1536 results found
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Expense claim - Special user privilege just to submit receipts for claim
As we aim to encourage all employees to submit their claims through Dext, we’ve encountered a challenge: the lowest access level currently requires users to input extensive information, such as GL and Class. It would be beneficial to create a new user type specifically for claim submission, allowing users to submit claims without needing to see or enter these detailed accounting details. This would streamline the process and enhance user experience.
3 votes -
Extraction percentage complete for bank statements
Don't understand why you can submit 3 statements at the same time, but only two process quickly and the 3rd one takes FOREVER! Would be helpful to know percentage of completion indicated so I can determine if I should just do manually if it's going to hake hours.
1 vote -
Company Name in the report
Could you put the Company name in the expenses claim and sales report? We can view the report from the staff but don't know from which company. We have a lot of the companies in the Dext. Enclosed attached file for your easy reference. Thanks.
1 vote -
Reverse transactions
Being able to reverse bank transactions from statement... i want the option to have my debits show up as credits and vice versa
2 votes -
Manual Entry PO Number
We would like to be able to add PO numbers before publishing. Businesses use this system even if the invoice does not have a PO - clients will add one by hand.
7 votes -
Audit Trail Report by User for a date range
Dext Prepare - Audit Trail Report by user for a date range
The goal is to see what actions an individual user has performed on Dext Prepare for a specific date range. This would be similar to the History by user report in Xero that shows the type of action (e.g. add item, edited item, archived/deleted item, published item) along with the date/time of the action and allow a link to the item to investigate further. This will allow us to investigate what a specific user is doing to identify training needs to improve their use of Dext Prepare.6 votes -
1 vote
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Dext Solo bank account
Upload one bank statement for multiple income sources .
0 votes -
YouTube connection in Commerce
Connect Commerce to YouTube so ad / premium revenue can be automatically pulled through. This will save us a lot of time on content creation clients.
1 vote -
manual match
If Dext doesn't automatically match an expense with a bankstatement, the option to do it manually (for instance date doesn't match or partial payments)
9 votes -
Automatic reconciliation of supplier statement if all statement lines match
I'm reviewing each one, but when line items are all matched, there is nothing really more to do than reconcile/archive. If the line items are all matched, why do I need to see it?
My vision would be to be able to run an "Aged Payables" (exportable) report in Dext which is checked against the same report run in QBO or Xero automatically. As part of my monthly and year end processes, I check Aged Payables to check everything is correctly shown but it would be great if this report from Dext could have a column confirming the period end…
3 votes -
intelligence checks for zoho
Work flow intelligence checks for Zoho
1 vote -
Add projects from the mobile app
Be able to add projects from the mobile app at the same time as adding a new receipt in case we forgot. Either that or add a choice of "add new project" in zapier to integrate with our existing time tracking app
2 votes -
Audit trail / history on Paperwork requests sent through Dextension
Require the ability to see the details on when paperwork requests have been sent, to who and from, etc
6 votes -
Prepayment Schedule from Cost Item
Add the ability to create a prepayments schedule directly from a cost item from Dext. If a cost item is coded to a predetermined prepaid expense account Dext should give the user the option to create a prepayment schedule based on the bill (posted to Xero as a journal). I would envisage this being similar to the 'create line items' interface.
1 vote -
Paperwork Request - Filter by Bank Account
Add the option to filter (and/or sort) by bank account when requesting paperwork. This would easily enable the user to direct all requests to the correct recipient.
1 vote -
Identify pro-forma invoices and reminders
It would be great if the system identified pro-forma invoices and reminders - clients add them to the inbox and they can easily be published as bills unless great care is taken.
1 vote -
Dextension for Firefox
As we use Xero in 2 browsers at one time due to needded 2 related client files, we do not Dextension for Firefox please
3 votes -
PO needs to be approved in QBO first before being able to match in Dext
PO needs to be approved in QBO first before being able to match in Dext
1 vote -
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
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