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  1. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  2. Hi. I often go through the supermarket receipts e.g. Tesco which don't have VAT breakdown on them. When the client buys cleaning products, it would be useful to have an option to open a small calculation spreadsheet to work out the VAT amount on those cleaning products. it would also be useful if one could save this with the original receipt as a record of how the VAT was worked out.

    2 votes

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    0 comments  ·  Design  ·  Admin →
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  3. URGENT! I want my clients that are business owners to be user admins but not publish to the accounting software as our clients hit all kinds of buttons and mess things up. Previously they were “expense approvers” that could be selected to not publish. This is very important for myself and other dext users.

    3 votes

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  4. Would like the ability to print and/or pdf the supplier statement image and reconciliation so that it can form part of their workpapers.

    7 votes

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  5. Please add "project" to the PDF summary export of expense claims.

    5 votes

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    1 comment  ·  Expenses  ·  Admin →
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  6. The person logged in to Dext should be the same one as the person publishing to QBO. It makes it easier to know who did the work.

    2 votes

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    0 comments  ·  Publishing  ·  Admin →
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  7. Approval Ranges would be very useful for many of our clients.

    Example: If the amount is greater than $100 and less than $15,000 User A must approve.

    5 votes

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    0 comments  ·  Approvals  ·  Admin →
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  8. User Admin (Expense Approver) access - the approver will be able to view their team's expense claims, without having access to all documents linked to the company, and can approve them. The Finance/Accounts team will then be able to publish to the accounting system for payment.

    2 votes

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  9. Be able to set business year end in business settings as i.e. 31 March and be able to link to say those dates are what should be used for tax year 23/24 etc as can't change on SA301F summary report (and can't change dates unlike on transaction summary)

    1 vote

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    1 comment  ·  Solo/ITSA  ·  Admin →
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  10. If we need to enter an old date we can't just enter 01012024, we have to put in / which is frustrating as in QBO you can just enter the numbers so it's a habit already. Dext gives an error 'Use dd/mm/yy.' it would be useful to not have to add in the /

    4 votes

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    0 comments  ·  Design  ·  Admin →
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  11. It would be good if the main person processing invoices had the choice to either send for approval or Publish. eg we have certain invoices which can be published straight away such as invoices with a PO or Utility invoices but at the moment we have to send all invoices for approval.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  12. For Workflow Approval: Please we need to Assign a user in the practice as the manager of the users in the client account by adding them to the approval workflow. thanks for considering this feature.

    2 votes

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    1 comment  ·  Approvals  ·  Admin →
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  13. Is it possible within DEXT to allow an individual user to have access to one or two users' DEXT transactions instead of all users DEXT transactions? e.g. Mary having access to Tom's + Jane's transactions, but not Rory's.

    2 votes

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  14. Restrict the category options available for selection when users are submitting expense claims.

    2 votes

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  15. Approvals should be able to change the category or details that's coded to the invoice if it was incorrectly added by Dext or the person requesting the approval.

    2 votes

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    1 comment  ·  Approvals  ·  Admin →
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    Hi there,


    Anna here from the Dext product team.


    We have prioritised this improvement and will begin work on within the next few weeks.


    I'll let you know when it's ready.


    Thanks for taking the time to ask for it!


    Anna

  16. Be able to save supplier rules with negative line items. We use contra accounts.

    2 votes

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    1 comment  ·  Line Items  ·  Admin →
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  17. Similar to existing requests for bank details, when an invoice is received from a new supplier, we should be able to add supplier details to that record to then sync to the end accounts integration. For example, adding an invoice from a new supplier should not be able to be processed until certain fields such as bank account details are added.

    2 votes

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    0 comments  ·  Workflows  ·  Admin →
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  18. 27 votes

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    3 comments  ·  CSV Export  ·  Admin →
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  19. can DEXT automatically set gst free for foreign receipts

    1 vote

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    1 comment  ·  Extraction  ·  Admin →
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  20. Most of the time information extracted from invoices is correct but it would be useful to flag when the AI gets it wrong so improvements can be made. Google offers a "feedback on these results" feature and Dext should too.

    Examples of the AI extraction getting it wrong seen this week:
    1. Invoices marked as duplicates when they are unique invoices and should be processed
    2. Suggested descriptions which are incorrect
    3. Extracted supplier name incorrect (matching neither company name or bank account holder)
    4. Credit notes are not identified and processed as invoices
    5. Invoice number not identified and…

    2 votes

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    0 comments  ·  Extraction  ·  Admin →
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