

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  6. Ability to add an item name when uploading

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. 1 vote

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  8. This is outwith the client process as the bookkeeper uses Dext and publishes over. So this is a bit of a glitch really whereby needing to do a dummy run in Xero first.

    So the client will have to do a posting first to then allow the bookkeeper to make use of the CIS functionality.

    1 vote

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  9. 1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  10. Is there a way to see the number of items actioned (say over a day) in Prepare rather than those left to action?

    4 votes

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  11. Set default currency for a user's expense reports

    8 votes

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    0 comments  ·  Design  ·  Admin →
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  12. When setting up a new client and it asks which team members need access, splitting users into admin and basic sub categories so that i can select all admin users easily plus ad hoc other users that i want.

    3 votes

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  13. Have the option to filter transactions by subaccounts

    1 vote

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    0 comments  ·  Bank  ·  Admin →
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  14. In Ireland one of the VAT reports requires the VAT exclusive amount of an invoice and the relevant rate 23%, EU , 0% etc to be reported . It would be very useful if Dext could flag instances where the VAT in the item detail panel ( when based on selecting a rate of tax e.g. 23%) differs from the VAT as per VAT extracted. This would make it much easier to identify invoices with multiple VAT rates and which need further review.

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  15. Sage Accounting - Ability to publish without a total amount / 0 amount.

    1 vote

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    0 comments  ·  Publishing  ·  Admin →
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  16. 1 vote

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    0 comments  ·  CSV Export  ·  Admin →
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  17. Cost integration for squareup.com e-commerce platform.

    1 vote

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  18. When creating multiple line items manually, you should be able to move line items you have created up or down by dragging them. Sometimes I want to arrange them in an order that makes more sense but cannot, without deleting and redoing the line items.

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
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  19. 1 vote

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    0 comments  ·  Workflows  ·  Admin →
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  20. When adding a colleague and giving them access to clients they need to be in aplhabetical order

    1 vote

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    0 comments  ·  Design  ·  Admin →
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