1536 results found
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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 -
DEXT > BRIGHT
Hi, I’ll try to explain my goal. I am uploading a bank statement from Dext to Bright. For example, I have a receivable of 120 that I will record under sales. However, I’ve spent a lot of time manually entering the sales account number into Bright. I’d like to know if it’s possible to automatically assign the sales code to all receivables with the description 'CLIENT'. Or, if possible, add a new column in the Excel file (from Dext) to include the account code, so it can be uploaded directly into Bright.
1 vote -
Exported reports item order
Have items sorted in same order between the the 2 different export file types. In other words, the items in the PDF show in the same order as the exported CSV?
1 vote -
with tax line item export not show totals if invoice has line items
Where an invoice has had line items created, have an export option which only shows the line items for these invoices, and the totals when there are no line items
This has been causing manual work when uploading into non-integrated software as the total lines for invoices we have split need to be deleted before importing into the bookkeeping software.1 vote -
Time Saving - Line Items Narrative Description Available in description box
Can the narrative descriptions from line items be available in the description box on Dext, or that extracted data more easily copied and pasted across from line items into the description box?
1 vote -
Assign reminders to user, or external contact
Add the ability to assign a reminder (based on invoice due date) to either an internal contact (i.e. a Dext user) or an external client contact. Reminders sent to external users could contain a spiel such as 'Document xyz is due/expired. Please reply to this email with a PDF attachment of the current document' in order for it to be captured directly in Dext.
1 vote -
Insurance document fields
Add the ability for insurance documents to have a variable for sum insured. This is currently extracted and recorded in the document summary, but would be useful as its own value.
1 vote -
Email reminders based on document due dates
When a document due date is reached (or at a predetermined interval before or after that date), an email notification should be sent to the document creator, or another assigned user. Alternatively, if Dext was to extract the Primary Contact email address from Xero, these reminders could be sent automatically to the client or other assigned contact to request updated documents from them.
1 vote -
Automatically Flag Documents Based on Due Dates
The ability to automatically flag documents based on their set or extracted due date would be incredibly useful for managing document expiries, making it clear what needs action. This automatic flag could ideally be set on a value, such as +/- 7 days, or 1 month from the expiry, with these assigned values possibly being based on document tags.
1 vote -
Add expiry date as a separate value to due date
It would be beneficial to assign multiple dates to a document. Having an expiry date (as extracted from a document), and a separate due date (for when the task needs to be completed/updated by) would give more control over the workflow and documents. For example, an expired document should be updated by no later than 1 week after expiry.
1 vote -
Custom Extraction Field for Invoices and Statements
Ability to create a custom extraction field (or column for statements) on specific suppliers' invoice/statement (e.g. a delivery location detailed on an invoice if a single supplier delivers to multiple sites, or a delivery location column on a supplier statement).
1 vote -
New tax setting that Post PST as Zero in QBO
Oct tax settings update: The taxes are not working in all clients. Because we are in BC Canada I have my clients set up for two taxes. I think that the default tax setting for cost on GST/PST. Several invoices only have GST charged on them and the now the PST is processed into QBO with zero tax. In the past on extract tax it would extract the GST and mark the bill as GST only in QBO. Now it looks correct in Dext but when it is entered into QBO the tax code is GST/PST with zero in the…
1 vote -
Modify the 'Reference' field in Dext to only allow up to 18 characters. Paying expenses in Xero the Reference field can only be a max of 18
Paying expenses in Xero the Reference field can only be a max of 18 characters to align with bank reference field, otherwise you have to manually change Reference field to fit. Could this field be modified.
1 vote -
Grimco
Invoice fetch
1 vote -
Recycle bin
A recycle bin that allows user to see erased documents for 30 days after deleting document.
1 vote -
Year end dates in settings
Be able to set business year end in business settings as i.e. 31 March and be able to link to say those dates are what should be used for tax year 23/24 etc as can't change on SA301F summary report (and can't change dates unlike on transaction summary)
1 vote -
Class & Location
We have been using Dext for over a year, and have just recently realized that in the Costs section, if you type in the Class & Location, it does not carry over into the Edit Line items area. This has caused a huge headache for our Controller, as I didn't know this would auto-populate different location information than what was entered.
Please find a way to make these two areas match.1 vote -
Notification settings to move from daily to monthly for certian users.
Notification settings to move from daily to monthly for certain users so they are not receiving notifications all the time.
Can you add a user with the default to no notifications? I have executives to add as users and they don’t want 300 emails a day. They also don’t want to opt-out, so why can’t you choose on/off when you set the user up?
1 vote -
UI - Non-functioning/not required scroll bars
File navigation has non-functioning scroll bars. They may be required for longer file paths, but shouldn't be present when all information is visible on screen.
1 vote
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