1557 results found
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Client View Export
Please can you add an export function to the client view page ?
This would be really helpful to manage the team
Thanks :)
2 votes -
Automatically send Paperwork Requests to Clients for Transactions/Items without a Match.
The bank transactions are automatically synced on Dext, so we want to be able to activate the Paperwork Request on Dext so it will atomically be requested from the employees
3 votes -
Integrate with Xero and Clio so that when we enter an expense or payment and categorize it to a matter (Customer), Dext payment or expendit
Integrate with Xero and Clio so that when we enter an expense or payment and categorize it to a matter (Customer), Dext pushes the payment or expenditure to the corresponding Clio matter (Customer)? The Clio platform provides law office management.
1 vote -
Domestic Reverse Charge (DRC) on Sales Items for Sage Accounting
Have the option to apply DRC to Sales items when the account is integrated with Sage Accounting
5 votes -
Submission date to be added to Cost table
Could you please add submission date as one of the fields/columns for Costs and Expense reports? And possibility to filter by this date as well
5 votes -
Minor line adjustments
Add a "Minor Adjustment" feature to invoices/line items. Xero have this feature for adjusting for small amounts. Ideal for rounding errors.
6 votes -
4 votes
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Log in with Microsoft SSO
Have the option to log in with a Microsoft SSO
5 votes -
negative smart split lines
Ability to add negative smart split lines - both for percentages and fixed amounts - this would be very helpful if you need to set rules for discounts.
8 votes -
10 votes
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Auto-publish exceptions rule per supplier.
Auto-publish exceptions rule per supplier.
11 votes -
Fully restrict users' access to the practice account
Staff doesn't need to have access to the Practice. The ability for staff to not have access to the Practice File and only be able to see the client files they have been given access to.
6 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.
4 votes -
Bulk Edit more fields for Sales items
Add the following fields for bulk editing:
1. Category. Right now there are only Products/ Service
2. Paid
3. Paid by
4. Which bank account it is deposited into.4 votes -
Add the document date to the Duplication criteria for invoices
Add the document date to the Duplication criteria for duplicate items.
4 votes -
Ability to back up Expense Reports using the File Storage connection
Ability to back up Expense Reports using the File Storage connection
1 vote -
Search by exact amount
I would like to search an exact amount (total amount) without having to put in min and max amounts.
12 votes -
Precision Clean Up in Xero
It would be nice to surface more Precision clean up information like draft fixed assets requiring attention, Total unreconciled bank lines, multi-coded contacts to review, duplicate contacts etc within Xero.
1 vote -
Include additional fields when Splitting items
It would be great if we could add additional fields to the new item when Splitting in Dext Prepare.
1 vote -
Flow Assignee's
When creating a flow, we would like to be able to "bulk" change the assignee. At the moment, it automatically assigns to the Account manager.
2 votes
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