1633 results found
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An Anti-spam system that restricting junk mail being submitted to the account.
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 -
Extract checks/cheques as a document type
Have the system extract submitted checks as their own document type, as opposed to a 'receipt' so the Advanced search can be used to filter only checks
2 votes -
Option to submit multiple files which are a single item via the Web app
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 -
ability to see total spend with supplier
Include the ability to see how much has been spent with each individual supplier/contact, monthly and annually.
1 vote -
Dashboard for PAYE data from hmrc agent services too
Dashboard for PAYE data from hmrc agent services too
1 vote -
Reuseable Filter
Ability to create and save a filter used regularly. EG: I always filter the list to those under my name as the User. Would be great to save this for quick access everyday. Still need to see the full list though so wouldn't want the tasks to be restricted unless filter is applied.
24 votes -
Timer add on used for reporting and billing for each client with the number of inputs, not only receipts, but supplier rule etc.
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 -
Auto-splitting for Sales items
Have the Auto-splitting extraction option for Sales items.
4 votes -
7 votes
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Auto-publish exceptions rule per supplier.
Auto-publish exceptions rule per supplier.
8 votes -
Search by exact amount
I would like to search an exact amount (total amount) without having to put in min and max amounts.
10 votes -
Assign multiple tracking categories to a document
Assign multiple tracking categories to a document
3 votes -
CIS subtotal appearing on CIS invoices
CIS subtotal appearing on CIS invoices
4 votes -
2 votes
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Ability to adjust the paperwork Match criteria
Ability to adjust the paperwork Match criteria
2 votes -
Client insights and changeable timelines
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 quarterly1 vote -
Conditions for TAX based on Invoice totals
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 -
Make Changes to Settings and New Supplier Rules affect items already in the inbox
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 -
Add more than one line at a time when adding line items
I'd love to be able to add multiple item lines at once. When you go in edit lines items you can add 1 line for different products per invoice sometimes I may have 10 products but i have to add 1 line at a time
2 votes -
Unarchiving notifications on items in the inbox
There needs to be an unarchived notification in both the inbox dashboard, as well as an easily visible one within the item. There also needs to be a toggle switch to disallow clients from unarchiving an item.
A client recently unarchived a bunch of items and made a complete disaster of QBO. I didn't know these items were unarchived so deleted them and now only have copies in QBO.
Please please please help prevent this drama for anyone else.
3 votes
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