1525 results found
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Global Supplier Rule Editing Across Clients
Just wanted to throw in a little feedback that I think could seriously level up the workflow for those of us juggling multiple clients.
Right now, if a bunch of clients use the same supplier, we have to hop into each individual client file to tweak supplier rules. It gets pretty repetitive—especially when it's the exact same rule adjustment across the board.
Would love to see a feature that lets us manage supplier rules globally—so if, say, multiple clients all use Staples or Rogers, we could adjust that one supplier rule once, and apply it across any clients that have…
2 votes -
Hide Inactive Organisations from Drop down list
When subscriptions are no longer in use under a multi-subscription organisation, there needs to be an option to hide inactive organisations from the drop down list. This would avoid confusion, and create a much more straight-forward display.
At the moment, our default organisation is an inactive one, so every time we log in we have to select the correct organisation from the drop down list. There needs to be an option to select one org. as the default org. that opens every time you log in.3 votes -
Penny adjustments to tax
Penny adjustments to tax
4 votes -
Expense Claims
Let user enter Location field value for Expense Claims before publishing to QBO. Currently Dext lets users enter Location for individual receipts which are added to Expense Claims, but each Expense Claim is published as a Bill in QBO and only one Location is allowed per Bill entry (not at individual line item like Classes). So the Location field is always blank when Dext publishes an Expense Claim to QBO. Dext allows user to select a default Location value in the supplier rule for the corresponding supplier -- it should use this as a default for Expense Claims and let…
1 vote -
Lists
Can you please put lists on the side again? Time consuming / many clicks to try and find the payment methods in the new environment.
Also please don't make me sign into another platform / password to create this idea. I have a Dext account and I should be able to do it from there. Thanks
5 votes -
Approval-Can the notes provided by the approver be added to the description field on the bill.
When an approver provides notes at the approval stage, can these notes be added to the memo field which then transfer to quickbooks.
1 vote -
Large and multi use Description
If you add a description within the supplier rules, you are then unable to add an additional description to a particular bill. for example, the supplier rule may describe "to be approved by ?" Then, when a bill is sent to Dext, that person may type #note Approved #note. This approval is not visible because there is already a description feeding from the supplier rules. We need to be able to see both comments. Thanks!
1 vote -
Cost connections - EasyShip please!
We spend a lot of time every month extracting cost information directly from Easyship and it would be great if Dext could do this via Invoice Fetch.
1 vote -
KPI Matrix for each client
I like the health scoring that is done across the firms and all clients, but I would like to build widgets of health scoring by the client. We would like to present these dashboards as reporting to the client to give the high level visibility of our value to them. Most clients have no concept of the amount of paper pushing/processing is done to keep their books in perfect condition. In the future we are hoping that we can automate these KPI to develop automated subscription billing based on processing & efficiency scoring. Having Dext auto-bill to our clients for…
1 vote -
Bulk migrate Clients from Prepare to Solo
Be able to go through your entire Client list and bulk edit Prepare clients to Solo that meet the Solo requirements
1 vote -
USER ADMINS CANNOT PUBLISH TO ACCOUNTING SOFTWARE
URGENT! I want my clients that are business owners to be user admins but not publish to the accounting software as our clients hit all kinds of buttons and mess things up. Previously they were “expense approvers” that could be selected to not publish. This is very important for myself and other dext users.
4 votes -
Publish a PAYMENT to existing customer invoice
Payment to an OS invoice whn the backup submitted is an EFT, etc
1 vote -
Hide inactive QBO customers in Dext
The 'Customer' drop-down field on Cost items shows inactive customers from
QBO. Hide the inactive customers from the drop-down.2 votes -
Pay Employees' Expense Reports from Dext
I would like to set up employees in Dext and automatically pay them (via a connection to our bank account) through Dext.
22 votesWe are working on this with Dext Payments
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pending invoice reminder for individual staff
Pending Recieved Invoices - a space where we are able to make note of payments that are yet to be sent to us (ie. I purchase something online but only received a shipping invoice so I had to email or wait for deliver) That way it serves as a notice to the accounts team that it is being followed up and If the payment is still outstanding you can see it and follow up the company
1 vote -
feature for the expenses summary report
can DEXT automatically set gst free for foreign receipts
2 votes -
Allow for tiered approvals
Allow for more detailed approval tiers, ie Manager approval for everything but Capital items within a certain subset of the chart of accounts which should be allowed to be defined without a limit (ie more than 40). Detailed outline example Over $2000 for the subset of accounts outlined in the rule would require an additional Executive approval but costs below $2000 for this account subset would stay within Manager approval limit
1 vote -
Show "Confirmed duplicate" receipts somewhere on main page
Please make it possible to see any "confirmed duplicate" or any other expense that Dext disallows in the main inbox screen. I submit enough receipts that I don't always remember each individual one; and when Dext decides they're duplicates--often mistakenly--I get no notification. I have to remember that I submitted a particular receipt among the many that I may have submitted at the same time, and then go to my profile to find out why it didn't show up in my inbox. It would be very helpful if such receipts were annotated where I can see them without having to…
3 votes -
Updated date feature
When inputting an unrecognizable date instead of Dext automatically setting the date to today's instead (similar to the suppliers feature) it could say 'unknown date' as the setting to the current date can beome confusing.
2 votes -
Attach a copy of the PDF invoice to Sage 50 Accounts Professional
When processing the purchase invoice on Sage 50 Accounts Professional from Dext it would be very useful to be able to attach a copy of the purchase invoice from Dext
1 vote
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