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1761 results found

  1. NPO Tax rules and proper breakout - I am manually breaking out the HST into the federal and provincial rebate lines - would be nice for DEXT to break this out through the software

    1 vote

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  2. When I send a document that already exists in DEXT, I would appreciate no to receive "Unsuccessful document upload" warning message (which is quite stressful... as I already have trashed the paper bill. A difference message saying "Redundant upload rejected" so I know it is (then I check which document in the trailing text if I want.

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  3. I would like to forward invoices to another app that does payment process but it has to be forwarded in PDF from a known email (that I can identify) to this other app. This other app will process and pay the invoice. So I don't want to be downloading individual invoices and then manually emailing from my email account manually. Is there a way I can find out the email address my DEXT account is sending the email from? In addition to that, I need to identify the email address Dext is sending the pdf from. It has to be…

    4 votes

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    0 comments  ·  Workflows  ·  Admin →
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  4. Our expense reports are due the first business day after the 1st of each month and the 15th of each month. Rather than auto create multipl expense reports, could you add a feature so that the expense report is created and another expense report is not created until the user publishes their current expense report. After publishing a new expense report can automatically be created and the date the expense report uses should be able to be changed by the user to make sure it is posted to the right date.

    3 votes

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    0 comments  ·  Expenses  ·  Admin →
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  5. Get email or other notification when an uploaded invoice hits due date, so I know when to transfer the amount.

    2 votes

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  6. Ability to add Payment Discounts. 1%10, net 60 for example with the ability to import to QBO.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  7. You've recently changed the search functionality which has made it more difficult to return the items I am looking for. I have chatted with an agent and they've let me know that I can now add further clicks into each search to go to the advanced settings. This is not an advancement, this is the opposite. I do multiple searches daily and now each one is going to take additional clicks which is a massive waste of time. I'd love the old search functionality to be reinstated as this worked just fine.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. I would like to be able to use my laptop's webcam to capture the receipt image (similar to the mobile app).

    I find it's easier (for me) to enter the appropriate details in the web app. However, the easiest way to capture the receipt image (again, for me) is to use the mobile app and the phone's camera. This makes most receipt entry a two-step process.

    1 vote

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  9. 2 votes

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    0 comments  ·  Line Items  ·  Admin →
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  10. Add a Filter for Rebillable ... client who bill their customers back often need to provide the receipts to substantiate!

    2 votes

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    0 comments  ·  Design  ·  Admin →
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  11. Unique code field for invoices

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  12. On cost invoices it could pick up a site address and allocation to a certain code.

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  13. Custom export settings. I would like to export all my receipt PDFs with individual names, dates, and dollar amounts ie. " 2023-05-11 McDonalds $25.00 " using the date it has gathered from scanning instead of having a default export name as "company - export date"

    3 votes

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    0 comments  ·  Expenses  ·  Admin →
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  14. You must eliminate the software automatically asking you "Would you like to set some of the details that you've entered in this item as a rule for. Set Supplier Rules Maybe later" every time an entry is made. In my business, I have a different description every time for my vendors. It is how my job costs. This message pops up every time and requires me to push publish twice on every entry. It is the most frustrating thing and wastes my time when I have hundreds of entries. The software didn't always do this and now that the problem…

    2 votes

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    0 comments  ·  Rules  ·  Admin →
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  15. when i change the supplier rules to extract line item, there should be an option to rescan the existing invoice and perform line extraction. now i have to delete the invoice and reupload once more

    2 votes

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    0 comments  ·  Line Items  ·  Admin →
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  16. Hi there
    Further to our interaction with your customer service, and dext not been able to keep the project number to the receipts once the project is closed on WFM could you please add this feature to it.
    So when closing a project the expense receipt still have the Project Code from WFM.

    1 vote

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  17. When entering max and minimum amounts in the filter, if enter pressed to confirm the input, the max amount will be disregarded. In order to apply the filter you need to scroll down and click on apply.

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  18. The file name when the document is uploaded should be provided in Dext, either the same name kept or included in the notes of the document would be helpful.

    9 votes

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    2 comments  ·  Extraction  ·  Admin →
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  19. 1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  20. Hi,
    A new feature 'Extracted PO number' has been added to Dext but there is no disable option on it.
    It was not communicated to us that these changes will be implemented.
    It is not useful to us and disrupts our invoice approval process. We use a different application for managers to approve and match their own departmental Invoices to P.Os.
    Can we please have a disable option on this feature?

    Thank you.

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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