1536 results found
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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 -
Check & Confirm Bank Account Details
It would be fantastic if Dext had the capability to check bank account details supplied on the suppliers invoice, and flag if there is a discrepancy between the invoice and details held in the accounting software (similar to what it does with the ABN number).
17 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 -
Option to hide irrelevant fields
Option to hide fields that aren’t used by the client - eg. none of our clients use Customer or Product/Service fields. I’d prefer to be able to switch them off rather than say “just ignore those”
36 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 -
Multiple Supplier rules for one supplier
The ability to set multiple supplier rules for a single supplier.
261 votes -
2 votes
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Request Paperwork for Direct users
Add the option Request Paperwork for Direct users at Dext.
5 votes -
Extract item types for Sales documents.
Extract item types for Sales documents.
5 votes -
PO link to invoicing
Be able to allocate a PO from Sage directly against an invoice, we had this on Xero but sadly not available on Sage
Would be amazing if we could do this !!! :)
2 votes
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