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  1. 1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. Ability to pull over documents from an email inbox similar to a supplier Fetch connection. The system scans the users inbox and pulls over items to their Dext Prepare account.

    14 votes

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  3. Under details the description maps to QBO but there should be a notes section also that does not map to QBO that stays in Dext. I know there is a notes tab but there is no way to know if someone has added a note or not it is not a helpful tab. It could be if there was a flag to show there was a note or if the note was moved to the details tab. It would be super helpful to have a spot for the expense approver to add a note in an easy to see spot.…

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  4. 2 votes

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  5. It would be nice to have the option to disable the 2fa on the client side when they needed to switch from one authenticator app to a new one.

    2 votes

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    0 comments  ·  Workflows  ·  Admin →
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  6. Please could we have more options within the payment methods section. In particular, it would be really helpful to be able to archive old payment methods, rather than keeping or deleting them, and to merge duplicate payment methods.

    19 votes

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    1 comment  ·  Other  ·  Admin →
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  7. Since you added Delivery note as a TYPE it has been a great benefit, as we scan invoices/credits and delivery notes for 10 stores daily. HOWEVER it would be less work manually entering the delivery note number if this was added as a new feature. To me it is like scanning an invoice without the invoice number. I hope this feature is an easy addition to a great program. Many thanks

    5 votes

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    1 comment  ·  Extraction  ·  Admin →
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  8. Ability to export images/PDF files with a specific file name format for example - MM-DD-YYYYVendorAmount

    7 votes

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    1 comment  ·  Other  ·  Admin →
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  9. Let me as the preparer be able to see when the in the inbox if a client has messaged me. As of now, I have to click into each document to see if there is a message.

    5 votes

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  10. Being able to to adjust vat boxes in line entry would make life easier and quicker as I have a supplier who seems to round up whilst dext rounds down making invoices 1p out on many occasion - sometimes dext wont publish it at all till its correct and sometimes it will publish but changes the figures about to allocate it where it thinks best - either way I have to double up on the work and do manual change in Sage 50

    4 votes

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    0 comments  ·  Line Items  ·  Admin →
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  11. 1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  12. Can I enter a purchase order in this version of dext then when the invoice comes in, match them up?

    6 votes

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  13. Ability to set up rules based on Currency

    3 votes

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    0 comments  ·  Rules  ·  Admin →
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  14. A tab for Previous Transactions would be very powerful. We can see how the transaction was coded. QBO has it.

    1 vote

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    0 comments  ·  Bank  ·  Admin →
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  15. create an email address for submitting auto split documents

    3 votes

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  16. maybe a feature which simply lets you split pages but choose which pages to split would be great

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  17. 1 vote

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  18. 6 votes

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    1 comment  ·  Extraction  ·  Admin →
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  19. Lock date to prevent item being published before lock date. It will help to keep accounting data unchanged one year-end is finished. It will stop publishing items in the pervious year once the year-end of the previous year has been completed.

    3 votes

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  20. When viewing Bank Transactions, I have the Sub-Account Column showing so I can identify which card made the purchase. When I export the list to Excel, the only columns in the spreadsheet are Date, Description, Debit, Credit, and Balance. It would be helpful to include all columns when exporting that data - particularly the Sub-Account so that we can easily filter the spreadsheet by card user.

    1 vote

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    0 comments  ·  Bank  ·  Admin →
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