1543 results found
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intelligence checks for zoho
Work flow intelligence checks for Zoho
1 vote -
Add projects from the mobile app
Be able to add projects from the mobile app at the same time as adding a new receipt in case we forgot. Either that or add a choice of "add new project" in zapier to integrate with our existing time tracking app
2 votes -
Audit trail / history on Paperwork requests sent through Dextension
Require the ability to see the details on when paperwork requests have been sent, to who and from, etc
6 votes -
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 -
Approval process for new supplier
It would be great if Dext had an approval process for a new supplier/customer addition. Currently, we are doing the same in ApprovalMax and returning to Dext to upload the invoice.
7 votes -
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 -
Dextension for Firefox
As we use Xero in 2 browsers at one time due to needded 2 related client files, we do not Dextension for Firefox please
3 votes -
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 -
Allow Over typing the Tax/VAT Amount
Please can you program the Tax Amount so that it can be over typed when using tax amounts - sometimes the tax amount is not 20%, for example, and to save having to use separate line items with different tax codes, it would be simpler to over type the tax amount. Some software like sage does allow the tax amount to be different to the calculated rate.
Using the Extracted Value is not always an option to over type the VAT because often the ivoice wont publish when the Extract Amount tax code.
many thanks
8 votes -
Reading of Cash as payment method
Can you please get Dext to read cash as a payment method.
this will assist greatly where clients make many cash payments from the daily cash takings.
this in turn will assist in linking the cash payments to a quickbooks ledger account - cash to be banked and offsett it there.6 votes -
Manual match is needed for when not automatically detected
In the Costs Publishing screen, please add the option to manually match a receipt with an already recorded expense because sometimes it doesn't automatically recognize the match
4 votes -
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 -
manual match
If Dext doesn't automatically match an expense with a bankstatement, the option to do it manually (for instance date doesn't match or partial payments)
8 votes -
Update 'New' Payment Methods from the Categorization page
We have the ability to Add a Payment Method from the categorization page, but how about being able to update a new payment method that Dext created automatically. I like that Dext draws my attention to a new payment method, but it's inconvenient to have to exit the receipt I'm working on in order to update it, find the lists under Business Settings and then return to the Inbox.
Similarly, if Dext thinks it's a new payment method but it just misread the receipt, there is now another payment method in the list that is not real. You think it…
2 votes -
View a Teams client list
It would be great if the team could see the client list for their team in the dashboard, rather thank "my clients" and "all clients"
2 votes -
Pay vendors directly from Dext
Send payment to a vendor from a bill/invoice! Like bill.com or Melio
59 votesWe are working on this - Please share your interest
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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
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