1647 results found
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List Visibility - Dual Integrations
When choosing which accounts (etc) to limit, there needs to be an option to choose which Integration to work with. We use Dext>ApprovalMax>QBO and this is not working at all. Clients are not able to select any category/accounts at all.
1 vote -
Dext Solo - bank rules split transactions
allow splitting of bank transactions within a rule. for example, a single payment to vodafone, create a rule that allows to split this across multiple income sources, rental properties etc. this is a good way to ensure consistency with personal portion of expenses, without using the 'disallowed' feature. i would rather have a rule to say for all vodaphone payments, 40% is business, 60% is private. or 20% for self employment business 1, 20% for self employment business 2, then 60% is personal.
1 vote -
Deposit a check / Cheque
I'd like to suggest adding a feature that lets us record a deposit check directly as a bank deposit in the system, and link it to the specific bank account it was deposited into.
Have it automatically reflect the transaction in that account's balance/register through the connected accounting system.
This would save time on manual entry and reduce the risk of deposits being missed or misallocated to the wrong account.
Thanks,1 vote -
Dext Solo/Prepare - Client reminders to upload documents every X days or X weeks
Push notification on the app or an email to the client as a gentle 'nudge' to upload any documents for the month/quarter. the accountant to be able to adjust the cadence and trigger for sending this nudge. e.g. at the end of each MTD quarter, or at the end of each week. if bank account is connected via bank feed and there are transactions missing, to (optionally) send a reminder to client for these specific transactions (though this may be a bit tricker to implement).
or at a very basic level, a standard push notification/email reminder at the end of…
1 vote -
Matching a bank transaction with a sales item and a cost item.
I would like bank transaction lines to have the ability to be linked to both a sales document and a cost document.
For example, I may issue a sales invoice for the gross sales amount, but the payment received in the bank is the net amount after a third party deducts their commission fee.
Example:
Sales Invoice: £100.00
Commission Fee (Cost): £10.00
Bank Receipt: £90.00When matching the bank transaction, I would like to:
Select the gross sales invoice (£100.00).
Select the commission fee expense (£10.00).
Have the system recognise that these documents reconcile to the £90.00 actually received in…1 vote -
Dext Payments and Supplier Shield checks
Issue this feature to Australian users ASAP.
1 vote -
Supplier Statements & Requesting Paperwork
Would like to have the ability to "Request Paperwork" multiple times for the same outstanding invoices needed. Once requested once, the list disappears and we cannot even export the ones still needed to excel at that point to remind the client, especially if they had missed some.
1 vote -
Cost centres - restrict the entry for the sub centre combination to only those that relate to the particular cost centre
We use cost centres and sub centres.
We would like to be able to restrict the entry for the sub centre combination to only those that relate to the particular cost centre to avoid incorrect coding on the system and on reports. i.e. only use sub centre code 00-01 with cost centre 00.1 vote -
Fetch Bright Invoices !!
Given Dext and Bright ( Ireland) are "stable mates" it seems very odd that Bright is not on the list of companies for Invoice Fetch.
1 vote -
Supplier statement order
When i look at supplier statements I like to look in alphabetical order but it never stays that way. Could there be a sort by or filter for Supplier Statements?
1 vote -
Recognise similar field names in csv imports for Payroll Payments
It would be beneficial if Dext could recognise similar worded fields/columns in payroll import files and assign them correctly. We use BrightPay as our payroll where the fields are named as follows:
Payment bank account name = Account Name
Payment bank sort code = Sort Code
Payment bank account number = Account Number
Net pay = Amount
Payment bank reference = ReferenceThis would remove the need to edit the csv reduce the chance of human error when renaming the fields/columns.
Alternatively, a direct API connection to BrightPay would be the perfect scenario.
1 vote -
Make the “Create New Supplier” warning more visible
When Dext suggests creating a new supplier, the current warning is quite small and can easily be missed. This increases the risk of users accidentally creating duplicate suppliers instead of matching the document to an existing supplier.
It would be helpful if this warning was made much more prominent, for example by using a larger pop-up, stronger colour contrast, or a clearer confirmation message before the new supplier is created.
1 vote -
User history details
I would like to have a report readily available to provide account owners access to view user logins that is time stamped and with an IP address
1 vote -
Allow Supplier Statement Requests to Be Sent to the Dext User
The Request paperwork feature in Bank Transactions allows you to send requests directly to a Dext user, making it quick and easy to chase missing documents.
It would be great if Supplier Statements worked the same way.
In many cases, the invoice isn’t missing from the supplier; it’s just missing from Dext because the client hasn’t uploaded or forwarded it. At the moment, I have to manually enter the client’s name and email address every time I send a request.
Having the same Dext user recipient option as Bank Transactions would save time, create consistency across Dext, and make Supplier…
1 vote -
Signature devis ou facture en raison de la tva 10 % avec la me,tion legal
Signature devis ou facture en raison de la tva 10 % avec la me,tion legal
1 vote -
Allow for more than 5 (user) approvals in each stage
Allow for more than 5 (user) approvals in each stage or add a facility of "Group of approval" instead of users
1 vote -
A separate inbox for PO's and estimates
A separate inbox for PO's and estimates that when an invoice comes in we can match it to a PO, quote or estimate that has already been sent through but does not clog up our inbox.
1 vote -
Expense claims for a client
I'm a small business owner and I want to be able to generate expense claims that I can charge back to my clients. I'd like to add costs to an expense report, and generate that as a PDF report (with images) to forward to my client. These expense costs will also be claimed back from business. Not all expenses on my business claim will be claimed back from my client, so I can't just use the same report. From what I understand I can't have the same cost residing in two different expense claims at the same time, which creates…
1 vote -
Use Bank statement to auto populate/assign payment date to post to
Use uploaded bank statements to assign a payment date to transactions (rather than posting the payment date as the same date the invoice was raised). This would work for software which does not support bank reconciliation. As Dext already suggests correlating transactions on the bank statement, this could be extended to posting payment dates.
1 vote -
Allow DEXT payments to execute payment runs earlier than 9 am
Payment runs are processed automatically at 9 am on the execution date, which can take a couple of hours to show in the supplier's bank account. It would be ideal to allow for payments to be processed earlier than 9 am or at a chosen time so that the payment reaches the supplier before the start of the working day.
1 vote
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