77 results found
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Bookmark Next Item in feed
When signing out of Dext . Bookmark the next invoice in Costs & Sales to continue later from that invoice
4 votes -
Integrate with Xero Projects
Add integration with "Xero Projects" so we can send bills directly to project inside DEXT and not have to do it again in XERO.
Cheers ! :P
135 votes -
Approval process for new supplier
It would be great if Dext had an approval process for a new supplier/customer addition. Currently, we are doing the same in ApprovalMax and returning to Dext to upload the invoice.
4 votes -
1 vote
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Approvals by User
Have approvals customizable by user. At present it is only able to be done by: Document; Category; Supplier or Project
1 vote -
Simultaneously Login to different/multiple browsers
It would be nice to logged into the same dext account on different web browsers at the same time. The purpose is for us to double check multiple Dext accounts which are related to each other.
Logging in simultaneously is best tool rather than switching companies and can not really compare the paperworks present on each account.1 vote -
Payment Method Tracker
Is there a way Dext can identify or we can identify Direct Debit paid invoices to those that need to be paid and go onto a payment run? So you have a Credit Card Paid item and Direct Debit paid item (list) and a To be paid Item list
2 votes -
Running invoice totals
I think you should add a feature that shows the total amount of the invoices you have selected. For example, you "select" 3-4 invoices, at the top of the page it would show "3 Invoices, £453.23". A dyanmic toggle that would be useful when tallying up invoices to push through to match payments in Xero.
Xero have this functionality in bills to pay as a reference point.
4 votes -
Team/Client Groups
The ability to group Clients and/or members of My Team into groups to streamline the process of adding clients and/or staff to Dext, so that both lists are scalable for growing companies.
For example, we have three (so far) back office teams, one front office team, and admins. It would be helpful and much less time-consuming if Clients and/or Team members could be grouped together to mass-add a new client or employee to the system.1 vote -
copy URL of items to put in spreadsheet
I am copying the URL address of certain items and placing them in a spreadsheet, I would like these to load the actual item. Sometime this work sometimes not, I suspect it depends on whether I create the link before or after it is published/archived.
My workflow is that I am creating a crosscharge cost to send to another company made up of select cost items that are in other expense sheets. This seems the most efficient way to do this.
2 votes -
Auto flag incoming mailbox submissions / lost/missing receipt workflow
Hi there,
We have a scenario which i think alot of business might face. Lost and missing receipts.
Staffa are required to fill out a Lost/Missing receipt form and then submit it to dext.
Were currently in the process of creating a digital form in power apps that will collect the info in microsoft teams and on submission will submit a pdf to dext via the organisations email in address, or maybe another one specifically for this purpose.
in time well have it come from the users dext email in address but at the moment theres no way to add…
2 votes -
Hide unused Worksapces.
it is not possible to hide the sections that are not in use e.g Sales & Bank.
9 votes -
Dextension to All users
Dextension to clients, also available for basic users.
1 vote -
Have a setting/option to automatically forward copy of items submitted to the account via email in PDF format to an external email address.
I would like to forward invoices to another app that does payment process but it has to be forwarded in PDF from a known email (that I can identify) to this other app. This other app will process and pay the invoice. So I don't want to be downloading individual invoices and then manually emailing from my email account manually. Is there a way I can find out the email address my DEXT account is sending the email from? In addition to that, I need to identify the email address Dext is sending the pdf from. It has to be…
4 votes -
Option to assign reference number written in the description as the Document Reference Number instead of the Invoice Number
I want to know if there is any way to change the setting so that a different number is picked up? There’s a reference number in the description of invoices that we want to add as the reference instead of the invoice number
2 votes -
Option to disable and enable 2fa
It would be nice to have the option to disable the 2fa on the client side when they needed to switch from one authenticator app to a new one.
2 votes -
1 vote
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Have the option to rotate individual pages for multiple-page items
Be able to rotate each page of multiple-page items so they can be shown in the correct orientation - landscape or portrait. Currently, when you rotate a page, all pages on the same page rotate in the same direction.
1 vote -
Option to export multiple files to PDF but not as a single file, but individually
Option to export multiple files to PDF but not as a single file, but individually
2 votes -
51 votes
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