1515 results found
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Selective bank feed access for users
It would be very useful if there was an option to select which bank account feeds users have access to. Dext automatically syncs the bank accounts from Xero and there is no way to hide those which means users can see all this information although they only need access to specific bank account feeds.
36 votes -
Merging duplicate invoices and receipts
Several software providers issue both an invoice and a receipt for the same cost. The documents are identical apart from being labelled either 'invoice' or 'receipt.' Can these be automatically merged since they are duplicates?
57 votes -
More edit options in approvals
Currently you cannot edit VAT rates and classes in the approvals section. Therefore if these need updating, you have to reject the invoice and send it back to the inbox to adjust, which is very time consuming. It would be great if there were the options to edit more categories in the approvals section.
86 votes -
Customise email message for requesting missing docs in Supplier Statements
Add an option to edit the email message for requesting paperworks in supplier statements
16 votes -
Per-User Visibility Controls for Expense Documents
It should be possible to specify which other users' documents a given user can view/manage (as opposed to the current "all or nothing" setup).
Let me give you a concrete example. Let’s say I have the following users in my Dext account:
- Payables – Department A
- Payables – Department B
- Payables – Administration
- User 1 – Director of Department A
- User 2 – Director of Department B
- User 3 – Accounting Technician
- User 4 – Administrative AssistantI’d like the permissions to be as follows:
- User 1: can submit/view their own expenses plus…
50 votes -
Support “No Receipt” expenses in Expense Claims
Sometimes employees incur legitimate, reimbursable out-of-pocket expenses where no receipt is available (e.g., small-dollar items or situations where receipts aren’t issued). Many companies allow these exceptions under their expense policies.
Currently, Dext requires a document upload for every expense, which forces awkward workarounds (writing details on paper, taking a photo, and uploading it). This adds friction and doesn’t reflect real-world workflows.
It would be helpful if Dext allowed users to enter a “No Receipt” line item within an Expense Claim (clearly flagged for review and approval) or to create a no-receipt expense (similar to mileage claims) where the amount, date,…
12 votes -
Select Columns to show in Approval Tab
Would be great to be able to add additional columns on the Approvals Tab - similar to what is available on the 'Inbox' tab. Would make reviewing correct allocations of costs much quicker.
16 votes -
Attaching fuel receipts to mileage expense claims
It would be really helpful to have the option to attach fuel receipts to mileage expense claims. This is mainly for VAT purposes—HMRC requires fuel receipts as evidence when reclaiming VAT on mileage, so being able to upload or link them directly to the mileage claim would make things much easier.
Right now, you cannot attach fuel receipts as a back up for the VAT reclaim. You can only add it as a separate line with the full receipt value and then adjust it once it has been processed into the accounting software. As this is not very convenient, we…
38 votes -
Bank transactions sub-account filter
We have a series of credit cards fed through one bank feed into Dext.
At the moment I can organise/ sort the bank feed list of transactions by sub-account but I cannot filter the list by sub-account (so that I only see transactions linked to a specific credit card). This means users need to scroll though a list of tens of transactions to find the ones linked to their card. It would be great if a sub-account filter could be added.8 votes -
Audit trail report in approvals
A comprehensive audit trail report for your auditors. a way to export a single report that includes all audit trail information like approval details, approver names, and approval dates across all invoices.
Currently the audit trail data showing who approved each invoice and when is only available by checking individual items' History tabs in Workflow History - it can't be compiled into one exportable report format.12 votes -
Integration with dkVistun accounting software (Iceland)
I would like to request an integration between Dext and the Icelandic accounting system dkVistun (https://www.dk.is/).
dkVistun is widely used in Iceland and is the primary accounting system I use in my day-to-day work. An integration would allow documents and extracted data from Dext to sync directly into DK, eliminating the need for manual CSV exports and uploads.
This integration would significantly improve efficiency, reduce manual processing, and minimise the risk of data-entry errors. I believe it would also be beneficial for other Dext users operating in the Icelandic market and encourage consideration based on regional user demand.6 votes -
PO matching and import to xero
Ecom business, we use Dext to Xero, and receive circa 30 supplier stock invoices every day. Experience has shown we can not trust supplier invoices to be at our agreed prices etc so we need to validate each one, which is very labour intensive. It would be a huge improvement if the Dext PO matching feature could be enhanced to enable automated bill importing to Xero when the Supplier, PO ref and Value all agree. This would automate the import of 80% of our invoices, leaving a small number needing manual intervention.
32 votes -
Mileage Tracker Different Mileage Rates
Love the new mileage feature but have a client who uses a reduced rate for mileage claims rather than the standard 45p would be really useful to be able to enter the mileage rate manually. Please Dext
88 votes -
Approvers to see archive of what they've approved
For cost approvals, it would be good for approvers to see the archive of what they've approved, even when another user has submitted them, without the approver being given access to see all items
66 votes -
Option to add a note when dismissing paperwork request
When requesting paperwork to the mobile app in Dext for the unreconciled transactions, it would be a really useful tool to give the client the opportunity to add a note or a reason as to why they are dismissing the paperwork request for a specific transaction. I think it should be the option of "dismiss" and then "provide a reason" for this so we know why they have dismissed this and reconcile in Xero with that explanation as it gives us more confidence that the client has reviewed the transaction and can provide a reason as to why it has…
8 votes -
Admin publishing adjustments/Closing Dates
When month end or year end is closed in Quickbooks, Dext will still override the bill date of anything in process. Would be amazing to have either a close out lock for anything prior to that closing date (and ability to change the invoice date to the current period) or the ability to have an admin priviledge granted to change the date/description with a note to adjust this.
Currently we need to take an approved invoice out of approvals, edit the date, leave a note about why we edited the date, re-send it for approval, and then go approve it…
10 votes -
Ability to have more than 1 person in a workflow
We have more than 1 person and a lot of handing over in our processes rather than 1 person doing the work and 1 person reviewing it. We have people doing different parts of the process but we would like it if we could have them on the same workflow. It would be good to be able to send a workflow for review without having all the checks done.
18 votes -
Manual approval request
manual assignment for approval not on a workflow
83 votes -
Mileage Claim - Save Favorite Destinations
Save "favorite" or "frequent" destinations so you don't have to type them in each new claim.
14 votes -
There needs to be options for Motorcycles, Bicycles and walking in the Mileage section.
The Mileage section in the UK only permits 'Car' and 'Van'. Motorcycle, Bicycle and walking are all valid claims, yet are not listed. Can you make this happen?
6 votes
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