1500 results found
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Sales extraction of both Invoice number and Reference number seperatly
Extraction and publishing of Customer Invoice reference numbers through to Xero.
Currently Dext only allows for the Invoice reference number to be extracted/Entered.
When pushing items through to Xero it places the Invoice number as the invoice number and Reference number but does not allow for the user to enter this into Dext.Specifically the PO numbers received from customers need to be on our invoice and statements
3 votes -
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 -
Notifications for deduplicated items
Send a notification to the user when an item has been deduplicated.
7 votes -
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 -
turn off in-app notifications/ messages
Hate the constant pop-up interruptions while I'm trying to work asking me whether I'd recommend it. Stop getting in the way of my work
110 votes -
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 -
Import multiple Sales invoices via a single csv file
Import Multiple Sales invoices at once via a multi column csv file
3 votes -
PDF page arrangement/editing
To be able to manually rearrange, add or delete pages from a pdf once uploaded. For example, merging files does that, but you can't control which page goes first, and sometimes you may need to delete or replace a page or whole document but to retain the other data associate with the invoice/etc. Using a third party tool to do it and then delete and replace the file in Dext seems an extra step that could be avoided.
16 votes -
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 -
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 -
Curated User Profiles: Admin, Accountant, Supervisor, Basic User
Having different profiles for different users will help streamline the functionalities open to each user, this would ensure message would be catered whether it is end user or Subscription owner.
Have issues where payment failures are submitted to all Admins, however for this particular Partner, main issue is one of our clients have is that they need some users to have supplier rule management. While ideally we want all our customers to pay on time, however, this is flagged that there could be more curated profiles and a need for something like that within an organization.
Another example is that…
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 -
Match delivery note to invoice
Match delivery note to invoice.
5 votes -
Auto backup uses out of date information for file names if fields are changed before publishing
Auto-backup creates files in dropbox before things have been published. This means that if something is detected with "Unknown Supplier" then it gets backed up with that in the file name, even though I've manually assigned a supplier before the item was published. So either the backup needs to be updated when a change is made to an item, or dext should wait until something is published before making the backup in dropbox.
2 votes
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