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1647 results found

  1. Expense report limit increase for export to email

    Increase the limit of 250 to 1000 for exporting to email the expense reports after highlighting everything based on a filter.

    3 votes

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    0 comments  ·  Admin →

  2. Bulk Edit Sales Receipts as paid and to which bank account

    To be able to bulk edit numerous sales receipts as paid and to go into one bank account for Sage 50 Desktop Much like the cost receipts.

    3 votes

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    0 comments  ·  Admin →

  3. Populate QBO Memo field with Line Item ->Description

    The QBO Memo field is not getting populated with the Description under Item Details. If there is only 1 line item, is it possible to set the QBO Memo = Line Item Description, since when there is more than 1 line item a new description is entered for each line anyway.

    3 votes

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    0 comments  ·  Admin →

  4. Add 2FA to Login

    Add option to turn 2FA on/off.

    3 votes

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  5. Wave Accounting - integration between Wave Accounting and Dext Commerce

    Connect and sync sales/expense/payment transactions and sales/expense/payment-related fees from your Wave Accounting account to Dext Commerce.

    3 votes

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    0 comments  ·  Admin →

  6. Kajabi - integration between Kajabi and Dext Commerce

    Connect and sync sales/expense/payment transactions and sales/expense/payment-related fees from your Kajabi account to Dext Commerce.

    3 votes

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    1 comment  ·  Admin →

  7. Client portal - portal to raise queries (unpaid bills), requests missing invoices, other bookkeeping queries

    It would be good to have a client portal where we can log/raise queries to clients through Dext Precision. This would ride off of the Dext prepare messaging functionality.

    3 votes

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    1 comment  ·  Admin →

  8. Default # of transactions on Bulk Export page

    Change the default # of transactions on Bulk Export page from 5.

    3 votes

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    0 comments  ·  Admin →

  9. Lazada - integration between Lazada and Dext Commerce

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

    3 votes

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    0 comments  ·  Admin →

  10. Shopee - integration between Shopee and Dext Commerce

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

    3 votes

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    0 comments  ·  Admin →

  11. EventBrite - integration between EventBrite and Dext Commerce

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

    3 votes

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    0 comments  ·  Admin →

  12. Payoneer - integration between Payoneer and Dext Commerce

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

    3 votes

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    0 comments  ·  Admin →

  13. Walmart Seller Canada - integration between Walmart and Dext Commerce

    Connect and sync sales transactions and sales related fees from your Walmart Seller Canada account to Dext Commerce.

    3 votes

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  14. Add Proton Drive as one of the connection options.

    2 votes

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    0 comments  ·  Improve an existing feature  ·  Admin →

  15. Approvals - Bulk "Cancel Request" on approved items

    My 'approvers' are finding this tool useful to enter the tracking/project and other queries I have on the documents. I have asked them to just add the details without approving, but you know how it is. Sometimes I will still need to edit the details afterward.

    2 votes

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    0 comments  ·  Improve an existing feature  ·  Admin →

  16. Generating a report for pending approvals in excel

    While generating the report, I would like to have a dedicated Approval Status column showing the current approval level and approver details.

    For example, if there are three approval levels and Level 1 has already approved the request, the report should display:

    Level 1: Approved by [Approver Name]
    Level 2: Pending with [Approver Name]
    Level 3: Pending with [Approver Name]

    This will clearly indicate which approvals have been completed and which approvers are currently pending action.

    2 votes

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    0 comments  ·  Request a new feature  ·  Admin →

  17. AI Assist guidance access within accounting practice

    I would like to have the ability to limit which users within our accounting practice have access to create, maintain and delete guidance for individual clients. This is currently only available for shared guidance or Core guidance where only admins have access.

    2 votes

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    0 comments  ·  Improve an existing feature  ·  Admin →

  18. MTD PDF export

    When viewing an MTD submission, it would be good to have a PDF export option, so that this can be sent to clients for approval, and saved internally for anyone without Dext access to see

    2 votes

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    0 comments  ·  Request a new feature  ·  Admin →

  19. Locking transaction on Dext Solo once been submitted to HMRC so client can not change it

    Locking transaction on Dext Solo once been submitted to HMRC so client can not change it

    2 votes

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    0 comments  ·  Improve an existing feature  ·  Admin →

  20. Firm-wide default tracking categories / company codes

    When creating a new client in Dext, it would be really useful to have the option to set firm-wide default company codes (tracking categories).

    At the moment, every time I create a new self-assessment client, I have to upload the same list of company codes and edit them again. As a bookkeeping firm, we use these codes across the majority of our self-assessment clients, so this is repetitive and time-consuming.

    It would be great to have a master list of company codes at the practice level that is automatically applied to new clients, with the option to edit or override…

    2 votes

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    1 comment  ·  Improve an existing feature  ·  Admin →
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