1633 results found
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Quantity box next to products / services
Add a quantity box for the products / services box on the items details page - otherwise it's manual for partner to then add line items to determine the quantity of the product of the invoices
5 votes -
Improve Practice Insights
The ability to drill down on average delay days and auto publish % in practice insights would be great.
3 votes -
Send user an email for Paperwork Requests
When requesting paperwork, please make an option to send a notification email to the user to notify them of the paperwork request. At the moment, it sends a notification to the app which is easily missed. This would be helpful but furthermore, I think its essential. Thanks!
14 votesThanks for the feedback we are reviewing this.
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Be able to sent Email messages to the clients directly from the account.
What I am looking for is a means of sending messages/ emails to client via client view for those clients who are not uploading the invoices in time
4 votes -
a field called "Your Order Number"
We use Job numbers on some of our supplier orders. How can these be shown in dext. This will have a field called "Your Order Number". I'd like that shown in Dext automatically.
3 votes -
Feature: Accrual based Rollups
Accrual mode available on Rollups
1 vote -
Integration: Poynt
GoDaddy Poynt, an all-in-one payment platform, offers diverse benefits to businesses, with its contactless, fast, secure, and safe payment processing solution.
1 vote -
Integration: Helcim
Helcim is a payment solutions company with high standards for ethics and transparency. Better payment solutions for businesses in North America.
2 votes -
Add Credit Card number to Match Found - Bank Match
In the Costs > Inbox, when a match is found, a screen pops up to give details. The details are also included when you open the receipt. The issue is, it doesn't tell you which credit card it is. If you have a client with 10 credit cards, and the match says 'TD BUSINESS TRAVEL VISA' how does this help me? The data is probably being pulled from the bank, but there should be a way to add 4 digits to it somewhere, or at least the cardholder name.
Also, in the Bank > Transactions screen, where you would submit…
5 votes -
View Report of items already published in a client account from the Practice Insights
Is there a way to see the number of items actioned (say over a day) in Prepare rather than those left to action?
4 votes -
Be notified accordingly when features are added/ removed
I am at the tipping edge of finding an alternative to Dext. I don't understand how Dext thinks it's OK to add/remove features that affect their user's workflow and client feedback without informing them. It doesn't look good for my practice or Dext.
4 votes -
Password protected invoices
A supplier recently started password protecting invoices with the account number as password. This has significantly slowed the workflow. It would be helpful if one could add a password to the supplier in order for you to process these invoices
7 votes -
Extract Location/Tracking category on XERO
To be able to Read "delivery Address" on invoices and choose the location automatically on XERO.
this will enable us to auto publish invoices rather than going to each one individually and check the delivery location and choose the relevant location
this will help us on a MAJOR level.
70 votesOur AI team have been working on this feature and we hope to share more details soon. Thanks for the feedback.
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Have an additional document reference section where PO numbers go to
Have an additional reference section where Purchase order numbers get imported into.
10 votes -
Assign the 'Publish to' field automatically based to Credit note if the 'Type' field is 'Credit Note'
If the 'Type' is Credit note to automatically assign the 'Publish to' field to 'Credit note' too.
9 votes -
turn off in-app notifications/ messages
Hate the constant pop-up interruptions while I'm trying to work asking me whether I'd recommend it. Stop getting in the way of my work
108 votes -
Option to choose account connects through Fetch
Update to Fetch : I have several accounts from different companies attached to my sign in. I would like to choose which accounts I want fetched into my dext. Currently I have to contact my supplier and move my accounts to make fetch work with Dext - not what I really want.
7 votes -
Match Credit note with Paperwork Match - Xero
The ability to use Paperwork Match with Credit Notes type of documents when integrated with Xero.
5 votes -
Option to add types to the "Document Type field"
Create and add new document types to the Type field on the item details page.
14 votes -
Set supplier rule to auto code to Xero categories based on address or name
Extract data from supplier invoices to set a rule to record to certain categories in Xero. E.g Client has multiple cafe's that need to be identified in Xero by categories. Have the ability to set a rule in Dext to record a bill to a selected category based on the delivery address on the suppliers bill,
2 votes
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