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1501 results found

  1. The ability to report mistake on Costs/Sales items directly in the Item Details page

    4 votes

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  2. let's say if the expenses are with different currency, like HKD, USD, RMB, and i want the report can show the total amount of expenses in HKD, USD, RMB separately,

    4 votes

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  3. Many expenses are paid by eTransfer or Debit which is associated with a bank account. But when completing the payment/publish to section of the details, Dext only allows me to use Cheque for a bank account. The expense was not paid by cheque, it is an expense and should be posted as such but we should have the option of Debit or eTransfer when completing Publish to. This would be great.

    3 votes

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    1 comment  ·  Admin →
  4. 7 votes

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  5. recognise sales credit notes when uploaded - if a client submits a credit note, it is currently processed as a Sales invoice, instead of Sales Credit note

    5 votes

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  6. Would be great if there was some AI able to pick up "junk" mail eg. promos sent from suppliers and have it placed in separate folder. User could go through this less frequently eg monthly to check for any accidental junk. Great offering and love using DEXT- thank you.

    2 votes

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    1 comment  ·  Admin →
  7. When you upload multiple files through the direct submission method - have an option for the system to process them as a single item. Like the Combine mode in the Mobile app

    3 votes

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  8. Include the ability to see how much has been spent with each individual supplier/contact, monthly and annually.

    1 vote

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  9. Dashboard for PAYE data from hmrc agent services too

    1 vote

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  10. Add a timer option in each client so, we accountant can follow the amount of time we actually work on the client and offer the option of a report for each. This would be merveilleux!!!!

    1 vote

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  11. 7 votes

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  12. Auto-publish exceptions rule per supplier.

    8 votes

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  13. CIS subtotal appearing on CIS invoices

    4 votes

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  14. Ability to create journal entries in Dext publish to QuickBooks Online

    7 votes

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  15. Customisable client insights dashboard with the opportunity to change reporting periods in Dext Prepare.
    Opportunity in Dext Precision to change the dates of submission. Some client scores are being reduced because there isn't a frequent upload, but that's because they're done quarterly

    1 vote

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  16. Ability to set tax rues based on invoice during extraction. For example we receive invoices from Royal Mail that all of them apart from one a month are VAT exclusive. But for the subscription which is always £108 there is VAT. I have to every month check all invoices in order to just find this one!

    If there was a rule to say :
    If invoice amount = £108 then add VAT.

    1 vote

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  17. Make supplier rules and option changes affect items already uploaded or in the 'Ready' section, not just for new uploads.

    It becomes quite annoying when you only realise some settings need to be changed after documents have been uploaded, only for those updated settings to not affect the items already in the inbox.

    Auto-Categorisation forces items into the 'Ready' section without all the information needed, and then when a supplier rule is set, it wont affect the items already put through, despite the 'apply to all items in inbox' option being ticked

    5 votes

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    1 comment  ·  Admin →
  18. File Storage feature update to allow us to choose the preferred location on the drive to save the Dext folders.

    4 votes

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    1 comment  ·  Admin →
  19. Ability to export the supllier list from the supplier tab including the supplier rules set for each supplier and the last invoice submitted.

    Partner ideally wants to be able to see what category, tax rate and any other supplier rules are set against each supplier as well as details of the last entry.

    113 votes

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  20. Be able to use purchase order match with accounts intergated with Sage Accounting

    7 votes

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