1788 results found
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Add a flag/unflag key shortcut
Add a key shortcut to flag/unflag the invoices
1 vote -
Splitting receipts within Expense Claim Form
Currently, multiple receipts on one document must be split BEFORE adding to the expense form.
SUGGESTION: I would like to kindly suggest to add this capability within the expense form itself.
JUSTIFICATION: It would be much more efficient, and accurate, to add all receipts to an expense claim at one time. Then reconcile within it, splitting receipts within the expense itself at one, or multiple users, discretion.
People do not always have time to split receipts out in one sitting, therefore, the possibility of missing receipts on claims by coming back to the inbox repeatedly is much higher. Additionally, if…1 vote -
Manual match is needed for when not automatically detected
In the Costs Publishing screen, please add the option to manually match a receipt with an already recorded expense because sometimes it doesn't automatically recognize the match
2 votes -
amazon
Add a rule whereby certain brands can be detected to help quicky categorise purchases. As with Amazon clients purchase multiple items and Dext recognises/remembers one category. Plus the ability to set a £ value limit where no category is selected this may help so things are not published in a hurry!
1 vote -
Bank statements in PDF form
With the introduction of VAULT it would be nice for DEXT to extract clients bank statements in PDF form, directly from a business account! As chasing clients takes time and delays month end checks.
1 vote -
Search QBO for transaction matches manually
Make it so we can search QBO for transaction matches manually. Then if Dext hasn't found a transaction match but the transaction is already in QBO it can still be sent to the transaction.
2 votes -
DATE FORMAT & DATE SORTING
Include a variety of date formats to set a default from. For example, dd-mm-yy, yy-mm-dd, mm-dd-yy, yyyy-mm-dd, etc. OR dd/mm/yy, yy/mm/dd, mm/dd/yy, yyyy/mm/dd, etc. Currently, Dext can only sort by dd-mm-yyyy which is not helpful. A format of yyyy-mm-dd will sort by year, then month., then day.
1 vote -
Add Approval Flow in Supplier Rules
Add Approval Manager/Flow in Supplier Rules.
Useful for regular invoices which are sent to a generic Dext Inbox and could be then pushed to get approved.1 vote -
Integration with Tall Emu
Client would like to be integrated with Tall EMU. Here is the link: https://tallemucrm.com/
1 vote -
Iris Kashflow Sales Invoices
Please can you add the sales invoices data extract for Iris Kashflow, we paying the full subscription for DEXT but can only use half of your product which is a real shame. It would be really helpful to have the sales invoices extractions
2 votes -
Move to Bank
In the tools section can we also have a 'move to Bank' feature also. Our clients just put everything into 'Costs'... I will leave this in your very capable hands....
2 votes -
Allow Over typing the Tax/VAT Amount
Please can you program the Tax Amount so that it can be over typed when using tax amounts - sometimes the tax amount is not 20%, for example, and to save having to use separate line items with different tax codes, it would be simpler to over type the tax amount. Some software like sage does allow the tax amount to be different to the calculated rate.
Using the Extracted Value is not always an option to over type the VAT because often the ivoice wont publish when the Extract Amount tax code.
many thanks
4 votes -
duplicate milleage report
Duplicate existing milleage report to be used for new recurring trip
1 vote -
"default business"
Set a default "business" for the mobile app.
I have my own business (on mobile this is primarily to capture receipts) and then I also have access to a client's business (for reviewing, never adding). Because I have two businesses, when I open the app I need first select my own business which defeats the purpose of the very nice setting of "Open on camera".
1 vote -
Set a budget
Have the ability to set up a budget by category, so that when expenses uploaded and processed the totals show against budgets set.
1 vote -
Sales Invoicing for Solo
On Solo, we really need to have the facility for clients to raise their sales invoices (and send/print/email/text to their customers). The scraps of paper most of them write out by way of an invoice (and half my clients write out no invoices at all !) isn't going to be recognised by Dext.
2 votes -
Smart Split by unit cost amount and not total amount
Allow Smart Split -> split by line item's unit cost and not total cost.
Current feature you can preset the line item by typing in Description, category, Product, Quantity and Total amount. However, I'd like to be able to enter the Unit Amount instead of the Total amount as I'd like to use this feature to keep track of how many units are sold per line item which adds up to the total amount. Thank you.
2 votes -
sort by tax
Could we sort by tax in the Costs page? That would be a workaround to solve my Uber/Eats tip invoices issue.
2 votes -
Purchase Order field - include as option on Costs Inbox filter
Please could we add the Purchase Order field on the costs inbox page. I have to manually key in the information in the the Doc Ref in order that I can search for it. Which is pretty time consuming. Many Thanks
4 votes -
Instant message on duplicate entry
There are occasions when uploading an invoice that it turns out to be a duplicate but no message to that effect is received. It would be useful in every instance that there is a duplicate that a message popped up stating that. Also the short directions on how/where to locate the duplicate. It is a rare event so the user will need directions to locate the file.
3 votes
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