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1498 results found

  1. Integration with Jobpac Connect.
    We use a product called Jobpac Connect.
    Currently I export transaction data into a csv and import manually, Then export all the PDFs and bulk import those as well. I'm looking for a way to integrate Dext and Jobpac....

    I imagine this is a fairly straight forward integration and there a plenty Jobpac users who could make use of Dext,

    1 vote

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  2. With the old client list the Active and Deactivated clients were separated into tabs making it easier to distinguish between them and it would be very useful to have such a feature with the new client list

    5 votes

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    0 comments  ·  client list  ·  Admin →
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  3. Be able to select staff email addresses from a dropdown when using the Tools > Send by email function, instead of having to manually enter them

    1 vote

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  4. export / save invoices from the Dext app

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  5. Send a notification to the user when an item has been deduplicated.

    5 votes

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  6. Can the name of approver and time of approval be included in the PDF export of an expense report? This will eliminate manual signing on the report.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  7. Good morning!
    I have a request to change back the client selection process. Not sure why you changed the pop-out screen to select a client. We at Quick Action Accounting liked it better the way it was. The current method adds another step to our process. Not a fan! Love Dext just not the latest update. Thanks for listening.

    1 vote

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    0 comments  ·  client list  ·  Admin →
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  8. Dext is flipping Tax 1 (ex. 5%) and Tax 2 (ex. 7%) when posting to QBO if Tax 1 amount is greater than Tax 2 amount (for instance, if there are non-taxable items in a transaction that cause the total tax to be different from the expected 12%). Dext is assuming the order should change in this situation and overriding the user input and user tax code mapping settings, posting the wrong tax amounts to QBO.

    2 votes

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  9. I am writing to bring to your attention an issue we are currently facing with our document upload process. Specifically, we have observed that there is no batch number assigned to either bulk uploads or single uploads. As a result, we are unable to flag invoices or add important notes (such as payment status or cost type) to facilitate their processing.

    This lack of functionality has made it challenging for us to efficiently process invoices from our inbox. Since not all invoices contain relevant flags or comments, our team members find it difficult to quickly identify and prioritize tasks.

    To…

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  10. Auto-backup creates files in dropbox before things have been published. This means that if something is detected with "Unknown Supplier" then it gets backed up with that in the file name, even though I've manually assigned a supplier before the item was published. So either the backup needs to be updated when a change is made to an item, or dext should wait until something is published before making the backup in dropbox.

    1 vote

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  11. I don't like the new interface, it makes it really hard to get back to client view. change it back, this makes it so much more laborious to switch between clients

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  12. Identify proforma invoices separate from purchase invoices

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  13. I think you should add a feature that shows the total amount of the invoices you have selected. For example, you "select" 3-4 invoices, at the top of the page it would show "3 Invoices, £453.23". A dyanmic toggle that would be useful when tallying up invoices to push through to match payments in Xero.

    Xero have this functionality in bills to pay as a reference point.

    1 vote

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    0 comments  ·  Workflows  ·  Admin →
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  14. ability to tag text in an email submission that would select the parameter in dext - ie. class, category. this would be like #class XXXX #class

    1 vote

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  15. Many credit cards are transitioning to Virtual Cards online. That gives the appearance of many cards, but it's just one card with many temporary numbers. So, there should be functionality to incorporate virtual card payments under one card.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  16. To be able to Read "delivery Address" on invoices and choose the location automatically on XERO.

    this will enable us to auto publish invoices rather than going to each one individually and check the delivery location and choose the relevant location

    this will help us on a MAJOR level.

    68 votes

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    2 comments  ·  Extraction  ·  Admin →
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  17. Move Dext Solo Clients to Dext Prepare

    4 votes

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    0 comments  ·  client list  ·  Admin →
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  18. Enable all notifications to be send to one central/shared email account (as a pose to a specific user). This way all users on an account will have visibility of an actions that are required in order to process an invoice effectively. This will also be important if someone is on leave

    1 vote

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  19. 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.

    1 vote

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    0 comments  ·  Rules  ·  Admin →
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  20. Most clients have an email inbox called accounts@. Why not have a MS365 and GMAIL integration with DEXT that we can view that inbox from within DEXT. We can retrieve invoices, credits, statements instead of depending on the clients. One step further would be that DEXT builds a bot that scans that email account within DEXT each day and automatically pulls in invoices, credits and statements. That would be super cool

    1 vote

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