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  1. 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.

    2 votes

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    Under Review  ·  0 comments  ·  Approvals  ·  Admin →
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  2. 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…

    2 votes

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  3. 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.

    2 votes

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    0 comments  ·  Extraction  ·  Admin →
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  4. Option to merge two or more existing Expense reports in one

    37 votes

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    Under Review  ·  2 comments  ·  Expenses  ·  Admin →
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  5. Dext is extracting the Purchase Order Number but this is not currently posted in Sage 50. For us this is a big problem. It would help just to have it appear in the Sage 50 invoice Details or Ref with the Supplier Invoice No going into the other field. Ideally, it would be posted in such a way as to integrate with the Sage 50 Purchase Order system but that might be more involved.

    1 vote

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  6. When reconciling the statements, is it possible for the profile information from Xero to be accessible for editing? Additionally, it would be helpful if the current balance could be displayed

    2 votes

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  7. The Autocategorisation fails to be correct on the most basic of documents. Improve the AI that reads the documents and applies them to a better category.

    The current AI is too unpolished to be of any use, for example: a parking company, with "Parking" in the name, has a receipt in Dext. It's a parking ticket. Dext Autocategorisation has categorised this to the "Subscriptions" account. Not sure how it has come to that conclusion at all.

    3 votes

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    0 comments  ·  Categories  ·  Admin →
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  8. the table setting function (gear icon) should be shown in this page, so that the approveer can have an idea what all bills are about without clicking into the bills one by one.

    there should be bulk approval button too.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  9. The Dext App icon should have an annunciator (dot) indicating that there are outstanding Paperwork Requests.

    1 vote

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  10. Enable a Tick Box option for remembering Cost Items supplier rules (instead of going in separately).

    1 vote

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    0 comments  ·  Rules  ·  Admin →
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  11. Hi, we would like to be able to do sales imports by journal entry rather than sales invoice. We are in the hospitality industry and have little to no receivables so we post our sales via journal entry to make sure all funds were collected. We are using Quickbooks Desktop.

    1 vote

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  12. Adding supplier to approval workflow needs simplfying - when new supplier has to be added to an exisitng workflow, why does everything go back in to costs workspace to then be re-added to approval workflow - very clunky

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  13. Require approved PO for each invoice

    2 votes

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    Under Review  ·  0 comments  ·  Approvals  ·  Admin →
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  14. Using the new version is there a way I can instantly see the assigned manager on the main Users page (maybe the ability to add a column for this) without going into each individual user? We used to be able to see this in the My Team page on the old version next to the user privileges.

    2 votes

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    0 comments  ·  Design  ·  Admin →
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  15. Our accounting company uses Dext and our staff are responsible for adjusting the fields. There should be a way for our accounting company to rename or flag the specific fields that they want us to double-check under Item Details. There are a lot of fields there and many of them don't pertain to us. I want some visual flag for our staff as to which ones we have to edit. Even just renaming "Category" to "Category >" would be beneficial. According to the AI chat bot, this isn't possible.

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  16. I'd like to see a feature where you can create a rule for dext to automatically rename a supplier, for example. Dext picks up the supplier as "Spacex Canada Corp" but it is preferred that these get renamed to "Starlink" as the client has that set up as a vendor already. This would help lower the amount of duplicate vendors getting pushed through to QBO.

    14 votes

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    0 comments  ·  Extraction  ·  Admin →
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  17. Can you please add a symbol to denote if a user who uploaded the document via mobile specifically picked a category? Currently if Dext makes a category suggestion, there is a symbol beside the category name. It would be nice if there was a symbol to show if the category was entered because of the supplier rule or because the mobile user specifically chose it. Thanks!

    1 vote

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    0 comments  ·  Categories  ·  Admin →
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  18. Able to to edit the document reference in the cost inbox rather than clicking on the transaction

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  19. adding categories from the costs screen

    1 vote

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    0 comments  ·  Categories  ·  Admin →
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  20. Being able to reverse bank transactions from statement... i want the option to have my debits show up as credits and vice versa

    1 vote

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    0 comments  ·  Bank  ·  Admin →
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