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  1. 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

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    1 comment  ·  Admin →
  2. The 'Customer' drop-down field on Cost items shows inactive customers from
    QBO. Hide the inactive customers from the drop-down.

    2 votes

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    1 comment  ·  Admin →
  3. Expense claims - allow for Bill number on expense claims when processing through to software rather than showing as RB no.

    2 votes

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    1 comment  ·  Admin →
  4. 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

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  5. 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

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  6. 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

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    1 comment  ·  Admin →
  7. 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 Being able to maintain records from a supplier/client who is no longer current who we still require records for, and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

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  8. 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

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  9. 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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  10. I would like to suggest on the item details tab that you move the notification that there is a match higher up on the screen. It is out of view until I scroll down on the page. I generally work from the top to the bottom and it is frustrating when I see there is a match after populating the details. This would be really helpful I think

    2 votes

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  11. Be able to set business year end in business settings as i.e. 31 March and be able to link to say those dates are what should be used for tax year 23/24 etc as can't change on SA301F summary report (and can't change dates unlike on transaction summary)

    2 votes

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    1 comment  ·  Admin →
  12. We require insurance certificates of currency from the majority of our suppliers. It would be helpful if a file structure could be created for suppliers in Dext, based on the Suppliers List under Costs for these to be stored in.

    2 votes

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  13. can DEXT automatically set gst free for foreign receipts

    2 votes

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    1 comment  ·  Admin →
  14. Able to to edit the document reference in the cost inbox rather than clicking on the transaction

    2 votes

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  15. adding categories from the costs screen

    2 votes

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  16. Being able to reverse bank transactions from statement... i want the option to have my debits show up as credits and vice versa

    2 votes

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  17. It would be great if the team could see the client list for their team in the dashboard, rather thank "my clients" and "all clients"

    2 votes

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  18. Ability to assign the account not just based on the extracted supplier, but also on email content (e.g. if supplier = DHL AND cotains "Duty" --> Add account "duties")

    2 votes

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  19. Shocked that this isn't already a feature, to be honest! Bank Match info just disappears once Items are Archived. I am often referring back to archived transactions, and not having the full record of what info was shown when it was published is just annoying. Having to unarchive it, and then go back to the Inbox and scroll to find it is really cumbersome. This data is clearly still in Dext, so please just surface it the same way you do in the Inbox.

    2 votes

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  20. Mes clients m'ont fait remonté que l'outil de gestion vente n'est pas fonctionnel:
    Pas de possibilité de case d'acompte - URGENT
    Pas possibilité de rajouter le N° téléphone ainsi que l'adresse mail
    Pour le client qui ouvre le devis > compliqué de télécharger le devis pour le client extérieur urgent

    2 votes

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    1 comment  ·  Admin →
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