71 results found
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7 votes
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Option to generate a report based on the transactions last modified date
Option to generate a report based on the transactions last modified date so I can check if they have been edited correctly
2 votes -
The Client View available for all Partner plans
"Provide a proper Dashboard with reporting for all accounting partner plans to better manage multiple clients"
1 vote -
Dext exporting document name
When Dext exports a document to WorkflowMax, the document name defaults to Dext ref number. I suggest this should be the invoice number and supplier name so that it is easier to locate on Workflow for non Dext users.
3 votes -
1 vote
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Option to Re-approve an expense report should there be any changes to an approved expense report
We have a case where a user was able to add additional expense item to an approved expense report in Dext. The approver did not get a notification on this change. For tighter controls, can we suggest that approver gets a notification should there be any changes to an approved expense report and has an option for re-approval?
9 votes -
2 votes
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Filter by Vendor
Filter by suppliers so that you can exclude certain vendors
3 votes -
Customize visible fields in the Item Details Page
Edit which fields in the Item Details page should be visible (some sort of a filter, like to one on the main Inbox page)
11 votes -
Select the order that items are merged in
It would be really key for us if we could select the order in which item images are displayed after merging them. This would ensure we can have page 1 before page 2 before page 3, or a receipt following an invoice etc
142 votesWe are looking to make this possible, thanks for the suggestion
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Sort Suppliers into Folders
The option to sort Suppliers into different folders.
6 votes -
Assign a certain supplier to a certain member for approval
To assign a certain supplier to a certain member in the team for them to approve the invoices/expenses, by them getting an email reminder that there is invoices in ‘Dext’ to be approved
7 votes -
Ability to create items in the absence of an actual document
The ability to create items in the absence of an actual document.
23 votesWe are looking to support Quotes/invoices and manual items thanks for the feedback
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Make paperwork URL visible within Dext web app
Show the paperwork URL within Dext so it can be copy-pasted without having to export to CSV or republish. I'm often adding and merging paperwork to Dext after I've already published a transaction, and this invalidates the URL from the initial Publish (at least in QB Desktop). It would be much easier to update the transaction with a new URL if we didn't have to export to CSV or unpublish/republish first.
2 votes -
Option to make the description field mandatory
option to make the description field mandatory when submitting items to dext
30 votes -
Top navigation buttons
There needs to be navigation buttons at the tops of the page, not just the bottom. For instance, when I'm on a report or a supplier list, I have to scroll all the way to the bottom to change pages. They should be in both places for efficiency.
5 votes -
Split PDF file into separate invoices
Ability to split single PDF files containing multiple invoices after having been submitted to Dext Prepare.
23 votes -
Bulk Edit Supplier names of the invoices in the Inbox
I would like to be able to edit Supplier names of the invoices in my Inbox in bulk, just like the Categories and Customers
30 votes -
Ability to edit fields pre-submission (in particular Category)
Ability to edit the following fields prior to submission:
- Supplier
- Payment Method
- Project 2
- CategoryThe most popular requested field to edit pre-submission is Category
This would allow me to ensure that the details are picked up as I require and would mean that the information will definitely carry across to after processing (i.e. if the Payment Method isn't visible I don't want to lose that data)
38 votes -
23 votes
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