1536 results found
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Supplier rules that allow you which file type Dext Prepare should pick when an email submission is used
It would be great if a supplier rule could be created to remove receipts where an invoice exists.
2 votes -
Remove the "Paid" toggle for QBO integrated accounts as it's is confusing because the "Publish to" determine the location of the items and i
Remove the "Paid" toggle for QBO integrated accounts as it's is confusing because the "Publish to" determine the location of the items and if it's paid or not.
2 votes -
Default Sales line template
Sales line default for all customers rather than creating sales line template for each customer. Majority of customers for some clients are different, however the format of the sales invoice is the same. This would be a big time saving feature that I believe would benefit a lot of bookkeepers and businesses.
2 votes -
maybe a feature which simply lets you split pages but choose which pages to split would be great
maybe a feature which simply lets you split pages but choose which pages to split would be great
2 votes -
Export Archive Data per User
Export Archive data on a PER USER basis. I want to know who archived what items without having to go into each separate item
2 votes -
Bank Notifications
Connecting your bank card to your system -
Receive an automatic notification and require mandatory entry when money is withdrawn from any bank card.
2 votes -
Api access via Make / Integromat
At the moment the only API access is through Zapier. I have a Make / Integromat account and the Dext module isn’t available. I guess this is because the Dext API documentation isn’t publicly available. I have a ton of integrations set up with API integrations with other softwares such as Xero. And not being able to have any flexibility with the Dext API is frustrating. It would be great if you could make it available. Thanks!
2 votes -
Publish Expense report to QBD
Publish Expense report to Quickbooks desktop through the Web app
2 votes -
Multiple Customers/Jobs to Breakout A/P Invoice
We would like to see see when you look at your vendor/supplier invoices, that you would have the option to charge multiple customers/jobs and breakout an invoice.
2 votes -
Discount on A/P Bills
Some of our vendors allow a percentage discount on the "Subtotal" Amount of our A/P Invoices/Bills. We would like to be able to create a "Negative" Discount Smart Split to Calculate on the "Subtotal Amount" and be a Negative Number.
2 votes -
Ability to pull customer from Xero without sales invoice
This would greatly improve functionality if you could, as this client uses the rebilling function to capture all expense prior to billing the client.
2 votes -
Add Xero as a File Storage Option
It would be great if Xero could be added as a File Storage connection option, for documents such as delivery confirmations, that should be filed with the invoice in Xero but not processed as an invoice from Dext
2 votes -
Include images of both the email body and the attachment when submitting via email
Hi, i want to know if its possible to have every time an email is submitted, it creates an image of the Email, even if there is an attachment?
2 votes -
Bank Statement Extraction to download in ofx file
A Partner wanted to export Bank Statement Extraction in ofx format as they wanted to import in Sage.
2 votes -
Ability to limit colleagues to submit items on Partner's account only on client
I wish the firm was listed as a checkbox on the client list on the privilege page.
2 votes -
Exports and Reports needed
Decided to trial Dext Prepare for 12 months with a handful of clients.
If we were to migrate the rest of our clients to you, we would need the additional functionality:Some way of exporting/sending a list of clients with a count what whats in their inbox for our own internal daily KPIs etc
Some way of exporting the supplier list showing each default account category its set, plus the other fields including whether it is set to auto-publish. This would be for our financial controller to review the supplier config settings all in one go across all clients
2 votes -
Client View Export
Please can you add an export function to the client view page ?
This would be really helpful to manage the team
Thanks :)
2 votes -
Option to export multiple files to PDF but not as a single file, but individually
Option to export multiple files to PDF but not as a single file, but individually
2 votes -
Flow Assignee's
When creating a flow, we would like to be able to "bulk" change the assignee. At the moment, it automatically assigns to the Account manager.
2 votes -
Dext prepare stats link with flows in Precision
We have set up monthly flows using Dext Precision and it would be great if there was an automatic check with Dext prepare to show you how many items remain in Dext for processing. This would allow us to check which members of the team are staying on top of their Dext processing.
2 votes
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