1647 results found
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Force Bank Feed
This is a feature request: Ability to force bank feeds similar to the way we can do with Costs. Thanks
8 votes -
QBD Hydra- include the image link to a different section tha Memo
Seems that some clients prefer to move the image link to another section or the option not to send the images to QBD at all
8 votes -
Add new staff to an Expense Claims approval workflow without restarting the workflow
It is frustrating to have to send all items back to the Inbox if a new staff member is added. Please update so that new staff can be added to the workflow without having to restart it for everyone else.
7 votes -
Additional flag colours
Please can more flag colours be added.
With the addition of AI Assist, we have been able to validate information way faster, however it would be great if we could use different colour flags to identify which checks an invoice or receipt has failed or passed. The five available colours are a bit limiting when running multiple check with AI Assist.
7 votes -
Advanced Search to include searching by line item
It would be very helpful if the Advanced Search feature included the ability to search by line items. In my case, it would be helpful to search by class when a cost has multiple line items allocated to different classes.
7 votes -
Merge Multi Page Statements Into One Document
Supplier Statements - some statements are more than one page, with each as a separate PDF. Please add the ability to merge multiple PDFs into one statement document. This would be similar to the merge facility in Costs.
7 votes -
Record payments from remittance advices
Customers frequently send remittance advices ahead of making payments, and often these are payments for several invoices. Currently I manually attach these to the payment transactions in Xero on reconciliation. It would be great to see Dext with the ability to scan these remittances, record sales invoices as paid in Xero, and attach the remittance advices to the payment transaction.
I would see this working similarly to the 'paperwork match found' functionality of Costs.
7 votes -
Enter the date without /
If we need to enter an old date we can't just enter 01012024, we have to put in / which is frustrating as in QBO you can just enter the numbers so it's a habit already. Dext gives an error 'Use dd/mm/yy.' it would be useful to not have to add in the /
7 votes -
See the whole invoice and invoice in one screen eliminating scrolling
It would be great and so much more productive if you could reduce the area around an invoice showing on the screen so we can see all of the invoice and not have to continually scroll for the invoice or the fields used. If you would like more details as I may not be clear please feel free to contact me.
7 votes -
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 -
Please can you display calculated sum(Base Totals) on Active / Selected records?
Please can you display calculated sum(Base Totals) on Active / Selected records?
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 -
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
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