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1487 results found

  1. Rejected Items folder

    A very useful feature would be an option to view rejected items. A daily problem our bookkeepers have is having to repeatedly ask our clients to resend an invoice or receipt to which they have claimed they've already sent to dext, they get very unhappy and frustrated with us when we request multiple times. I understand that dext sends a rejection email but 90% of the time the client doesn't not pay attention to that email. It would solve a lot of problems if we could view the rejected item, then provide feedback to the client as to why it…

    134 votes

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    13 comments  ·  Other  ·  Admin →
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  2. QBO: Tags

    A lot of our Quickbooks clients use 'tags' - at the moment, we have to publish from Dext, then go into Dext, reopen and add the Tag - could the tag function be added to Dext?

    102 votes

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    7 comments  ·  Integrations  ·  Admin →
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  3. Automatically apply Category to Line Items when changing the main category of an item

    46 votes

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    5 comments  ·  Expenses  ·  Admin →
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  4. Supplier Rule: Set Date Format

    There should be a set "date format" option for supplier rules. I have a specific supplier whos dates are always a mess yet they format it consistently in their invoicing. Dext will not consistently read it.

    66 votes

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    5 comments  ·  Rules  ·  Admin →
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  5. Printing invoices from Dext

    Option to print an invoice straight from Dext, without having to export to PDF first

    66 votes

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    2 comments  ·  Other  ·  Admin →
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  6. Pay vendors directly from Dext

    Send payment to a vendor from a bill/invoice! Like bill.com or Melio

    46 votes

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    2 comments  ·  Other  ·  Admin →
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  7. Pay Employees' Expense Reports from Dext

    I would like to set up employees in Dext and automatically pay them (via a connection to our bank account) through Dext.

    8 votes

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    3 comments  ·  Expenses  ·  Admin →
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  8. Re-order Client View Dashboard by cost items and hold that layout for next time I log in.

    Re-order Client View Dashboard by cost items and hold that layout for next time I log in.

    17 votes

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    0 comments  ·  Design  ·  Admin →
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  9. Rebillable Global Markup per QBO

    The "Mark as Rebillable" feature needs to apply the global markup % defined in QBO. Right now a transaction will publish to QBO as rebillable, but the global markup % defined in QBO doens't apply to the transation

    32 votes

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    Under Review  ·  3 comments  ·  Expenses  ·  Admin →
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  10. Merge Expense Reports

    Option to merge two or more existing Expense reports in one

    23 votes

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    2 comments  ·  Expenses  ·  Admin →
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  11. Integrate with Xero Projects

    Add integration with "Xero Projects" so we can send bills directly to project inside DEXT and not have to do it again in XERO.

    Cheers ! :P

    110 votes

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    3 comments  ·  Workflows  ·  Admin →
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  12. Shift+Click to highlight multiple items in the inbox

    Shift + Click to highlight multiple items in the inbox

    54 votes

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    3 comments  ·  Design  ·  Admin →
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  13. Limit user privileges so that they cannot add a new supplier

    Please provide the option (toggle button) to prevent users from adding new suppliers.

    4 votes

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    1 comment  ·  User Access Controls  ·  Admin →
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  14. Description before uploading in website

    I'm surprised this isn't a feature yet. When you are adding a document online via the webpage there is no area to give a description for the document before uploading or even right after. You have to wait for it to be processed, then go into it and leave a note. For someone who submits receipts & bills both on the phone & webpage it would be very nice to have that feature on the webpage. I am frequently submitting documents that I would like to leave a description for so my accounting team can then know where they might…

    139 votes

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    2 comments  ·  Expenses  ·  Admin →
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  15. Rule to submit items from a specific total amount for approval

    A rule which will automatically submit for approval all documents above a certain total amount.

    7 votes

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    1 comment  ·  Expenses  ·  Admin →
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  16. Match multiple images with Paperwork Match

    The ability to match multiple images to payments in QB with Paperwork Match

    21 votes

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    4 comments  ·  Integrations  ·  Admin →
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  17. Add favourites/Filter categories in both the Mobile/Web app

    In the mobile app can you filter accounts or sort by most used or last used in app. It would be handy not to have to scroll through entire list when I always use just a couple accounts when scanning in a receipt

    36 votes

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    2 comments  ·  Submission Methods  ·  Admin →
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  18. Be able to upload EML files to Dext

    Be able to upload EML files to Dext

    5 votes

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    1 comment  ·  Extraction  ·  Admin →
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  19. Product/Service advanced search & column

    Hi there. I desperately need the following updates to be made in order to fully utilize Dext for my business. 1) I need Product/Service to be available in the Advanced search on the Cost inbox and archive. I need to be able to sort by Product/Service. 2) I need Product/Service to be an available column to view within my Cost inbox and archive. These two changes would be a world of a difference for my business. Right now, it's very frustrating to not have these features. Thank you very much!!

    1 vote

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    2 comments  ·  Design  ·  Admin →
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  20. Inactive tax rates in QBO

    Do not show tax rates in Dext that are inactive in QBO already

    12 votes

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    1 comment  ·  Integrations  ·  Admin →
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