1638 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.
63 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?
128 votes -
Adding an auto-publish indicator in the archive table
As we rely more on the auto publish feature - it would be great on the archive view if we could filter by auto publish so we can give the documents that we haven't touched a quick once over in list view. If we wanted to do this currently we'd have to check in each individual one if its been auto-published or not and this is time consuming. I understand the need to trust in the auto-publish but it is a learning tool and we want confidence to trust it by reviewing in the beginning.
12 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,…
47 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.44 votes -
Pull In Matched Purchase Order Details
When a QuickBooks Online (QBO) purchase order is matched with a bill in Dext, the link is successfully added back into QBO. However, none of the purchase order details are carried over into Dext.
As a result, we still need to manually open the purchase order in QBO to confirm key information such as the associated customer/project and the product/service codes.
It would be very helpful if Dext could pull in this information directly from the matched purchase order, since the link between the two already exists. This would streamline the review process and reduce the need for manual cross-referencing.
15 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
36 votes -
Add ability to bulk publish approved expense claims to bookkeeping software
Currently can only click into and publish individual claims, which is very time consuming
9 votes -
Set default Claim supplier to be a certain value when adding new staff
Currently the default is "Use the name of the user", and must be adjusted manually for each new staff
9 votes -
Set default of Auto Expense claims to "Yes" for new added staff
Currently set to "No", and must be adjusted manually for each new added staff
8 votes -
Separate permissions for staff to create expenses claims and add items to existing claims
Permissions are currently together; we want to ensure staff are not creating ad hoc claims but can add items to auto-generated claims only.
8 votes -
QBO Integration - Show Active Projects Only
Dext currently shows all QBO Projects regardless of status.
There are 4 possible QBO project statuses:
- not started
- in progress
- completed
- cancelledPlease show only not started and in progress Projects.
There is no way to customize this selection on Dext right now and it is clunky to have to see all historical Projects from the selection list, not to mention increased risk of error for user submissions.
15 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…
67 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.27 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.
30 votes -
Internal Delay Index
We'd like to see an Internal Delay Index, positioned as the internal equivalent of the existing Delay Days metric.
Delay Days today measures how long it takes clients to upload documents
Internal Delay Index would measure how long staff take to process documents once they are available
Specifically:
Start point: date the document is uploaded into Dext
End point: date the document is published into Xero
Output: average internal processing time
This would allow us to clearly attribute delays to either the client or the internal bookkeeping team and drive internal accountability.
17 votes -
Bank match icon in app
The ability to see bank matches in the mobile app like many other competitors do. Makes it easier to request approval on the fly with our dispatching team. This has been requested by our entire field operations team. We’d love to see it come to life.
6 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.16 votes -
Selectively Disable Approve Function in Costs Section Or allow move to Expense Reports
Give us the ability to disable the Approve function for those employees who only submit expense claims. Currently if they mistakenly choose Approve in the Cost window they cannot be moved to Expense reports. Or allow to us to move "approved costs" to an expense report.
2 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…
52 votes
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