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1788 results found

  1. Receive a notification when a user creates an Expense Report

    Receive a notification when a user creates an Expense Report within the account.

    2 votes

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    0 comments  ·  Notifications  ·  Admin →
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  2. Auto-populate the Purchase Description as Description from Xero when selecting a Product/Service

    Auto-populate the Purchase Description as Description from Xero when selecting a Product/Service

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Ability to search by "File Name" in the Advanced Search bar

    Ability to search by "File Name" in the Advanced Search bar

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  4. Report of email-ins used by Suppliers for a client's account.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  5. Approval audit trial

    Another feature that I would like to see for the approval is that the audit of who approves should also be published to the accounting software as supporting document. If it is kept in Dext then they are disconnected because you have to refer to 2 systems.

    5 votes

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    1 comment  ·  Publishing  ·  Admin →
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  6. Additinail extraction limit bundles for direct clients

    The issue with upgrading to premium is that we don’t require 3000, more like 500.

    7 votes

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    2 comments  ·  Direct  ·  Admin →
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  7. Integrate with Aplos

    Integrate directly with Aplos

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  8. Costs Report

    Ability to add cost items to monthly reports.

    3 votes

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    0 comments  ·  Expenses  ·  Admin →
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  9. Send user an email for Paperwork Requests

    When requesting paperwork, please make an option to send a notification email to the user to notify them of the paperwork request. At the moment, it sends a notification to the app which is easily missed. This would be helpful but furthermore, I think its essential. Thanks!

    13 votes

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    0 comments  ·  Notifications  ·  Admin →
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  10. Ability to SEE previously merged supplier and UNMERGE supplier

    I would like to be to see which suppliers I have previously merged (without having to contact Dext support). For example, I had previously merged 'Unknown Supplier' with my supplier called 'Westburne' so I started getting weird extractions to 'Westburne' from very unrelated suppliers. I looked under the supplier details for 'Westburne' and couldn't see anything weird, however, after contacting support, support told me that I had merged 'Unknown Supplier' with 'Westburne' so I asked them to unmerge these two suppliers for me.

    4 votes

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    0 comments  ·  Extraction  ·  Admin →
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  11. Email-in address for Bank Statement

    Functionality in Dext Prepare to have an email address for bank statements that can set up for clients, and can be used to send in the PDF. Some clients do not want to give access to the online account so they email the bank statements.

    4 votes

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    0 comments  ·  Bank  ·  Admin →
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  12. Set User filter for my profile and save it

    Save user filter so when I open Dext I only see my documents.

    9 votes

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    0 comments  ·  Other  ·  Admin →
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  13. Ability to cash code transactions in bulk

    1 vote

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    0 comments  ·  Bank  ·  Admin →
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  14. Customize Item IDs

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  15. Option to remove document types in the dropdown menu under Item Details page

    1 vote

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    0 comments  ·  Workflows  ·  Admin →
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  16. Line Item Extraction to be applied on Statement/remittance advice

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  17. Default Document Owner

    Option to set Default Document owner when uploading items via the Web app

    18 votes

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    1 comment  ·  Submission Methods  ·  Admin →
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  18. Order categories with the number first (not code but the number)

    1 vote

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    0 comments  ·  Categories  ·  Admin →
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  19. Refer a friend/Referral programme for direct users

    Refer a friend/Referral programme for direct users

    1 vote

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    0 comments  ·  Direct  ·  Admin →
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  20. Download all clients by Admin Users in accountant type of accounts

    Ability for Admin Users to download all of their clients even if they don't have access/visibility to them.

    1 vote

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    0 comments  ·  client list  ·  Admin →
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