170 results found
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Customer address on Sales invoices in Dext Solo
I would like to suggest adding the ability to remove or hide the customer address field on sales invoices in Dext Solo.
From a UK compliance perspective, a customer address is not universally required on invoices. In many cases - particularly B2C work or where the customer is clearly identifiable by name - the inclusion of a full postal address is not necessary for HMRC compliance.
At present, the address is tied to the contact record and automatically appears on invoices, with no option to suppress it. This creates a few practical issues:
Many sole traders do not collect or…
3 votes -
Sage 100 Contractor Integration
Hi, submitting this feature request for DEXT to add integration with Sage 100 Contractor. We have just transitioned to Sage 100 Contractor for our accounting and job-costing workflows, and this integration will be very beneficial for us (and other users) who rely heavily on Sage 100's job-costing, AP/AR, and project-based accounting structure.
1 vote -
Spending limits per category for expense claims for employees
I have had one client I have recently onboarded onto Dext and one thing they mentioned regarding expense claims seemed interesting.
They currently do their expenses manually and employees only claim £X per day on certain expenses such as evening meals whilst working away. They put the full invoice/receipt on their expenses claim, but in terms of an amount they only claim the limit of £15. A feature where you could set spending limits per category for each employee (With potentially the option to do granular levels for each employee and the option to do a blanket approach across the…
4 votes -
Practice wide settings
Please add a practice wide category to save us a bit of time rather than adding extra categories which are common to many, but currently having to be added manually to each client.
1 vote -
Running the Dext Connect App as a service
Enable the app to run as a service so we could have this on a server and working even if nobody is signed in.
13 votes -
Dext Solo/Prepare - Client reminders to upload documents every X days or X weeks
Push notification on the app or an email to the client as a gentle 'nudge' to upload any documents for the month/quarter. the accountant to be able to adjust the cadence and trigger for sending this nudge. e.g. at the end of each MTD quarter, or at the end of each week. if bank account is connected via bank feed and there are transactions missing, to (optionally) send a reminder to client for these specific transactions (though this may be a bit tricker to implement).
or at a very basic level, a standard push notification/email reminder at the end of…
1 vote -
Approval of invoices without Class
If one of our users forgets to code an invoice to a specific class, the invoice is published straight to our account's software without any approval bypassing vital checks. I would like to see an option in the approval process for a 'no class' i.e. if the class field is left blank it still can be send to an administrative approver - currently the option is 'all class' but if no class is picked this rule doesn't apply and invoices are just published bypassing any approval process, deeming the feature irrelevant.
Alternatively, the invoice could be stopped from being published…
4 votes -
Cost centres - restrict the entry for the sub centre combination to only those that relate to the particular cost centre
We use cost centres and sub centres.
We would like to be able to restrict the entry for the sub centre combination to only those that relate to the particular cost centre to avoid incorrect coding on the system and on reports. i.e. only use sub centre code 00-01 with cost centre 00.1 vote -
Fetch Bright Invoices !!
Given Dext and Bright ( Ireland) are "stable mates" it seems very odd that Bright is not on the list of companies for Invoice Fetch.
1 vote -
Custom payment date
Would it be possible to add an option, when posting an invoice, to mark it as paid with a custom payment date (different from the invoice date)?
In many cases, invoices are issued on one date but paid later, and it’s important for us to reflect the actual payment date accurately rather than defaulting to the invoice date.
This would really help ensure more accurate reporting and reconciliation on our end.
Please let me know if this can be considered or if there’s a workaround in the meantime. Thanks!
2 votes -
User history details
I would like to have a report readily available to provide account owners access to view user logins that is time stamped and with an IP address
1 vote -
Allow Supplier Statement Requests to Be Sent to the Dext User
The Request paperwork feature in Bank Transactions allows you to send requests directly to a Dext user, making it quick and easy to chase missing documents.
It would be great if Supplier Statements worked the same way.
In many cases, the invoice isn’t missing from the supplier; it’s just missing from Dext because the client hasn’t uploaded or forwarded it. At the moment, I have to manually enter the client’s name and email address every time I send a request.
Having the same Dext user recipient option as Bank Transactions would save time, create consistency across Dext, and make Supplier…
1 vote -
Bulk edit visibility feature for Customer list
Currently have to individually make visible customer list. Our company has 500 plus so a bulk edit feature for this will come in handy.
2 votes -
Signature devis ou facture en raison de la tva 10 % avec la me,tion legal
Signature devis ou facture en raison de la tva 10 % avec la me,tion legal
1 vote -
A separate inbox for PO's and estimates
A separate inbox for PO's and estimates that when an invoice comes in we can match it to a PO, quote or estimate that has already been sent through but does not clog up our inbox.
1 vote -
Lock Dates for expenses
Is there a way to close periods/dates in Dext so that they cannot be used to prepare new expense claims?
13 votes -
Expense claims for a client
I'm a small business owner and I want to be able to generate expense claims that I can charge back to my clients. I'd like to add costs to an expense report, and generate that as a PDF report (with images) to forward to my client. These expense costs will also be claimed back from business. Not all expenses on my business claim will be claimed back from my client, so I can't just use the same report. From what I understand I can't have the same cost residing in two different expense claims at the same time, which creates…
1 vote -
Allow DEXT payments to execute payment runs earlier than 9 am
Payment runs are processed automatically at 9 am on the execution date, which can take a couple of hours to show in the supplier's bank account. It would be ideal to allow for payments to be processed earlier than 9 am or at a chosen time so that the payment reaches the supplier before the start of the working day.
1 vote -
View invoices awaiting approval in Xero
Ability to view in Xero, invoices that are awating approval or in draft in Dext. This means we don't have to jump between systems or download extra reports to view.
1 vote -
Create Purchase order in Dext
Create the option to create a purchase order in Dext, and then a PO Approval Process. If PO is found when invoice is uploaded have it automatically match and ask user if PO should be closed or stay open for other invoices.
1 vote
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