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1511 results found

  1. Provide the ability to move inbox items to supplier statements via the app

    1 vote

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  2. 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

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    0 comments  ·  Rules  ·  Admin →
  3. It would be very helpful to be able to export the mileage claims to excel.

    1 vote

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    0 comments  ·  CSV Export  ·  Admin →
  4. 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

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    0 comments  ·  Expenses  ·  Admin →
  5. 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

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  6. 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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  7. Be able to go through your entire Client list and bulk edit Prepare clients to Solo that meet the Solo requirements

    1 vote

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    0 comments  ·  Solo/ITSA  ·  Admin →
  8. Allow for more detailed approval tiers, ie Manager approval for everything but Capital items within a certain subset of the chart of accounts which should be allowed to be defined without a limit (ie more than 40). Detailed outline example Over $2000 for the subset of accounts outlined in the rule would require an additional Executive approval but costs below $2000 for this account subset would stay within Manager approval limit

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
  9. When processing the purchase invoice on Sage 50 Accounts Professional from Dext it would be very useful to be able to attach a copy of the purchase invoice from Dext

    1 vote

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    0 comments  ·  Publishing  ·  Admin →
  10. Expense claims as the first approver I was to split an expense.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
  11. You can already assign a different customer to each line item in a cost item, however, very frustrating that this is then not mapped when published to Xero - so you have to enter them all again. I have invoiced with over a hundred different line items each for a different customer and I want to be able to assign them to the customer only once.

    1 vote

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  12. It would be great if we could enable push notifications to your mobile device when an invoice requires your approval. Currently, there are only the email notifications but all of my team mostly completes their approvals while they are on the road via their mobile applications.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
  13. Build integrations with Job Management softwares for Tradespeople and building and construction clients. Specifically softwares like Fergus, Simpro, Buildertrend and Service Mate

    1 vote

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  14. Pull the shipping address when the Amazon Business is fetched. Then Dext can code the location or class by the address.

    1 vote

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  15. The accountants and owners need to see the approval status in QuickBooks as they do not use Dext. Currently this information does not transfer to QuickBooks and QuickBooks online has a spot for approval status. They should be able to open a bill in QB and see that it has been approved without any additional documentation.

    10 votes

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    Under Review  ·  2 comments  ·  Approvals  ·  Admin →
  16. Amazon API - bills imported from Amazon Business - to have Supplier rules as any other supplier purchase documents.

    1 vote

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    0 comments  ·  Rules  ·  Admin →
  17. Try this on your sample accounts - Put Equipment Rentals and Meals and Entertainment in your category list. Now, try to enter a transaction by typing the word meals into the category bar. See what happens? Meals is not the first choice, even though it is spelled completely and 'ment' comes after 'meal' in the alphabetizing. I run into this scenario with several combinations constantly. Insurance is another one - 'fines' comes up first if I type 'ins'. This is clearly a problem in the search bar not alphabetizing correctly. It's frustrating because I'm constantly having to arrow down to…

    1 vote

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    0 comments  ·  Other  ·  Admin →
  18. I have a lot of receipts for my restaurant clients that have a combination of taxed and non-taxed items on the same receipt. Non taxed is always food purchases. Taxed items is frequently either packaging materials or cleaning supplies. I would like to have a split option that can recognize how much tax was charged,(eg. 13.00 HST) and know that on this bill, 100+tax is packaging (113.00) and the remainder is Food (non taxed).

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
  19. Currently you cannot edit VAT rates and classes in the approvals section. Therefore if these need updating, you have to reject the invoice and send it back to the inbox to adjust, which is very time consuming. It would be great if there were the options to edit more categories in the approvals section.

    11 votes

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    2 comments  ·  Approvals  ·  Admin →
  20. Include Product/Service in Export.
    I am trying to export my Costs inbox to a spreadsheet which includes enough fields for me to import to our CRM system but when I export entries from DEXT I can't work out how to add Product Service as one of the fields

    1 vote

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    0 comments  ·  CSV Export  ·  Admin →
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