1609 results found
-
Thumbnail view in Inbox
I'm wishing for a thumbnail view option in the Inbox. Case in point, I am looking at a list of documents from Vendor 1 (filtered list). And i know some of them are just statements or advertisements while others are invoices. A thumbnail view would let me see what is in the doc without manually clicking View image each time.
2 votes -
Bulk sort category in Solo
Solo - bulk sort category in bank feed transactions.
3 votes -
Sort by Flag
It would be helpful to be able to sort by flag colour - as you can with most other columns.
2 votes -
Approval from Inbox without request
Should be able to approve a cost invoice from the initial review page without "request" assuming the user has the permission. This would eliminate extra steps of going from review to approval pages.
1 vote -
Integrate with Pheonix agdata
The client is requesting to integrate with Pheonix agdata as this is the major tool they used for their accounting.
2 votes -
PO to Sales Order (Sage50)
When publishing m a PO under sales in Dext to Sage50, it automatically creates it as a sales invoice. It would be ideal to have this publish in Sage as sales order. Sage already has a seemless way to covert a sales orders to sales invoices once our jobs are ready to ship. Having this solution in where dext publishes a po to Sage as sales order will help improve manual entries of our POs into Sage 50 from he onset.
2 votes -
PO Matching auto set Customer & Product/Service
We know that PO matching works, however it doesn't set the customer and Product/Service as seen on the PO in QuickBooks Online. Is this something that will be addressed?
5 votes -
Calculate Tax on Extracted Line Items Based on Totals
Can we have a supplier rule where tax is added to line items based on the the Net and Tax totals. Essentially Tax/Net=Tax% and then multiply each line item by the Tax%.
1 vote -
Restrict users to default setting on publishing
Our default publishing setting is draft (we use Xero). Have just found out that users, regardless if they are only standard users, can change that and publish to awaiting approval. This bypasses the second approval in Xero. Not a good accounting control.
1 vote -
Access to some, not all users
Is it possible within DEXT to allow an individual user to have access to one or two users' DEXT transactions instead of all users DEXT transactions? e.g. Mary having access to Tom's + Jane's transactions, but not Rory's.
28 votes -
Publish Bills to QBO at line item level to capture cost specific dates and "Locations"
I want to be able to publish each cost from an employee's expense claim separately to QBO because I want to record "Locations" and the date of each cost in QBO. The "Location" information is important for internal reporting, but the date of each cost is critical for accurate Canada Revenue Agency GST quarterly reporting.
1 vote -
Mileage tracking South Africa
We urgently need mileage tracking in South Africa.
1 vote -
Message icons change to reflect message status
On the main screen, you can enable the display of Notes/Messages which gives you an icon on the far right if you have recorded a note or sent a message to a client. My suggestion would be that the message icon changes (or changes colour) to indicate whether the message has been read and a different icon (or colour) if a reply has been posted. Much like WhatsApp and any other messaging interface really.
2 votes -
Supplier statement reconciliation
I have a case where the supplier statement line item dates are being extracted from the due date rather than the invoice date. As I had not initially noticed this I opted for Request documents ( which takes away the Report error option). Of course the relevant invocies are in fact present but dated differently form the dates extracted from the statement. Now I cannot adjust the line item dates to properly correct the reconciliation rather than just marking it reconciled . I suggest that the line item dates should be manually adjustable to avoid this sort of error.
2 votes -
Notification to submitter once Auto Expense has been generated
At the moment only approvers get notified once an expense claim has been submitted for approval. I think it'll be helpful for user whose claim it is to get notified as well once an Auto-Expense claim has been generated, so that they know they need to review it and submit it to the approver. Employees need reminders like this to avoid expense claims sitting in limbo.
1 vote -
Solo - bulk edit and sort transactions in reports
It would save some time to bulk edit in the reports rather than having to go back into bank transactions and filtering date and category. Also if there was a sort button the filter by description and amount.
1 vote -
When paperwork matching in Costs, after matching the invoice to QuickBooks it stays on the invoice as Archived vs moving to the next invoice
When paperwork matching in Costs it would be nice to have the invoice go directly to Archived and the next invoice pop up instead of staying on the archived invoice. This adds an extra step by requiring a click on Next in the upper right.
1 vote -
extending table customisation to the Draft section
In 'draft invoices' there is no table customisation as in Sales Inbox. Therefore if you have multiple draft invoices for the same customer you cannot differentiate between different jobs without manually viewing each invoices. Being able to add the notes column where I put job numbers or references, would make things much easier
1 vote -
Supplier sorting via country
Hi,
I’d like to add more connections/suppliers in Dext, but I’ve noticed there are a large number to scroll through manually. Many of these appear to be US-only companies (e.g. Walmart), which makes it harder to quickly find relevant options.
Is there a way to filter suppliers by UK-based companies? Even being able to prioritise companies that operate in the UK (including global companies like Google) would be really helpful.
Having this kind of filter would make it much easier to discover connections I might not be aware of, as well as suppliers I already have accounts with and could…
1 vote -
Include Property Allocation Column in Transaction Summary Download
Add a column to the transaction summary download in Dext Solo that displays the property each transaction is assigned to. This would make it easier to identify any income or expenses that have not been allocated to a specific property.
2 votes
- Don't see your idea?