1647 results found
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Costs Report - track COGS and operating costs from supplier invoices
I know Dext currently offers Expense Claims for employee reimbursements. I'd like to suggest a similar feature for supplier costs.
Like Expense Claims, it would be linked to a user, but instead of creating a reimbursement request, it would track COGS and operating costs from supplier invoices throughout each reporting period.
The feature would display a live running total of costs, remaining budget, and supporting invoices, giving department leaders real-time visibility over their spending without creating a reimbursement workflow.
1 vote -
When Accounting users are in approval workflow have warning come up prior to approving all steps
Currently, Accounting Practice users even if standard users, can by accident double click when approving and thereby have the system skip the entire approval process. I suggest that there be a warning come up and ask if they are trying to skip approval process prior to this happening.
1 vote -
Dext Solo Bank Payments
Recently I went to match 2 bank receipts to 1 sales invoice to find out this isn't a feature that is Dext has integrated yet. This is something that would be so useful in order to ensure invoices have been fully paid/matched.
1 vote -
MTD Tax reporting
In MTD - for the Transaction summary report. the date range doesn't include tax dates only normal months etc or Tax years. but not tax quarters to do a comparative between the transactions and the return itself.
1 vote -
Sage 100 Contractor Integration
Hi, submitting this feature request for DEXT to add integration with Sage 100 Contractor. We have just transitioned to Sage 100 Contractor for our accounting and job-costing workflows, and this integration will be very beneficial for us (and other users) who rely heavily on Sage 100's job-costing, AP/AR, and project-based accounting structure.
1 vote -
Search with multiple criteria
When performing searches within Dext I want the ability to search for multiple items by name ("Supplier 1" + "supplier 2") or field (e.g. select multiple suppliers by multi select). This would eliminate the number of searches needed.
1 vote -
Firm-wide default tracking categories / company codes
When creating a new client in Dext, it would be really useful to have the option to set firm-wide default company codes (tracking categories).
At the moment, every time I create a new self-assessment client, I have to upload the same list of company codes and edit them again. As a bookkeeping firm, we use these codes across the majority of our self-assessment clients, so this is repetitive and time-consuming.
It would be great to have a master list of company codes at the practice level that is automatically applied to new clients, with the option to edit or override…
2 votes -
Stop publishing of certain items
Make it so any item with a specific flag cannot be published.
When you are waiting on my info (job tracking, rechargable?) I don't want a particular item to be published, but there is currently no wait to restrict this.1 vote -
Search by PO/Invoice Number in Approvals
Does what it says on the tin. You are able to search by PO or invoice number in the Inbox or Archieve yet this feature is turned off for Approvals
3 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 -
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 -
Deleting Rental Properties in Dext Solo
To be able to delete properties in Dext Solo. What if a client sells one?
2 votes -
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 -
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
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