1584 results found
-
Number of active workflows on the Client List as an optional column
Like an extra button in a column (similar to the healthscore button) that says number of open and active workflows. Ideally hyperlinked to take you through to the workflows section within the client. Would increase visibility on the client list dashboard. Requested by Tasnia
1 vote -
Home currency Tax update after adjusting Home currency total amount
When I update a transaction in USD (foreign) currency, I input the CAD (Home currency) amount that was taken from the Credit card statement, and when I press tab to switch to the next field (CAD Tax amount), the CAD tax amount field should already update or show as a suggestion underneath the field with the proper exchange rate calculated from the CAD Total field update.
Right now the auto-update only executes when tax is set as fixed tax value and not as extracted amount value.
1 vote -
Dext Commerce - Square Fees - Reference extracted is too long for Quickbooks
When Square integrates with Dext Commerce Lite, it extracts the long reference number which is too long for Quickbooks. This means that it can't be auto published, meaning manually having to change this on every fee invoice that comes through before publishing.
1 vote -
QBO Integration - Clear View of Project vs Customer on Mobile App
The mobile app does not currently distinguish Project vs Customer on the Customer drop down selection.
This used to be a feature where :Project is identified by a :
Please restore this code.
Thanks!
1 vote -
QBO Integration - Show Active Projects Only
Dext currently shows all QBO Projects regardless of status.
There are 4 possible QBO project statuses:
- not started
- in progress
- completed
- cancelledPlease show only not started and in progress Projects.
There is no way to customize this selection on Dext right now and it is clunky to have to see all historical Projects from the selection list, not to mention increased risk of error for user submissions.
12 votes -
Add transaction creator to data health check transactions flagged
Add transaction creator to data health check transactions flagged - include on the export spreadsheet
1 vote -
Date of delivery to be added on a sales invoice that you have created
Add a new feature for a date of delivery to be added to the sales invoice creation of a service item as well as a date of invoice.
1 vote -
Allocate Items to Auto Expense Claims by Item Date NOT Upload Date
Items uploaded are automatically allocated into Auto Expense Claims by the date they were uploaded, not the actual date/transaction date of the item/receipt. This causes items to be allocated into the wrong month and forces users to have to manually move them back.
ie. You upload a receipt dated 28/02/2026 on 02/03/2026, it is automatically put in the Auto Expense Report for March 2026 (Ending 31/03/2026) despite it being a February 2026 receipt. This makes no sense, as receipt are always reconcilled based on the transaction date on the bank statement. It is frustrating to always have to continually move…1 vote -
Add a feature that automatically notifies me when my manager receives my expense claim.
Please add a feature that automaticallynotifies me when my manager receives my submitted expense claim. For some reason, it often takes several days, sometimes a full week, for my submission to be received by my manager. It would be reassuring if there was an auto-reply, instead of waiting and wondering if they received it.
1 vote -
Add a margin to a billable expense for my clients
I would love if the software allowed us to add a margin to a billable expense for my clients , then I would have to go through and alter them all when attaching to invoices
1 vote -
Select which A/P account Dext posts to in QuickBooks Desktop
It would be nice to have flexibility as to which AP account Dext posts to. Ideally, it would be a field that would tie to a vendor and be memorized.
1 vote -
Scheduled integration sync for client accounts
I know how to manually refresh the lists. I just don't remember prior to processing. I would like to be able to set a schedule for clients that use Projects/Customers so it is something I do not have to remember.
1 vote -
Turn off vault for clients
As vault will be a fee-based add on, DEXT should allow clients to choose if they want to allow access to this. I recently had a staff of a client use vault quietly when he should have been using inbox for his normal expenses. DEXT does not currently allow me as admin to prevent him from doing this.
2 votes -
Customise flags practice-wide for all clients
Would be great to customise flags practice-wide for all clients. We want a standardised approach, especially for the apprentices. Great feature but would make more sense practice-wide than changing it on individual client basis
4 votes -
Zoho Books - custom fields
For Zoho Books bills, we have created some custom fields such as suggested payment date and how the payment will be made (direct debit, manual etc). There doesn't seem to be any option to populate these fields in Dext, so have to reopen them in Zoho to add these in. So I would like Dext to be able to pull any custom fields per the company on Zoho as well as the criteria requirements (such as drop down, or date)
1 vote -
Suggest a feature to request delivery note as an option.
Additional types of documents in sales section
1 vote -
Ability to subscribe to an email about recent releases
It would be great if Dext could email us about recent features and enhancements so that we can be aware of things changing. This would enable us to adopt the changes in a timely manner.
1 vote -
Sage One cloud accounting integration with Dext for Reverse Vat and CIS suppliers
Facility for CIS and Reverse charge suppliers to be processed through Dext, either from supplier, client or App.
1 vote -
Why are approved expense claims still editable?
Our employees that are standard users are still able to edit, delete, archive, unarchive expense claims that were already approved and published. this is defeating the purpose as it creates chaos after publishing. Please change it so that once an expense claim is approved, it cannot be edited/archived/unarchived, etc.
1 vote -
Work in progress from an agreed quote or estimate
To be able to only partly invoice items from a quote and leave the rest as un-invoiced, to be invoiced further down the line.
1 vote
- Don't see your idea?