1760 results found
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Selecting extracted tax codes for each supplier
Currently, you set your default tax codes in the integration (we are using sage 50). This means when you use extracted tax, any left over amount always goes to T0 (our 0% rated tax codes). This works in most cases, however when looking at payment processing, water suppliers etc. They have may portion of there which is taxable and a portion that is tax exempt. The current system puts that tax exempt portion into our 0% rated tax code rather than our exempt tax code. I am then having to go into Sage 50 and manually change the tax codes.
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3 votes -
Expense report reference number
I would love to be able to change the reference number on the reports to make the submission for approval by our client even better
3 votes -
Ability to select checks unpaid as "to print" when publishing to Quickbooks
I would like the ability to leave the check reference blank without auto-filling AND the mark the check with the "to print" status in Dext. Then when publishing to Quickbooks Online, the check would be labeled as "to print". All you have to do is click "Print Checks" in Quickbooks and the check would be listed there.
Right now I have to manually go into QB, erase the long RB reference number, select the check "to print", and then go print. The way it is now, this step could be forgotten and someone could go unpaid!
I think this could…
1 vote -
Tax code extracting with Line item extraction
Have the option to extract the tax code with Line item extraction.
16 votes -
2 votes
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Date format able to change it on expense reports when exporting
It would be very helpful if you could change the date from DD/MM/YY to MM/DD/YY. Our clients here in the USA require the dates to be put in the MM/DD/YY format. Thus we have to manually manipulate the dates on the expense reports.
1 vote -
Give option for different categories in mobile app vs desktop
When using mobile, I am almost exclusively using 2 or 3 categories because it is for receipts that I don’t have a digital copy of. (Restaurant, gas). If the drop down options for categorization were limited it would hugely speed up the process rather than having to search for the right category. But in the desktop program I still need the full gamut, but they’re easier to type for or see a longer menu of options.
1 vote -
search in lists
Please have a search on each page for Lists on the web app ie. Payment methods, such as categories, payment methods, cases, products and services, etc.
1 vote -
Approvals by User
Have approvals customizable by user. At present it is only able to be done by: Document; Category; Supplier or Project
1 vote -
expenses report
There will be usefull to be able to a montly report of all expense for sole entrepreneur without using another software
1 vote -
Publish to: e-Transfer
I want to add another option to publish to: For example right now I can select Credit card charge, Cheque, Cash, Debit Card but I want to add another option called: e-Transfer
This type of transaction is the most utilized feature to pay bills now in canada and it would be do nice to have it as an option.1 vote -
Have a minimum limit for submission
Setting a minimum amount limit for cost submission
1 vote -
Allow Negative VAT Again
Please could you bring back being able to have negative VAT on purchases and sales. For example I cannot do purchase contra on a livestock auction invoice as the software simply doesn't allow negative VAT - I really don't want to have it split items out as it defeats the point of trying to save time.
1 vote -
Extracting invoices and statements from clients email addresses
The ability to enter a clients email address with their permission .
A function that will search the clients email address and Extract anything that says Tax invoices or statement.
For those clients that it is difficult to get them to forward their invoices.
1 vote -
Add favourites/Filter categories in both the Mobile/Web app
In the mobile app can you filter accounts or sort by most used or last used in app. It would be handy not to have to scroll through entire list when I always use just a couple accounts when scanning in a receipt
41 votes -
Box.com integration
Hello
as there is already Dropbox integration, could also we add Box.com integration (similar file storage software)?Many thanks
bests
Luca1 vote -
Simultaneously Login to different/multiple browsers
It would be nice to logged into the same dext account on different web browsers at the same time. The purpose is for us to double check multiple Dext accounts which are related to each other.
Logging in simultaneously is best tool rather than switching companies and can not really compare the paperworks present on each account.1 vote -
Refresh Dext for updated paperwork request report
Having processed items in Dext and reconciled in Xero its laborious to get to the refresh integration option in order to create an updated paperwork request report. Would be great to have a sync button when wanting a current list of unreconciled bank transactions in Xero. Also the option to include bank lines where there is an item in Dext that might not be a valid VAT invoice. I keep order confirmations in Dext as a reminder that they've uploaded the incorrect paperwork and still need to upload the valid VAT invoice.... but then that bank line is not currently…
1 vote -
Please can you display calculated sum(Base Totals) on Active / Selected records?
Please can you display calculated sum(Base Totals) on Active / Selected records?
4 votes -
Autocategorization for Line Items
It would be great if Autocategorization could apply to Line Items as well, so it learns which categories have been previously assigned to Line Items for such suppliers.
9 votes
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