1634 results found
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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 -
Microsoft Business Central connection
make available a connection to Microsoft Business Central
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 -
Intuit SSO
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 -
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 -
2 votes
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Add Singapore as country code to the mobile number field options
Ability to add country code for Singapore when adding mobile numbers for users
2 votes -
Assign a tax rate to a category
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 -
2 votes
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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 -
Small document counter next to Costs/Sales sections.
Document counter next to each section to show where the items are at first glance.
2 votes -
Bulk download items from all client accounts
Have the option to Bulk download the items from all client accounts from a single panel.
2 votes -
2 votes
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Email template that can be send to clients from partners
Email template to invite clients of partners to learn more about Dext and join Dext.
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 -
2 votes
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