1501 results found
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View Report of items already published in a client account from the Practice Insights
Is there a way to see the number of items actioned (say over a day) in Prepare rather than those left to action?
4 votes -
Ability to move line items up and down from one another
When creating multiple line items manually, you should be able to move line items you have created up or down by dragging them. Sometimes I want to arrange them in an order that makes more sense but cannot, without deleting and redoing the line items.
1 vote -
recognise different VAT rates on invoice
Most of our clients are in hospitality - and the majority of their invoices contain both zero and standard rated VAT items. Auto Entry, your main competitor has done a great job of this. it's preventing us moving our most important clients to Dext!
7 votes -
Have the clients in alphabetical order when adding a colleague
When adding a colleague and giving them access to clients they need to be in aplhabetical order
1 vote -
11 votes
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US date formats
Can you please add the option to have dates in the MM/DD/YYYY format used by the US market as opposed to DD/MM/YYYY
223 votes -
Line item extraction: Automatic categorisation based on key words
Can you add a feature where certain line items on invoices (e.g. "Shipping" or "Freight") are automatically coded to a different Category/Account when automatically extracting line items?
e.g. Invoice for $100 broken up to $90 goods and $10 freight. The invoice was issued by a supplier with the "Extract line items" function turned on in DEXT.
The invoice was disaggregated to:
Description | Category | Total
Goods | Cost of sales | $90
Freight | Freight expense | $10In this instance, DEXT has picked up the key word 'freight' and has automatically coded it to 'freight expense'. For all…
13 votes -
Set up Vendors/Customers details directly in Dext
Be able to add new customer/vendor data (address, phone, email) directly in Dext as we are processing the payments. And then have that information passed over to the accounting software profile setup (QBO, Xero, etc)
15 votes -
1 vote
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Improve Practice Insights
The ability to drill down on average delay days and auto publish % in practice insights would be great.
3 votes -
File naming format for File Storages
Option to change the file names that will be assigned to items downloaded via one of the File Storage options: Google Drive, DropBox and OneDrive
7 votes -
Integration: CardPointe by CardConnect
https://cardconnect.com/cardpointe
Payment processing platform
1 vote -
Integration: ThriveCart
ThriveCart is a shopping cart platform enabling businesses to boost revenue with high converting cart pages.
1 vote -
Drag and drop items directly in the Inbox to submit them
I'd like to be able to drop them directly into the Inbox not have to go to "Add documents"--you should just have a drop zone on the main page.
4 votes -
Automatically send reminders for outstanding paperwork
Automatically send weekly reminders to employees for outstanding paperwork instead of doing that manually
11 votes -
Customer Line Item Smart Split
The ability to use Smart Split rules for customers with sales invoices
12 votes -
Multi Coded Contacts with transaction values export.
Multi Coded Contacts - it would be great to be able to export this report that shows the transaction values. I know you can do this for individual contacts via the grid, but I would like to be able to do if for every contact collectively.
2 votes -
File name publishing to Xero
The ability to select what file name will be published when a Dext Prepare item is published to Xero.
4 votes -
Dext API Access
It'd be great to have API access - please update me when this becomes available
179 votesHi,
Thank you for your patience on this request, we are discussing this internally.
However you can use Zapier to Connect Dext Prepare to an accounting software that is not currently supported via our API, help centre article here: https://help.receipt-bank.com/hc/en-us/articles/360033470294-How-Dext-Prepare-and-Zapier-can-work-together
Best Regards,
Dom -
My Team Insights
My Team insights within Practice Insights - the ability to see what our Staff are coding each day would be useful.
Avg number of items per day, month
On Avg how long they take to code/they spend in Dext
Most active setting up Rules4 votes
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