1689 results found
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Delete messages sent via Item Messaging
Is it possible to delete a message I have sent to a client via Dext Prepare?
2 votes -
2 votes
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PO link to invoicing
Be able to allocate a PO from Sage directly against an invoice, we had this on Xero but sadly not available on Sage
Would be amazing if we could do this !!! :)
2 votes -
be able to add/extract payment type/method for sales items
be able to add/extract payment type/method for sales items
2 votes -
Report on other metrics over time
I want to be able to report on other data such as Debtors days over time (e.g. monthly). Even in a customised report or have the ability to create my own formulas within this report
2 votes -
Add a Filter for Rebillable
Add a Filter for Rebillable ... client who bill their customers back often need to provide the receipts to substantiate!
2 votes -
"Remember Supplier Rules" Pop Up
You must eliminate the software automatically asking you "Would you like to set some of the details that you've entered in this item as a rule for. Set Supplier Rules Maybe later" every time an entry is made. In my business, I have a different description every time for my vendors. It is how my job costs. This message pops up every time and requires me to push publish twice on every entry. It is the most frustrating thing and wastes my time when I have hundreds of entries. The software didn't always do this and now that the problem…
2 votes -
Utility Account Number
Account number in Utility Bill
We are dealing with many utility bills every month, and the account number is the main reference for us to book & report expenses. It's very helpful if we could have Dext extract the account number automatically.2 votes -
Option to assign reference number written in the description as the Document Reference Number instead of the Invoice Number
I want to know if there is any way to change the setting so that a different number is picked up? There’s a reference number in the description of invoices that we want to add as the reference instead of the invoice number
2 votes -
Navigate on the exact page placement you have been before
It would be great if after using the "Back" button on a browser you are navigated on the exact page placement you have been before. For example, you were searching for a supplier name starting with "S" >> you move to a different page, and after clicking on the "Back" button you are navigated back to the top of the supplier list instead of the where you were previously.
2 votes -
Upload & publishing dates
It would be extremely helpful to see upload dates and publishing dates per transactions. AND to be able to search for documents by either of those two dates.
2 votes -
Notification emails to deactivated accounts
Can you make an automatic reply if a client tries to upload documents to a deactivated account?? We have just found out a client has been sending paperwork to his old S/T Dext Account, not the new account set up for his Ltd company... He was not aware.
2 votes -
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 -
2 votes
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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 -
Ability to notify the Dext Prepare user when invoices are assigned to them via email or push notification.
There's a feature we'd love to see implemented (if not already planned). This is to add the ability to notify the Dext Prepare user when invoices are assigned to them. Would be super helpful. Thanks!
2 votes
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