1536 results found
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Rental Statement Extraction For Limited Companies
Rental Statement Extraction For Limited Companies
1 vote -
Dextension paperwork report
It would be great to be able to attach the Dextension PDF or CSV paperwork report to the email sent to clients, rather than the list of transactions just being in the body of the email. It looks like a dog's dinner and is really hard to read. Being able to attach the PDF would be better.
4 votes -
Pending approval
Can we turn off users seeing an invoice awaiting approval if there are still approvers that need to approve before it gets to their turn to approve. Our less tech savvy boss is getting very frustrated that he gets a list of invoices awaiting approval through on his phone app but they are still awaiting the first approver to approve.
3 votes -
Customer statements/ Separate workspace for customer's batch deposit slips
Please add an option to upload deposit slips under Sales Workspace. We use Sales Inbox for invoices only. We want customer statements/deposit slips in separate inbox just like supplier statements in Costs workspace.
3 votes -
Include Property Allocation Column in Transaction Summary Download
Add a column to the transaction summary download in Dext Solo that displays the property each transaction is assigned to. This would make it easier to identify any income or expenses that have not been allocated to a specific property.
2 votes -
Enable Client Access to Reports in Dext Solo
Clients using Dext Solo currently cannot access their own reports—only partners have this capability. Many of my clients see Making Tax Digital as an opportunity to gain real‑time visibility into their income and expenses. However, without direct access to their reports, clients are unable to benefit from these valuable insights.
3 votes -
Supplier Statement Extraction monthly usage (client block)
I'm so frustrated right now.
One of my clients uploaded a bunch of costs, then moved them to supplier statements. That used a whole bunch of my supplier statement credits (the ones that are limited and pooled across all my clients) because it automatically extracted them (when they aren't even supplier statements!) and now I have to individually download each one and upload it back to costs because you can't just send them back.I want two things
1. Block clients from being able to use my credits (so no extraction without my approval)
2. The ability to move supplier…2 votes -
Ability to upgrade number of extractions rather than users and additional add ons
It would be advantageous to be able to add/upgrade additional extraction limits without having to increase the number of users or statement extraction limits. We have a large number of invoices coming in but don't have many users. Rather than having to increase everything it would help if we could upgrade what we need rather than all limits.
2 votes -
Edit Costs/Sales invoice email on the mobile app
Edit the Costs/Sales invoice email on the Mobile app
2 votes -
Whatsapp - multiple entities
When submitting through whatsapp you get one dext chat to submit to. However if you run multiple businesses it is impossible to submit them all in the same chat. Dext needs a separate chat per business!
3 votes -
Bank transactions sub-account filter
We have a series of credit cards fed through one bank feed into Dext.
At the moment I can organise/ sort the bank feed list of transactions by sub-account but I cannot filter the list by sub-account (so that I only see transactions linked to a specific credit card). This means users need to scroll though a list of tens of transactions to find the ones linked to their card. It would be great if a sub-account filter could be added.13 votes -
Selective bank feed access for users
It would be very useful if there was an option to select which bank account feeds users have access to. Dext automatically syncs the bank accounts from Xero and there is no way to hide those which means users can see all this information although they only need access to specific bank account feeds.
46 votes -
Search by $ amount should not be "comma aware"
Often times, book-keepers are using the search function for a specific amount.
However, for example, "$1,234.56" and "$1234.56" should return the same results.Other platforms seem to offer this feature. It just makes sense.
1 vote -
Amazon Business invoice extraction
"Amazon Business" connection is not extracting the "Document Reference" field correctly. Please remove the disabling of the field extraction and allow the extractions to resume.
1 vote -
Automatically filter/void payment reminders
We have some suppliers who automatically issue invoices to our Dext invoicing email. This includes them sending payment reminders. Dext should be able to identify if the related invoice has been received and processed, and if so automatically archive or delete the reminder.
1 vote -
Split an agents statement into costs and sales
A single statement supplied to my business showing income and deductions can currently only be submitted to Sales OR COSTS - yet it contains both. If submitted to sales it is then rejected when submitted to costs.
Specific to the Statement category if the item in Costs is identified as a statement there should be the option to ‘Duplicate in Sales’ (and vice versa)1 vote -
Additional Approvers for Expense Claims based on Categories
Allow multiple approvers of an expense claim based on the category. Expense claims may include charges that are approved by others and should be routed to them for their approval.
1 vote -
Zoho Books - VAT extracted amount or mixed rate
When matching bills sometimes the VAT amount on an invoice has some items as standard rated and some as zero rated. Dext correctly works out the total VAT element but doesn't let you publish as 'extracted amount' like it does when working with Quickbooks. It has the error message Complete the Tax field for all line items and make sure their total amount matches the one of the item.' We are forced to use a fix VAT rate (I have temporarily created a mixed rate VAT rate of 10%).
So rather than using line items (which come at an unnecessary…
1 vote -
Reload date and timestamp
As all background data is updated every 48 hours it would be beneficial to see time and date of the most recent update on the Load page for all lists that auto loads.
1 vote -
Tactile Feedback When Taking Photos on Mobile App
It would be helpful for a small acknowledgement such as a small vibration when taking pictures of receipts using the app. It is too easy to miss whether the photo has been taken or not, and you often have to go back and forth between your documents and the review screen, especially with large piles of receipts.
1 vote
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