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1525 results found

  1. The ability to report mistake on Costs/Sales items directly in the Item Details page

    4 votes

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  2. let's say if the expenses are with different currency, like HKD, USD, RMB, and i want the report can show the total amount of expenses in HKD, USD, RMB separately,

    4 votes

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  3. Many expenses are paid by eTransfer or Debit which is associated with a bank account. But when completing the payment/publish to section of the details, Dext only allows me to use Cheque for a bank account. The expense was not paid by cheque, it is an expense and should be posted as such but we should have the option of Debit or eTransfer when completing Publish to. This would be great.

    3 votes

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    1 comment  ·  Admin →
  4. The file name when the document is uploaded should be provided in Dext, either the same name kept or included in the notes of the document would be helpful.

    11 votes

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  5. Have the option to apply the Duplication Settings across all Client accounts so it doesn't have to be updated client by client.

    10 votes

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    1 comment  ·  Admin →
  6. Hi It would be REALLY handy when your in DEXT and your about to pay a supplier ... I check all uinvoices and then go to list view ... A RUNNING TOTAL would be so handy so I can select the invoices see a total pay then screen shot and send as remittance then archive .. At moment I have to select ----> .. export---> save CSV----> total up CSV---> screen shot----> pay vai bacs----- Go back to dext then it looses the list ----> publish-----Upload Remitance screen shot----> email supplier its a chew on !!! Many thanks Leo

    8 votes

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  7. Can I see who submitted a bank statement for processing as the bank statements no longer appear in the account (deleted).

    4 votes

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    1 comment  ·  Admin →
  8. Have the option to add other Email Recipients for Email Notifications aside from the User linked to the email-in address.

    6 votes

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  9. When I have an expense, I do not want the system to give me the option to post to a project that was marked 'completed' in quickbooks.
    Example: I did a project named Anderson 2 years ago. Now I have a new 'Anderson' job, and Dext is still allowing me to post the the Anderson job that was completed 2 years ago.
    Solution: Only show 'In Progress' projects.

    2 votes

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    1 comment  ·  Admin →
  10. Permanent removal of item in the submission history

    5 votes

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  11. CIS subtotal appearing on CIS invoices

    4 votes

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  12. Could you please add submission date as one of the fields/columns for Costs and Expense reports? And possibility to filter by this date as well

    5 votes

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    1 comment  ·  Admin →
  13. Could you please add field for Country of incorporation for Suppliers and Customers? ANd add it as table setting to Inbox and Expense reports too? The country of supplier/customer is vital for taxation purposes

    2 votes

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    1 comment  ·  Admin →
  14. Add a "Minor Adjustment" feature to invoices/line items. Xero have this feature for adjusting for small amounts. Ideal for rounding errors.

    6 votes

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  15. Add "Managed by" column on Client View screen

    2 votes

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  16. An option to add an additional document to an existing cost/sales file without having to submit it and merge it.

    22 votes

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  17. 12 votes

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    1 comment  ·  Admin →
  18. I would like to pull division from Surf Accounts

    6 votes

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    1 comment  ·  Admin →
  19. Staff doesn't need to have access to the Practice. The ability for staff to not have access to the Practice File and only be able to see the client files they have been given access to.

    6 votes

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  20. There needs to be an unarchived notification in both the inbox dashboard, as well as an easily visible one within the item. There also needs to be a toggle switch to disallow clients from unarchiving an item.

    A client recently unarchived a bunch of items and made a complete disaster of QBO. I didn't know these items were unarchived so deleted them and now only have copies in QBO.

    Please please please help prevent this drama for anyone else.

    4 votes

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