1705 results found
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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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Publish image/attachment of Sales items to MYOB
Ability to send image/attachment or Sales items when published to MYOB.
4 votes -
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 -
Better management of payment methods
Please could we have more options within the payment methods section. In particular, it would be really helpful to be able to archive old payment methods, rather than keeping or deleting them, and to merge duplicate payment methods.
23 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 -
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 -
Archive bank accounts
archive the bank accounts that have already been closed and are no longer useful, to clear up the view
11 votes -
Email Integration into DEXT and AI Bots
Most clients have an email inbox called accounts@. Why not have a MS365 and GMAIL integration with DEXT that we can view that inbox from within DEXT. We can retrieve invoices, credits, statements instead of depending on the clients. One step further would be that DEXT builds a bot that scans that email account within DEXT each day and automatically pulls in invoices, credits and statements. That would be super cool
1 vote -
Tracking Category defaults
be able to set default tracking category by nominal code not just supplier
1 vote -
Expense Report File Naming When Exported/Emailed
When exporting expense report, file name should default to represent the report name, not the date it was printed.
1 vote -
Make Payment Method field mandatory
Can we make fields such as the payment method mandatory? As in, is it possible to prevent automatic movement to the 'ready' section if the payment method has not been specified (manually or by a supplier rule)?
6 votes
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