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1633 results found

  1. 3 votes

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    1 comment  ·  Admin →
  2. 2 votes

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    1 comment  ·  Admin →
  3. Add "Customer Remittance" as an option for a Sales Item type.

    3 votes

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  4. Hi, i want to know if its possible to have every time an email is submitted, it creates an image of the Email, even if there is an attachment?

    2 votes

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  5. 1 vote

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  6. make available a connection to Microsoft Business Central

    2 votes

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  7. A Partner wanted to export Bank Statement Extraction in ofx format as they wanted to import in Sage.

    2 votes

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  8. When uploading pdfs purchase invoices, be able to select the order in which they process.

    8 votes

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    1 comment  ·  Admin →
  9. The transactions >£1k without an attachment VAT check, would be great if you could run this across all clients in a dashboard

    1 vote

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  10. When adding practice users, complete title (drop down list) and dept (checkbox:accs, vat, bookkeeping etc) to help with email campaigns

    1 vote

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  11. I wish the firm was listed as a checkbox on the client list on the privilege page.

    2 votes

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  12. To be able to submit and upload items with ICS format.

    1 vote

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  13. Restrict Basic users from being able to unarchive items and Expense reports.

    5 votes

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    1 comment  ·  Admin →
  14. I would like to pull division from Surf Accounts

    6 votes

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    1 comment  ·  Admin →
  15. Ability in dext prepare to tick to select all on bank processed statement screen and export all rather than export one by one

    6 votes

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  16. Decided to trial Dext Prepare for 12 months with a handful of clients.
    If we were to migrate the rest of our clients to you, we would need the additional functionality:

    1. Some way of exporting/sending a list of clients with a count what whats in their inbox for our own internal daily KPIs etc

    2. Some way of exporting the supplier list showing each default account category its set, plus the other fields including whether it is set to auto-publish. This would be for our financial controller to review the supplier config settings all in one go across all clients

    2 votes

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  17. Admin users able to request supporting paperwork for transactions without being added to Partner dashboard/console

    4 votes

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  18. Create 2 effortless expense reports reports based on the payment method for the same user

    3 votes

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    1 comment  ·  Admin →
  19. Ability to hide an invoice from other users and let it be accessed by certain ones.

    4 votes

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    1 comment  ·  Admin →
  20. Just reaching out cause I would like to set up SSO for Dext. We currently use Jumpcloud as our Idp but I couldn't find any documentation for setting up SAML just via Intuit.

    2 votes

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