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  1. Would it be possible to manually mark invoices within Supplier statements as reconciled, if for instance there is an amount on the creditors list in the accounting software that relates to multiple invoice lines on the statement?

    Another instance this would be useful is if there is a match but the date of the invoice in the accounting software is slightly out to the supplier statement date

    1 vote

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  2. Would it be possible for Dext's Supplier statements section to be able to pick up any items posted as an expense within the accounting software as this would assist with duplication errors? Or is this currently only based on the creditors list?

    1 vote

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  3. Have the ability to set up automatic email reminders for missing invoices already requested and not yet received

    1 vote

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  4. To be able to add the filename as a column in the inbox

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  5. Supplier rules for document type. Sometimes the system doesn't recognize the type and we have to manually edit it. It should always be an "invoice" for specific vendors.

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  6. Id like to be able to "share" an item from the item details page and to share it with an external user email (dext to remember the email addresses). Id like the emailed person to be able to reply to the email and it shows as a reply to my query inside dext and this exchange is logged on the audit log history.

    1 vote

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  7. Have the option to extract the tax code with Line item extraction.

    17 votes

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    1 comment  ·  Extraction  ·  Admin →
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  8. I'm surprised this isn't a feature yet. When you are adding a document online via the webpage there is no area to give a description for the document before uploading or even right after. You have to wait for it to be processed, then go into it and leave a note. For someone who submits receipts & bills both on the phone & webpage it would be very nice to have that feature on the webpage. I am frequently submitting documents that I would like to leave a description for so my accounting team can then know where they might…

    155 votes

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    Under Review  ·  2 comments  ·  Expenses  ·  Admin →
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  9. Would like to have the supplier request email from the client name instead of from Dext as this could go into the spam inbox and never be received

    1 vote

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  10. Approvals to remain in the Costs 'inbox'. To enable cvs uploads to our accounting package, the work is duplicated if we need to export from the costs inbox as well as the approvals folder. totals e.g. credit card are then harder to crosscheck given they straddle two exports. We will discontinue with the approval function until this is resolved.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  11. Have a documents section (similar to bank documents) that allows for storage of contracts, W9s, etc, with the ability to relate them to customers or suppliers. Thanks

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  12. Permissions that restrict a user from being able to access the sales module

    1 vote

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  13. IT WOULD BE GREAT IF WE COULD ADD EMAIL ADDRESSES TO SUPPLIERS SO THAT WE CAN SEND DOCUMENT REQUEST FORMS DIRECT FROM THE STATEMENTS FACILTY

    1 vote

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  14. Use AI to read the description of a receipt. For example we may get our IT services each month from our providers but if we buy a new computer Dext should pick this up and post to fixed assets.

    4 votes

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    0 comments  ·  Extraction  ·  Admin →
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  15. Can we get notifications whenever an item is approved?

    1 vote

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  16. Ability to set a rule and action on Amazon Import (or all extractions)
    Example : If Payment Method = xyz Then Delete Receipt
    I have receipts flowing from one amazon business account to more than business. Lots of duplication and manual deleting. A rule would automate that (for me ithe bank card used indicates which business it applies to ... but there is no means to direct them to the correct DEXT business based on that.

    1 vote

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    0 comments  ·  Rules  ·  Admin →
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  17. Currently, you set your default tax codes in the integration (we are using sage 50). This means when you use extracted tax, any left over amount always goes to T0 (our 0% rated tax codes). This works in most cases, however when looking at payment processing, water suppliers etc. They have may portion of there which is taxable and a portion that is tax exempt. The current system puts that tax exempt portion into our 0% rated tax code rather than our exempt tax code. I am then having to go into Sage 50 and manually change the tax codes.

    3 votes

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    0 comments  ·  Extraction  ·  Admin →
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  18. I would like the ability to leave the check reference blank without auto-filling AND the mark the check with the "to print" status in Dext. Then when publishing to Quickbooks Online, the check would be labeled as "to print". All you have to do is click "Print Checks" in Quickbooks and the check would be listed there.

    Right now I have to manually go into QB, erase the long RB reference number, select the check "to print", and then go print. The way it is now, this step could be forgotten and someone could go unpaid!

    I think this could…

    1 vote

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  19. Please have a search on each page for Lists on the web app ie. Payment methods, such as categories, payment methods, cases, products and services, etc.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  20. There will be usefull to be able to a montly report of all expense for sole entrepreneur without using another software

    1 vote

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    0 comments  ·  CSV Export  ·  Admin →
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