1647 results found
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Running the Dext Connect App as a service
Enable the app to run as a service so we could have this on a server and working even if nobody is signed in.
13 votes -
List Visibility - Dual Integrations
When choosing which accounts (etc) to limit, there needs to be an option to choose which Integration to work with. We use Dext>ApprovalMax>QBO and this is not working at all. Clients are not able to select any category/accounts at all.
1 vote -
Dext Solo - bank rules split transactions
allow splitting of bank transactions within a rule. for example, a single payment to vodafone, create a rule that allows to split this across multiple income sources, rental properties etc. this is a good way to ensure consistency with personal portion of expenses, without using the 'disallowed' feature. i would rather have a rule to say for all vodaphone payments, 40% is business, 60% is private. or 20% for self employment business 1, 20% for self employment business 2, then 60% is personal.
1 vote -
Deposit a check / Cheque
I'd like to suggest adding a feature that lets us record a deposit check directly as a bank deposit in the system, and link it to the specific bank account it was deposited into.
Have it automatically reflect the transaction in that account's balance/register through the connected accounting system.
This would save time on manual entry and reduce the risk of deposits being missed or misallocated to the wrong account.
Thanks,1 vote -
Dext Solo/Prepare - Client reminders to upload documents every X days or X weeks
Push notification on the app or an email to the client as a gentle 'nudge' to upload any documents for the month/quarter. the accountant to be able to adjust the cadence and trigger for sending this nudge. e.g. at the end of each MTD quarter, or at the end of each week. if bank account is connected via bank feed and there are transactions missing, to (optionally) send a reminder to client for these specific transactions (though this may be a bit tricker to implement).
or at a very basic level, a standard push notification/email reminder at the end of…
1 vote -
Matching a bank transaction with a sales item and a cost item.
I would like bank transaction lines to have the ability to be linked to both a sales document and a cost document.
For example, I may issue a sales invoice for the gross sales amount, but the payment received in the bank is the net amount after a third party deducts their commission fee.
Example:
Sales Invoice: £100.00
Commission Fee (Cost): £10.00
Bank Receipt: £90.00When matching the bank transaction, I would like to:
Select the gross sales invoice (£100.00).
Select the commission fee expense (£10.00).
Have the system recognise that these documents reconcile to the £90.00 actually received in…1 vote -
Dext Payments and Supplier Shield checks
Issue this feature to Australian users ASAP.
1 vote -
Approval of invoices without Class
If one of our users forgets to code an invoice to a specific class, the invoice is published straight to our account's software without any approval bypassing vital checks. I would like to see an option in the approval process for a 'no class' i.e. if the class field is left blank it still can be send to an administrative approver - currently the option is 'all class' but if no class is picked this rule doesn't apply and invoices are just published bypassing any approval process, deeming the feature irrelevant.
Alternatively, the invoice could be stopped from being published…
4 votes -
Supplier Statements & Requesting Paperwork
Would like to have the ability to "Request Paperwork" multiple times for the same outstanding invoices needed. Once requested once, the list disappears and we cannot even export the ones still needed to excel at that point to remind the client, especially if they had missed some.
1 vote -
Cost centres - restrict the entry for the sub centre combination to only those that relate to the particular cost centre
We use cost centres and sub centres.
We would like to be able to restrict the entry for the sub centre combination to only those that relate to the particular cost centre to avoid incorrect coding on the system and on reports. i.e. only use sub centre code 00-01 with cost centre 00.1 vote -
Advanced Search to include searching by line item
It would be very helpful if the Advanced Search feature included the ability to search by line items. In my case, it would be helpful to search by class when a cost has multiple line items allocated to different classes.
7 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.
23 votes -
Fetch Bright Invoices !!
Given Dext and Bright ( Ireland) are "stable mates" it seems very odd that Bright is not on the list of companies for Invoice Fetch.
1 vote -
Supplier statement order
When i look at supplier statements I like to look in alphabetical order but it never stays that way. Could there be a sort by or filter for Supplier Statements?
1 vote -
Custom payment date
Would it be possible to add an option, when posting an invoice, to mark it as paid with a custom payment date (different from the invoice date)?
In many cases, invoices are issued on one date but paid later, and it’s important for us to reflect the actual payment date accurately rather than defaulting to the invoice date.
This would really help ensure more accurate reporting and reconciliation on our end.
Please let me know if this can be considered or if there’s a workaround in the meantime. Thanks!
2 votes -
Use of home allowance calculator (UK)
Allow user to select calculation method:
-Simplified expenses, based on the hours of business use per month/flat rate.
-User enters annual totals (or uploads receipts/invoices) for domestic bills (heating, electric, mortgage interest, home insurance, repairs, cleaning, rent, council tax etc) and also enters the details of number of rooms in the house and the number of rooms used for the business, then the number of total hours each room is used for during a month, then the number of business hours the room is used for.the tool will suggest a reasonable allowance claim, which can be recorded as a…
2 votes -
Recognise similar field names in csv imports for Payroll Payments
It would be beneficial if Dext could recognise similar worded fields/columns in payroll import files and assign them correctly. We use BrightPay as our payroll where the fields are named as follows:
Payment bank account name = Account Name
Payment bank sort code = Sort Code
Payment bank account number = Account Number
Net pay = Amount
Payment bank reference = ReferenceThis would remove the need to edit the csv reduce the chance of human error when renaming the fields/columns.
Alternatively, a direct API connection to BrightPay would be the perfect scenario.
1 vote -
Make the “Create New Supplier” warning more visible
When Dext suggests creating a new supplier, the current warning is quite small and can easily be missed. This increases the risk of users accidentally creating duplicate suppliers instead of matching the document to an existing supplier.
It would be helpful if this warning was made much more prominent, for example by using a larger pop-up, stronger colour contrast, or a clearer confirmation message before the new supplier is created.
1 vote -
User history details
I would like to have a report readily available to provide account owners access to view user logins that is time stamped and with an IP address
1 vote -
Allow Supplier Statement Requests to Be Sent to the Dext User
The Request paperwork feature in Bank Transactions allows you to send requests directly to a Dext user, making it quick and easy to chase missing documents.
It would be great if Supplier Statements worked the same way.
In many cases, the invoice isn’t missing from the supplier; it’s just missing from Dext because the client hasn’t uploaded or forwarded it. At the moment, I have to manually enter the client’s name and email address every time I send a request.
Having the same Dext user recipient option as Bank Transactions would save time, create consistency across Dext, and make Supplier…
1 vote
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