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36 results found

  1. A list of CRA categories for income & expenses with their matching code number that a person could print to refer to when entering receipts.

    1 vote

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  2. The Autocategorisation fails to be correct on the most basic of documents. Improve the AI that reads the documents and applies them to a better category.

    The current AI is too unpolished to be of any use, for example: a parking company, with "Parking" in the name, has a receipt in Dext. It's a parking ticket. Dext Autocategorisation has categorised this to the "Subscriptions" account. Not sure how it has come to that conclusion at all.

    3 votes

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    0 comments  ·  Categories  ·  Admin →
  3. Can you please add a symbol to denote if a user who uploaded the document via mobile specifically picked a category? Currently if Dext makes a category suggestion, there is a symbol beside the category name. It would be nice if there was a symbol to show if the category was entered because of the supplier rule or because the mobile user specifically chose it. Thanks!

    1 vote

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  4. adding categories from the costs screen

    1 vote

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  5. Ability to assign the account not just based on the extracted supplier, but also on email content (e.g. if supplier = DHL AND cotains "Duty" --> Add account "duties")

    1 vote

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  6. Adding a feature showing an e-transfer was received by a client for either their NSF payment, a payment towards their loan or a payout of their loan would be appreciated.

    1 vote

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    0 comments  ·  Categories  ·  Admin →
  7. In the Category's (Xero cost codes).
    Some of my suppliers use multiple category's can you make it so you don't have to scroll through all of them just to get to the couple you use for that supplier.

    1 vote

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  8. The ability to set up rules to automatically categorise the Xero Chart of Account per payment method would be great for employees uploading their travel receipts as we track in a separate account for each employee in Xero. Or the ability to further refine supplier rules - if supplier is X and payment method is Y = categorise to specific chart of account.

    3 votes

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    0 comments  ·  Categories  ·  Admin →
  9. -Being able to filter the inbox or archive by products/services
    -Being able to add an additional column for products/services

    5 votes

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    Under Review  ·  2 comments  ·  Categories  ·  Admin →
  10. 1 vote

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    1 comment  ·  Categories  ·  Admin →
  11. Please add functionality to add new categories in Dext (adds new account to QuickBooks Online). Other receipt apps can already do this.

    3 votes

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    0 comments  ·  Categories  ·  Admin →
  12. be able to set default tracking category by nominal code not just supplier

    1 vote

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  13. add insurance and accounting option to costs

    1 vote

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    0 comments  ·  Categories  ·  Admin →
  14. limit the ability of users to be able to add a category, some users should not be able to code their items

    2 votes

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    0 comments  ·  Categories  ·  Admin →
  15. Put a job materials tab in costs

    1 vote

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    0 comments  ·  Categories  ·  Admin →
  16. It is good if DEXT can set users restrictions so they can only use specific projects and/or account categories

    361 votes

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    30 comments  ·  Categories  ·  Admin →
  17. 3 votes

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    0 comments  ·  Categories  ·  Admin →
  18. When categories get wiped out from a Dext Prepare account, they get erased from the invoices in the 'Archive' page on which they were already picked up.

    This being said, it would be good to be a feature that will leet you restore all data that was chosen for an invoice even if this information was wiped out from the account.

    1 vote

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    0 comments  ·  Categories  ·  Admin →
  19. If a feature to delete categories in bulk or in full is added, that would be really helpful.

    2 votes

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    0 comments  ·  Categories  ·  Admin →
  20. We can only export supplier lists with codes, but cannot add manually code , it only allow name to add without code.

    2 votes

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    0 comments  ·  Categories  ·  Admin →
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