1536 results found
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block sender
We need to be able to block spam or ads that are not invoices. I get tons of ads from Office Depot and adds selling software.
1 vote -
Krystal Hosting connection
Hi, please could you add Krystal Hosting as a connection?
Krystal Hosting: https://krystal.io/1 vote -
Partial payments - When/How much was paid and how much is still outstanding
Not all invoices are being paid in full at once. Please add an option to mark invoices that are partially paid (instead of the current paid and unpaid only) and add a section when/how much was paid and how much is still outstanding for payment. Thanks.
1 vote -
Dext Logo for Practices
Please add logo to your website na dprinting dimension along with colour etc, for client to print it and put on their windows etc. just like XERO and QuickBooks have it.
1 vote -
Supplier name rules & Customer billable rule
I need to be able to set a rule for fast food and other restaurants. Different towns may use a different number etc with causes Dext to create a new supplier. I need it to allow a rule that if "this" is in the document name, then "this" is the supplier.
Also, if a bill is marked for a specific customer then it should automatically be marked billable.
1 vote -
Show bank statement extractions for each bank
Show how many pages have gone through each bank on a line by line level
1 vote -
Be able to drill down to the transactional detail in Precision Activity Stats on a client
Be able to drill down to the transactional detail in Precision Activity Stats on a client
1 vote -
1 vote
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Owner is Supplier
In Sage 50 I post up cash expense claims using the claimant as a supplier. In Dext it would help to have a rule that the supplier is the document owner.
1 vote -
Better Access to Data for Operational Reporting & Analysis
We would like to be able to access our Dext data programmatically and in bulk. It would be great if we could extract detailed transactions data, for example Client Name, Transaction Date, Date Processed, Processed by, Transaction type.
I would also be interested in any other operational fields which Dext collects, for example whether interactions with transactions are logged by individual user.
1 vote -
Time sheets
excel Time sheets
1 vote -
Location based on Address
Pull the Address and be able set a rule of location based on the address
1 vote -
Streamlining uploads
Thank you so much for adding toggle of "Paid" to table settings and front page. Such a huge time saver. I have another such suggestion, please, if you could do the same for Payment & Type. Thanks!
1 vote -
Improve Dext Data Entry - Total amount should recognise comma
Improve Dext Data Entry - Total amount should recognise comma when editing
1 vote -
Miscellaneous extraction category
Have a (Miscellaneous) extraction dropdown where other information from the invoice that would not be populated by defualt could apear. This could help with non standard invoices and text.
1 vote -
Bulk Attachment Download or Inbox Matching Feature for already entered entries in accounting software
To be have the option to download and bulk download attachments. This would be very helpful if you have established a supplier autofetch and have requested prior history invoices so you can attach these to transactions already published in Xero. Alternatively for autofectch invoices if htere was a matching feature to previously entered transactions so you can just attach the invoice/reciept for already existing transactions in Xero. It will also be very helpful so you have a secondary backup of client invoices, receipts and statements.
1 vote -
Adding Combine mode as an email in option for saes/costs
Adding Combine mode to the email in options - often we are sent invoices / remittances where the supplier will provide 1PDF for the main invoice and then a 2nd PDF (in one email) with loads of transaction lines relating to the fist PDF - if this was a hard copy, we would be able to use the mobile app "combine" mode, but this isn't an option on the email in.. 99.9% of the time the attachment order will be the same, the main invoice/remittance page, then the heap of transactions document. it would be really useful if we could…
1 vote -
Statement format not only in PDF format
In statements section. Feature to indicate duplicate statements. Also statements section to be able to accept other format of document like those for invoices and not just PDF documents. As when client sends in document via Dext mobile phone app and they take a photo of statement and upload, statement is not available to be transferred to statement section of Dext.
1 vote -
Moving documents between income streams
The ability to transfer documents between income streams for solo clients. I have a client that as a sole trader income and property income and they have uploaded all their documents to the sole trader, even the ones associated with the property income stream, but to swap these over I currently need to download them and then re-upload them. It would be great to have an option, much like the convert to sales option that lets you select an alternative income stream
1 vote -
Selection Counter
Can we get an active count when selecting multiple files? It is tedious to hand-count the number of items selected in the Cost/Sales/Expense Claim/Bank section.
For example, I if I'm merging multiple receipts, and I need to select 21 pages, I have to manually count my selections to ensure that I have actually selected 21 receipts and not 20 or 22. It's a simple addition that would be so helpful. Thank you!1 vote
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