1920 results found
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Notifications sent to users when they're assigned Document Owner
I would send email notifications to users when they are assigned as the Document Owner in Dext Prepare. This would then bring to their attention they have something they need to action / review in Dext.
1 vote -
More Details on History Tab
I would love to see a little more detail on the History tab of a receipt. I would like to see "Drew change the Category" or something to that affect so I know if my client entered the Category or if Dext entered a suggested Category.
1 vote -
Auto-splitting feature when directly uploading items, to be available on Business accounts.
Auto-splitting feature when directly uploading items, to be available on Business accounts.
4 votes -
Global Smart Split Rules - Choose Vendors Applied to
Set smart split rules globally then choose which vendors the rule applies to. Having to create on each individual vendor is annoying.
2 votes -
Add Mozambique to list of dialing codes
Good day
Please add Mozambique to the list of dialing codes for purposes of allowing dext mobile use.
Thank you.
1 vote -
Expense Report Individual Transaction Posting
When publishing the expense reports each transactions in the expense report should post individually on the date the transaction happened instead of in one entry.
2 votes -
Individual Payment Methods Linked to Credit Card Account
Hi Can something be set up to allow individual payment methods to be linked to a particular credit card using Xero integration.
Multiple company credit cards have been set up as individual payment methods, however they can't be linked using dext (unless I'm not doing this properly).
Whereas; I can set the payment method default for my own user (only person using dext) as any one of the credit cards but can't set them up as separate payment methods.
eg: 3 wholesalers I use, one of them I use visa (lower fees) and the other I use the company amex…
2 votes -
Note indicator
I think it would be really useful to have the "Note" tab change colour or indicate in some way when a note is in there. That way it could alert the user to check the notes before processing a document.
3 votes -
Extract quantity and total amount per line item to work out the price for each quantity
To get the price of the item for a total amount within line item extraction
Extract quantity and total amount per line item to work out the price for each quantity47 votes -
Transfer subscriptions between accountant's
Transfer subscription to a new accountant/bookkeeper directly
1 vote -
copy URL of items to put in spreadsheet
I am copying the URL address of certain items and placing them in a spreadsheet, I would like these to load the actual item. Sometime this work sometimes not, I suspect it depends on whether I create the link before or after it is published/archived.
My workflow is that I am creating a crosscharge cost to send to another company made up of select cost items that are in other expense sheets. This seems the most efficient way to do this.
2 votes -
Adding Bespoke Tags to Line Items
I would like to be able to easily add a marker (or tag) to all my line items so that identify the items that contain UK VAT..
The tag could be used for other thinge also and should be an easy add. i have googled and can see something on Google Precision, i dont know what that is, but Prepare suits me fine and so adding bespoke TAGS would be a great feature to me (and thousands of others i beleive)
1 vote -
Email for paperwork not working correctly
Emailing a list of queries is a great idea but sadly it is not working correctly as the Description is not showing - the bank in Xero does not bring in a payee but there is a description - this is not showing so it is just a date and amount!
Also sending to CSV does not work :(1 vote -
Practice insights Bulk Edit.. Allow Account Manager allocation.
Practice insight settings on bulk upload allow Account Manager allocation
1 vote -
Add New Category (Account) in Dext
Please add functionality to add new categories in Dext (adds new account to QuickBooks Online). Other receipt apps can already do this.
4 votes -
Open Dext from Dextension
Add a button to open Dext as if you are logged in to Dextension and then open a dext tab it kicks you out of Dextension and vice versa.
1 vote -
Merge Contact from within Precision
Where duplicate contacts have been identified, users have requested the ability to merge these from within Precision (xBert currently do this)
4 votes -
Filter transactions in QBO to Request Paperwork in Dext
Dext extension in QBO > Request Paperwork feature, it would be helpful to only add to the list transactions that are in a filter in QBO. If I filter by a transaction or group of transaction, I would like to have only those transactions requested in the filter.
1 vote -
make it easier to see which account I'm submitting to
I have several Dext Prepare accounts. I'm trying to add a document via Dextextension - I'm allowed to select to submit to Dext and choose Costs, but it doesn't ask me which account I'm uploading to. I've checked all of my accounts and I don't see the document in any of them.
1 vote -
Dextension Drag & Drop to support multiple page PDFs as a single DEXT item
Enable multiple page PDF uploads as a single DEXT item for Dextension drag & drop feature
1 vote
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