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1914 results found

  1. When you are able to do the quick upload feature, it would be nice to edit it then and there as opposed to having to open Dext and edit the invoice there. This essentially makes the feature not that useful unless auto processing rules are active.

    1 vote

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  2. Add the payee and description of the transactions for the request paperwork feature in Xero as this will allow the clients to work out what transaction they have to provide an invoice for. Especially if there is multiple matching transaction amounts.

    1 vote

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  3. When we use the Paperwork Request feature in DEXTension, could we have the option to download as a PDF as well as being able to send it to the Dext App? We keep a copy of all requests on the Client's Timeline in our Practice Management software and also have to send copies to admin staff too. The pdf option would be very, very useful for us.

    1 vote

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  4. Hi how do i download an audit log to see which user processed the transactions and what time

    1 vote

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  5. Hi, i want to know if its possible to have every time an email is submitted, it creates an image of the Email, even if there is an attachment?

    2 votes

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  6. make available a connection to Microsoft Business Central

    2 votes

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  7. I would desperately need a functionality to show the users who made the payment but did not upload a receipt to match it.

    1 vote

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

    10 votes

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    1 comment  ·  Admin →
  9. A Partner wanted to export Bank Statement Extraction in ofx format as they wanted to import in Sage.

    2 votes

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

    1 vote

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  11. With the old client list the Active and Deactivated clients were separated into tabs making it easier to distinguish between them and it would be very useful to have such a feature with the new client list

    5 votes

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  12. Ability to Print document images directly from the Expense Report

    1 vote

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  13. Dashboard for PAYE data from hmrc agent services too

    1 vote

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

    2 votes

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  15. "I would prefer two layer of security through our office email if that is something you can do for me pls. For other software we use, we have such facility as rather than compulsory mobile app they give option to nominate business email where the access code comes and as soon as we enter that in login process it authorises us to get into software."

    1 vote

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  16. 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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  17. 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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  18. 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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  19. Ability to send image/attachment or Sales items when published to MYOB.

    2 votes

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

    3 votes

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