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  1. I would like to be able to lock the accounting period within dext. This would allow our accountants to make adjusting entries in QBO without allowing accounts payable to post any more invoices, into the period.

    3 votes

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    1 comment  ·  Admin →
  2. It would be nice to surface more Precision clean up information like draft fixed assets requiring attention, Total unreconciled bank lines, multi-coded contacts to review, duplicate contacts etc within Xero.

    1 vote

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  3. When working in duplicate contacts, within the cleanup section, having the option to merge contracts, without having to go into the software would be amazing!

    Furthermore, it would be an ideal to link Precision with Prepare, so that the duplicate contacts were note re-created again, as a result of DEXT Prepare using an incorrect contact name, for example.

    4 votes

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  4. It would be great if we could add additional fields to the new item when Splitting in Dext Prepare.

    1 vote

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  5. Add conditions to Auto-publish
    Rather that auto-publish all items we would like to be able to add conditions to a few items. For example for our sole trader clients where there are 2 meals then we go back and ask about client entertainment, or disallow half. Its quite common in our sector to pay for client food. If one coffee/sandwich we allow it.
    We don't auto-publish any food at the minute to check for more than 1 meal. It would be great if we could add filters such as auto-publish for Costa coffee IF < £5.
    Autopublish McDonald's IF <…

    1 vote

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  6. Match delivery note to invoice.

    5 votes

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  7. 3 votes

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  8. Unrelated to dextension, Introduce a "Banned suppliers" tab to enter & prevent Dext from consistently picking up incorrect suppliers from bills.

    1 vote

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  9. If you could have the payment terms pair with what is set up in QBO with suppliers this would be awesome instead of net 30 or due on receipt.

    5 votes

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  10. 1 vote

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  11. A couple of things i notice. Thanks for the beta access.

    1. We don't have access to our own business, only our clients from drag and drop.
    2. When on a .com.au website with 2 parts to the domain extension it gives options "drag and drop on all websites" "drag and drop on .com.au" which i'm assuming should be the full domain name.

    Looks good though. quite impressive

    1 vote

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  12. Dragging any documents into the browser brings up Dextension offering to upload the file to Dext. But I often drag files into other apps and don't need or want them in Dext.
    The problem is that the Dextension upload box doesn't go away without me clicking on the cross to close it, which is an extra unnecessary click. Can we make it so the box goes away on its own as soon as the document is dropped somewhere else on the screen?

    1 vote

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  13. 1 vote

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  14. Cost analysis be able to identify invoice frequency pattern changes e.g. monthly invoice but one month there is 0 or 2.

    1 vote

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  15. In the Bulk Edit Line Items box would it be possible to add a Description Box as one of the options?

    4 votes

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  16. Remove access for a 'Team Member' to be able to make Flow templates

    3 votes

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  17. Add "Product/Service" to the primary/additional columns options of line items view so it can be enabled/disabled. At the moment we show this field for all customers integrated with Xero and QBO on the line items view, even if there are no entries pulled/created and the field is actually greyed out. The clients need to have the option to choose what columns/fields are relevant for them.

    2 votes

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  18. I think you guys are missing the point.
    I have gone in and made the changes but it is already too late. The payment went through already for the whole year under the wrong currency because it is not clearly stated what currency the pricing is in. I could have done any currency, i just needed to know which currency it was. So i used the wrong card. It is a sign up issue that can be simply resolved by adding the currency designation next to the price / or an info box that says what currency is being charged.…

    1 vote

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  19. Be able to upload files in EMZ file type.

    3 votes

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    1 comment  ·  Admin →
  20. Being able to toggle off bank accounts when integration exists (Xero). We only want to reconcile credit card transactions, and because we have integrated with Xero it shows multiple bank accounts and makes certain screens difficult to navigate when we want to push follow-ups to people for receipts.

    1 vote

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