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  1. I would love to see a little more detail on the History tab of a receipt. I would like to see "Drew change the Category" or something to that affect so I know if my client entered the Category or if Dext entered a suggested Category.

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  2. Sub-Item/Product needed in QBO Inventory. We are a dealership that enters a vehicle as a primary inventory asset and then adds various parts for that vehicle as inventory asset items nested under that primary inventory item. This feature is available in QBO but not in Dext. A drop down bar beneath the new product name to select which existing inventory item the new item belongs with would solve this problem.

    2 votes

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  3. Good day

    Please add Mozambique to the list of dialing codes for purposes of allowing dext mobile use.

    Thank you.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  4. Transfer subscription to a new accountant/bookkeeper directly

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  5. Hi,

    I would like to suggest a feature where by users can determine the time at which certain notifications are received.

    I always receive a 'Summary of Account Activity emails between midnight and 1am - a very inconvenient time with the alerts always disturbing my sleep. I have to leave my phone on and not muted, so I find these Dext emails particularly frustrating.

    So, it would be useful if your customers could schedule the receipt of these emails. Having looked at your resources and spoken to your help colleagues I note that this feature is not currently supported.

    Is…

    2 votes

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  6. It would be great if Dext had an approval process for a new supplier/customer addition. Currently, we are doing the same in ApprovalMax and returning to Dext to upload the invoice.

    4 votes

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    0 comments  ·  Workflows  ·  Admin →
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  7. I would like to be able to easily add a marker (or tag) to all my line items so that identify the items that contain UK VAT..

    The tag could be used for other thinge also and should be an easy add. i have googled and can see something on Google Precision, i dont know what that is, but Prepare suits me fine and so adding bespoke TAGS would be a great feature to me (and thousands of others i beleive)

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
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  8. I only just realized that an "Expense Approver" user can't see any of the Bank Feed info, or use any of the Request Paperwork functionality?? This would be a huge benefit to my clients (especially the ones who have their own company credit cards), but I don't want to make them all Admins just so they can have access to paperwork matching features, and I don't want to have to go through the Paperwork Match feature (which doesn't work that well) and figure out for them which things are missing when it would be way easier for them to know…

    1 vote

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  9. It would be ideal if when uploading a credit card receipt , the field supplier would be optional. This would help to not to create additional suppliers card files in the accounting system

    6 votes

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    0 comments  ·  Expenses  ·  Admin →
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  10. We pay our staff a per diem rate (part or full day) while travelling and don't require receipts. It would be great to be able to add these to Dext expense form - we currently have to use another expense form to include these costs for approval.

    2 votes

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    0 comments  ·  Expenses  ·  Admin →
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  11. I have a client using Doorloop. Since all my clients currently use Dext, I would like to add Doorloop to the list of futures connections. At this point, I am going to have to find another option for them.

    1 vote

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  12. Practice insight settings on bulk upload allow Account Manager allocation

    1 vote

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  13. Please can you program the Tax Amount so that it can be over typed when using tax amounts - sometimes the tax amount is not 20%, for example, and to save having to use separate line items with different tax codes, it would be simpler to over type the tax amount. Some software like sage does allow the tax amount to be different to the calculated rate.

    Using the Extracted Value is not always an option to over type the VAT because often the ivoice wont publish when the Extract Amount tax code.

    many thanks

    3 votes

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  14. NOT TO CREATE A NEW SUPPLIER CARD FILE WHEN PUBLISHING A DOCUMENT AS VISA PAYMENT

    2 votes

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    0 comments  ·  Publishing  ·  Admin →
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  15. Shift+F3 to make uppercase what's in the description box

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  16. Please allow us to add a payment reference to an Invoice/Receipt/Bill when publishing it as paid.

    Allow us to assign a Default Payment Reference to a Payment Method that then pre-populates the Payment Reference for All Bills using that specific Payment Method, the user can then manually update each invoice if a change needs to be made or can add a Payment Reference when editing the Invoice.

    When the user submits a document as paid to their accounting package it uses this Payment Reference as the Payment Reference for the payment created in their accounting package, this will help the…

    2 votes

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  17. When I click on PDF Preview, or Export the PDF version of an Expense Report, I'd like to be able to view the Customer column. At the moment it's only visible on CSV which is not the ideal format for me.

    2 votes

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    0 comments  ·  Expenses  ·  Admin →
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  18. Sales invoice customer name extraction. When Dext processes a new sales invoice it checks whether the customer name is existing or new. If it's existing then Dext automatically populates the customer name field. If it's new then Dext suggests that the customer name is populated with the customer name on the invoice. We then have to manually review the list of sales invoices with no customer name, open the invoice record and accept the customer name. Dext will then populate the customer name field. We have many clients (plumbers, joiners, service engineers etc) who work for new clients everyday. If…

    2 votes

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    0 comments  ·  Extraction  ·  Admin →
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    1. Please add "Type'" to Supplier Rules
    2. Please add more options to edit and see directly on the front page rather than going into each upload, e.g. to see whether Paid is toggled or not. Thanks.
    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  19. When in this suggestion box, and in the app, I can not do voice text. Sometimes it's easier to just speak and say what the bill is rather than texting it out. Unfortunately it does not support this on an Android phone

    1 vote

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