1647 results found
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dext solo - filter transaction summary by multiple rental properties
when you go to reports>transaction summary there is a filter option in the top right corner to filter by rental property. currently you can only select one property at a time.
can you make the filter to allow multi-selections i.e. to select property 1, property 2 but not property 3. the selections will then adjust the report on screen and the export file at reports>transaction summary>export
1 vote -
dext solo - filter transaction summary by property owner
when you go to reports>transaction summary there is a filter option in the top right corner to filter by rental property.
it would be very useful to have a drop down filter to select the property owner (in jointly held properties) and then be able to export the report, which will contain the same rich level of detail as the main dext solo account holder gets when generating the same export at reports>transaction summary>export. the columns in the beneficial interest export are not as good e.g. it does not show the property name, total amount, total share, the source (costs,…
1 vote -
Dext Solo - Beneficial interest filter by owner
in reports > transaction summary
where you have the filter to select a specific rental property, it would be very useful if there was also a filter to select a specific owner. this will allow us to export the transaction summary (with detailed transactions if needed) with the same level of detail that the main 'dext solo' account holder gets when doing reports>transaction summary>export.currently, the beneficial interest report doesnt show the same split of 'amount' and 'total share' or the specific rental properties for each line as it does for the main holder.
1 vote -
Whatsapp - multiple entities
When submitting through whatsapp you get one dext chat to submit to. However if you run multiple businesses it is impossible to submit them all in the same chat. Dext needs a separate chat per business!
4 votes -
Enhance Paperwork Match to update transaction details in Xero
Current behaviour: only attaches the document image, no financial data is sent
Requested change: when matching, also update
• tax rate
• category/account
• full codingGoal: avoid needing to republish items just to correct coding
1 vote -
Sync QBO Bank Feed to Dext
If QBO bank transactions synced to Dext Bank feed, then I could request paperwork from clients through the Dext app. Alternatively, improving the Dextension paperwork requests could work. Currently, it's not possible to request paperwork through the Dext App from bank transactions in QBO.
1 vote -
Dext AI Assist Automatically Applied Suggestions Feedback
When I'm reviewing the history of AI assist suggestions, I would like if there is an option to flag the suggestion as incorrect and provide feedback for the AI assist to be more accurate in the future. Currently, this is available for suggestions before they are manually applied, but not an option for suggestions that are automatically applied.
1 vote -
Toggle Customers Showing in Dext
The ability to toggle customers on and off to show in Dext just like categories. When employees are entering receipts we don't want them to see the entire customer list.
2 votes -
Allow publishing of bill payments
Allow publishing of bill payments
Currently we can publish vendor bills to our accounting software. However when Dext receives a payment receipt for an existing bill, there is no mechanism to publish the payment and mark the bill as paid.2 votes -
Costs Report - track COGS and operating costs from supplier invoices
I know Dext currently offers Expense Claims for employee reimbursements. I'd like to suggest a similar feature for supplier costs.
Like Expense Claims, it would be linked to a user, but instead of creating a reimbursement request, it would track COGS and operating costs from supplier invoices throughout each reporting period.
The feature would display a live running total of costs, remaining budget, and supporting invoices, giving department leaders real-time visibility over their spending without creating a reimbursement workflow.
1 vote -
Customer address on Sales invoices in Dext Solo
I would like to suggest adding the ability to remove or hide the customer address field on sales invoices in Dext Solo.
From a UK compliance perspective, a customer address is not universally required on invoices. In many cases - particularly B2C work or where the customer is clearly identifiable by name - the inclusion of a full postal address is not necessary for HMRC compliance.
At present, the address is tied to the contact record and automatically appears on invoices, with no option to suppress it. This creates a few practical issues:
Many sole traders do not collect or…
3 votes -
When Accounting users are in approval workflow have warning come up prior to approving all steps
Currently, Accounting Practice users even if standard users, can by accident double click when approving and thereby have the system skip the entire approval process. I suggest that there be a warning come up and ask if they are trying to skip approval process prior to this happening.
1 vote -
Dext Solo Bank Payments
Recently I went to match 2 bank receipts to 1 sales invoice to find out this isn't a feature that is Dext has integrated yet. This is something that would be so useful in order to ensure invoices have been fully paid/matched.
1 vote -
MTD Tax reporting
In MTD - for the Transaction summary report. the date range doesn't include tax dates only normal months etc or Tax years. but not tax quarters to do a comparative between the transactions and the return itself.
1 vote -
Sage 100 Contractor Integration
Hi, submitting this feature request for DEXT to add integration with Sage 100 Contractor. We have just transitioned to Sage 100 Contractor for our accounting and job-costing workflows, and this integration will be very beneficial for us (and other users) who rely heavily on Sage 100's job-costing, AP/AR, and project-based accounting structure.
1 vote -
Search with multiple criteria
When performing searches within Dext I want the ability to search for multiple items by name ("Supplier 1" + "supplier 2") or field (e.g. select multiple suppliers by multi select). This would eliminate the number of searches needed.
1 vote -
Add group daily option for approval email notifications
Add the option to group by day for items to be approved. Hourly emails are too frequent for some.
2 votes -
Spending limits per category for expense claims for employees
I have had one client I have recently onboarded onto Dext and one thing they mentioned regarding expense claims seemed interesting.
They currently do their expenses manually and employees only claim £X per day on certain expenses such as evening meals whilst working away. They put the full invoice/receipt on their expenses claim, but in terms of an amount they only claim the limit of £15. A feature where you could set spending limits per category for each employee (With potentially the option to do granular levels for each employee and the option to do a blanket approach across the…
4 votes -
Update Approval Flow
When selecting what can be edited by an approver, it would be nice to have a "select all" option.
2 votes -
Stop publishing of certain items
Make it so any item with a specific flag cannot be published.
When you are waiting on my info (job tracking, rechargable?) I don't want a particular item to be published, but there is currently no wait to restrict this.1 vote
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