1729 results found
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Merge Document Tags
Add the ability to merge tags when duplicates are created.
1 vote -
Edit more fields from the Inbox, instead of the Item Details page
I would like the main page to allow us to not only choose to view any of ALL columns but allow us to also change the data in any column such that we can work only from the main page and hide the columns that we know are most likely accurate extracted data.
1 vote -
Auto supplier based on payment method
My firm exclusively looks after NPOs and we love Dext! It would be really cool if we could have an option for when a payment method is extracted it auto sets the supplier. Many NPO's have volunteers and staff purchase for them for reimbursement later. Dext can (after setting it up) already show me when it's a personal card used but it would really help ensure we catch it it it also changed the supplier to the payment method person. Just 1 more field needed to set a supplier as default when this card number is used. Thanks!!
1 vote -
Extraction percentage complete for bank statements
Don't understand why you can submit 3 statements at the same time, but only two process quickly and the 3rd one takes FOREVER! Would be helpful to know percentage of completion indicated so I can determine if I should just do manually if it's going to hake hours.
1 vote -
Company Name in the report
Could you put the Company name in the expenses claim and sales report? We can view the report from the staff but don't know from which company. We have a lot of the companies in the Dext. Enclosed attached file for your easy reference. Thanks.
1 vote -
1 vote
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Global Supplier Rule Editing Across Clients
Just wanted to throw in a little feedback that I think could seriously level up the workflow for those of us juggling multiple clients.
Right now, if a bunch of clients use the same supplier, we have to hop into each individual client file to tweak supplier rules. It gets pretty repetitive—especially when it's the exact same rule adjustment across the board.
Would love to see a feature that lets us manage supplier rules globally—so if, say, multiple clients all use Staples or Rogers, we could adjust that one supplier rule once, and apply it across any clients that have…
1 vote -
Dext Solo bank account
Upload one bank statement for multiple income sources .
0 votes -
YouTube connection in Commerce
Connect Commerce to YouTube so ad / premium revenue can be automatically pulled through. This will save us a lot of time on content creation clients.
1 vote -
intelligence checks for zoho
Work flow intelligence checks for Zoho
1 vote -
Prepayment Schedule from Cost Item
Add the ability to create a prepayments schedule directly from a cost item from Dext. If a cost item is coded to a predetermined prepaid expense account Dext should give the user the option to create a prepayment schedule based on the bill (posted to Xero as a journal). I would envisage this being similar to the 'create line items' interface.
1 vote -
Paperwork Request - Filter by Bank Account
Add the option to filter (and/or sort) by bank account when requesting paperwork. This would easily enable the user to direct all requests to the correct recipient.
1 vote -
Identify pro-forma invoices and reminders
It would be great if the system identified pro-forma invoices and reminders - clients add them to the inbox and they can easily be published as bills unless great care is taken.
1 vote -
PO needs to be approved in QBO first before being able to match in Dext
PO needs to be approved in QBO first before being able to match in Dext
1 vote -
Enable in-app messaging for bank transactions
Enable client messaging for bank transactions.
When an unidentifiable bank transaction appears on the bank feeds (such as a cheque payment) then it would be brilliant to be able to message the client via their app to ask what it was for, in the same way you can do for invoices.1 vote -
printable CRA information
A list of CRA categories for income & expenses with their matching code number that a person could print to refer to when entering receipts.
1 vote -
Fix issue with Adjustment of Attachment Preview in QBO
The QBO attachment preview takes up too much of the page. The adjustment feature is faulty, and it is frustrating trying and failing to minimize so that the actual transaction can be viewed.
1 vote -
Messaging for paperwork requests
It would be nice that when the preparer has requested paperwork that the client would be able to message in regard to one of the paperwork requests and not just upload a document.
1 vote -
Practice changing the client owner
Where the accountant practice pays for the Dext subscription, for the practice to be able to change the account owner without sending an email to the client. Most of the time we use Dext internally with clients uploading, they do not use Dext so sending an email causes further confusion as we pay for it
1 vote -
When splitting an expense, please allow us to add multiple lines at a time instead on just 1
I have a bill that is 30 - 100 lines. I don't get it often enough to justify the extraction tool (and it doesn't work well because of the way the vendor does the bill). I have to add one line at a time when I split it out. Please allow an "Add 5 lines" button!
1 vote
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