1609 results found
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Dext Solo - report backup
You need to be able to drill down into the categories on a report to see what has been posted there. At the moment there is just a list of numbers you ought to be able to see all the data that was on the bank statement specifically the payee details. How on earth are you check that things have been posted to the correct category without this feature.
3 votes -
Matching receipts to bank transactions accurately
At the moment Dext is mismatching a lot of bank transactions to the wrong receipts, making it unreliable. It often converts a different currency into pounds, and as long as the amount and date relatively match it matches the receipt - which can be from a completely different supplier. This misleads people into thinking they have supplied a receipt for a specific bank transactions when they haven't, rendering the matching feature unreliable.
That's because currently bank matching works primarily with amount and timing. Could a supplier match be added please to ensure less errors are happening? Attached a few examples.…3 votes -
Mileage for Ireland
Enable Mileage tracking for Ireland
3 votes -
Ability to have more than 1 person in a workflow
We have more than 1 person and a lot of handing over in our processes rather than 1 person doing the work and 1 person reviewing it. We have people doing different parts of the process but we would like it if we could have them on the same workflow. It would be good to be able to send a workflow for review without having all the checks done.
20 votes -
Dates in workflows
Allow better tailoring of dates when creating workflows.
Being able to select the date range e.g. payroll for the current month and CIS returns being 6th to the 5th of the following month2 votes -
Solo - option to link bank feed from a specific date
It would be good if the client could have the option to choose a date from when they would like the bank feed to start. When a client starts part year or first year it can take quite a while to scroll down and bulk edit transactions not needed or from previous year and if a clients bank feed gets disconnected, where they have to start a brand new connection, this has to be categorised as duplicates or will still show as to review in the reports section.
3 votes -
Dextension paperwork report
It would be great to be able to attach the Dextension PDF or CSV paperwork report to the email sent to clients, rather than the list of transactions just being in the body of the email. It looks like a dog's dinner and is really hard to read. Being able to attach the PDF would be better.
5 votes -
Customise flags practice-wide for all clients
Would be great to customise flags practice-wide for all clients. We want a standardised approach, especially for the apprentices. Great feature but would make more sense practice-wide than changing it on individual client basis
4 votes -
Whatsapp - multiple entities
When submitting through whatsapp you get one dext chat to submit to. However if you run multiple businesses it is impossible to submit them all in the same chat. Dext needs a separate chat per business!
4 votes -
Enhance Paperwork Match to update transaction details in Xero
Current behaviour: only attaches the document image, no financial data is sent
Requested change: when matching, also update
• tax rate
• category/account
• full codingGoal: avoid needing to republish items just to correct coding
1 vote -
Sync QBO Bank Feed to Dext
If QBO bank transactions synced to Dext Bank feed, then I could request paperwork from clients through the Dext app. Alternatively, improving the Dextension paperwork requests could work. Currently, it's not possible to request paperwork through the Dext App from bank transactions in QBO.
1 vote -
Dext AI Assist Automatically Applied Suggestions Feedback
When I'm reviewing the history of AI assist suggestions, I would like if there is an option to flag the suggestion as incorrect and provide feedback for the AI assist to be more accurate in the future. Currently, this is available for suggestions before they are manually applied, but not an option for suggestions that are automatically applied.
1 vote -
Toggle Customers Showing in Dext
The ability to toggle customers on and off to show in Dext just like categories. When employees are entering receipts we don't want them to see the entire customer list.
2 votes -
Customer address on Sales invoices in Dext Solo
I would like to suggest adding the ability to remove or hide the customer address field on sales invoices in Dext Solo.
From a UK compliance perspective, a customer address is not universally required on invoices. In many cases - particularly B2C work or where the customer is clearly identifiable by name - the inclusion of a full postal address is not necessary for HMRC compliance.
At present, the address is tied to the contact record and automatically appears on invoices, with no option to suppress it. This creates a few practical issues:
Many sole traders do not collect or…
3 votes -
Add notes to bank transcation
It would be great if we could add notes on Dext Solo to bank transactions, where there are no receipts, but the client has told us what they are. This would be great for our bookkeeping records.
3 votes -
MTD Tax reporting
In MTD - for the Transaction summary report. the date range doesn't include tax dates only normal months etc or Tax years. but not tax quarters to do a comparative between the transactions and the return itself.
1 vote -
Sage 100 Contractor Integration
Hi, submitting this feature request for DEXT to add integration with Sage 100 Contractor. We have just transitioned to Sage 100 Contractor for our accounting and job-costing workflows, and this integration will be very beneficial for us (and other users) who rely heavily on Sage 100's job-costing, AP/AR, and project-based accounting structure.
1 vote -
Search with multiple criteria
When performing searches within Dext I want the ability to search for multiple items by name ("Supplier 1" + "supplier 2") or field (e.g. select multiple suppliers by multi select). This would eliminate the number of searches needed.
1 vote -
Add group daily option for approval email notifications
Add the option to group by day for items to be approved. Hourly emails are too frequent for some.
2 votes -
Spending limits per category for expense claims for employees
I have had one client I have recently onboarded onto Dext and one thing they mentioned regarding expense claims seemed interesting.
They currently do their expenses manually and employees only claim £X per day on certain expenses such as evening meals whilst working away. They put the full invoice/receipt on their expenses claim, but in terms of an amount they only claim the limit of £15. A feature where you could set spending limits per category for each employee (With potentially the option to do granular levels for each employee and the option to do a blanket approach across the…
4 votes
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