1648 results found
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Iris Kashflow Sales Invoices
Please can you add the sales invoices data extract for Iris Kashflow, we paying the full subscription for DEXT but can only use half of your product which is a real shame. It would be really helpful to have the sales invoices extractions
2 votes -
Move to Bank
In the tools section can we also have a 'move to Bank' feature also. Our clients just put everything into 'Costs'... I will leave this in your very capable hands....
2 votes -
Add Statement Inbox column to Dashboard
It would be helpful to have the Supplier Statements listed on the main practice dashboard so you can see the amount in any client to process like there are for Costs and Sales.
2 votes -
Smart Split by unit cost amount and not total amount
Allow Smart Split -> split by line item's unit cost and not total cost.
Current feature you can preset the line item by typing in Description, category, Product, Quantity and Total amount. However, I'd like to be able to enter the Unit Amount instead of the Total amount as I'd like to use this feature to keep track of how many units are sold per line item which adds up to the total amount. Thank you.
2 votes -
sort by tax
Could we sort by tax in the Costs page? That would be a workaround to solve my Uber/Eats tip invoices issue.
2 votes -
Extract custom phrase
Would be amazing to be able to create a phrase for Dext to search for - my use case is in Uber and Uber Eats instances where the tip is added after the fact. We get two invoices autosubmitting, one for the original amount and one for the original amount plus the tip.
If it could recognize the phrase "Thanks for tipping," and note that somewhere viewable before clicking into the receipt it would allow us to be somewhat more efficient in adjusting the extracted amounts to be correct on them.
2 votes -
Partner Invoices
Please improve the invoices partners receive to have a detailed breakdown for each customer similar to Quickbooks invoices. It helps will allocating the costs to customer projects.
2 votes -
Avoid Additional costs
When I have reached my monthly quota I don't want to be charged extra. I want an option not to go over my quota
2 votes -
keyboard shortcuts for dates
QBO has keyboard shortcuts to toggle through dates. I would love this in Dext.
Next day + (plus key)
Previous day - (minus key)
Today T
First day of the Week W
Last day of the week K
First day of the Month M
Last day of the month H
First day of the Year Y2 votes -
Add Note to Supplier Statement Detail line
Add notes to supplier statement detail for the row similar to the Cost Inbox but using a pop-up box.
2 votes -
Control which clients can have access to paid features on partner accounts
Block specific clients from accessing paid features on the partner's account.
Control which clients can access and used paid features such as:
BSE
LIX
Supplier statements
BoostsSometimes a client will use this YET the partner is billed unknowingly...
I have had this requested so many times across my partner base!2 votes -
Increase the automatic refresh from Xero to Dext
Increase automatic refresh for 48 hours
2 votes -
Multiple Category
In the Category's (Xero cost codes).
Some of my suppliers use multiple category's can you make it so you don't have to scroll through all of them just to get to the couple you use for that supplier.2 votes -
Save Highlighted Text
What is the point of having a highlighter feature when it doesn't save what you have highlighted on the document?
2 votes -
A place to store contracts, W9s, etc
Have a documents section (similar to bank documents) that allows for storage of contracts, W9s, etc, with the ability to relate them to customers or suppliers. Thanks
2 votes -
Team/Client Groups
The ability to group Clients and/or members of My Team into groups to streamline the process of adding clients and/or staff to Dext, so that both lists are scalable for growing companies.
For example, we have three (so far) back office teams, one front office team, and admins. It would be helpful and much less time-consuming if Clients and/or Team members could be grouped together to mass-add a new client or employee to the system.2 votes -
Archive bank transactions
Ability to archive bank transactions once matched so that only current transactions are visible
2 votes -
The ability to lock or hold specific items so that they can't be published until they are taken off hold
Have a "hold" or "lock" option that would stop a particular item from being published.
For example - a bill is uploaded but we are querying the bill with the supplier, I want to be able to lock that bill so if another user tried to publish it they would get a warning message saying "This bill is on hold, you must take it off hold to publish".
2 votes -
Bank feed for Bill(.com) Spend & Expense (Foremerly Divvy)
Allow bank feed with Bill(.com) Spend & Expense account (Formerly Divvy). Thanks
2 votes -
Supplier rules un-highlight if already done.
Could you un-highlight the 'supplier rules' if they have already been set up. So this would only be highlighted if no supplier rules are set up.
2 votes
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