146 results found
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1 vote
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1 vote
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Job ref Search
Are you able to add a feature where we can search for a job reference. We collect materials from many different suppliers we keep one job reference between all the Suppliers assigned to the job we would then ideally be able to just search a job reference and have all the receipts/invoices we need Which are assigned to the current job
1 vote -
1 vote
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Set rule for line items to only extract certain transactions
Have the option to adjust line item extraction to extract only certain line items from documents and not everything.
1 vote -
Add the document date to the Duplication criteria for duplicate items.
Add the document date to the Duplication criteria for duplicate items.
1 vote -
Pont date extraction
Extraction of the point date instead of the invoice date
1 vote -
1 vote
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Take photo of documents with the option to exclude the surroundings
Have the option to exclude surrounding from photos like tables or desks so only the document is visible
1 vote -
Have the option to preselect fields before uploading an item via the Web App
Like the Mobile App offers, have the option to preselect certain fields when uploading items to the Web App
1 vote -
Better separate document detection for auto-splitting
Improve the auto-splitting detection for multiple transactions and ones that are on one page.
1 vote -
Extract the VAT Number present on Supplier Receipts and apply a Tax Rate based on it.
We want Dext to be able to see the codes that the supermarkets such as Sainsbury's add to their receipts (like Asda put V for all items that are 20% VAT rate) and automatically apply this VAT Rate/Amount to items.
1 vote -
Extract tax rate
Extract tax rate
1 vote -
Import CSV to automatically populate fields
To be able to merge a csv file to an existing item to automatically populate fields that need to be updated such as the description field, the project field, etc that are different everytime and cannot be supported by supplier rules.
1 vote -
1 vote
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Extract Receipt Number from receipts and populate the document reference field
Please extract the Receipt Number for the Receipt type of documents, just like with the invoice number for Invoices, and put it in the Document Reference field. Currently, it leaves the Document Reference blank - e.g., all Telstra receipts.
1 vote -
Extract customer and category from body of email
To reduce/eliminate the manual entry on our side, it would be very helpful if there was something that the client could type in the body of their email to Dext that would automatically populate the category or product/service and the customer/project. I work with construction companies so every invoice needs a project, and therefore I have to type in the project name on every invoice that is sent via email. Automating this step would be a significant win.
1 vote -
Choicxe of which duplicate to use
Duplicate Items
When there are duplicates - give a choice as to which one is processed - sometimes the bad copy comes up as the original and it is not possible to process the good copy1 vote -
Naming Bank Documents
It would be super helpful if you could train your AI, for bank, credit, loan statements that are uploaded, to include the last 4 digits of the account in the AI assigned supplier name. Many people have more than one account at the same bank and it's much more efficient in the long run to have them properly identified. I have clients that have as many as 10 bank/credit accounts at the same bank.
1 vote -
Allowing documents to be deleted or cancelled whilst in the splitting feature
When uploading a document into purchases and choosing the split feature. It would be quite helpful if you were able to cancel/delete the document whilst it is still in the stage of splitting the document.
1 vote
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