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1609 results found

  1. Connect and sync sales transactions and sales related fees from your BrainTree account to Dext Commerce.

    4 votes

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  2. Connect and sync sales transactions and sales related fees from your Not On The High Street account to Dext Commerce.

    4 votes

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  3. Connect and sync sales transactions and sales related fees from your Affirm account to Dext Commerce.

    4 votes

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  4. Connect and sync sales transactions and sales related fees from your Best Buy account to Dext Commerce.

    4 votes

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  5. Please add the ability to easily change the currency when creating a Sales Invoice.

    With France's new mandatory e-invoicing requirements coming into effect, many businesses invoice clients worldwide in different currencies (USD, GBP, CHF, etc.). The current process is not intuitive. It would be extremely helpful to have a simple currency selector on the Sales Invoice screen that allows users to choose the invoice currency while keeping their accounting base currency unchanged.
    This would make Dext a much stronger solution for international businesses operating from France.

    3 votes

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  6. It would be handy to filter each property on the tax report. This is currently available on Transaction summary but shows all categories and if using rental statements, will show the costs separate to other expenses incurred.

    3 votes

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  7. To enable us to check that bank transactions have been uploaded correctly we need to be able to check postings to the bank or at least see the bank balance figure on screen

    3 votes

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  8. You need to be able to drill down into the categories on a report to see what has been posted there. At the moment there is just a list of numbers you ought to be able to see all the data that was on the bank statement specifically the payee details. How on earth are you check that things have been posted to the correct category without this feature.

    3 votes

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  9. At the moment Dext is mismatching a lot of bank transactions to the wrong receipts, making it unreliable. It often converts a different currency into pounds, and as long as the amount and date relatively match it matches the receipt - which can be from a completely different supplier. This misleads people into thinking they have supplied a receipt for a specific bank transactions when they haven't, rendering the matching feature unreliable.
    That's because currently bank matching works primarily with amount and timing. Could a supplier match be added please to ensure less errors are happening? Attached a few examples.…

    3 votes

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  10. Enable Mileage tracking for Ireland

    3 votes

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  11. It would be good if the client could have the option to choose a date from when they would like the bank feed to start. When a client starts part year or first year it can take quite a while to scroll down and bulk edit transactions not needed or from previous year and if a clients bank feed gets disconnected, where they have to start a brand new connection, this has to be categorised as duplicates or will still show as to review in the reports section.

    3 votes

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  12. I would like to suggest adding the ability to remove or hide the customer address field on sales invoices in Dext Solo.

    From a UK compliance perspective, a customer address is not universally required on invoices. In many cases - particularly B2C work or where the customer is clearly identifiable by name - the inclusion of a full postal address is not necessary for HMRC compliance.

    At present, the address is tied to the contact record and automatically appears on invoices, with no option to suppress it. This creates a few practical issues:

    Many sole traders do not collect or…

    3 votes

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  13. It would be great if we could add notes on Dext Solo to bank transactions, where there are no receipts, but the client has told us what they are. This would be great for our bookkeeping records.

    3 votes

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  14. Bonjour,

    Pouvoir annoter un document déposé dans Dext, sans devoir l'annoter AVANT/APRÈS la publication dans Dext.

    Merci!

    3 votes

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  15. When accessing Bank > Transactions with multiple accounts connected, the system always defaults to the same account and reverts to it after navigating away. It'd be great to either have the ability to set a default bank account, or for the system to remember the last selected account across sessions.

    In our case, it auto selects our international account whilst the transaction bank account with the payment cards should be defaulted to instead.

    3 votes

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  16. Support for foreign property income in Dext Solo.

    3 votes

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  17. Can we turn off users seeing an invoice awaiting approval if there are still approvers that need to approve before it gets to their turn to approve. Our less tech savvy boss is getting very frustrated that he gets a list of invoices awaiting approval through on his phone app but they are still awaiting the first approver to approve.

    3 votes

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  18. Please add an option to upload deposit slips under Sales Workspace. We use Sales Inbox for invoices only. We want customer statements/deposit slips in separate inbox just like supplier statements in Costs workspace.

    3 votes

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  19. I'm so frustrated right now.
    One of my clients uploaded a bunch of costs, then moved them to supplier statements. That used a whole bunch of my supplier statement credits (the ones that are limited and pooled across all my clients) because it automatically extracted them (when they aren't even supplier statements!) and now I have to individually download each one and upload it back to costs because you can't just send them back.

    I want two things
    1. Block clients from being able to use my credits (so no extraction without my approval)
    2. The ability to move supplier…

    3 votes

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  20. Currently, rejecting a document sends it back to the beginning of the process, however it would be nice if instead of sending it back to the originator when "questioning" an expense, you could send it back to any previous approver for that document as well. There are instances where I don't disagree with how the document is captured, but I have a question about the invoice for the first-level approver and no mechanism within Dext to send it back to that person and have them add Notes or Comments to clear up any confusion.

    3 votes

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