1836 results found
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For approvals, can we have these approvals printed on the invoices prior to publishing?
For approvals, can we have these approvals printed on the invoices prior to publishing?
Currently the only way to check if an invoice was approved is to go to 'history'. It would be ideal if the approval can be displayed somewhere on the invoice as well. So it maintains that flow.Once invoices are published to QBO, there is no way to know which manager approved the invoice for audit purposes. This is a requirement for audit purposes.
The approval is a great feature, but defeats the purpose for audit.
9 votes -
Made select of invoice Brand available in DEXT
Be able to select invoice brand in DEXT so that the sales invoice picks up the correct payment terms. It currently just defaults to the wrong brand, putting payment terms in that I have to subsequently remove in Xero
1 vote -
Mileage Tracker Different Mileage Rates
Love the new mileage feature but have a client who uses a reduced rate for mileage claims rather than the standard 45p would be really useful to be able to enter the mileage rate manually. Please Dext
49 votes -
suppliers profiles
When reconciling the statements, is it possible for the profile information from Xero to be accessible for editing? Additionally, it would be helpful if the current balance could be displayed
2 votes -
PO approval linked to invoices
Require approved PO for each invoice
2 votes -
See assigned manager on User Page
Using the new version is there a way I can instantly see the assigned manager on the main Users page (maybe the ability to add a column for this) without going into each individual user? We used to be able to see this in the My Team page on the old version next to the user privileges.
2 votes -
Cost connection with Evri
Can you look to add a cost integration for Evri (shipping courier). You have the integration for P2G which I believe is the same company and website set up.
1 vote -
calendar
It would be nice if the calendar started on Sunday instead of Monday, like most calendars. If you're looking to select Tuesday, you might select Wednesday instead because of where it's sitting visually.
1 vote -
USER ADMINS CANNOT PUBLISH TO ACCOUNTING SOFTWARE
URGENT! I want my clients that are business owners to be user admins but not publish to the accounting software as our clients hit all kinds of buttons and mess things up. Previously they were “expense approvers” that could be selected to not publish. This is very important for myself and other dext users.
4 votes -
Allow photos of bank statements for extraction
Since DEXT is all about the ease of uploading photos of receipts, I would like to request that photos of bank statements for the extraction tool be an option. I am currently having to print the photos the client has uploaded, scan them, and then upload the scanned documents for extraction. In doing this, the quality of the photo is lost, and then the document often gets rejected.
2 votes -
In Team list , allow filter (or sort or search) to view list by role
eg so can easily see all practice admins or easily see who is listed as owner or expense approver etc
currently colleague list is sorted by name and that seems to be the only way you can view staff list
1 vote -
Bulk submit for approval
Ability to check multiple in inbox and bulk submit for approval rather than clicking all individually
28 votes -
Link with XPM to bring users from the contacts
Would be handy if Dext can suggest users from the contacts for the entity when you link a xero file to Dext
1 vote -
We should be able to filter the approvals list to show just those which apply to us
When i go to my approvals tab I get a listing of every bill that need approving. It would be very useful to have an option to see just the ones which are relevent for me.
60 votes -
Enter the date without /
If we need to enter an old date we can't just enter 01012024, we have to put in / which is frustrating as in QBO you can just enter the numbers so it's a habit already. Dext gives an error 'Use dd/mm/yy.' it would be useful to not have to add in the /
5 votes -
The ability to change the details on the Items Details Page
We do not use Po #s, Product/Service or Customer details and would like the option to have them removed as it takes me longer to complete the fields we do use because these are all showing and are blank so it makes me think I am missing something.
2 votes -
Delete permanently from submission history
Hi,
We would really like to see an option to DELETE PERMANENTLY FROM THE SUBMISSION HISTORY. The reason for this is a privacy issue for us as a bookkeeping firm. When working back and forth through different clients it's a pretty easy mistake to drag and drop a receipt to the wrong client account, or email a reciept to the wrong client account. The issue is we cannot permanently delete the submission so therefore there is a privacy issue with submission history. Please allow a feature to Submission History that allows us to permanently delete a submission. Thanks.
2 votes -
reconcile date entry
I use this program to reconcile several bank accounts. I think it would be nice to be able to set each account as reconciled up to a certain date, so that if an old receipt is submitted it would be flagged, and so it may be able to get the date order correct. November 1st instead of January 11th etc.
1 vote -
Bookmark Next Item in feed
When signing out of Dext . Bookmark the next invoice in Costs & Sales to continue later from that invoice
4 votes -
sales invoice category default
- Have a setting to default all sales invoices to a particular category.
- Also allow a setting to auto-populate all new customer names, as all new customer names are only suggested currently.
This would then allow us to autopublish all our sales invoices via dext directly to our accounts system without having to log into dext to carry out both of these tasks daily.
1 vote
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