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  1. If a supplier was to have regular invoices for the same amount, would it be possible to set multiple condition rules on an amount basis, rather than just rules for the supplier in general?

    For example if multiple HPs was to be taken for multiple vehicles from the same supplier, but the monthly payments stay the same and need split line items to contain correct VAT treatment (10%)

    This would remove manual time when bookkeeping.

    1 vote

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    0 comments  ·  Rules  ·  Admin →
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  2. Would be a good idea to be able to have a Bank Statement Extraction only subscription to be able to export line items into a csv. This could either be billed on a page basis or a monthly subscription cost for unlimited pages

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. 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?

    1 vote

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  4. Would it be possible to manually mark invoices within Supplier statements as reconciled, if for instance there is an amount on the creditors list in the accounting software that relates to multiple invoice lines on the statement?

    Another instance this would be useful is if there is a match but the date of the invoice in the accounting software is slightly out to the supplier statement date

    1 vote

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  5. Would it be possible for Dext's Supplier statements section to be able to pick up any items posted as an expense within the accounting software as this would assist with duplication errors? Or is this currently only based on the creditors list?

    1 vote

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  6. Have the ability to set up automatic email reminders for missing invoices already requested and not yet received

    1 vote

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  7. To be able to add the filename as a column in the inbox

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  8. Supplier rules for document type. Sometimes the system doesn't recognize the type and we have to manually edit it. It should always be an "invoice" for specific vendors.

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  9. Id like to be able to "share" an item from the item details page and to share it with an external user email (dext to remember the email addresses). Id like the emailed person to be able to reply to the email and it shows as a reply to my query inside dext and this exchange is logged on the audit log history.

    1 vote

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  10. Would like to have the supplier request email from the client name instead of from Dext as this could go into the spam inbox and never be received

    1 vote

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  11. I'm surprised this isn't a feature yet. When you are adding a document online via the webpage there is no area to give a description for the document before uploading or even right after. You have to wait for it to be processed, then go into it and leave a note. For someone who submits receipts & bills both on the phone & webpage it would be very nice to have that feature on the webpage. I am frequently submitting documents that I would like to leave a description for so my accounting team can then know where they might…

    154 votes

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    Under Review  ·  2 comments  ·  Expenses  ·  Admin →
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  12. Approvals to remain in the Costs 'inbox'. To enable cvs uploads to our accounting package, the work is duplicated if we need to export from the costs inbox as well as the approvals folder. totals e.g. credit card are then harder to crosscheck given they straddle two exports. We will discontinue with the approval function until this is resolved.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  13. Permissions that restrict a user from being able to access the sales module

    1 vote

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  14. IT WOULD BE GREAT IF WE COULD ADD EMAIL ADDRESSES TO SUPPLIERS SO THAT WE CAN SEND DOCUMENT REQUEST FORMS DIRECT FROM THE STATEMENTS FACILTY

    1 vote

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  15. Use AI to read the description of a receipt. For example we may get our IT services each month from our providers but if we buy a new computer Dext should pick this up and post to fixed assets.

    4 votes

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    0 comments  ·  Extraction  ·  Admin →
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  16. 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.

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  17. Option to move document from supplier statements back to costs

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  18. Can we get notifications whenever an item is approved?

    1 vote

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  19. Export expense reports in MM/DD/YY format

    4 votes

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    1 comment  ·  CSV Export  ·  Admin →
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  20. Ability to set a rule and action on Amazon Import (or all extractions)
    Example : If Payment Method = xyz Then Delete Receipt
    I have receipts flowing from one amazon business account to more than business. Lots of duplication and manual deleting. A rule would automate that (for me ithe bank card used indicates which business it applies to ... but there is no means to direct them to the correct DEXT business based on that.

    1 vote

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    0 comments  ·  Rules  ·  Admin →
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