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1497 results found

  1. 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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  2. 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 →
  3. Purchase Ordering system that syncs with Xero with customisable user access for staff to draft PO's for management approval.

    5 votes

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  4. Can we get notifications whenever an item is approved?

    1 vote

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  5. 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 →
  6. 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 →
  7. 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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  8. In the mobile app can you filter accounts or sort by most used or last used in app. It would be handy not to have to scroll through entire list when I always use just a couple accounts when scanning in a receipt

    42 votes

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  9. 11 votes

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    3 comments  ·  Expenses  ·  Admin →
  10. 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 →
  11. Have a "hold" or "lock" option that would stop a particular item from being published.

    For example - a bill is uploaded but we are querying the bill with the supplier, I want to be able to lock that bill so if another user tried to publish it they would get a warning message saying "This bill is on hold, you must take it off hold to publish".

    2 votes

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    0 comments  ·  Publishing  ·  Admin →
  12. 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 →
  13. Setting a minimum amount limit for cost submission

    1 vote

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  14. Please could you bring back being able to have negative VAT on purchases and sales. For example I cannot do purchase contra on a livestock auction invoice as the software simply doesn't allow negative VAT - I really don't want to have it split items out as it defeats the point of trying to save time.

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
  15. The ability to enter a clients email address with their permission .

    A function that will search the clients email address and Extract anything that says Tax invoices or statement.

    For those clients that it is difficult to get them to forward their invoices.

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
  16. Within Expense Reprts, there needs to be the ability to move items to other Expense Reports without first removing the back into the Costs: inbox. This feature would remove an unecessary extra step.

    2 votes

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    1 comment  ·  Expenses  ·  Admin →
  17. Having processed items in Dext and reconciled in Xero its laborious to get to the refresh integration option in order to create an updated paperwork request report. Would be great to have a sync button when wanting a current list of unreconciled bank transactions in Xero. Also the option to include bank lines where there is an item in Dext that might not be a valid VAT invoice. I keep order confirmations in Dext as a reminder that they've uploaded the incorrect paperwork and still need to upload the valid VAT invoice.... but then that bank line is not currently…

    1 vote

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  18. When I use the 'Multiple' option in the Dext app for uploading receipts, it would be nice to set the category for an entire group of photos. That's what I thought I was doing when I used that option, but only just realized today that it is only categorizing the first photo of the series! Some way to group and categorize items would save lots of time.

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
  19. Adding a feature showing an e-transfer was received by a client for either their NSF payment, a payment towards their loan or a payout of their loan would be appreciated.

    1 vote

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    0 comments  ·  Categories  ·  Admin →
  20. Allow bank feed with Bill(.com) Spend & Expense account (Formerly Divvy). Thanks

    2 votes

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