1584 results found
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Transcripts for Dext Certification
It would be extremely helpful if a transcript could be provided with each video in the Dext Certification courses. Having access to the transcript would allow learners to refer back to key concepts after completing the certification and apply the learning more effectively in their day-to-day work.
I personally create detailed notes from my training, and transcripts would make it much easier to capture important information accurately. Once the certification is completed, access to the videos may not always be readily available, so having a written reference would provide ongoing value and help reinforce the learning long after the course…
1 vote -
Extract the bank info for suppliers
Additionally, extraction of bank & contact details would ensure that if suppliers change these then RB picks it up to ensure they're correctly paid.
Another client: it would be great if bank account details can also be extracted from invoices, stored within Receipt Bank and then are available for extract via csv. A very timesaving development....
167 votes -
audit history for changes to approval workflow
When creating and changing approval workflows, there needs to be some sort of audit trail where you can see who made changes and when
1 vote -
Support for UAE TRN number extraction
UAE requires that all invoices submitted to Federal Tax Authority contain the vendors Tax Registration Number (TRN). Can Dext support the extraction of tax related data so this can be posted to Zoho / Xero when creating a new Vendor or posting a bill or expense
1 vote -
Allowing clients to add their own bank accounts, but not permitting them to make any changes.
Accountants do not have access to clients’ bank account so clients should be able to add their own bank accounts directly. However, this access must be limited to prevent clients from carrying out any further bank-related actions.
In particular, clients should not be able to match bank transactions to invoices, costs, or perform any reconciliation activities, as this remains the responsibility of the accountant.
So, could you consider one of the following options, please:
Updating the standard user role to allow clients to add bank accounts only, without granting any additional bank-related permissions; or
Creating a new user type with…2 votes -
Bank Accounts - Allow Default Selection or Remember Last Selected
When accessing Bank > Transactions with multiple accounts connected, the system always defaults to the same account and reverts to it after navigating away. It'd be great to either have the ability to set a default bank account, or for the system to remember the last selected account across sessions.
In our case, it auto selects our international account whilst the transaction bank account with the payment cards should be defaulted to instead.
3 votes -
Support for foreign property income in Dext Solo.
Support for foreign property income in Dext Solo.
3 votes -
Exporting Purchase Order Numbers in CSV Files
You should be able to export the purchase order numbers that are extracted from the invoices. This is vital information to the business that needs to be retained with the invoice information.
19 votes -
Archive both bank and invoice at the same time
Would it be possible for Dext solo to archive both the bank and the cost invoice at the same time if matched?
1 vote -
Ability to set multi coded contacts based on contact name
Ability to set multi coded contacts based on contact name e.g. Amazon always varies so I don't want to see anything from that supplier any more.
1 vote -
Scrolling Issue When Returning from Item View
When I’m searching in Dext in Archives or Current expenses, every time you click on a transaction and then close it, Dext goes back to the top of the latest input – and then you need to scroll all the way back again to get where you were. This can be very frustrating and a fix for it would be great!
44 votes -
When Paperwork is "Unavailable", set the category to personal
When a client says, following a "Request for Paperwork", that the Paperwork is "Unavailable", then the category should automatically be set to "Personal" (and a warning could be given to the client to this effect).
1 vote -
Extract Quantity
Extract the quantity of items within the invoice on the main ‘Item Details’ Page separately from the line items
2 votes -
Pending approval
Can we turn off users seeing an invoice awaiting approval if there are still approvers that need to approve before it gets to their turn to approve. Our less tech savvy boss is getting very frustrated that he gets a list of invoices awaiting approval through on his phone app but they are still awaiting the first approver to approve.
3 votes -
Customer statements/ Separate workspace for customer's batch deposit slips
Please add an option to upload deposit slips under Sales Workspace. We use Sales Inbox for invoices only. We want customer statements/deposit slips in separate inbox just like supplier statements in Costs workspace.
3 votes -
Invoice amount to match bank after CIS Been taken off
when we have CIS deductions on our invoice and match it with our bank the invoice is showing as it not a 100% match as its missing what we were deducted from cis
1 vote -
set user name as the default supplier for mileage
Allow us to set the 'default supplier' for mileage to the user's name, rather than a generic 'mileage' supplier please.
1 vote -
Don't add Dext history PDF in QBO when splitting items
Dext is now adding a PDF of the item history to items published to QBO, along with the receipt. There’s no reason I would ever want that extra PDF, and the client and accountant reviewing the item wouldn't either. It would actually confuse some of them. Plus, many clients use payment platforms to pay their bills, where the platform attaches all images from the bill into the platform. No one wants to see that history PDF there either. I think Dext should either stop this from happening, or at least allow us the option to turn it off. Stopping it…
1 vote -
Ignore Payment confirmations
For a lot of our clients, the payment confirmation from Ignition gets published to Dext along with the Invoice. It would be useful to add a feature which ignores the payment confirmation, like the one attached. Other providers have already solved this issue.
1 vote -
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!
3 votes
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