1536 results found
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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 -
Purchase Orders
Purchase Ordering system that syncs with Xero with customisable user access for staff to draft PO's for management approval.
7 votes -
Duplicate Item Review by End User
Allow the End User to determine whether a duplicate expense entry is correct or not. With the current set up, the End User is unable to get similar looking expenses into the system and it's quite frustrating needing to wait for the Admin to review and approve. First they must notify the Admin that they are having this issue, then the Admin needs to approve the duplicate item, at which point the End User needs to return to the app to complete the data entry. This process is extremely inefficient.
There can be two layers of review for duplicates if…
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 -
for certain users to be able to see documents only relating to their Xero tracking category
for certain users to be able to see documents only relating to their Xero tracking category, not all items and not only the ones they've submitted (Basic user)
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 -
7 votes
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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 add a PayPal Bank Account in the list
Ability to add a PayPal Bank Account in the list
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 -
Search/Advanced Search improvement
The Advanced Search feature should show up on the search function as soon as you go into the supplier list, not once you go into the archive view for a specific supplier. It would be nice to search ALL entries for a particular date range either by all users or a particular user. You can do it once you go into a specific supplier archive view and just remove the supplier name at the top, put in the date range, and user name but it should be easier to find than that. I would like to be able to search…
7 votes -
Add division from Surf Accounts
I would like to pull division from Surf Accounts
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 -
QBO Journal Entries
Ability to create journal entries in Dext publish to QuickBooks Online
7 votes -
purchase order match with Sage Accounting
Be able to use purchase order match with accounts intergated with Sage Accounting
7 votes
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