1760 results found
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Bills to autopublish to accounting software as draft whilst in Approvals workflow
We currently use ApprovalMax for approvals - bills publish from Dext to Xero as "Awaiting Approval" which are then automatically loaded to ApprovalMax for the approvals process. Switching to Dext approvals would be amazing however there doesn't seem to be a way to have the bill publish to Xero until after the approvals process is complete. Please could this be considered as an idea
2 votes -
Exception rule to suppliers/accounts in Approvals
In the workflow, we need to be able to select a cost account, but perhaps exclude some suppliers as these should go for approval to someone else.
The ideal exclusion should be allowed by selecting the supplier account specifically.
Otherwise, there should be a way to select all suppliers and manually deselect the ones to exclude. This does not seem possible at the moment.2 votes -
Supplier Statements & QBO , marking payments directly
Hi! I really think it would be incredibly useful to be able to use the new supplier statements section to DIRECTLY mark statements as paid in QBO, select the payment date, and attach the supplier statement document directly to the payment record in QBO. I initially thought this was a part of the new feature , and while it is useful as is I think this would take it to the next level!
2 votes -
Customer
We should be able to choose which customer bills get assigned to which Project Manager.
We are a construction company and buy let's say drywall for 2 different customers managed by 2 different project manager.
Our bills have the customer name. Bill 1 would go to PM 1 and bill 2 would go to PM2 (SAME SUPPLIER) based on which customer's job it is.2 votes -
Reporting
Please could you add additional fields for columns as per the below: I would like to add columns to the costs inbox and archive to display the following details: received into Dext date, published date and published by user name. It would also be useful to access a report showing the number of items submitted to Dext each day, the number published and the number of flagged items.
6 votes -
Expense claim - Special user privilege just to submit receipts for claim
As we aim to encourage all employees to submit their claims through Dext, we’ve encountered a challenge: the lowest access level currently requires users to input extensive information, such as GL and Class. It would be beneficial to create a new user type specifically for claim submission, allowing users to submit claims without needing to see or enter these detailed accounting details. This would streamline the process and enhance user experience.
2 votes -
Intigrating to Iplicit software
Could you please look into integrating to Iplicit accounting software
2 votes -
keyboard shortcuts for dates
QBO has keyboard shortcuts to toggle through dates. I would love this in Dext.
Next day + (plus key)
Previous day - (minus key)
Today T
First day of the Week W
Last day of the week K
First day of the Month M
Last day of the month H
First day of the Year Y2 votes -
Merge Expense Claims
Merging Expense's clams
I have Expense claim opened and there are expenses claimed by Sean - one is with TYPE: Auto and other Regular. I would like to merge it under one but it is not possible. It would be really useful feature. Thank you.3 votes -
manual match
If Dext doesn't automatically match an expense with a bankstatement, the option to do it manually (for instance date doesn't match or partial payments)
5 votes -
Export supplier statement to excel
Ability to download excel or csv of the supplier statement submitted
3 votes -
Show Supplier Statements on Supplier
It would be really awesome if archived supplier statements could be linked to their respective suppliers in the system. This way, I could easily review them without having to search through a long list. There’s already a feature for invoices, so it would be great to have the same functionality for statements as well.
1 vote -
give ability to amend "document type" in supplier statement section to change from invoice to credit note etc
create ability to amend "document type" in the supplier statement feature
2 votes -
Reading of Cash as payment method
Can you please get Dext to read cash as a payment method.
this will assist greatly where clients make many cash payments from the daily cash takings.
this in turn will assist in linking the cash payments to a quickbooks ledger account - cash to be banked and offsett it there.4 votes -
Integrate with Xero Projects
Add integration with "Xero Projects" so we can send bills directly to project inside DEXT and not have to do it again in XERO.
Cheers ! :P
135 votes -
Permissions to colleagues regarding expense claims
Ons must be able to set up collegues as users with limited access on related partner companies to be able to only submit expense claims.
2 votes -
Auto Rename Suppliers
I'd like to see a feature where you can create a rule for dext to automatically rename a supplier, for example. Dext picks up the supplier as "Spacex Canada Corp" but it is preferred that these get renamed to "Starlink" as the client has that set up as a vendor already. This would help lower the amount of duplicate vendors getting pushed through to QBO.
11 votes -
Search QBO for transaction matches manually
Make it so we can search QBO for transaction matches manually. Then if Dext hasn't found a transaction match but the transaction is already in QBO it can still be sent to the transaction.
2 votes -
Approval process for new supplier
It would be great if Dext had an approval process for a new supplier/customer addition. Currently, we are doing the same in ApprovalMax and returning to Dext to upload the invoice.
4 votes -
Amazon Business Canada Fetch Invoices
make it easier to connect to Amazon in North America because it seems like the only way to fetch invoices are from the German and UK Amazon business websites what about Canada and the USA?
2 votes
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