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1761 results found

  1. option to make the description field mandatory when submitting items to dext

    35 votes

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    2 comments  ·  Workflows  ·  Admin →
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  2. Automatically send weekly reminders to employees for outstanding paperwork instead of doing that manually

    7 votes

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    0 comments  ·  Bank  ·  Admin →
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  3. The ability to use Smart Split rules for customers with sales invoices

    7 votes

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    2 comments  ·  Line Items  ·  Admin →
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  4. Most of our clients are in hospitality - and the majority of their invoices contain both zero and standard rated VAT items. Auto Entry, your main competitor has done a great job of this. it's preventing us moving our most important clients to Dext!

    3 votes

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    0 comments  ·  Extraction  ·  Admin →
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  5. The ability to set rules based on Bank accounts

    3 votes

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    0 comments  ·  Bank  ·  Admin →
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  6. The ability to add or customize what data is extracted by the software, and being able to add the relevant fields.

    53 votes

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    5 comments  ·  Extraction  ·  Admin →
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  7. 5 votes

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    2 comments  ·  Mobile  ·  Admin →
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  8. Would it be possible to get the AI to scan and recall product codes so that they can be matched to categories. As a plumbing business we buy lots of taps and cylinders, if product codes were mapped on each line item would could break our sales down to a more granular level.

    3 votes

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    0 comments  ·  Categories  ·  Admin →
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  9. Hi

    It takes over 1hr+ regularly to refresh Categories & Suppliers for our Customer, when we've take on a new client and we're resetting their CoA and updating Suppliers this is quite time consuming to wait.

    2 votes

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  10. In the Inbox view, it would be nice to be able to customize the view and make it a default (stick). For example: I would like the Description and Notes columns to always be visible and I don't need to see the User column or the tax column.

    6 votes

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    1 comment  ·  Design  ·  Admin →
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  11. CIS - it would be really useful if Dext could pick up the CIS rate from Xero and when the CIS labour expense line is selected you can see the net amount before it gets pushed to Xero.

    5 votes

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  12. The ability to set a default item type for cost and sales items.

    10 votes

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    2 comments  ·  Extraction  ·  Admin →
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  13. The ability to integrate with several different accounts/companies within a given integration. For instance integrating one Dext account with two or more accounts in Xero, QBO, etc.

    29 votes

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  14. Match bank feed transactions with Sales items from Dext

    9 votes

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    2 comments  ·  Match  ·  Admin →
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  15. Can we have a new function allow us to download the submission history report.

    22 votes

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    0 comments  ·  CSV Export  ·  Admin →
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  16. The ability to create items in the absence of an actual document.

    23 votes

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    4 comments  ·  Workflows  ·  Admin →
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  17. Keep Categories archived when switching integrations. I just switched integrating between quickbooks and Xero and was blown away to find out that all my categories went blank. These items are archived and therefore should not change

    2 votes

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  18. Show the paperwork URL within Dext so it can be copy-pasted without having to export to CSV or republish. I'm often adding and merging paperwork to Dext after I've already published a transaction, and this invalidates the URL from the initial Publish (at least in QB Desktop). It would be much easier to update the transaction with a new URL if we didn't have to export to CSV or unpublish/republish first.

    2 votes

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    0 comments  ·  Workflows  ·  Admin →
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  19. Having Line Items extracted from Sales invoices with all the included features for Cost item Line Items.

    59 votes

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    1 comment  ·  Line Items  ·  Admin →
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  20. Please add an integration with NetSuite

    101 votes

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    We leverage Dext with Netsuite internally and will be exploring the interest for making this available. Please provide further details if this is of interest to you and your clients.

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