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1648 results found

  1. 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

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  2. make available a connection to Microsoft Business Central

    2 votes

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  3. A Partner wanted to export Bank Statement Extraction in ofx format as they wanted to import in Sage.

    2 votes

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  4. I wish the firm was listed as a checkbox on the client list on the privilege page.

    2 votes

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  5. 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:

    1. Some way of exporting/sending a list of clients with a count what whats in their inbox for our own internal daily KPIs etc

    2. 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

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  6. Just reaching out cause I would like to set up SSO for Dext. We currently use Jumpcloud as our Idp but I couldn't find any documentation for setting up SAML just via Intuit.

    2 votes

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  7. Ability to send image/attachment or Sales items when published to MYOB.

    2 votes

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  8. Please can you add an export function to the client view page ?

    This would be really helpful to manage the team

    Thanks :)

    2 votes

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  9. When setting up repeating flows by tags, be able to be more specific e.g. show clients tagged with 'we do bookkeeping' & 'VAT QE Mar/Jun/Sep/Dec'

    2 votes

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  10. Option to export multiple files to PDF but not as a single file, but individually

    2 votes

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    1 comment  ·  Admin →
  11. 2 votes

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  12. Ability to add country code for Singapore when adding mobile numbers for users

    2 votes

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  13. Have the option to assign a tax rate to a category so a certain tax rate can be applied once it is selected automatically.

    2 votes

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  14. 2 votes

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  15. Monthly/Weekly re-occuring expense option to avoid having to add/upload the same receipt/contract every month. This is especially useful for rental contracts (eg. office) where the details remain the same.

    2 votes

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    1 comment  ·  Admin →
  16. 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

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  17. Document counter next to each section to show where the items are at first glance.

    2 votes

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    1 comment  ·  Admin →
  18. Have the option to Bulk download the items from all client accounts from a single panel.

    2 votes

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  19. 2 votes

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  20. Email template to invite clients of partners to learn more about Dext and join Dext.

    2 votes

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