1584 results found
-
Ability to Capture and Sync Balance Due (Not Just Invoice Total)
Currently, Dext only captures and sends the invoice total to QuickBooks Online. For outgoing invoices, this creates issues when a customer has already made a partial payment, since the balance due is often different from the total. This forces manual adjustments inside QuickBooks for nearly every invoice.
I would like to request an enhancement that allows Dext to:
Recognize and extract the Balance Due field (when present on an invoice).
Provide a setting or toggle so users can choose whether to publish the Total or the Balance Due to QuickBooks.
This improvement would reduce manual work, eliminate errors, and make…
1 vote -
Dual integrations setup - defaults for Costs/Sales
Be able to choose the default integration by section - Cost vs. Sales.
2 votes -
Vault Summary Column
Dext Vault: Dext Vault in the Folders View and inside a folder, have a column with a Summary icon we can hover over and read (similar to how we can do that with Notes and Messages).
2 votes -
Date format based on user's location
Ability to choose how the date format is presented in Dext for different users, eg. for US based users (not used to it), a business can have people in different locations with different expectations.
2 votes -
Vault from mobile app
Scan directly to the Vault from the Mobile App. Similar to Costs and Sales.
3 votesThis is planned, thanks for raising
-
Expense date, payment date and payment methods
1 Ability to mark bills as paid, as well as the date + payment method
2. Currently, can only enter payments on Expenses → doesn't allow differentiating between date expense was incurred and date of payment.1 vote -
Return to inbox setting after publishing, instead of viewing the next item
Provide a setting that allows users to return to the Inbox after publishing an item, rather than the next item detail.
1 vote -
Carbon footprint from mileage claims
To provide the calculation of carbon footprint of mileage claims to support ESG reporting.
1 vote -
Ability to change default Cost Approvals view from Assigned to me to All items
Not needing to click All items every time I want to view what I've submitted for approval would be very helpful.
2 votes -
Improvement of the 'Multi-Account' feature: Keep history logs (items submitted by/amended by) in the account that is being merged
Currently when two logins are merged, the one that gets deleted is anonymised in all history logs. Everything that user edited /amended on any item in the past shows as "done by Dext Prepare". After the merge, we lost all this audit trail and all the history is now anonymised. This is very inconvenient and could cause issues when trying to track who booked which item to which account etc.
6 votes -
Bicycle Mileage
To be able to add bicycle mileage to Dext
3 votes -
Change layout of overview
it would be great to be able to change the layout of the overview page, to allow for the workflows to sit at the top for easy viewing that there is workflows to be completed.
3 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.
8 votes -
Bulk sync with accounting software
Currently you have to go into each client and click the Sync button. Please could we have a global Sync button, so you can do all the work for the day, then just one click for all clients to sync with the accounting software.
1 vote -
Schedule "Request approval" time
Please add an option to schedule sending approval request at a later time to avoid interrupting approvers after office work time.
3 votes -
Enable the Mileage feature in New Zealand
Adding vehicles and adding Mileage claims enable for New Zealand users.
3 votes -
Train tickets - extracting journey details
A lot of our clients travel by train and we are finding that there are a lot of items being flagged as duplicates which are not. e.g. they buy 2 singles for the same day separately because its cheaper. We have removed any auto-merging and manually review them all now. It has left some clients concerned about what may have been merged previously so we are going back through old records. If you could include the date of the journey and to and from, single or return it would be really helpful to check for missing items and give our…
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.
4 votes -
Mileage claims - dartford crossing
I use the Dartford crossing twice a day.
I have a registered account for my cars.
There is no daily receipt available only a monthly statement that is produced several weeks in arrears.
This lag will delay claims and hold up client recharge.
Also, the statement will have very many journeys not all of which will be claimable.
A work around is needed. My journey necessitates using the crossing and the mileage calculator reflects this route. The use of the crossing is implied.Presume this is an issue with tolls generally.
1 vote -
Move inbox items to supplier statement from the Mobile app
Provide the ability to move inbox items to supplier statements via the app
3 votes
- Don't see your idea?