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1632 results found

  1. make available a connection to Microsoft Business Central

    2 votes

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  2. The user who receives Item messaging via Mobile app to receive an email notification as well.

    13 votes

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  3. A Partner wanted to export Bank Statement Extraction in ofx format as they wanted to import in Sage.

    2 votes

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  4. Include the ability to see how much has been spent with each individual supplier/contact, monthly and annually.

    1 vote

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  5. Dashboard for PAYE data from hmrc agent services too

    1 vote

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  6. I wish the firm was listed as a checkbox on the client list on the privilege page.

    2 votes

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  7. Add a timer option in each client so, we accountant can follow the amount of time we actually work on the client and offer the option of a report for each. This would be merveilleux!!!!

    1 vote

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  8. Decided to trial Dext Prepare for 12 months with a handful of clients.
    If we were to migrate the rest of our clients to you, we would need the additional functionality:

    1. Some way of exporting/sending a list of clients with a count what whats in their inbox for our own internal daily KPIs etc

    2. Some way of exporting the supplier list showing each default account category its set, plus the other fields including whether it is set to auto-publish. This would be for our financial controller to review the supplier config settings all in one go across all clients

    2 votes

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  9. Just reaching out cause I would like to set up SSO for Dext. We currently use Jumpcloud as our Idp but I couldn't find any documentation for setting up SAML just via Intuit.

    2 votes

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  10. Ability to send image/attachment or Sales items when published to MYOB.

    3 votes

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  11. Hi, would it be possible to copy Smart Split Rules to paste into another suppliers account?

    3 votes

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  12. Customisable client insights dashboard with the opportunity to change reporting periods in Dext Prepare.
    Opportunity in Dext Precision to change the dates of submission. Some client scores are being reduced because there isn't a frequent upload, but that's because they're done quarterly

    1 vote

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  13. Ability to set tax rues based on invoice during extraction. For example we receive invoices from Royal Mail that all of them apart from one a month are VAT exclusive. But for the subscription which is always £108 there is VAT. I have to every month check all invoices in order to just find this one!

    If there was a rule to say :
    If invoice amount = £108 then add VAT.

    1 vote

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  14. Ability to auto Publish a document based on type whether it is a receipt or an Invoice.

    For example I have a supplier called UPWORK that I can auto fetch the documents from them. However I receive both invoices and receipts. i want the ability for that supplier to auto publish the receipts but ignore the invoices.

    6 votes

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  15. Allow invoices to be paid using more than one account. Eg. if an invoice was paid part by bank and part by cash. It would be useful as I can't upload the same invoice twice and split the payment!

    8 votes

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    1 comment  ·  Admin →
  16. It would be useful if you could possibly highlight where certain bits of data have been picked up from. E.g. the date/amount/invoice number on the photo of the receipt/invoice would be highlighted. This would just make it easier when checking through a lot of invoices before publishing.

    3 votes

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    1 comment  ·  Admin →
  17. Please can you add an export function to the client view page ?

    This would be really helpful to manage the team

    Thanks :)

    2 votes

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  18. Have the option to extract the tax code with Line item extraction.

    28 votes

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  19. Add the option Request Paperwork for Direct users at Dext.

    5 votes

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  20. Hi, we currently have a Dext subscription that we use for staff expense claims, and we've set up specific users for approval. However, all expenses for approval are currently being routed to one inbox (expense list). Is there a way to configure this so that each approval user has their own individual inbox, ensuring that only expenses assigned to them are visible for approval?

    5 votes

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