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1609 results found

  1. 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

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  2. 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

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  3. 1 vote

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  4. Upload one bank statement for multiple income sources .

    0 votes

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  5. 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

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  6. 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

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  7. Work flow intelligence checks for Zoho

    1 vote

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  8. Require the ability to see the details on when paperwork requests have been sent, to who and from, etc

    6 votes

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  9. 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

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  10. 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

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  11. 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

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  12. Require approved PO for each invoice

    3 votes

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  13. 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

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    1 comment  ·  Admin →
  14. PO needs to be approved in QBO first before being able to match in Dext

    1 vote

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  15. 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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  16. 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

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  17. Please can you program the Tax Amount so that it can be over typed when using tax amounts - sometimes the tax amount is not 20%, for example, and to save having to use separate line items with different tax codes, it would be simpler to over type the tax amount. Some software like sage does allow the tax amount to be different to the calculated rate.

    Using the Extracted Value is not always an option to over type the VAT because often the ivoice wont publish when the Extract Amount tax code.

    many thanks

    8 votes

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  18. 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

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    1 comment  ·  Admin →
  19. 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

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  20. Send payment to a vendor from a bill/invoice! Like bill.com or Melio

    60 votes

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