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1761 results found

  1. Able to read Japanese

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  2. can you put the Tracking Tag category back on the expense report? (For us its the event that the expense is assigned to) The old report used to have it on.

    1 vote

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    0 comments  ·  CSV Export  ·  Admin →
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  3. Please implement extracting product/service codes from the actual QBO Purchase order so the product and service codes don't have to be entered twice. (Once at PO stage and second time in Dext).

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  4. Notification when client uploads documents

    37 votes

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  5. Dext Prepare accepting encrypted files. I understand that Dext would not be able to read the files but just having the inbox as a place for documents to be collected would be really helpful.

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  6. When travelling, staff have per diem costs - these don't have receipts and are fixed costs per meal or day. They don't need to provide receipts for these. Would be great to be able to add these costs to an employee's expense report as currently we have to add them later in Xero and they are easily missed.

    2 votes

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    0 comments  ·  Expenses  ·  Admin →
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  7. Similar to Suppliers listing, you should have customers by activity too under the list option, so that we can filter by activity as we do with suppliers.

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
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  8. Import Multiple Sales invoices at once via a multi column csv file

    3 votes

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  9. Hi there,

    We have a scenario which i think alot of business might face. Lost and missing receipts.

    Staffa are required to fill out a Lost/Missing receipt form and then submit it to dext.

    Were currently in the process of creating a digital form in power apps that will collect the info in microsoft teams and on submission will submit a pdf to dext via the organisations email in address, or maybe another one specifically for this purpose.

    in time well have it come from the users dext email in address but at the moment theres no way to add…

    2 votes

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    0 comments  ·  Workflows  ·  Admin →
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  10. Have the option to filter items in the Inbox and Archive by submission date. At the moment we can only sort by document date.

    19 votes

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    1 comment  ·  Design  ·  Admin →
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  11. It would be very helpful if the Extract secondary tax feature worked with the ApprovalMax for QuickBooks Online integration (Setting the GST/HST/TPS and PST/QST/TVQ rates instead of just one default tax for Costs).

    1 vote

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  12. Please add functionality to add new categories in Dext (adds new account to QuickBooks Online). Other receipt apps can already do this.

    3 votes

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    0 comments  ·  Categories  ·  Admin →
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  13. It would be really helpful if people could be given permission to see the documents that are processed by other members of their team, without having access to all people

    3 votes

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  14. Extraction and publishing of Customer Invoice reference numbers through to Xero.
    Currently Dext only allows for the Invoice reference number to be extracted/Entered.
    When pushing items through to Xero it places the Invoice number as the invoice number and Reference number but does not allow for the user to enter this into Dext.

    Specifically the PO numbers received from customers need to be on our invoice and statements

    2 votes

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  15. Provide calculation of GST and publishing of GST only when both GST and PST are present on an invoice.

    The extracting and calculating seem to be already in place and correct. It's a matter of publishing.
    The proposed function is when a 2nd tax is NOT active (PST) and the user uses the GST/PST BC extraction method, that it will only publish the GST amount (5%) and the PST amount (7%) will be added to the expense, NOT the GST (tax) amount.
    This will calculate the taxes properly when both taxes are present.
    This will allow the user to create…

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  16. Splitting transactions in the same transaction by percent and in one window. With "favorite" breakouts.

    2 votes

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    0 comments  ·  Expenses  ·  Admin →
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  17. A lot of our clients are switching to electric cars, but there is currently no easy way to get any charging receipts from them. Is it possible to look at adding electric charging apps to the invoice fetch feature such as Podpoint, Tesla charging & Zapmap so that it is easier to collect electric charging receipts?

    2 votes

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  18. Get rid of the verification it is a hindrance, or at least make the tick box (remember this device for 30 days) work

    2 votes

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  19. Upload transactions to Transactions section via csv. Add a tab to the Bank Accounts section to Manually Upload CSV instead of Bank Statement Extraction. Useful for multiple card holders on single card statement or to remove personal transaction from statements.

    1 vote

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    0 comments  ·  Bank  ·  Admin →
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  20. In the Transactions section, have tabs for All, Unmatched, Matched, Requested, Archived.

    Ability to archive any transactions so it is removed from other lists.

    1 vote

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    0 comments  ·  Bank  ·  Admin →
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