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1761 results found

  1. The user who receives Item messaging via Mobile app to receive an email notification as well.

    8 votes

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  2. I would like to be able to easily add a marker (or tag) to all my line items so that identify the items that contain UK VAT..

    The tag could be used for other thinge also and should be an easy add. i have googled and can see something on Google Precision, i dont know what that is, but Prepare suits me fine and so adding bespoke TAGS would be a great feature to me (and thousands of others i beleive)

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
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  3. I only just realized that an "Expense Approver" user can't see any of the Bank Feed info, or use any of the Request Paperwork functionality?? This would be a huge benefit to my clients (especially the ones who have their own company credit cards), but I don't want to make them all Admins just so they can have access to paperwork matching features, and I don't want to have to go through the Paperwork Match feature (which doesn't work that well) and figure out for them which things are missing when it would be way easier for them to know…

    1 vote

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  4. export / save invoices from the Dext app

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  5. I have a client using Doorloop. Since all my clients currently use Dext, I would like to add Doorloop to the list of futures connections. At this point, I am going to have to find another option for them.

    1 vote

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  6. Practice insight settings on bulk upload allow Account Manager allocation

    1 vote

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  7. In Hubdoc there is a function where a document that is not an invoice but relates to an invoice - for eg a delivery docket - can be published to Xero documents. It then can be attached to the relevant Bill, with the invoice. There are occasionally documents which I would like to attach to a bill in Xero, but as a separate document, which is what I can do in HubDoc, but it would be great to be able to do it in Dext too.

    6 votes

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    1 comment  ·  Expenses  ·  Admin →
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  8. Can the name of approver and time of approval be included in the PDF export of an expense report? This will eliminate manual signing on the report.

    2 votes

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    0 comments  ·  Expenses  ·  Admin →
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  9. Dear Management,

    I would like to feedback on "Edit line item" features, which allow users to input quantity & unit prices (these two input are important for bookkeeping functions), which are well developed.

    However, I was told that we are unable to extract quantity & unit prices to CSV for us to proceed the next step of bookkeeping work, which are quite disappointing, as Dext Prepare are designed to facilitate bookkeeping functions, but yet, till now we are still unable to see improvements till now.

    I sincerely hope Dext can treat this matter seriously so that we can continue utilise…

    9 votes

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    1 comment  ·  Extraction  ·  Admin →
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  10. Shift+F3 to make uppercase what's in the description box

    1 vote

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    0 comments  ·  Design  ·  Admin →
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    1. Please add "Type'" to Supplier Rules
    2. Please add more options to edit and see directly on the front page rather than going into each upload, e.g. to see whether Paid is toggled or not. Thanks.
    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  11. When in this suggestion box, and in the app, I can not do voice text. Sometimes it's easier to just speak and say what the bill is rather than texting it out. Unfortunately it does not support this on an Android phone

    1 vote

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  12. Hi - I've used Dext a lot in the past integrating with Xero. I am now looking at software to integrate with Infor M3 which is a larger ERP system.

    Whilst M3 is a large system Ping has a fairly small AP area so it'd be ideal if there was a way to integrate Dext with M3.

    1 vote

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  13. Would it be possible to include a check box to either include or not include supplier rules or Line items within supplier rules? We utilise the supplier rules on about 40% of invoices but the others we dont and its a bit of a pain to have to go into the rules/lines each time to delete them off.

    2 votes

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    0 comments  ·  Rules  ·  Admin →
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  14. Update "Image Share" for Expense Reports to be set at the Expense report level, instead of globally.

    Some users may not require this to be on by default for all reports, but on an adhoc basis.

    Maybe have a global feature to enable/disable image sharing, but allow the control to be at the expense report level.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  15. Brakes Foodservice Invoice Fetch

    1 vote

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  16. Would be great if there was an indicator on the image screen that this image is multi paged. The scroll bar is thin and we sometimes assume we've seen all the information we need so we don't think there is more. We have to actively remember to always scroll every image even though 75% for us don't need scrolling.

    1 vote

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    1 comment  ·  Expenses  ·  Admin →
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  17. Hello! Whatever change was made to the search feature recently was not a good change.

    I seasrched for "bridge" and it brought up GHY and Ecard Systems
    I put in Enbridge and it brings up 4 Enbridge invoices (what I was looking for).
    I used to be able to put short form and it worked all the time.
    Also, when making an edit on an invoice that was already filtered and then hitting the back button it is often taking us to the main screen again. We have to filter to find the invoice again. This was never the case…

    1 vote

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    1 comment  ·  Other  ·  Admin →
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  18. Can we get Dext to recognise MPRN on Utility bills specifically to best allocate to individual properties as being the ID

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  19. Hate the constant pop-up interruptions while I'm trying to work asking me whether I'd recommend it. Stop getting in the way of my work

    102 votes

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    5 comments  ·  Other  ·  Admin →
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