161 results found
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Forwarding emails with a note
When you receive a receipt via email you should be able to type a comment and when you forward it to text it should show up as your note
191 votes -
Publish attachments when importing
The ability to attach invoices into accounting software as you import the invoices, we use the attachment feature on sage regularly and dext importing them would be incredibly useful
2 votes -
multi-part sales tax codes
Registered charities often claim the public service bodies (PSB) rebate which splits the HST into federal and provincial components and allows part of the federal and provincial amount to be claimed and the rest cannot be claimed. We can easily build this out in QBO by combining the four components of the PSB rate into a sales tax group but Dext won't calculate/publish transactions with tax codes that have more than two components. This is crucial for registered charities or non-profit organizations.
2 votesThanks for your feedback, we've updated the QBO integration to allow handling of larger tax codes now as a result.
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Shift+Click to highlight multiple items in the inbox
Shift + Click to highlight multiple items in the inbox
61 votesThis is now available - thanks for your help shaping the product!
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Rule to submit items from a specific total amount for approval
A rule which will automatically submit for approval all documents above a certain total amount.
7 votesHi there,
Enhanced approvals for expense claims were released a couple of weeks ago 🎉.
In this new version, you can set up to 5 stages of approval, and choose the cost limit at each stage too.
If you're an admin, go to settings to set up an approval workflow for expense claims.
More information can be found here https://help.dext.com/en/s/article/expense-claims-approvals
Enjoy
Anna
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Ability to give access to a newly created client to all colleagues in the new way of adding a client(new layout).
The new layout of the 'Add client' option doesn't have the button to select all colleagues to have access to newly created clients so it would be a good idea to add such an option as it was in the old way.
12 votesHello,
Thank you for your continued feedback and support in making the Dext Product better. We wanted to let you know that this has recently been released. Please go and check it out and let us know what you think.
Simon Williams
Product
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Have the option to set up 2FA codes without authentication app and directly through email
Have the option to set up a 2FA with an email rather than doing it thourgh an authentication app.
19 votesHi, thank you for your feedback!
Dext's multi-factor authentication methods now include email, which you can use instead of an authenticator app.
See our user documentation here for more information: https://help.dext.com/en/s/article/how-to-turn-on-two-step-authentication-for-your-account#email
The Dext Product Team
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Alphabetical Statements
When you are in Supplier Statements and you put them in to alphabetical order they do not stay in order when you use the arrows (top right) to click through them.
1 vote -
Option to lock approved expense reports so that users will not be able to add item to it once it has been approved
Option to lock approved expense reports so that users will not be able to add item to it once it has been approved
45 votesHi there,
We released a fix for this 🎉
The enhanced expense claims approval experience, which was launched this week, will 'lock down' expense claims once they're submitted for approval so no-one cant add or remove items. Just go to settings to set up new workflows for expense claim approvals.
Enjoy
Anna
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Un-Approve an Expense Report
Un-Approve an Expense Report
15 votesHi there,
Enhanced approvals for expense claims were released recently 🎉
This includes the ability to cancel an approval request, by clicking 'Edit'. And also reject expense claims too.
If you're an admin, go to settings to set up an approval workflow for expense claims.
More information can be found here https://help.dext.com/en/s/article/expense-claims-approvals
Enjoy
Anna
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Automatic Expense Report Approval request
Automatically send Expense Reports for approval after some time
3 votesHi there,
Enhanced approvals for expense claims were released a couple of weeks ago 🎉.
In this new version, expense will automatically flow through up to 5 approval stages and emails will be sent to approvers too.
If you're an admin, go to settings to set up an approval workflow for expense claims.
More information can be found here https://help.dext.com/en/s/article/expense-claims-approvals
Enjoy
Anna
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Sage Accounting sync Departments list
Sync the Departments list from Sage Accounting into Dext
98 votesHi,
Thank you for your feedback, thanks to your input we now support Departments syncing and publishing with Departments for our Sage Accounting integration.
This required us to move the integration to Sage's latest API which in turn means that for you to access this feature you will need to reconnect the Sage Accounting integration on any Dext accounts you'd like to use departments with.
Once you've done this you'll be able to find departments within of the 'projects' lists within the account. You'll notice in the integration settings that there's a new option that allows you to select which departments you'd like to be sync'd into which projects list within Dext.
Thanks again for your feedback and for helping us to improve Dext.
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Report
Feature for the accountant to be able to pull off a by Category report just like a trial balance.
1 voteYou can currently pull off a Category report within the Summaries screen. As we don't operate a GL, we cannot highlight debits and credits, however you can see which category are Income and Expenses.
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Move Dext Solo Clients to Dext Prepare
Move Dext Solo Clients to Dext Prepare
4 votes -
10 votes
We have now added the ability to deactivate (and reactivate) a Solo client within Dext.
See the help documentation here for more details: https://help.dext.com/en/s/article/deactivating-a-dext-solo-client
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More than one expense approver, 2 step approval process
Be able to select more than 1 approver for bigger expense reports, to have the approval of both assigned
8 votesHi there,
Enhanced approvals for expense claims were released last week 🎉.
If you're an admin, go to settings to set up an approval workflow for expense claims.
More information can be found here https://help.dext.com/en/s/article/expense-claims-approvals
Enjoy
Anna
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MileIQ
Look at mileage IQ which is a software that tracks mileage cars.
1 voteHi there,
We recently released out new mileage feature in Dext 🎉
Take a look at how to set it up here https://help.dext.com/en/s/article/mileage
Please do let us know how you get on and how it compares to MileIQ!
Enjoy
Anna
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Option to make description and note searchable
Can you introduce an option to search by description and/or note in the archive option please? As there is no option to input a job site, I use the description and note to enter the job site. When I have to look up a site, I can't search by either of these options.
If an option can be input to enter job site/job code/ project name that we can search also, that would be even better.
Thanks.
243 votes -
Cancel Expense Report approval request
Cancel Expense Report approval request
2 votesHi there,
Enhanced approvals for expense claims were released recently 🎉
This includes the ability to cancel an approval request, by clicking 'Edit'.
If you're an admin, go to settings to set up an approval workflow for expense claims.
More information can be found here https://help.dext.com/en/s/article/expense-claims-approvals
Enjoy
Anna
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Email notification when an item/expense report is send via email
Ability to receive an email notification when an item/expense report is send via email.
14 votesHi there,
Enhanced approvals for expense claims were released a couple of weeks ago 🎉.
With the new version, email notifications are sent to approvers.
If you're an admin, go to settings to set up approval workflows.
More information can be found here
- https://help.dext.com/en/s/article/expense-claims-approvals
- https://help.dext.com/en/s/article/costs-approvals
Enjoy
Anna
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