1760 results found
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Iris Kashflow Sales Invoices
Please can you add the sales invoices data extract for Iris Kashflow, we paying the full subscription for DEXT but can only use half of your product which is a real shame. It would be really helpful to have the sales invoices extractions
2 votes -
Supplier Approval
DEXT Integration with Approval MAX(AM)/Xero. Where a bill is uploaded to DEXT, if an approved Supplier does not exist in Xero, then prevent this bill from being published to AM for approval until the Supplier is set up and approved in AM 'Contacts Workflow'.
2 votes -
Move to Bank
In the tools section can we also have a 'move to Bank' feature also. Our clients just put everything into 'Costs'... I will leave this in your very capable hands....
2 votes -
duplicate milleage report
Duplicate existing milleage report to be used for new recurring trip
1 vote -
Supplier statement - Sage integration (South Africa)
Can you please add an integration with Sage on Dext prepare for South African users.
At the moment the integration works for Xero1 vote -
"default business"
Set a default "business" for the mobile app.
I have my own business (on mobile this is primarily to capture receipts) and then I also have access to a client's business (for reviewing, never adding). Because I have two businesses, when I open the app I need first select my own business which defeats the purpose of the very nice setting of "Open on camera".
1 vote -
Option to assign date to expenses based on item/transaction date, not based on upload date.
When uploading Expenses, there should be the option for them to be dated based on Transaction Date, not upload date. This means they will be also sorted into Effortless Expense claims based on this date.
It is not useful when a Expense receipt from 31/10 is uploaded on the 01/11, is placed on the Novemeber Expense Claim/Report. It creates many hours of work to manually move transactions back to the correct report every month!1 vote -
Set a budget
Have the ability to set up a budget by category, so that when expenses uploaded and processed the totals show against budgets set.
1 vote -
Record payments from remittance advices
Customers frequently send remittance advices ahead of making payments, and often these are payments for several invoices. Currently I manually attach these to the payment transactions in Xero on reconciliation. It would be great to see Dext with the ability to scan these remittances, record sales invoices as paid in Xero, and attach the remittance advices to the payment transaction.
I would see this working similarly to the 'paperwork match found' functionality of Costs.
1 vote -
Capital Allowances for Solo
Is Solo going to be able to cope with Capital Allowances ? Say the purchase of a van, with a trade-in of a car, some cash deposit, some finance, and then private use adjustment ?
2 votes -
Sales Invoicing for Solo
On Solo, we really need to have the facility for clients to raise their sales invoices (and send/print/email/text to their customers). The scraps of paper most of them write out by way of an invoice (and half my clients write out no invoices at all !) isn't going to be recognised by Dext.
2 votes -
Smart Split by unit cost amount and not total amount
Allow Smart Split -> split by line item's unit cost and not total cost.
Current feature you can preset the line item by typing in Description, category, Product, Quantity and Total amount. However, I'd like to be able to enter the Unit Amount instead of the Total amount as I'd like to use this feature to keep track of how many units are sold per line item which adds up to the total amount. Thank you.
2 votes -
Publish/Edit Button at the bottom of the Right Review Panel
Add the Publish/Edit button to the bottom right Panel of the Approvals section like the Inbox section. After you scroll down to review the information, you should be able to select the Publish or Edit button.
1 vote -
Automatic reconciliation of supplier statement if all statement lines match
I'm reviewing each one, but when line items are all matched, there is nothing really more to do than reconcile/archive. If the line items are all matched, why do I need to see it?
My vision would be to be able to run an "Aged Payables" (exportable) report in Dext which is checked against the same report run in QBO or Xero automatically. As part of my monthly and year end processes, I check Aged Payables to check everything is correctly shown but it would be great if this report from Dext could have a column confirming the period end…
1 vote -
Requesting Paperwork in SUpplier Statements
The ability to add in an email address (and maybe recipient name) into the suppliers in DEXT, so that they automatically appear when requesting paperwork through Supplier Statements e.g. below
3 votes -
sort by tax
Could we sort by tax in the Costs page? That would be a workaround to solve my Uber/Eats tip invoices issue.
2 votes -
Translate Photo's
Be able to translate photo's of receipts and invoices so that bookkeepers can actually understand them without having to download each document and google translate them.
1 vote -
Purchase Order field - include as option on Costs Inbox filter
Please could we add the Purchase Order field on the costs inbox page. I have to manually key in the information in the the Doc Ref in order that I can search for it. Which is pretty time consuming. Many Thanks
4 votes -
For approvals, can we have these approvals printed on the invoices prior to publishing?
For approvals, can we have these approvals printed on the invoices prior to publishing?
Currently the only way to check if an invoice was approved is to go to 'history'. It would be ideal if the approval can be displayed somewhere on the invoice as well. So it maintains that flow.Once invoices are published to QBO, there is no way to know which manager approved the invoice for audit purposes. This is a requirement for audit purposes.
The approval is a great feature, but defeats the purpose for audit.
1 vote -
Instant message on duplicate entry
There are occasions when uploading an invoice that it turns out to be a duplicate but no message to that effect is received. It would be useful in every instance that there is a duplicate that a message popped up stating that. Also the short directions on how/where to locate the duplicate. It is a rare event so the user will need directions to locate the file.
3 votes
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