1836 results found
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On Practice Analysis area, be able to add a couple of columns for custom fields e.g. current fee, latest fee review date, internal team
On Practice Analysis area, be able to add a couple of columns for custom fields e.g. current fee, latest fee review date, internal team
4 votes -
Notes on PDF in items Details page
As some browsers suggest that notes can be left on the items Details page, (its PDF) we would like to be able to save those notes so they can remain on the item.
3 votes -
1 vote
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2 votes
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Default Customer for Sales Invoices
Ability to set a general Sales Invoice rule, so that every invoice has the same "Customer" automatically selected.
2 votes -
Assign Class when submitting via email.
Assign Class when submitting via email.
3 votes -
Client configuration - pop up box when going into client for the first time/each time when the tax & control account area isn't completed.
Client configuration - pop up box when going into client for the first time/each time when the tax & control account area isn't completed.
5 votes -
Sticky Notes
I would like the ability to add a ‘sticky note’ to the image in Dext to provide more background info that someone searching the document might need after the fact. I don’t care if it’s visible in Sage or QBO, but its sometimes nice to draw attention to a change or a formula error or adding error on something submitted by staff so that whomever is approving the invoices gets the full picture....description field is not visible when I export a pdf list to my CEO to show what’s being paid on a particular pay period so that doesn’t help…
2 votes -
More options to notify users
I would like to be able to notify users that their info is incomplete when I’m working in Dext. I would like more ways to indicate follow-up on the main inbox screen....there is only one flag - I’d like to have a visible note field below it or beside it to say what’s missing or what’s needed
Backups to OneDrive or wherever should include the category code/project/etc - if not, we’re just backing up an image of the receipt/invoice which is not very helpful if you are looking something up years later or if you ever discontinue using Dext.2 votes -
Scroll bar
Please put top and bottom arrows on the right scroll bar, it will make it easier to scroll when searching for an item. The current way is not easy to use and screen always goes back to top.
1 vote -
Leave the original list names, instead of Projects with ApprovalMax
Fix "Projects" names of the lists and set them to the originals when integrated with ApprovalMax
1 vote -
Extract Sales payments- Export to exact Sage Account
Extract payments from bank statement.
Allow them to be coded up manually with say Account no. Then export each coded transaction to the relevant account in Sage as a SA. This then allows user to match SA against invoices in Sage2 votes -
Separate gratuity field
It would be helpful if there was a place to separate out the gratuity on a receipt. Those aren't taxed so we have to go in after and adjust the tax amount that Dext calculates. We still want to track that portion of the expense for CC matching, etc.
1 vote -
Ability to allow only selected senders to submit to email-in
We need an "allow list" option to be able to restrict the email-in usage, because the incoming email address could be discovered or guessed, by anyone
1 vote -
1 vote
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Secondary tax field in line items for Canadian clients with QBO
Add a field for secondary tax rate in line items so we can split a tax with 'Extracted Amount' correctly. Otherwise right now QuickBooks calculates is automatically based on the tax rate percentage and the amounts are not correct.
3 votes -
Paperwork match for sales
This is in regards to receipt of payment towards an invoice.
When I accepted the receipt from my client in Dext as a sale it created a new Invoice in QBO.
I set up automatic invoices within QBO in order to track monthly rent due.Is there a way for Dext to put the rent receipt directly to the open invoice? It doesn't have to 'pay' the invoice. I sometimes get the receipts sent in before the amount is actually paid/deposited to the account.
5 votes -
1tap Client Access
We would like to be able to control team members' access to 1tap clients, the way with normal clients.
2 votes -
Tips
is there a way to have Dext recognize the tip line on a restaurant receipt?
6 votes -
1 vote
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