1760 results found
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duplicate milleage report
Duplicate existing milleage report to be used for new recurring trip
1 vote -
Supplier statement - Sage integration (South Africa)
Can you please add an integration with Sage on Dext prepare for South African users.
At the moment the integration works for Xero1 vote -
Approval Workflow based on Customer
We have a client that approves based on which salesman is assigned to a customer/job. If we could trigger approvals based on the customer, they could stop using a competitor's software and keep all of their workflow in Dext.
4 votes -
"default business"
Set a default "business" for the mobile app.
I have my own business (on mobile this is primarily to capture receipts) and then I also have access to a client's business (for reviewing, never adding). Because I have two businesses, when I open the app I need first select my own business which defeats the purpose of the very nice setting of "Open on camera".
1 vote -
Option to assign date to expenses based on item/transaction date, not based on upload date.
When uploading Expenses, there should be the option for them to be dated based on Transaction Date, not upload date. This means they will be also sorted into Effortless Expense claims based on this date.
It is not useful when a Expense receipt from 31/10 is uploaded on the 01/11, is placed on the Novemeber Expense Claim/Report. It creates many hours of work to manually move transactions back to the correct report every month!1 vote -
Set a budget
Have the ability to set up a budget by category, so that when expenses uploaded and processed the totals show against budgets set.
1 vote -
Record payments from remittance advices
Customers frequently send remittance advices ahead of making payments, and often these are payments for several invoices. Currently I manually attach these to the payment transactions in Xero on reconciliation. It would be great to see Dext with the ability to scan these remittances, record sales invoices as paid in Xero, and attach the remittance advices to the payment transaction.
I would see this working similarly to the 'paperwork match found' functionality of Costs.
1 vote -
Publish/Edit Button at the bottom of the Right Review Panel
Add the Publish/Edit button to the bottom right Panel of the Approvals section like the Inbox section. After you scroll down to review the information, you should be able to select the Publish or Edit button.
1 vote -
Automatic reconciliation of supplier statement if all statement lines match
I'm reviewing each one, but when line items are all matched, there is nothing really more to do than reconcile/archive. If the line items are all matched, why do I need to see it?
My vision would be to be able to run an "Aged Payables" (exportable) report in Dext which is checked against the same report run in QBO or Xero automatically. As part of my monthly and year end processes, I check Aged Payables to check everything is correctly shown but it would be great if this report from Dext could have a column confirming the period end…
1 vote -
Translate Photo's
Be able to translate photo's of receipts and invoices so that bookkeepers can actually understand them without having to download each document and google translate them.
1 vote -
For approvals, can we have these approvals printed on the invoices prior to publishing?
For approvals, can we have these approvals printed on the invoices prior to publishing?
Currently the only way to check if an invoice was approved is to go to 'history'. It would be ideal if the approval can be displayed somewhere on the invoice as well. So it maintains that flow.Once invoices are published to QBO, there is no way to know which manager approved the invoice for audit purposes. This is a requirement for audit purposes.
The approval is a great feature, but defeats the purpose for audit.
1 vote -
Made select of invoice Brand available in DEXT
Be able to select invoice brand in DEXT so that the sales invoice picks up the correct payment terms. It currently just defaults to the wrong brand, putting payment terms in that I have to subsequently remove in Xero
1 vote -
Mileage Tracker Different Mileage Rates
Love the new mileage feature but have a client who uses a reduced rate for mileage claims rather than the standard 45p would be really useful to be able to enter the mileage rate manually. Please Dext
2 votes -
suppliers profiles
When reconciling the statements, is it possible for the profile information from Xero to be accessible for editing? Additionally, it would be helpful if the current balance could be displayed
1 vote -
PO approval linked to invoices
Require approved PO for each invoice
2 votes -
See assigned manager on User Page
Using the new version is there a way I can instantly see the assigned manager on the main Users page (maybe the ability to add a column for this) without going into each individual user? We used to be able to see this in the My Team page on the old version next to the user privileges.
2 votes -
Invoice by Invoice approval
It would be great to assign invoice approvals by invoice, and not just GL account.
7 votes -
calendar
It would be nice if the calendar started on Sunday instead of Monday, like most calendars. If you're looking to select Tuesday, you might select Wednesday instead because of where it's sitting visually.
1 vote -
USER ADMINS CANNOT PUBLISH TO ACCOUNTING SOFTWARE
URGENT! I want my clients that are business owners to be user admins but not publish to the accounting software as our clients hit all kinds of buttons and mess things up. Previously they were “expense approvers” that could be selected to not publish. This is very important for myself and other dext users.
2 votes -
Audit log of Activity per member of staff
activity log for practice users by client to see how much time is being spent on dext per client so we can see inefficiencies
8 votes
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