1584 results found
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SOA Checking improvement
Hi,
I just want to provide some feedback -- for the DEXT SOA function we would like to feedback on few things:
1. When sending out the email to request for missing invoice, can have the function to add cc and tailor the email title?
2. Some of our client is having different outlet (under the tracking categories) and there will be having few SOA for 1 supplier. Under this scenario, we are unable to match the SOA. Not sure if in future it will be possible to have the filter to match SOA function.1 vote -
Document reference on credit notes
Document reference should be published for Credit notes as well as invoices to accounting software instead of your item ID which is meaningless in the client accounting software
3 votes -
Tracking Categories - Identify Mis-codings
Is there a way where dext precision will identify potential mis-codings of tracking categories? (Like it does for account codes and tax codes)
E.g. a supplier is usually coded to tracking category A, but one invoice has been coded to tracking category B (Potential mistake)1 vote -
Deliveroo
Connections for Sales - Deliveroo, UberEats, Justeat
1 vote -
Export without Status Changing
Enable two types of Export: "Export (and update the status) , Export (and do not update status).
This would enable users to create excel extracts for offline analysis (I use it as a quick way to review income) without overwriting the "InReview / Ready" status info that is othewise visable in Costs Inbox view.1 vote -
New Dext Layout - put the Invoice Fetch setup under the Costs Section
By putting the Invoice Fetch setup and management into the Costs Section it would be much easier to see and will encourage clients to set up new ones and manage any current ones that need to be updated. It's lost down in the Business Settings area.
1 vote -
BANK DEPOSIT
Add Bank deposit as a transaction type
3 votes -
Allow Paperwork Match to update Category, Description, Memo, and Reference in QBO, not just attach the receipt/invoice
Currently, the Paperwork Match feature only allows Dext to attach the image/pdf to the transaction in QBO, but it would save sooo much time if Dext could also update other parts of the QBO transaction (like Category, Desc., Memo, Ref., Class, etc.). I often request receipts from clients for expenses I have already added to the books as an "Uncategorized Expense" and it's great that Dext can automatically attach those receipts to the charge, but it doesn't save me from having to still find the transaction in QBO to update other details like the Category, Memo, Class, etc.
1 vote -
rebillable tab to ‘on’ as default
It would be helpful if in the general settings somewhere we could turn the ‘mark as rebillable’ tab to ‘on’ as default, rather then as ‘off’
1 vote -
custom file name settings for export
Custom export settings. I would like to export all my receipt PDFs with individual names, dates, and dollar amounts ie. " 2023-05-11 McDonalds $25.00 " using the date it has gathered from scanning instead of having a default export name as "company - export date"
7 votes -
Import Tax rates like to can import categories from CSV
Import Tax rates like you can import categories from CSV this will be helpful for clients that are using an unintegrated accounting software, entering them one by one takes a lot of time.
1 vote -
Multiple receipts in one page
Multiple receipts in one scanned document would be really useful, instead of scanning one by one the recepits for each meal, or fuel, etc, Same as the Multiple photo option in the App.
1 vote -
Sub-Item/Product needed for Inventory Assets in QBO
Sub-Item/Product needed in QBO Inventory. We are a dealership that enters a vehicle as a primary inventory asset and then adds various parts for that vehicle as inventory asset items nested under that primary inventory item. This feature is available in QBO but not in Dext. A drop down bar beneath the new product name to select which existing inventory item the new item belongs with would solve this problem.
2 votes -
Add Dextension to Safari Browser
Please add the Dextension to the Safari Browser for Mac users.
2 votes -
Setup Fetch for Local DPD
Please add local DPD for billing purposes
1 vote -
single client record for prepare and precision in the new look dext
The new look for dext is great, however it would be even better if there was a single client record for clients that have both prepare & precision accounts, allowing you to easily choose if you are opening that client in precision or prepare & making the client list more streamlined without filtering.
1 vote -
Multipage image or not? Give me a notification please
Would be great if there was an indicator on the image screen that this image is multi paged. The scroll bar is thin and we sometimes assume we've seen all the information we need so we don't think there is more. We have to actively remember to always scroll every image even though 75% for us don't need scrolling.
3 votes -
Email in multiple invoices detail
When you look at an invoice in the archive and the email that has been sent in. Where an email has contained multiple invoices it would be helpful to see a list of the invoices. Or even a list of the Dext reference numbers to cross reference back
1 vote -
Zero invoices - allow to input zero invoices to show debit & credit
Allow Dext to enter zero value invoice. I have a zero invoice but want the information recorded in my accounts so I know how much the council is changing each year. Need to put a debit then a credit in for £1010.48
1 vote -
block sender
We need to be able to block spam or ads that are not invoices. I get tons of ads from Office Depot and adds selling software.
1 vote
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