1654 results found
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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 -
Admin user submit credit card bank statement
Hi, we just started to use Dext and have an surgestion. The sales reps received their credit statement by mail. Is it possible that a normal user can upload his credit card statement to match with his Costs, inbox. At this stage only an ADMIN user can upload the statements. This is very time consuming and the Idea why we use dext is to save time for everybody. Kind regards, Roelyn
4 votes -
Please add ‘materials’ on categories for us construction workers!
Most of my company receipts are for construction materials, which I currently file under ‘other’ which isn’t very helpful.
Please add a new ‘materials’ category!6 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 -
Pay for bills and invoices within Dext Prepare
The ability to pay for bills and invoices from within Dext Prepare
7 votes -
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 -
"Supplier/customer duplicates" function should scan for naming convention - eg. "Smith, John" vs. "John Smith"
Make the "supplier duplicates" function catch "Last Name, First Name" vs. "First Name Last Name" duplicates. Eg. "Smith, John" exists as a supplier in the accounting software, but Dext imports a duplicate "John Smith", and the Supplier duplicate function doesn't catch it, so they have to be tracked down and manually merged.
5 votes -
14 votes
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Dext API Access
It'd be great to have API access - please update me when this becomes available
174 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 -
Product Code Coding
Would it be possible to get the AI to scan and recall product codes so that they can be matched to categories. As a plumbing business we buy lots of taps and cylinders, if product codes were mapped on each line item would could break our sales down to a more granular level.
5 votes -
Additional field for payment date and supplier rule option
Would like to be able to have invoice date and payment date fields, as otherwise it defaults to invoice date and we have to change it every time in Xero. It would be also good to be able to set up in a Supplier rule or Account settings, whether you would like the Paid Date to default the Invoice Date, Due Date or Today's Date.
31 votesHi,
Thanks for your feedback. We will look at options for how we might either provide a payment date field of improve the way that payment date is populated in Xero to make this more convenient. We'll provide an update via email when next steps are decided. Thanks for taking the time to make this suggestion.
Kind regards,
The Dext Product Team
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CIS deductions within Dext
CIS - it would be really useful if Dext could pick up the CIS rate from Xero and when the CIS labour expense line is selected you can see the net amount before it gets pushed to Xero.
7 votes -
Sage 50 - Publish to Sage Drive
Partners are running into an issue where they are publishing items to a local copy of a Sage 50 company file. Changes/publications are not reflected in the 'cloud' copy of the company file distributed by Sage Drive. This is impactful when they work with a team since they can’t work with the last update of the company file.
12 votes -
Sort Suppliers into Folders
The option to sort Suppliers into different folders.
7 votes -
Xero - ability to publish items without a total amount
Some users would like to be able to publish items with no total amount (total amount of zero) to Xero. Currently, they receive an error message that the total amount should be greater than zero.
14 votes -
messaging
Item Messaging - as a form of communication
6 votes -
From an invoice seperate zero rated std rated and vat data
Breakdown total amount
Example
Zero vat 100
Std. Vat 200
Vat. 40
Total. 340
It helps for Vat purposes and simplify process into accounts software8 votes -
Product/Services for QBD RN integrated accounts
Support/Sync Product/Services lists from QBD for accounts using RN connection
6 votes -
Cost Centres
Cost centres: when a company is integrated with Xero all the tracking categories are imported and you can chose them when posting invoice but when client is not integrated with any software the only option is Projects. We have clients with more cost centres like departments, country, employee. We need to have the option to create more cost centres please
3 votes
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