1634 results found
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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 -
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 -
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 -
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 -
Request Supplier Statements
Where there are outstanding Invoices and a supplier statement has not been provider by the supplier, the ability to request for that statement to be requested. Similar to requesting the individual invoices from the statement.
1 vote -
Customizing the Details tab
It would be great if we could customize the details tab with a few of the fields. Product/service seems to be a reoccurring issue for my clients thinking they need to populate something here as it is on the details screen. So they add things like the word 'supplies' but it is not necessary. It would be great if we could remove it from the screen I do not use. thanks Jill Smith Saved by the Bookkeeper.
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 -
Mark individual line items as billable to or not billable to a customer or customers
Unfortunately, simply not putting the customer on the line item does NOT solve the issue. I track my costs to my customers but sometimes I include the subscription for QBOnline and sometimes I invoice for it. I ALWAYS track my specific costs to a customer whether it is billable to them or not as I use PROJECTS. Please fix this. It's a simple toggle on each line item - billable? YES/NO. I have multiple customers that use this feature as we use projects extensively (architects, interior design, etc.). AutoEntry can accomodate this need.
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
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