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1792 results found

  1. 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

    2 votes

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    0 comments  ·  Extraction  ·  Admin →
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  2. There is a new feature added to auto-fill the Description and Category based on a selected Product/Service. Can you make it an option to turn the auto-fill off? We have custom descriptions for all of our expenses, so it is very frustrating when the description gets over-written if the the Product/Service is selected AFTER typing in the Description.

    4 votes

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    1 comment  ·  Expenses  ·  Admin →
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  3. LOVE, LOVE, LOVE the date feature "set to ___". Please also do that for the due date.

    4 votes

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  4. Would like the ability to send the paperwork request to multiple people (cc or direct) so others are informed of the request

    6 votes

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  5. Option to print an invoice straight from Dext, without having to export to PDF first

    89 votes

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    2 comments  ·  Other  ·  Admin →
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  6. Penny adjustments to tax

    2 votes

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    0 comments  ·  Line Items  ·  Admin →
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  7. Ability to download excel or csv of the supplier statement submitted

    5 votes

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  8. When you look into a particular bill and then click the back button, I wish it would take you back to where you were, not having to scroll the whole list again

    3 votes

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    0 comments  ·  Design  ·  Admin →
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  9. Send payment to a vendor from a bill/invoice! Like bill.com or Melio

    58 votes

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    2 comments  ·  Other  ·  Admin →
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  10. Add receipts directly to an expense report instead of uploading to costs and then adding to expense claim. Helps a lot if you have a full inbox so that the receipts aren't processed and then lost in the mix when you already know they're for an expense claim

    3 votes

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    0 comments  ·  Expenses  ·  Admin →
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  11. Shocked that this isn't already a feature, to be honest! Bank Match info just disappears once Items are Archived. I am often referring back to archived transactions, and not having the full record of what info was shown when it was published is just annoying. Having to unarchive it, and then go back to the Inbox and scroll to find it is really cumbersome. This data is clearly still in Dext, so please just surface it the same way you do in the Inbox.

    2 votes

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    0 comments  ·  Bank  ·  Admin →
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  12. Expense reports - make the copy that exports to the employee and also QuickBooks Online match the line items detail inputted. Very inconvenient for them not to match.

    2 votes

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    1 comment  ·  Expenses  ·  Admin →
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  13. Not an idea... but a request. 20 Workflows isn't enough for my org. We need closer to 50 to serve our needs!

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  14. Can the narrative descriptions from line items be available in the description box on Dext, or that extracted data more easily copied and pasted across from line items into the description box?

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
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  15. an option to set up reminders to client either via emails or push notifications for submission/ uploading bookkeeping information to dext on a monthly/weekly basis.

    1 vote

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  16. Roles should be able to be assigned to standard users, and workflows created around that. These roles should be bespoke (e.g. Submitter, Approver level 1, Approver level 2, approver Level 3 etc) Then workflows can be created so that someone with Approver Level 1 would have their expenses approved by someone at approver Level 2 etc.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  17. Many of my client's have multiple businesses and often upload the same invoice to two or more entities resulting in double payments. It would be great to be able to group individual entities and search for duplicates across the group.

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  18. Add the ability to approve more than just invoices. We rely heavily on purchase orders, and purchase order matching for our business, and would love to see this added to Dext's approvals, along with the ability to approve new suppliers. This could link to data already captured in Dext, and be share amongst Vault, Bills, and Approvals to give a cohesive picture.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  19. Unfortunately, simply not putting the customer on the line item does NOT solve the issue. I track my costs to my customers but sometimes I include the subscription for QBOnline and sometimes I invoice for it. I ALWAYS track my specific costs to a customer whether it is billable to them or not as I use PROJECTS. Please fix this. It's a simple toggle on each line item - billable? YES/NO. I have multiple customers that use this feature as we use projects extensively (architects, interior design, etc.). AutoEntry can accomodate this need.

    1 vote

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  20. 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.

    5 votes

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    1 comment  ·  Extraction  ·  Admin →
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