1634 results found
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Enable the Mileage feature in New Zealand
Adding vehicles and adding Mileage claims enable for New Zealand users.
2 votes -
provide number of employees in xero payroll
Provide employees payroll number to aid with building quotes.
2 votes -
Add product and services to approvals workflows
I need products and services instead of categories as workflow options, can we please add this?? :) We don't use categories and to get our main approval work flow set up, I'm going to have to use 1 category and it really doesn't work for us as a whole. Products and services were solely to ensure projects would work via QBs but then over here aren't included in workflow approvals.
2 votes -
Ability to have the "Costs" page as my default landing page in Dext when visiting a client's profile.
I used to switch clients and immediately be in the "Costs" page. Now I have to do extra clicks to get there as it is going to the Overview page. I would like to be able to set the default landing page for clients.
2 votes -
Ability to resize columns
Longer file names are obscured by the limited column width. Would be helpful to be able to customise the width to display extra information as needed.
2 votes -
Global Supplier Rule Editing Across Clients
Just wanted to throw in a little feedback that I think could seriously level up the workflow for those of us juggling multiple clients.
Right now, if a bunch of clients use the same supplier, we have to hop into each individual client file to tweak supplier rules. It gets pretty repetitive—especially when it's the exact same rule adjustment across the board.
Would love to see a feature that lets us manage supplier rules globally—so if, say, multiple clients all use Staples or Rogers, we could adjust that one supplier rule once, and apply it across any clients that have…
2 votes -
Supplier Statemnets Zoho books
The invoices that are already within Zoho books do not show up in the supplier statement. These were posted previously into Zoho books and were not processed through Dext. Can we get a function to look at the invoices in Zoho books to reconcile a Statement in Dext.
2 votes -
Enable in-app messaging for bank transactions
Enable client messaging for bank transactions.
When an unidentifiable bank transaction appears on the bank feeds (such as a cheque payment) then it would be brilliant to be able to message the client via their app to ask what it was for, in the same way you can do for invoices.2 votes -
Fix issue with Adjustment of Attachment Preview in QBO
The QBO attachment preview takes up too much of the page. The adjustment feature is faulty, and it is frustrating trying and failing to minimize so that the actual transaction can be viewed.
2 votes -
Hide inactive QBO customers in Dext
The 'Customer' drop-down field on Cost items shows inactive customers from
QBO. Hide the inactive customers from the drop-down.2 votes -
Allow bill number on expense claims
Expense claims - allow for Bill number on expense claims when processing through to software rather than showing as RB no.
2 votes -
Be able to use company logo as the account avatar
Be able to add the company logo instead of having the company avatar be the first letter of the company name (`A for example)
2 votes -
Updated date feature
When inputting an unrecognizable date instead of Dext automatically setting the date to today's instead (similar to the suppliers feature) it could say 'unknown date' as the setting to the current date can beome confusing.
2 votes -
POS Z-reports for sales
Upload Z-Reports from the POS
2 votes -
add supporting document without expense amount
The ability to add a supporting document to an expense report that doesn't have an expense amount tied to it. For example, an email that has an explanation of some receipts that is length, or a breakdown of a group of expenses, etc but don't have an actual line item amount to expense that is associated with the attachment.
2 votes -
submission reminders
an option to set up reminders to client either via emails or push notifications for submission/ uploading bookkeeping information to dext on a monthly/weekly basis.
2 votes -
Turn off the conversion rare to base currency
The amount that FIXER provides never matches what our credit card provider or our bank uses. IT would be nice to turn the auto conversion off and force users to enter the real cost.
2 votes -
Document Archive
Similar to the costs archive, it would be beneficial to have the option to archive documents (without deleting them), and to automatically archive older versions of a document. We would benefit from two immediate use-cases with this feature;
1. Being able to maintain records from a supplier/client who is no longer current who we still require records for, and
2. Enables iterations of documents with annual renewals (e.g. insurances) where a document can be replaced with a new version and the existing copy is archived.2 votes -
User Permissions
Be able to add users to the Dext account with Vault access only. We have an internal contract administrator who would be using Vault for managing contractor insurances etc, who doesn't need access to other parts of Dext.
2 votes -
Person posting from QBO
The person logged in to Dext should be the same one as the person publishing to QBO. It makes it easier to know who did the work.
2 votes
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