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1788 results found

  1. for certain users to be able to see documents only relating to their Xero tracking category, not all items and not only the ones they've submitted (Basic user)

    5 votes

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  2. Can we add and feature to create a Purchase order In dext which can be inegrated to Xero as well as approvalMax for proper Audit trail.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  3. We would like to introduce an enhancement to our Notification Email Settings that will significantly improve the way our users manage their communications. The proposed feature will allow users to direct different types of notification emails to specific email addresses.

    For instance, Rejection email notifications can be sent to 'email1@domain.com', while Fetch-related notifications can be directed to 'email2@domain.com'. This level of customisation will enable our users to streamline their workflows, ensuring that emails are actioned by the appropriate team or individual without delay.

    This feature will be particularly beneficial for larger teams where tasks are divided…

    5 votes

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  4. Notifiy user when integration with accounting software has expired and needs to be connected again.

    3 votes

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  5. Good Afternoon

    We're a South African wine company and we already use Dext for certain function within our business.

    We would however like to use Dext to assist with the processing of Supplier Invoices. We are using an accounting software called Palladium, which is not listed on your website as application that you are able to connect with.

    We are looking to make use of Dext in the same way that it integrates with Zero.

    Here is the link to Palladium's website: https://www.palladium.co.za

    Thank you very much!

    1 vote

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  6. If you have regular payments (for example, monthly subscriptions), it should be possible to set a schedule so that the payment entry is automatically created. Or as an alternative, it would be helpful to be able to duplicate an archived payment and update the relevant field

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. 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.

    3 votes

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    0 comments  ·  Expenses  ·  Admin →
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  8. When looking for paperwork match, Dext should be checking not only the transactions with no attachments, but also the ones with supporting documents.

    Some banks are now downloading into QBO check images as part of the integration. What that means, is that the back up to the checks issued by client and uploaded to Dext is currently not being matched and the back up needs to be manually downloaded and attached.

    1 vote

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    0 comments  ·  Match  ·  Admin →
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  9. Would be great to be able to pre select tracking category when uploading a batch of invoices (e.g. where all invoices for one tracking category are contained within one PDF).

    2 votes

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  10. We have 3 separate businesses. Sometimes invoices for Business A are uploaded to Business B. Add an option to transfer invoices between businesses without downloading and then uploading them to the correct account.

    10 votes

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    3 comments  ·  Expenses  ·  Admin →
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  11. On the summary page under the bank transaction column it would be nice to be able to click on the number in the same was as in the inbox items so the the relevan bank transactions will come up on the screen

    1 vote

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    0 comments  ·  Bank  ·  Admin →
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  12. I would like to suggest a feature for stock invoices for integration into Bright books.

    Therefore, if you have a stock invoice to add, the supplier will have already been created for the invoice purpose as it is,

    Each line from the invoice will then populate with the product code, description, quantity and price.

    If the product code does not exist, like the feature already on DEXT for new suppliers, you will be alerted that a new Product is about to be added.

    As the stock feature for movement is already within brightbooks, once the stock invoice is complete, and…

    1 vote

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  13. Link an employee with only ONE possible bank feed for finding matches.

    1 vote

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    0 comments  ·  Bank  ·  Admin →
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  14. I am currently working with a clients who has a large amount of invoices. One feature I think would be fantastic would be the ability for them to drag and drop emails into a folder in their gmail that automatically sends to dext. Unfortunately, auto forwarding isn't suitable as it forwards all of their discourse with their suppliers, fulfilment partners etc. Therefore, we end up with 1,000's of items in dext that are just email conversations.
    This would be super useful and very easy to explain to a client of any size.

    Thanks!

    2 votes

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  15. Bring the CSV file back
    Or Add the Cash Book Format report as default

    2 votes

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    0 comments  ·  CSV Export  ·  Admin →
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  16. I would send email notifications to users when they are assigned as the Document Owner in Dext Prepare. This would then bring to their attention they have something they need to action / review in Dext.

    1 vote

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  17. I would love to see a little more detail on the History tab of a receipt. I would like to see "Drew change the Category" or something to that affect so I know if my client entered the Category or if Dext entered a suggested Category.

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  18. Auto-splitting feature when directly uploading items, to be available on Business accounts.

    4 votes

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  19. Good day

    Please add Mozambique to the list of dialing codes for purposes of allowing dext mobile use.

    Thank you.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  20. When publishing the expense reports each transactions in the expense report should post individually on the date the transaction happened instead of in one entry.

    2 votes

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    1 comment  ·  Expenses  ·  Admin →
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