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  1. 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!

    3 votes

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  2. Ability to create a custom extraction field (or column for statements) on specific suppliers' invoice/statement (e.g. a delivery location detailed on an invoice if a single supplier delivers to multiple sites, or a delivery location column on a supplier statement).

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  3. Oct tax settings update: The taxes are not working in all clients. Because we are in BC Canada I have my clients set up for two taxes.  I think that the default tax setting for cost on GST/PST.  Several invoices only have GST charged on them and the now the PST is processed into QBO with zero tax.  In the past on extract tax it would extract the GST and mark the bill as GST only in QBO.  Now it looks correct in Dext but when it is entered into QBO the tax code is GST/PST with zero in the…

    1 vote

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  4. Improve dashboard view on EXPENSE CLAIMS to mirror Costs 1) by including INVOICE number / Document Reference for cross matching 2) for enabling NARROW view.
    Especially valuable when checking statements with MULTIPLE invoices from same supplier

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  5. Paying expenses in Xero the Reference field can only be a max of 18 characters to align with bank reference field, otherwise you have to manually change Reference field to fit. Could this field be modified.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  6. Re-order Client View Dashboard by cost items and hold that layout for next time I log in.

    21 votes

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    0 comments  ·  Design  ·  Admin →
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  7. 5 votes

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    0 comments  ·  Extraction  ·  Admin →
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  8. The "Mark as Rebillable" feature needs to apply the global markup % defined in QBO. Right now a transaction will publish to QBO as rebillable, but the global markup % defined in QBO doens't apply to the transation

    38 votes

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    Under Review  ·  5 comments  ·  Expenses  ·  Admin →
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  9. I would like to suggest on the item details tab that you move the notification that there is a match higher up on the screen. It is out of view until I scroll down on the page. I generally work from the top to the bottom and it is frustrating when I see there is a match after populating the details. This would be really helpful I think

    1 vote

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    0 comments  ·  Match  ·  Admin →
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  10. A recycle bin that allows user to see erased documents for 30 days after deleting document.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  11. Ramp integration please. Right now we feed documents from DEXT to BILL - as we migrate from BILL to Ramp, I no longer have the connection from DEXT. Ramp may become a stronger solution for us. I would love to keep DEXT in our workflow.

    1 vote

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  12. Be able to Turn approvals off for a specific user by having an exceptions heading under the Apply to heading so you have a choice of either applying the rule to specific criteria or setting specific criteria to be exempt from the rule.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  13. 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.

    5 votes

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    1 comment  ·  Workflows  ·  Admin →
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  14. 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.

    2 votes

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  15. We have been using Dext for over a year, and have just recently realized that in the Costs section, if you type in the Class & Location, it does not carry over into the Edit Line items area. This has caused a huge headache for our Controller, as I didn't know this would auto-populate different location information than what was entered.
    Please find a way to make these two areas match.

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
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  16. Notification settings to move from daily to monthly for certain users so they are not receiving notifications all the time.

    Can you add a user with the default to no notifications? I have executives to add as users and they don’t want 300 emails a day. They also don’t want to opt-out, so why can’t you choose on/off when you set the user up?

    1 vote

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  17. When subscriptions are no longer in use under a multi-subscription organisation, there needs to be an option to hide inactive organisations from the drop down list. This would avoid confusion, and create a much more straight-forward display.
    At the moment, our default organisation is an inactive one, so every time we log in we have to select the correct organisation from the drop down list. There needs to be an option to select one org. as the default org. that opens every time you log in.

    1 vote

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  18. 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.

    4 votes

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    0 comments  ·  Expenses  ·  Admin →
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  19. A feature to find submitted bank statements by source ID. Say you have a lot of bank feeds and don't know where a duplicate document is, it says the ID number when pointing out the duplicate exists so searching said ID should bring you to the submitted statement, maybe an advanced setting.

    Either that or the duplicate notification also tells you where the original transaction is located

    1 vote

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    0 comments  ·  Bank  ·  Admin →
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  20. It would be ideal if when uploading a credit card receipt , the field supplier would be optional. This would help to not to create additional suppliers card files in the accounting system

    6 votes

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    0 comments  ·  Expenses  ·  Admin →
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