1920 results found
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Custom columns able to add to dashboards e.g. to be able to mark as confirmation statement sent for approval in a column.
Custom columns able to add to dashboards e.g. to be able to mark as confirmation statement sent for approval in a column.
1 vote -
Insights dashboard - having a widget for accounts filing and confirmation statement filing
Insights dashboard - having a widget for accounts filing and confirmation statement filing
1 vote -
Smart contracts
Smart contracts
1 vote -
Return Item ID numbers to top of Receipts on Export of pdfs
Back in the early days of Dext (when it was Receipt Bank) the Item ID was printed on the top of the Receipt. Can we have this feature back please - turning the Item Headers on in PDF exports is not useful/looks awful.
1 vote -
Duplicates - exclusions
Under the duplicates in cleanup it would be great to be able to exclude particular suppliers. We have various examples where a client uses Unleashed for their stock control, and Unleashed posts multiple similar bills with "Stock Journal" as the supplier, which is the release of COGS on multiple small sales. This causes hundreds of potential duplicates in Precision, and could limit the ability to see genuine duplicate transactions.
1 vote -
Dropbox Integration
For uploading costs automatically from Dropbox - Rather than have Dext create folders in the Dropbox, it would be useful to be able to specify the path to the folder you want Dext to upload from.
1 vote -
Service Date on Sales Invoices
Good Morning,
I hope this email finds you well. I am reaching out regarding a request concerning the dates on our sales invoices.
As part of our accounting processes utilizing software like QuickBooks, one of our valued clients has requested the inclusion of two distinct dates on their sales invoices:
- Document Date
- Service Date
To accommodate this request and ensure accurate record-keeping, we kindly ask if it's possible to add an additional line labeled "Service Date” on sales invoices.
We believe this adjustment will streamline our invoicing process and enhance clarity for our clients. Your assistance in implementing this change…
2 votes -
History of supplier rules
Ability to check when a supplier rules is set
3 votes -
Backup file naming options tab
Be able to select how files are named for backup. Ex. right now its supplier/customer-itemID#.filetype
I would like to select a default for what info is included in the file name. My suggestion is to include the option to select name file: document reference #, invoice date, and the supplier name + item ID (as mandatory) Ex. supplier/customer-DOCUMENTREFERENCE#-itemID#.filetype5 votes -
Include the file name from when the document is uploaded
The file name when the document is uploaded should be provided in Dext, either the same name kept or included in the notes of the document would be helpful.
11 votes -
New Tab for Past Transactions
A tab for Previous Transactions would be very powerful. We can see how the transaction was coded. QBO has it.
2 votes -
Upload & publishing dates
It would be extremely helpful to see upload dates and publishing dates per transactions. AND to be able to search for documents by either of those two dates.
2 votes -
Streamlining uploads
It would be so helpful if you can add arrows/toggle feature on the front page for "Payment" as you do for "Category" and "Class" so I can make the edit on the front page rather than going into each upload. Thanks.
3 votes -
Locking accounting period
I would like to be able to lock the accounting period within dext. This would allow our accountants to make adjusting entries in QBO without allowing accounts payable to post any more invoices, into the period.
3 votes -
Taking action in side Precision, rather than moving out to Xero.
When working in duplicate contacts, within the cleanup section, having the option to merge contracts, without having to go into the software would be amazing!
Furthermore, it would be an ideal to link Precision with Prepare, so that the duplicate contacts were note re-created again, as a result of DEXT Prepare using an incorrect contact name, for example.
4 votes -
Lock date to prevent publishing items before that date.
Lock date to prevent item being published before lock date. It will help to keep accounting data unchanged one year-end is finished. It will stop publishing items in the pervious year once the year-end of the previous year has been completed.
5 votes -
1 vote
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Bulk Supplier Updates: Integration settings
Bulk supplier updates for integration settings
1 vote -
Ability to auto-publish to Desktop accounting software integration such as Sage 50, Quickbooks Desktop.
Ability to auto-publish to Desktop accounting software integration such as Sage 50, Quickbooks Desktop.
7 votes -
Workflow PDF Preview
For Dext Flows, I would like to be able to preview saved documents, such as bank statements, without having to fully download them to view. I think it would make reviewing work much easier.
1 vote
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