1689 results found
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Be able to sent Email messages to the clients directly from the account.
What I am looking for is a means of sending messages/ emails to client via client view for those clients who are not uploading the invoices in time
4 votes -
a field called "Your Order Number"
We use Job numbers on some of our supplier orders. How can these be shown in dext. This will have a field called "Your Order Number". I'd like that shown in Dext automatically.
4 votes -
View Report of items already published in a client account from the Practice Insights
Is there a way to see the number of items actioned (say over a day) in Prepare rather than those left to action?
4 votes -
Be notified accordingly when features are added/ removed
I am at the tipping edge of finding an alternative to Dext. I don't understand how Dext thinks it's OK to add/remove features that affect their user's workflow and client feedback without informing them. It doesn't look good for my practice or Dext.
4 votes -
Drag and drop items directly in the Inbox to submit them
I'd like to be able to drop them directly into the Inbox not have to go to "Add documents"--you should just have a drop zone on the main page.
4 votes -
My Team Insights
My Team insights within Practice Insights - the ability to see what our Staff are coding each day would be useful.
Avg number of items per day, month
On Avg how long they take to code/they spend in Dext
Most active setting up Rules4 votes -
Admin user submit credit card bank statement
Hi, we just started to use Dext and have an surgestion. The sales reps received their credit statement by mail. Is it possible that a normal user can upload his credit card statement to match with his Costs, inbox. At this stage only an ADMIN user can upload the statements. This is very time consuming and the Idea why we use dext is to save time for everybody. Kind regards, Roelyn
4 votes -
File name publishing to Xero
The ability to select what file name will be published when a Dext Prepare item is published to Xero.
4 votes -
Rules based on Bank Accounts
The ability to set rules based on Bank accounts
4 votes -
Entering quantities
Ability to enter quantities and per item cost upon uploading of receipts would be convenient when tracking quantity of units in purchasing.
4 votes -
User submission rules
I would like to be able to set up rules based on who submits an item. Like supplier rules, but for Dext users. That way I can default all the US workers to 0 GST for Canadian company.
4 votes -
Extraction of Items and Prices from each supplier invoice into Excel CSV file
from an supplier invoice, I want to be able to pull out the items and prices for each supplier and add to an excel CSV file to allow me to upload to my Point of Sale Inventory system
4 votes -
Ability to integrate with Navision
Ability to integrate with Navision
4 votes -
Split lines - don't require principle category/project
When splitting lines for an invoice, do not require a main/principle category and project for that item- its just confusing. Solution - when line items are created, grey out those main boxes.
4 votes -
Notifications
notifications
4 votes -
Multi-Platform Inventory Adjustments
Allow for inventory tracking across multiple platforms based on the sale/return of one.
ie. Sale through Amazon lessens Etsy store inventory as well.
4 votes -
Payment method linked to shareholder loan account.
Are we able to link a payment method to a certain account in Quickbooks? My main use case would be when using a personal credit card to make a business purchase, I would like it to be sent to QBO as paid and for the Credit to go to the Shareholder Loan account.
Right now, the best method I have found is to send it as unpaid so that it goes to A/P. Then in QBO I record payments of the A/P amounts from a clearing account bank account I set up in QBO. And then I enter deposits into…
4 votes -
Enhanced Reporting
Create additional reporting tools.
4 votes -
Amazon Vendor Central - integration between Amazon Vendor Central and Dext Commerce
Connect and sync sales transactions and sales-related fees from your Amazon Vendor Central account to Dext Commerce.
4 votes -
Laybuy - integration between Laybuy and Dext Commerce
Connect and sync sales transactions and sales related fees from your Laybuy account to Dext Commerce.
4 votes
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