146 results found
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Extract and Create new customers
Extract customers from items when they are not added to the account. Like Suppliers for Costs, it would be good that if an invoice is submitted for a new customer, Dext extracts it and adds it to the customer list without having to create the customer prior to the submission
10 votes -
14 votes
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From an invoice seperate zero rated std rated and vat data
Breakdown total amount
Example
Zero vat 100
Std. Vat 200
Vat. 40
Total. 340
It helps for Vat purposes and simplify process into accounts software4 votes -
Total amount of all the items in the Inbox and Archive to be shown
it would be really helpful if there was a TOTAL somewhere on the app or the website when looking at expenses, so you know how much everything you have in your inbox amounts too at any one point?
7 votes -
Line item extraction: Automatic categorisation based on key words
Can you add a feature where certain line items on invoices (e.g. "Shipping" or "Freight") are automatically coded to a different Category/Account when automatically extracting line items?
e.g. Invoice for $100 broken up to $90 goods and $10 freight. The invoice was issued by a supplier with the "Extract line items" function turned on in DEXT.
The invoice was disaggregated to:
Description | Category | Total
Goods | Cost of sales | $90
Freight | Freight expense | $10In this instance, DEXT has picked up the key word 'freight' and has automatically coded it to 'freight expense'. For all…
9 votes -
découpage automatique facture
decoupage automatique des factures de "ventes"
22 votes -
Be able to choose if the body of the email or the attachments will be extracted
I'd like to request a setting for email-in invoices and receipts, that would ultimately let us make a choice about if email body and attachments get brought in together or the bigger item only is brought in. We depend on the email body to know how to properly categorize receipts.
8 votes -
5 votes
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Set Default Item Type
The ability to set a default item type for cost and sales items.
10 votes -
Extract location/projects to assign automatically on the invoice
Have a way to extract location and classes (QBO) on the invoice as when you have several locations for one same supplier, it would be very useful to have it assigned automatically on the invoice.
Otherwise, we are losing time to go back to the invoice and change it manually
As for now, we can only assign one location to a supplier's rule.15 votesWe are working on tracking category extraction
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5 votes
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5 votes
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Project code customised emails links
Hi there! A client suggested an idea where you could have email links customised to project codes, which would allow them simply to type the project code email for automating that allocation (e.g. project #1 email "...@dext.com"). Thanks, Kyle.
3 votes -
Purchase Order - option to use PO's line items and nominals from accounts package
Purchase Orders - the option to bring in the purchase order line item's description and nominal account from the purchase order in the accounts package
6 votes -
Line by line items for costs invoices
If Dext could pick out line by line items that would be really helpful!
6 votes -
Alert when several invoices in the same file
Some customers make mistakes when scanning their invoices. They select "One invoice per file" but scan different invoices in the same file.
Dext then analyzes the 1st invoice of the file and the following ones are "forgotten", not detected.
An alert should therefore be set up in order to detect when there are several different invoices in the same file.6 votes -
Fetch - One document per page option
Would like to be able to enable an option for Fetch to split documents per page, like the option when uploading directly - One document per page.
10 votes -
Data Field Mapping Tool
Design a selection tool box in supplier rules that can be used to help the machine learning system identify a particular field on a document. For example, if we get bills from a vendor every month where Dext constantly seems to struggle to locate the invoice number, it would be really great if we could go into that supplier's rules and specifically show Dext where the invoice number is on that particular supplier's bill format for all future invoices in the inbox.
10 votes -
Ability to Customize/Add Extraction Fields
The ability to add or customize what data is extracted by the software, and being able to add the relevant fields.
50 votes -
Allow invoices with invoice # over 21 characters to be published or remove the "-" from Amazon Invoices
Amazon invoices include "-" in between the numbers in the invoice number which are extracted by dext making the invoice number over 21 characters and cannot be published. These should not be extracted or at least allow items with this error to be published.
22 votes
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