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1512 results found

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

    3 votes

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  2. Be able to go through your entire Client list and bulk edit Prepare clients to Solo that meet the Solo requirements

    1 vote

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    0 comments  ·  Solo/ITSA  ·  Admin →
  3. Hi there. I desperately need the following updates to be made in order to fully utilize Dext for my business. 1) I need Product/Service to be available in the Advanced search on the Cost inbox and archive. I need to be able to sort by Product/Service. 2) I need Product/Service to be an available column to view within my Cost inbox and archive. These two changes would be a world of a difference for my business. Right now, it's very frustrating to not have these features. Thank you very much!!

    14 votes

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    6 comments  ·  Design  ·  Admin →
  4. The 'Customer' drop-down field on Cost items shows inactive customers from
    QBO. Hide the inactive customers from the drop-down.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
  5. I would like to set up employees in Dext and automatically pay them (via a connection to our bank account) through Dext.

    22 votes

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    3 comments  ·  Expenses  ·  Admin →
  6. can DEXT automatically set gst free for foreign receipts

    2 votes

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    1 comment  ·  Extraction  ·  Admin →
  7. 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…

    3 votes

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    0 comments  ·  Extraction  ·  Admin →
  8. Allow for more detailed approval tiers, ie Manager approval for everything but Capital items within a certain subset of the chart of accounts which should be allowed to be defined without a limit (ie more than 40). Detailed outline example Over $2000 for the subset of accounts outlined in the rule would require an additional Executive approval but costs below $2000 for this account subset would stay within Manager approval limit

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
  9. Integrate with workflow max 2 by bluerock.. thats a great idea :)

    13 votes

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  10. Expense claims - allow for Bill number on expense claims when processing through to software rather than showing as RB no.

    2 votes

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  11. Change page order of bills with multiple attachments. I have a bill from a tradie who has attached proof of purchases. I want to display the tradie invoice first followed by the materials bills but cannot rearrange the order

    3 votes

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    0 comments  ·  Extraction  ·  Admin →
  12. When inputting an unrecognizable date instead of Dext automatically setting the date to today's instead (similar to the suppliers feature) it could say 'unknown date' as the setting to the current date can beome confusing.

    2 votes

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    0 comments  ·  Extraction  ·  Admin →
  13. When processing the purchase invoice on Sage 50 Accounts Professional from Dext it would be very useful to be able to attach a copy of the purchase invoice from Dext

    1 vote

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    0 comments  ·  Publishing  ·  Admin →
  14. Expense claims as the first approver I was to split an expense.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
  15. You can already assign a different customer to each line item in a cost item, however, very frustrating that this is then not mapped when published to Xero - so you have to enter them all again. I have invoiced with over a hundred different line items each for a different customer and I want to be able to assign them to the customer only once.

    1 vote

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  16. It would be great if we could enable push notifications to your mobile device when an invoice requires your approval. Currently, there are only the email notifications but all of my team mostly completes their approvals while they are on the road via their mobile applications.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
  17. Be able to save supplier rules with negative line items. We use contra accounts.

    3 votes

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    1 comment  ·  Line Items  ·  Admin →
  18. Would like the ability to print and/or pdf the supplier statement image and reconciliation so that it can form part of their workpapers.

    8 votes

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  19. Build integrations with Job Management softwares for Tradespeople and building and construction clients. Specifically softwares like Fergus, Simpro, Buildertrend and Service Mate

    1 vote

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  20. Pull the shipping address when the Amazon Business is fetched. Then Dext can code the location or class by the address.

    1 vote

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