1690 results found
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Reporting
Please could you add additional fields for columns as per the below: I would like to add columns to the costs inbox and archive to display the following details: received into Dext date, published date and published by user name. It would also be useful to access a report showing the number of items submitted to Dext each day, the number published and the number of flagged items.
7 votes -
Employee Certification Tracker for Practices
Add a column on the colleagues tab to show employee certification status. This ensures practices would be able to track whether an employee has completed their certification, highlighting those that have not. This will enable practices to better chase staff to complete their certification.
In addition, I would also suggest adding an export function for this list which includes the following: first name, last name, email address, linked to account, privilege level, location, status (i.e. certified or non-certified), date of certification obtained and expiry date.
MORE CERTIFIED STAFF = MORE COMPETENT STAFF
7 votes -
Ability to view other team member documents
It would be really helpful if people could be given permission to see the documents that are processed by other members of their team, without having access to all people
7 votes -
email notifications
As an Accountant User working on my clients accounts I would like to be able to receive email notifications for my clients accounts so that when a document is submitted by any user in this client account Dext Prepare informs me. I would also be able to customise the email notifications I receive for my clients accounts for each client and select what type of emails I receive based on the client (document uploaded, document published, document rejected, etc.)
7 votes -
Terms
If you could have the payment terms pair with what is set up in QBO with suppliers this would be awesome instead of net 30 or due on receipt.
7 votes -
Notifications for deduplicated items
Send a notification to the user when an item has been deduplicated.
7 votes -
7 votes
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Ability to auto-publish to Desktop accounting software integration such as Sage 50, Quickbooks Desktop.
Ability to auto-publish to Desktop accounting software integration such as Sage 50, Quickbooks Desktop.
7 votes -
Notification in inbox of message from client
Let me as the preparer be able to see when the in the inbox if a client has messaged me. As of now, I have to click into each document to see if there is a message.
7 votes -
Issuing Purchase Order in Dext
I am wondering if Dext can issue purchase order
7 votes -
Ability to enter Purchase Number for MYOB
Ability to enter purchase no for each invoice as required in MYOB - currently with no option available, MYOB is just autonumbering it
7 votes -
Merge Customers
Currently, there is a tool to merge suppliers in Dext Prepare. It would be good if the same tool is created for customers as well.
7 votes -
CSV Importing to DEXT
CSV files should be possible to allow bulk upload of items to be published on software, yes there will be no attachment, but it will allow tax verification oublishing as most softwares dont allow split tax items bulk upload
7 votes -
purchase order match with Sage Accounting
Be able to use purchase order match with accounts intergated with Sage Accounting
7 votes -
7 votes
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Ability to set per diem rates in Dext
Our staff travel a lot and we are now moving to a per diem rate for travelling. Is it possible to set the rates in Dext as per HMRC guidelines? So that staff can raise a claim in Dext for days they are claiming for and the countries that we visit the most? Or does it have to all be done manually?
7 votes -
7 votes
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7 votes
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7 votes
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Integrate with MS OneDrive
It would be nice if you could/would integrate with Microsoft OneDrive, the same as you do with DropBox,
7 votes
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