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1584 results found

  1. The transactions >£1k without an attachment VAT check, would be great if you could run this across all clients in a dashboard

    1 vote

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  2. When adding practice users, complete title (drop down list) and dept (checkbox:accs, vat, bookkeeping etc) to help with email campaigns

    1 vote

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  3. To be able to submit and upload items with ICS format.

    1 vote

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  4. Creation of Annual Expense Report

    1 vote

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    1 comment  ·  Admin →
  5. Can we please add a function where we can tag a project and description when uploading from the web app similar to how you do this via mobile app. It would eliminate the need for us to go back in and add this information once the receipt has moved from "In Processing" to "inbox"

    1 vote

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  6. Integrate with Xero and Clio so that when we enter an expense or payment and categorize it to a matter (Customer), Dext pushes the payment or expenditure to the corresponding Clio matter (Customer)? The Clio platform provides law office management.

    1 vote

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  7. Ability to back up Expense Reports using the File Storage connection

    1 vote

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  8. It would be nice to surface more Precision clean up information like draft fixed assets requiring attention, Total unreconciled bank lines, multi-coded contacts to review, duplicate contacts etc within Xero.

    1 vote

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  9. It would be great if we could add additional fields to the new item when Splitting in Dext Prepare.

    1 vote

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  10. Cost analysis be able to identify invoice frequency pattern changes e.g. monthly invoice but one month there is 0 or 2.

    1 vote

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  11. When you enter a category name or number in line items if the first line is the correct one then you can click on tab instead of having to click with the mouse, same with the tax code. Would make things a lot easier especially when doing catch up jobs with large amount of data

    1 vote

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  12. Ability to set up due dates for line items

    1 vote

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  13. Include the ability to see how much has been spent with each individual supplier/contact, monthly and annually.

    1 vote

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  14. Dashboard for PAYE data from hmrc agent services too

    1 vote

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  15. Add a timer option in each client so, we accountant can follow the amount of time we actually work on the client and offer the option of a report for each. This would be merveilleux!!!!

    1 vote

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  16. Customisable client insights dashboard with the opportunity to change reporting periods in Dext Prepare.
    Opportunity in Dext Precision to change the dates of submission. Some client scores are being reduced because there isn't a frequent upload, but that's because they're done quarterly

    1 vote

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  17. Ability to set tax rues based on invoice during extraction. For example we receive invoices from Royal Mail that all of them apart from one a month are VAT exclusive. But for the subscription which is always £108 there is VAT. I have to every month check all invoices in order to just find this one!

    If there was a rule to say :
    If invoice amount = £108 then add VAT.

    1 vote

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  18. 1 vote

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  19. It would be great to add a button (Funds Received) to the sales section. When uploading invoices, it would be good to select whether the customer paid or not. same like in the cost section. Thank you

    1 vote

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  20. To create a delivery/collection report list.
    At our company we have delivery dockets, which we only need the customer, date of delivery/collection, the product type, and product quantity.

    1 vote

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