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  1. When inputting an unrecognizable date instead of Dext automatically setting the date to today's instead (similar to the suppliers feature) it could say 'unknown date' as the setting to the current date can beome confusing.

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  2. Turn on Mileage Claims feature for Singapore Region

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  3. Quicken has an excellent vendor Naming Rules and it would be tremendously helpful to have a similar feature in DEXT!

    When DEXT picks up a certain Supplier name I would like to be able to map what it sees to what needs to be used!
    Example: DEXT is showing Shopify, I would like DEXT to memorize "when you see Shopify, use Shopify Fees (supplier name) instead." So many names picked up by DEXT are partially correct, a naming rule would expedite the constant human process of looking for the correct name.

    1 vote

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    1 comment  ·  Extraction  ·  Admin →
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  4. Clone a Mileage Claim for repeated Journeys (Just change the dates)

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  5. I have a client with two accounts with a particular supplier. While I am able to connect these two accounts through Fetch, in Dext I would like to assign the invoices from each account to a different supplier. Dext currently extracts the supplier from the invoice, and therefore both accounts are being set to the same supplier.

    It would be helpful if on a Fetch connection we could override the extraction by setting a specific Supplier per Fetch connection. This would ensure the documents from the two fetch connections are correctly allocated to the supplier accounts I wish to use,…

    1 vote

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  6. Other idea

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. Where there are outstanding Invoices and a supplier statement has not been provider by the supplier, the ability to request for that statement to be requested. Similar to requesting the individual invoices from the statement.

    1 vote

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  8. Have the "Export" tool that is available on the other screens on the "Approvals" screen plus add other columns of data as well.

    1 vote

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  9. It would be great if we could customize the details tab with a few of the fields. Product/service seems to be a reoccurring issue for my clients thinking they need to populate something here as it is on the details screen. So they add things like the word 'supplies' but it is not necessary. It would be great if we could remove it from the screen I do not use. thanks Jill Smith Saved by the Bookkeeper.

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  10. Upload Z-Reports from the POS

    2 votes

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  11. The ability to add a supporting document to an expense report that doesn't have an expense amount tied to it. For example, an email that has an explanation of some receipts that is length, or a breakdown of a group of expenses, etc but don't have an actual line item amount to expense that is associated with the attachment.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  12. Not an idea... but a request. 20 Workflows isn't enough for my org. We need closer to 50 to serve our needs!

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  13. Can the narrative descriptions from line items be available in the description box on Dext, or that extracted data more easily copied and pasted across from line items into the description box?

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
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  14. an option to set up reminders to client either via emails or push notifications for submission/ uploading bookkeeping information to dext on a monthly/weekly basis.

    1 vote

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  15. Roles should be able to be assigned to standard users, and workflows created around that. These roles should be bespoke (e.g. Submitter, Approver level 1, Approver level 2, approver Level 3 etc) Then workflows can be created so that someone with Approver Level 1 would have their expenses approved by someone at approver Level 2 etc.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  16. We would like Dext to be able to function more like RAMP or BILL spend and expense from this standpoint: That the transactions hitting various bank and credit card accounts will display in a bank feed so the users are prompted to know which transactions they need to upload paperwork form. We would like to make this available to standard users, or at least create the ability for us to allow a users to see the bank feed WITHOUT giving them publishing rights. This way clients can be more proactive rather than waiting to receiving paperwork requests.

    10 votes

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  17. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  18. Many of my client's have multiple businesses and often upload the same invoice to two or more entities resulting in double payments. It would be great to be able to group individual entities and search for duplicates across the group.

    2 votes

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  19. Add the ability to approve more than just invoices. We rely heavily on purchase orders, and purchase order matching for our business, and would love to see this added to Dext's approvals, along with the ability to approve new suppliers. This could link to data already captured in Dext, and be share amongst Vault, Bills, and Approvals to give a cohesive picture.

    1 vote

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  20. Unfortunately, simply not putting the customer on the line item does NOT solve the issue. I track my costs to my customers but sometimes I include the subscription for QBOnline and sometimes I invoice for it. I ALWAYS track my specific costs to a customer whether it is billable to them or not as I use PROJECTS. Please fix this. It's a simple toggle on each line item - billable? YES/NO. I have multiple customers that use this feature as we use projects extensively (architects, interior design, etc.). AutoEntry can accomodate this need.

    1 vote

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