1501 results found
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Fully restrict users' access to the practice account
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.
5 votes -
Extract Sales Credit notes with the relevant document type
recognise sales credit notes when uploaded - if a client submits a credit note, it is currently processed as a Sales invoice, instead of Sales Credit note
5 votes -
Show the exact date an item was submitted in the item history of recent items
Show the exact date an item was submitted in the item history of recent items instead of "last Monday"
5 votes -
Choice of which duplicate to use
Duplicate Items
When there are duplicates - give a choice as to which one is processed - sometimes the bad copy comes up as the original and it is not possible to process the good copy5 votes -
Show separate tax columns in Flexible Columns for secondary tax rates
Show separate tax columns in Flexible Columns for secondary tax rates instead of showing just the total Tax amount column.
5 votes -
Make Changes to Settings and New Supplier Rules affect items already in the inbox
Make supplier rules and option changes affect items already uploaded or in the 'Ready' section, not just for new uploads.
It becomes quite annoying when you only realise some settings need to be changed after documents have been uploaded, only for those updated settings to not affect the items already in the inbox.
Auto-Categorisation forces items into the 'Ready' section without all the information needed, and then when a supplier rule is set, it wont affect the items already put through, despite the 'apply to all items in inbox' option being ticked
5 votes -
Ability to restrict Categories ontly for Expense Reports
The option to make categories not applicable only for Expense Reports and keep the full list visible for individual items.
5 votes -
Custom control accounts
Ability to add other control accounts (not just payroll liability and DLA) to track them accounts.
5 votes -
5 votes
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Client configuration - pop up box when going into client for the first time/each time when the tax & control account area isn't completed.
Client configuration - pop up box when going into client for the first time/each time when the tax & control account area isn't completed.
5 votes -
Paperwork match for sales
This is in regards to receipt of payment towards an invoice.
When I accepted the receipt from my client in Dext as a sale it created a new Invoice in QBO.
I set up automatic invoices within QBO in order to track monthly rent due.Is there a way for Dext to put the rent receipt directly to the open invoice? It doesn't have to 'pay' the invoice. I sometimes get the receipts sent in before the amount is actually paid/deposited to the account.
5 votes -
Sort the Supplier list by first letter
The problem is a quick way of filtering down the list to navigate your way to all supplies that begin with a particular letter. For example H you have to scroll on every occasion an amendment is made, if you are updating the information on DEXT as the systems returns you back to A each time. This is tedious.
5 votes -
Have the ability to reconcile charges to receipts in Dext
Have the ability to reconcile charges to receipts in Dext
5 votes -
Publish to Credit Card Credit in all region
Publish to Credit Card Credit in all region. It is currently available on CA & US QBO versions
5 votes -
add a notes field in the submission history page
While in the submission history, or at the input level, it would be helpful, if you could put notes or a reason. For example, I deleted transaction No.9xxxx because it was a duplicate of 9xxxx.
5 votes -
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 -
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 -
Tagging option in Dext Prepare similar to Dext Precision
Is there a way to tag clients in Dext Prepare - similarly to how you can in Precision? What I’m hoping for is to be able to tag or filter clients for who we do the bookkeeping for vs who do their own bookkeeping
5 votesHi everyone,
Thank you for voting.
This is on our roadmap, and we will notify you once we have an update.
Best regards,
The Dext Product Team
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"Supplier/customer duplicates" function should scan for naming convention - eg. "Smith, John" vs. "John Smith"
Make the "supplier duplicates" function catch "Last Name, First Name" vs. "First Name Last Name" duplicates. Eg. "Smith, John" exists as a supplier in the accounting software, but Dext imports a duplicate "John Smith", and the Supplier duplicate function doesn't catch it, so they have to be tracked down and manually merged.
5 votes -
Bank Match for Freeagent
Matching bank transactions for users integrated with Freeagent
5 votes
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