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  1. Allow adding specific users with a Member role to some clients even if they are not Xero users with Standard or Advisor role, and the client account is not set to Whole Team.

    2 votes

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  2. Today there is no way to assign an Invoice in Dext with a Project in Xero and the process is very long winded. As you have to edit every project manually to assign it.

    2 votes

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  3. Registered office address on Companies House info (deadlines dashboard)

    2 votes

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  4. use dext prepare in multiple browser to diffrent comnie in a merged account.

    2 votes

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    1 comment  ·  Admin →
  5. Have the option to disable line item creation for e-invoices as they are created if there is readable line item information on the e-invoice itself.

    2 votes

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  6. Add ABN field to the report when exporting to CSV

    2 votes

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  7. without putting it to expense reports, could we create a remittance from the archived or cost functions?

    2 votes

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  8. Would be great if there was some AI able to pick up "junk" mail eg. promos sent from suppliers and have it placed in separate folder. User could go through this less frequently eg monthly to check for any accidental junk. Great offering and love using DEXT- thank you.

    2 votes

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    1 comment  ·  Admin →
  9. We are wanting the employee to be able to only approve any invoices that relate to her department with up to a $5k limit. We want to limit the dollar value an employee can approve an invoice for. Ie if the invoice is over $5k they can't publish it

    2 votes

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  10. 2 votes

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  11. Extract payments from bank statement.
    Allow them to be coded up manually with say Account no. Then export each coded transaction to the relevant account in Sage as a SA. This then allows user to match SA against invoices in Sage

    2 votes

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  12. When I have an expense, I do not want the system to give me the option to post to a project that was marked 'completed' in quickbooks.
    Example: I did a project named Anderson 2 years ago. Now I have a new 'Anderson' job, and Dext is still allowing me to post the the Anderson job that was completed 2 years ago.
    Solution: Only show 'In Progress' projects.

    2 votes

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    1 comment  ·  Admin →
  13. Could you please add field for Country of incorporation for Suppliers and Customers? ANd add it as table setting to Inbox and Expense reports too? The country of supplier/customer is vital for taxation purposes

    2 votes

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    1 comment  ·  Admin →
  14. Add "Managed by" column on Client View screen

    2 votes

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  15. It would be good if you only showed the vat rates for purchase on the costs tab and only vat rated for sales on the sales tab. This would make it easier when processing instead of accidentally clicking the correct one and preventing it going through to xero.

    2 votes

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  16. Ability to set a general Sales Invoice rule, so that every invoice has the same "Customer" automatically selected.

    2 votes

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    1 comment  ·  Admin →
  17. Have the option match multiple items in the Inbox to a single transaction in the Bank Feed of the accounting software.

    2 votes

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    1 comment  ·  Admin →
  18. Missing aperwork report - Add column to indiciate which bank account the transaction was in. Also, option to include column showing any comments as per Xero discuss tab.

    2 votes

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  19. Export in Transactions should have an option to include the other columns - e.g. Match and esp Requested paperwork

    2 votes

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  20. Hi, when reviewing purchase invoices in Dext before publishing it would be great to add in a division section to alleviate the requirement to go back into surf to add it there.

    2 votes

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