1642 results found
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printable CRA information
A list of CRA categories for income & expenses with their matching code number that a person could print to refer to when entering receipts.
1 vote -
Messaging for paperwork requests
It would be nice that when the preparer has requested paperwork that the client would be able to message in regard to one of the paperwork requests and not just upload a document.
1 vote -
Reading of Cash as payment method
Can you please get Dext to read cash as a payment method.
this will assist greatly where clients make many cash payments from the daily cash takings.
this in turn will assist in linking the cash payments to a quickbooks ledger account - cash to be banked and offsett it there.6 votes -
Manual match is needed for when not automatically detected
In the Costs Publishing screen, please add the option to manually match a receipt with an already recorded expense because sometimes it doesn't automatically recognize the match
4 votes -
Practice changing the client owner
Where the accountant practice pays for the Dext subscription, for the practice to be able to change the account owner without sending an email to the client. Most of the time we use Dext internally with clients uploading, they do not use Dext so sending an email causes further confusion as we pay for it
1 vote -
Improved Autocategorisation
The Autocategorisation fails to be correct on the most basic of documents. Improve the AI that reads the documents and applies them to a better category.
The current AI is too unpolished to be of any use, for example: a parking company, with "Parking" in the name, has a receipt in Dext. It's a parking ticket. Dext Autocategorisation has categorised this to the "Subscriptions" account. Not sure how it has come to that conclusion at all.
4 votes -
View a Teams client list
It would be great if the team could see the client list for their team in the dashboard, rather thank "my clients" and "all clients"
2 votes -
Export supplier statement to excel
Ability to download excel or csv of the supplier statement submitted
5 votes -
Pay vendors directly from Dext
Send payment to a vendor from a bill/invoice! Like bill.com or Melio
59 votesWe are working on this - Please share your interest
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When splitting an expense, please allow us to add multiple lines at a time instead on just 1
I have a bill that is 30 - 100 lines. I don't get it often enough to justify the extraction tool (and it doesn't work well because of the way the vendor does the bill). I have to add one line at a time when I split it out. Please allow an "Add 5 lines" button!
1 vote -
DEXT > BRIGHT
Hi, I’ll try to explain my goal. I am uploading a bank statement from Dext to Bright. For example, I have a receivable of 120 that I will record under sales. However, I’ve spent a lot of time manually entering the sales account number into Bright. I’d like to know if it’s possible to automatically assign the sales code to all receivables with the description 'CLIENT'. Or, if possible, add a new column in the Excel file (from Dext) to include the account code, so it can be uploaded directly into Bright.
1 vote -
Delete permanently from submission history
Hi,
We would really like to see an option to DELETE PERMANENTLY FROM THE SUBMISSION HISTORY. The reason for this is a privacy issue for us as a bookkeeping firm. When working back and forth through different clients it's a pretty easy mistake to drag and drop a receipt to the wrong client account, or email a reciept to the wrong client account. The issue is we cannot permanently delete the submission so therefore there is a privacy issue with submission history. Please allow a feature to Submission History that allows us to permanently delete a submission. Thanks.
3 votes -
assign the account not just based on supplier, but also on email content (e.g. if supplier = DHL AND cotains "Duty" --> Add account "duties"
Ability to assign the account not just based on the extracted supplier, but also on email content (e.g. if supplier = DHL AND cotains "Duty" --> Add account "duties")
2 votes -
sales invoice category default
- Have a setting to default all sales invoices to a particular category.
- Also allow a setting to auto-populate all new customer names, as all new customer names are only suggested currently.
This would then allow us to autopublish all our sales invoices via dext directly to our accounts system without having to log into dext to carry out both of these tasks daily.
2 votes -
Exported reports item order
Have items sorted in same order between the the 2 different export file types. In other words, the items in the PDF show in the same order as the exported CSV?
1 vote -
2 votes
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Credit card receipt suppliers
It would be ideal if when uploading a credit card receipt , the field supplier would be optional. This would help to not to create additional suppliers card files in the accounting system
6 votes -
Request Supplier Statements
Where there are outstanding Invoices and a supplier statement has not been provider by the supplier, the ability to request for that statement to be requested. Similar to requesting the individual invoices from the statement.
1 vote -
Customizing the Details tab
It would be great if we could customize the details tab with a few of the fields. Product/service seems to be a reoccurring issue for my clients thinking they need to populate something here as it is on the details screen. So they add things like the word 'supplies' but it is not necessary. It would be great if we could remove it from the screen I do not use. thanks Jill Smith Saved by the Bookkeeper.
1 vote -
Show Bank Match details in the Archive
Shocked that this isn't already a feature, to be honest! Bank Match info just disappears once Items are Archived. I am often referring back to archived transactions, and not having the full record of what info was shown when it was published is just annoying. Having to unarchive it, and then go back to the Inbox and scroll to find it is really cumbersome. This data is clearly still in Dext, so please just surface it the same way you do in the Inbox.
2 votes
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