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  1. A couple of things i notice. Thanks for the beta access.

    1. We don't have access to our own business, only our clients from drag and drop.
    2. When on a .com.au website with 2 parts to the domain extension it gives options "drag and drop on all websites" "drag and drop on .com.au" which i'm assuming should be the full domain name.

    Looks good though. quite impressive

    1 vote

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  2. Dragging any documents into the browser brings up Dextension offering to upload the file to Dext. But I often drag files into other apps and don't need or want them in Dext.
    The problem is that the Dextension upload box doesn't go away without me clicking on the cross to close it, which is an extra unnecessary click. Can we make it so the box goes away on its own as soon as the document is dropped somewhere else on the screen?

    1 vote

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  3. Email template to invite clients of partners to learn more about Dext and join Dext.

    2 votes

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  4. We have set up monthly flows using Dext Precision and it would be great if there was an automatic check with Dext prepare to show you how many items remain in Dext for processing. This would allow us to check which members of the team are staying on top of their Dext processing.

    2 votes

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  5. 1 vote

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  6. Cost analysis be able to identify invoice frequency pattern changes e.g. monthly invoice but one month there is 0 or 2.

    1 vote

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  7. I think you guys are missing the point.
    I have gone in and made the changes but it is already too late. The payment went through already for the whole year under the wrong currency because it is not clearly stated what currency the pricing is in. I could have done any currency, i just needed to know which currency it was. So i used the wrong card. It is a sign up issue that can be simply resolved by adding the currency designation next to the price / or an info box that says what currency is being charged.…

    1 vote

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  8. Being able to toggle off bank accounts when integration exists (Xero). We only want to reconcile credit card transactions, and because we have integrated with Xero it shows multiple bank accounts and makes certain screens difficult to navigate when we want to push follow-ups to people for receipts.

    1 vote

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  9. Permanent removal of item in the submission history

    5 votes

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  10. Show the Matched status of items when downloading the separate transactions or the bank statements.

    3 votes

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    1 comment  ·  Admin →
  11. Include Tax Code column along with the tax codes of the items in the Default Dext Prepare CSV Export Format

    2 votes

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  12. QBO Self Employed

    3 votes

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  13. use dext prepare in multiple browser to diffrent comnie in a merged account.

    2 votes

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    1 comment  ·  Admin →
  14. Add a "Minor Adjustment" feature to invoices/line items. Xero have this feature for adjusting for small amounts. Ideal for rounding errors.

    5 votes

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  15. I would like to upload a till roll from my shop with daily takings as an income

    1 vote

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  16. The ability to allow/revoke a user's ability to upload items to an account.

    For example, a Partner user would be able to upload only items to a certain client, but not to the Partner account.

    1 vote

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  17. It would be useful if the dextension remembered which client you were uploading documents to until you clicked to change it yourself as opposed to switching itself back to the top of the list.

    1 vote

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  18. When categories get wiped out from a Dext Prepare account, they get erased from the invoices in the 'Archive' page on which they were already picked up.

    This being said, it would be good to be a feature that will leet you restore all data that was chosen for an invoice even if this information was wiped out from the account.

    1 vote

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  19. 4 votes

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  20. You should be able to point more than one Dext account to a single QBO account. It would assist in keeping certain users seperate while still posting to the same QBO account

    1 vote

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