1605 results found
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7 votes
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Extract Sales Credit notes with the relevant document type
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 -
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 -
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 -
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 -
7 votes
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CIS subtotal appearing on CIS invoices
CIS subtotal appearing on CIS invoices
4 votes -
Ability to export the supplier list and supplier rules
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.
118 votesHi,
Thanks for taking the time to suggest this idea. We will be assessing the technical feasibility of this and will provide an update once we understand the possibilities for this request.
Kind regards,
The Dext Product team
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QBO Journal Entries
Ability to create journal entries in Dext publish to QuickBooks Online
7 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 -
Publishing History
Can we have a new publishing history so that we can see which users have published documents into the accounting software rather than having to find each document and look at the 'history' tab as some clients publish documents incorrect so a new tab would be easy to identify all documents that they have publish.
11 votes -
File Storage option to specify location on drive for backups
File Storage feature update to allow us to choose the preferred location on the drive to save the Dext folders.
4 votes -
purchase order match with Sage Accounting
Be able to use purchase order match with accounts intergated with Sage Accounting
7 votes -
Bulk delete option for categories in unintegrated accounts
If a feature to delete categories in bulk or in full is added, that would be really helpful.
2 votes -
Send user an email for Paperwork Requests
When requesting paperwork, please make an option to send a notification email to the user to notify them of the paperwork request. At the moment, it sends a notification to the app which is easily missed. This would be helpful but furthermore, I think its essential. Thanks!
18 votesThanks for the feedback we are reviewing this.
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Workflow Max: Mark PO as received and match supplier
Our current process is to create a supplier purchase order in Workflow max. When the supplier sends an invoice for completed work (that contains PO number) we mark the PO as received in WFM. this creates a draft invoices in Xero (which is integrated with WFM) which we review and approve. Is it possible to mark the Purchased as received based on receiving the invoice from supplier?
4 votes -
Allow adding specific users to certain clients in a bulk
Allow adding specific users with a Member role to some clients even if they are not Xero users with Standard or Advisor role, and the client account is not set to Whole Team.
2 votes
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