1524 results found
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UI Suggestion for Improved Usability When Scrolling
I’d like to suggest a usability improvement regarding the layout of the main interface. When scrolling down through the list of invoices on Desktop, the top section (including the Inbox, Export, Filters, etc.) remains quite large and takes up significant vertical space.
As a result, the area dedicated to viewing and interacting with invoices is too small, making it difficult to navigate and work efficiently.
Would it be possible to minimize or collapse the top section when scrolling down, or at least reduce its height dynamically? This would greatly improve the user experience, especially for those working on smaller screens…
1 vote -
Аllow Expense Claim to be published to credit card payable (not just Accounts Payable as a "Bill")
Currently, Expense Claim will be published to Accounts Payable (in QB desktop in our case) as "Bill". It would be super helpful to allow an Expense Claim to be published to "Credit Card Payable" because it groups all the costs submissions by month (auto expense claim at end of month in our case) in one claim and staff only needs to click "Request Approval" once every month (rather than for each cost claim). Approver only needs to approve in one click. Our staff likes this auto expense claim function. However, Expense Claim can only be published to Accounts Payable. We…
1 vote -
Split Expense Tax
When splitting an expense, sometimes we're taking one Amazon receipt total and splitting to two transactions because Amazon billed each item separately. We are given the option to choose a category, then input the total amount and the tax amount. We should be able to choose a tax type rather than a tax amount. I shouldn't have to calculate the tax amount myself before inputting it here if the tax is straight HST.
1 vote -
Match Invoice to Multiple Purchase Orders
It would be good of we could add a PO number to the individual Lines to enable multiple PO's to be processed against 1 invoice. Currently only 1 PO is aloud per invoice.
2 votes -
Allow employee users to be able to submit items that aren't for an expense claim but not give access so they can see everything submitted
When you have auto expense claims set up so anything an employee uploads is automatically collated into an expense report for them. However, we also need employees to be able to add expenses into Dext that aren't part of a personal expense claim. We are currently asking them to forward their expenses via email to the main Dext email in address so we can then process these and publish to Xero. Can there be the option so that employees can use the app and website log in to add items into Dext that aren't for their personal expenses, for example…
1 vote -
Export 0 total value items to CSV
Hi, can you allow us to export purchase invoices from archive to include documents with no total figure? This is currently not allowed and many of our clients would upload unnecessary data which we would archive with no total.
1 vote -
Change layout of overview
it would be great to be able to change the layout of the overview page, to allow for the workflows to sit at the top for easy viewing that there is workflows to be completed.
1 vote -
Bank match within 1-2% of the expense amount
Submitted receipts sometimes don't include credit card processing fees (such as when they are charged at the payment terminal, not POS). Fuzzy logic/matching could be implemented for receipts to match to a bank item where the payment amount is within 1-2% of the expense amount.
4 votes -
Notes for Bookkeepers - not visible to client
I would love if there was a place to add notes to documents that are not visible to the client for internal tracking/informational purposes!
1 vote -
PO matching and import to xero
Ecom business, we use Dext to Xero, and receive circa 30 supplier stock invoices every day. Experience has shown we can not trust supplier invoices to be at our agreed prices etc so we need to validate each one, which is very labour intensive. It would be a huge improvement if the Dext PO matching feature could be enhanced to enable automated bill importing to Xero when the Supplier, PO ref and Value all agree. This would automate the import of 80% of our invoices, leaving a small number needing manual intervention.
7 votes -
Schedule "Request approval" time
Please add an option to schedule sending approval request at a later time to avoid interrupting approvers after office work time.
2 votes -
Expense Claims
Let user enter Location field value for Expense Claims before publishing to QBO. Currently Dext lets users enter Location for individual receipts which are added to Expense Claims, but each Expense Claim is published as a Bill in QBO and only one Location is allowed per Bill entry (not at individual line item like Classes). So the Location field is always blank when Dext publishes an Expense Claim to QBO. Dext allows user to select a default Location value in the supplier rule for the corresponding supplier -- it should use this as a default for Expense Claims and let…
1 vote -
Approval-Can the notes provided by the approver be added to the description field on the bill.
When an approver provides notes at the approval stage, can these notes be added to the memo field which then transfer to quickbooks.
1 vote -
Move inbox items to supplier statement from the Mobile app
Provide the ability to move inbox items to supplier statements via the app
1 vote -
Customer rules update everything currently in inbox!
Can you change back to when a rule is changed, it updates everything for that supplier or customer in the inbox, or at least if you change a rule when you have the next invoice if you press Apply, that change will apply to that invoice?
I have done a split rule for a customer who charges annual fees, I have uploaded all their sales invoices, only to then realise that they have increased all their prices. I now have to go into each invoice to change each line on the split. Not sure why this was changed to only…1 vote -
Export report of mileage claims
It would be very helpful to be able to export the mileage claims to excel.
1 vote -
Large and multi use Description
If you add a description within the supplier rules, you are then unable to add an additional description to a particular bill. for example, the supplier rule may describe "to be approved by ?" Then, when a bill is sent to Dext, that person may type #note Approved #note. This approval is not visible because there is already a description feeding from the supplier rules. We need to be able to see both comments. Thanks!
1 vote -
Flag or Review checkbox in approvals inbox
Ability to flag or mark reviewed in the approval inbox invoices for final approval.
As a QB Desktop user so many times we do a final accounting review of the invoice prior to publishing and then an error occurs and the document is not published. If we could either flag items held in final approval that need dates changed, etc. before publishing for month/year end cut offs or mark as reviewed we would not need to review every document again to try and push through again.
Firm level users can not be added to the approval workflow so adding this…
1 vote -
Cost connections - EasyShip please!
We spend a lot of time every month extracting cost information directly from Easyship and it would be great if Dext could do this via Invoice Fetch.
1 vote -
SSO for Dext Connect
I'm now locked out of my Connect app at a client because my firm converted the sign in to SSO.
1 vote
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