146 results found
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5 votes
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5 votes
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5 votes
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5 votes
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Include a link to the already existing item
For error message saying the document was rejected because it already exists in the account - if in the error message it can include a link to the previously uploaded document.
4 votes -
Report mistake for Costs/Sales items
The ability to report mistake on Costs/Sales items directly in the Item Details page
4 votes -
Ability to create Sub-Suppliers/Customers under the main one.
Second Supplier/Customer, created under the main one.
4 votes -
Ability to SEE previously merged supplier and UNMERGE supplier
I would like to be to see which suppliers I have previously merged (without having to contact Dext support). For example, I had previously merged 'Unknown Supplier' with my supplier called 'Westburne' so I started getting weird extractions to 'Westburne' from very unrelated suppliers. I looked under the supplier details for 'Westburne' and couldn't see anything weird, however, after contacting support, support told me that I had merged 'Unknown Supplier' with 'Westburne' so I asked them to unmerge these two suppliers for me.
4 votes -
Password protected invoices
A supplier recently started password protecting invoices with the account number as password. This has significantly slowed the workflow. It would be helpful if one could add a password to the supplier in order for you to process these invoices
4 votes -
automatically match items in Dext to purchase orders in Xero/QBO
automatically match items to purchase orders in Xero/QBO
4 votes -
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 -
Auto Rename Suppliers
I'd like to see a feature where you can create a rule for dext to automatically rename a supplier, for example. Dext picks up the supplier as "Spacex Canada Corp" but it is preferred that these get renamed to "Starlink" as the client has that set up as a vendor already. This would help lower the amount of duplicate vendors getting pushed through to QBO.
3 votes -
supplier merge rules
Ability to merge multiple suppliers to one as per accounting software contacts.
I.e. Dext reads a 'MFG south' and other locations, should be able to set rules to prevent excessive contacts (basic excel commands would be nice)3 votes -
Match delivery note to invoice
Match delivery note to invoice.
3 votes -
Extract item types for Sales documents.
Extract item types for Sales documents.
3 votes -
Merge Invoices & Receipts if they have the same ID and from the same supplier
I received an "invoice" and a "receipt" from the same customer. They have the exact same invoice ID shown on both. However, DEXT currently does not merge them, and instead treats it as two different transactions, and tries to push them both to Xero. The receipt and invoice is sent from Stripe, based on a repeating subscription. Feature request: If the invoice ID is the same between a receipt and an invoice, then DEXT should identify that they are for the same transaction and merge them / consider them duplicates.
3 votes -
Extract Sales Credit notes with the relevant document type
recognise sales credit notes when uploaded - if a client submits a credit note, it is currently processed as a Sales invoice, instead of Sales Credit note
3 votes -
extract time from receipts
extract time from receipts
3 votes -
Re-naming the single, multiple and combine features.
Clients get very confused with those terms and use them incorrectly all the time. Multiple sounds like when they have a multiple page document so they use that to do a 3 page invoice and not "combine". I think that you should get rid of the multiple and just have single and combine. If they have a bunch of unrelated invoices they should do them separately anyway. On email when they have a bank statement that is many pages they need to send it to the "single" email which is the opposite of the phone app. The description to email…
3 votes -
Assign a project via email submission
When emailing in, it is currently not possible to assign a project. It is possible to assign a note by putting the note between #note.
So can it be made possible to simply type #PROJECT:NAME in the body of the email to pickup the project ?
As a fail safe, If the user spelt it wrong and it doesn’t match any current projects, it would sit in the review inbox3 votes
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