1648 results found
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2 votes
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Sticky Notes
I would like the ability to add a ‘sticky note’ to the image in Dext to provide more background info that someone searching the document might need after the fact. I don’t care if it’s visible in Sage or QBO, but its sometimes nice to draw attention to a change or a formula error or adding error on something submitted by staff so that whomever is approving the invoices gets the full picture....description field is not visible when I export a pdf list to my CEO to show what’s being paid on a particular pay period so that doesn’t help…
2 votes -
More options to notify users
I would like to be able to notify users that their info is incomplete when I’m working in Dext. I would like more ways to indicate follow-up on the main inbox screen....there is only one flag - I’d like to have a visible note field below it or beside it to say what’s missing or what’s needed
Backups to OneDrive or wherever should include the category code/project/etc - if not, we’re just backing up an image of the receipt/invoice which is not very helpful if you are looking something up years later or if you ever discontinue using Dext.2 votes -
Extract Sales payments- Export to exact Sage Account
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 Sage2 votes -
2 votes
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debtor balance
Ability to change the date filters for Debtor Balance when creating a custom report/reports/ Currently, there are only two options - >3 months and > 12 months.
2 votes -
QuickBooks – do not show projects marked 'completed'
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 -
Customised date feature for client list healthscores
Client list page show current month by default needs to be made customable to provide historic data at a glance for previous completed months. Currently can only do this by individual client.
2 votes -
Country info field for Suppliers and Customers
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 -
Link Payment Methods to Categories
It would be great if there's a way to allocate a payment method to a category. For example, all costs with category X are paid in cash and therefore I would like to make it so anything with that category is paid to the cash account.
2 votes -
Add "Managed By" column to main Client View window options
Add "Managed by" column on Client View screen
2 votes -
2 votes
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Limiting additional item in existing Expense report
Existing expense reports (end date passed) not editable or limit the possibility to add additional documents in it.
2 votes -
Different locations for one invoice
Ability to assign two or more locations to a single invoice in Dext Prepare and publish it to QBO.
2 votes -
Separate the Costs/Sales tax rates in the drop-down menu
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 -
Default Customer for Sales Invoices
Ability to set a general Sales Invoice rule, so that every invoice has the same "Customer" automatically selected.
2 votes -
1tap Client Access
We would like to be able to control team members' access to 1tap clients, the way with normal clients.
2 votes -
A report in order to view future Repeating Flows
Would like to see future repeating flows in order to plan workload
2 votes -
Missing paperwork report - include bank account in report
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 -
add other columns to transaction exports
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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