1788 results found
-
scan a receipt and select category
When we scan expense receipt, If we get last selected category popped up automatically will be easy to submit similar expenses together and faster.
1 vote -
The ability to change the details on the Items Details Page
We do not use Po #s, Product/Service or Customer details and would like the option to have them removed as it takes me longer to complete the fields we do use because these are all showing and are blank so it makes me think I am missing something.
2 votes -
Product/Service advanced search & column
Hi there. I desperately need the following updates to be made in order to fully utilize Dext for my business. 1) I need Product/Service to be available in the Advanced search on the Cost inbox and archive. I need to be able to sort by Product/Service. 2) I need Product/Service to be an available column to view within my Cost inbox and archive. These two changes would be a world of a difference for my business. Right now, it's very frustrating to not have these features. Thank you very much!!
7 votes -
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 ?
3 votes -
limit categories in app
We have over 30 categories in our general expenses, but of the paper receipts we enter with the mobile app, we only ever use 2-3 categories (meals&entertainment, fuel, office supplies). Everything else gets uploaded digitally and we handle it on the desktop version. It would be nice if you could customize the categories that the app uses, either by limiting what pops up or changing the order. This would save a lot of time.
3 votes -
Add projects from the mobile app
Be able to add projects from the mobile app at the same time as adding a new receipt in case we forgot. Either that or add a choice of "add new project" in zapier to integrate with our existing time tracking app
1 vote -
sales invoice category default
- Have a setting to default all sales invoices to a particular category.
- Also allow a setting to auto-populate all new customer names, as all new customer names are only suggested currently.
This would then allow us to autopublish all our sales invoices via dext directly to our accounts system without having to log into dext to carry out both of these tasks daily.
1 vote -
adding bank feeds via the mobile app
Being able to set up a bank feed via the mobile app - easier to do on the go when sitting with clients.
2 votes -
Bills to autopublish to accounting software as draft whilst in Approvals workflow
We currently use ApprovalMax for approvals - bills publish from Dext to Xero as "Awaiting Approval" which are then automatically loaded to ApprovalMax for the approvals process. Switching to Dext approvals would be amazing however there doesn't seem to be a way to have the bill publish to Xero until after the approvals process is complete. Please could this be considered as an idea
2 votes -
Exception rule to suppliers/accounts in Approvals
In the workflow, we need to be able to select a cost account, but perhaps exclude some suppliers as these should go for approval to someone else.
The ideal exclusion should be allowed by selecting the supplier account specifically.
Otherwise, there should be a way to select all suppliers and manually deselect the ones to exclude. This does not seem possible at the moment.2 votes -
Customer
We should be able to choose which customer bills get assigned to which Project Manager.
We are a construction company and buy let's say drywall for 2 different customers managed by 2 different project manager.
Our bills have the customer name. Bill 1 would go to PM 1 and bill 2 would go to PM2 (SAME SUPPLIER) based on which customer's job it is.2 votes -
Reporting
Please could you add additional fields for columns as per the below: I would like to add columns to the costs inbox and archive to display the following details: received into Dext date, published date and published by user name. It would also be useful to access a report showing the number of items submitted to Dext each day, the number published and the number of flagged items.
6 votes -
Expense claim - Special user privilege just to submit receipts for claim
As we aim to encourage all employees to submit their claims through Dext, we’ve encountered a challenge: the lowest access level currently requires users to input extensive information, such as GL and Class. It would be beneficial to create a new user type specifically for claim submission, allowing users to submit claims without needing to see or enter these detailed accounting details. This would streamline the process and enhance user experience.
2 votes -
Allow more "Projects" and flexibility.
Hi, can you please allow us to be able to create our own excel output sheet. The data input can be extracted from line items and each "input column" can be added on the list similar to how projects are added. For example, if i could rename the "projects" list and use it as "departments", I should be able to input the department as a line item. when it comes to exporting the file, i should be able to choose which items on the list I want in the excel fine plus the order of it.
2 votes -
Intigrating to Iplicit software
Could you please look into integrating to Iplicit accounting software
2 votes -
Highlight if no attachment on invoice from Accounting Software within Supplier Statement in Dext
Could the Supplier Statement section within Dext be able to pick up if the invoice within the creditors list of the accounting software does not contain an attachment and be able to request?
2 votes -
Ability to add custom control accounts for loans etc
Ability to add custom control accounts for loans etc
1 vote -
keyboard shortcuts for dates
QBO has keyboard shortcuts to toggle through dates. I would love this in Dext.
Next day + (plus key)
Previous day - (minus key)
Today T
First day of the Week W
Last day of the week K
First day of the Month M
Last day of the month H
First day of the Year Y2 votes -
manual match
If Dext doesn't automatically match an expense with a bankstatement, the option to do it manually (for instance date doesn't match or partial payments)
5 votes -
View a Teams client list
It would be great if the team could see the client list for their team in the dashboard, rather thank "my clients" and "all clients"
1 vote
- Don't see your idea?