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 -
Set Default Item Type
The ability to set a default item type for cost and sales items.
10 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 -
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 -
Tax code extracting with Line item extraction
Have the option to extract the tax code with Line item extraction.
8 votes -
Improve system extraction ability for supplier names
Train the system to extract supplier names based on other data aside from the logo written on the invoice eg. if it comes from one particular email we can set it to know it is one particular supplier
8 votes -
Have an additional document reference section where PO numbers go to
Have an additional reference section where Purchase order numbers get imported into.
8 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 -
When uploading pdfs purchase invoices, be able to select the order in which they process.
When uploading pdfs purchase invoices, be able to select the order in which they process.
7 votes -
7 votes
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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 -
Secondary Tax extraction for unintegrated clients
Secondary tax extraction for unintegrated Dext Accounts.
This can be applied for Canadian users andBritish Columbia where PST applies.6 votes -
Include the file name from when the document is uploaded
The file name when the document is uploaded should be provided in Dext, either the same name kept or included in the notes of the document would be helpful.
6 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 -
Be able to upload EML files to Dext
Be able to upload EML files to Dext
5 votes -
Delivery Note Numbers
Since you added Delivery note as a TYPE it has been a great benefit, as we scan invoices/credits and delivery notes for 10 stores daily. HOWEVER it would be less work manually entering the delivery note number if this was added as a new feature. To me it is like scanning an invoice without the invoice number. I hope this feature is an easy addition to a great program. Many thanks
5 votes -
5 votes
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