1679 results found
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Google Drive uploads
Would like to be able to upload via Google Drive or Microsoft SharePoint, not just DropBox. A lot of clients use these platforms.
3 votes -
Advanced Sales Entries
We get a lot of purchase orders from customers that need to be entered into quickbooks as sales invoices, and Dext is not able to properly pull everything from the pdf purchase order.
1: Doesn't detect ship date. The ship date on the purchase order should automatically be entered as invoice date and ship date when published to QBO.
2: It doesn't automatically detect all products/sku's in the purchase order
3: It needs to automatically add the customer name, address, PH number, and email, if the customer doesn't exist in QBO
1 vote -
Email notification about items uploaded by other people
Admin users get notified when a basic user uploads items - it would be ideal for the person who is allowed to publish items to be notified by email when someone else has uploaded a cost.
Let me know if you need more details or an example1 vote -
Staff email address selection
Be able to select staff email addresses from a dropdown when using the Tools > Send by email function, instead of having to manually enter them
1 vote -
Include "Description" as a field in Bulk Edit options for Line Items.
In the Bulk Edit Line Items box would it be possible to add a Description Box as one of the options?
4 votes -
Being able to adjust VAT manually when entering various lines on an invoice
Being able to to adjust vat boxes in line entry would make life easier and quicker as I have a supplier who seems to round up whilst dext rounds down making invoices 1p out on many occasion - sometimes dext wont publish it at all till its correct and sometimes it will publish but changes the figures about to allocate it where it thinks best - either way I have to double up on the work and do manual change in Sage 50
5 votes -
Be able to upload files in emz format
Be able to upload files in EMZ file type.
3 votes -
Bulk select items for editing and then stay selected after editing
- Ability to bulk select items
- After selecting a number of items and then bulk editing, ensure that the items stay selected after editing. Currently have to reselect all the items again to then be able to bulk publish.
2 votes -
Extract Location/Tracking category on XERO
To be able to Read "delivery Address" on invoices and choose the location automatically on XERO.
this will enable us to auto publish invoices rather than going to each one individually and check the delivery location and choose the relevant location
this will help us on a MAJOR level.
70 votesOur AI team have been working on this feature and we hope to share more details soon. Thanks for the feedback.
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Flag on Batch
I am writing to bring to your attention an issue we are currently facing with our document upload process. Specifically, we have observed that there is no batch number assigned to either bulk uploads or single uploads. As a result, we are unable to flag invoices or add important notes (such as payment status or cost type) to facilitate their processing.
This lack of functionality has made it challenging for us to efficiently process invoices from our inbox. Since not all invoices contain relevant flags or comments, our team members find it difficult to quickly identify and prioritize tasks.
To…
1 vote -
Client View
I don't like the new interface, it makes it really hard to get back to client view. change it back, this makes it so much more laborious to switch between clients
1 vote -
Identify proforma invoices separate from purchase invoices
Identify proforma invoices separate from purchase invoices
1 vote -
Delete messages sent via Item Messaging
Is it possible to delete a message I have sent to a client via Dext Prepare?
2 votes -
submit parameters via email
ability to tag text in an email submission that would select the parameter in dext - ie. class, category. this would be like #class XXXX #class
1 vote -
Accounting for virtual credit cards under one card
Many credit cards are transitioning to Virtual Cards online. That gives the appearance of many cards, but it's just one card with many temporary numbers. So, there should be functionality to incorporate virtual card payments under one card.
1 vote -
Customised view (form fields)
Hi - there are a lot of form fields that we don’t use. It would be great if we could customise which form fields were shown as default. That would make things a little quicker and we’d make fewer mistakes, as we’d only display the required fields.
3 votes -
Notification in inbox of message from client
Let me as the preparer be able to see when the in the inbox if a client has messaged me. As of now, I have to click into each document to see if there is a message.
7 votes -
Secondary Tax extraction for unintegrated clients
Secondary tax extraction for unintegrated Dext Accounts.
This can be applied for Canadian users andBritish Columbia where PST applies.8 votes -
Personalized Payment list
Restrict the list of Payment (in the payment drop downs) to what I use - not every random payment method extracted off any payment made by anyone in the company!
4 votes -
Send all notifications to a shared email account
Enable all notifications to be send to one central/shared email account (as a pose to a specific user). This way all users on an account will have visibility of an actions that are required in order to process an invoice effectively. This will also be important if someone is on leave
1 vote
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