1761 results found
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Being able to filter and extract by uploaded items
Extracting items by the date invoice/receipt was uploaded to ext. This would make it easier to know what the client has handed in/uploaded in case they have provided older invoices.
1 vote -
Read and understand description from same suppliers
Use AI to read the description of a receipt. For example we may get our IT services each month from our providers but if we buy a new computer Dext should pick this up and post to fixed assets.
4 votes -
Email Notification when subscription owner changes but Accountants are not removed
Please can accountants get notifications when a client takes over their subscription/billing. As we only get notifications if the client takes over the subscription and removes us as their accountants. This will help to know exactly when billing has been taken over. Thank you
1 vote -
Three Business fetch connection
Provide a fetch connection to Three business so I can get my business mobile bills automatically. How is it you can only connect to the personal version when businesses are your customers?!
1 vote -
Open Clients in New Tab
Being able to open different clients in a new tab again would save time.
2 votes -
Forward PDF from mobile app
When viewing a pdf on the iPhone app, it would be good to be able then save/forward the pdf from the viewer. This would be extremely handy when someone requires a copy of the document and are not in the office.
1 vote -
Expense Publishing to Sage 50 from web browser (for Mac users)
Allow the publishing of expenses from web browser to Sage 50. This will allow Mac users to publish, rather than rely on windows PC access.
1 vote -
email trail also going through to accounting software as attachment
email trail also going through to accounting software as attachment
14 votes -
PO matching to Approval Max
Allow PO matching to flow through into Approval Max
1 vote -
Purchase order creation
Can we add and feature to create a Purchase order In dext which can be inegrated to Xero as well as approvalMax for proper Audit trail.
2 votes -
Smart contracts
Smart contracts
1 vote -
Batch tracking for bulk invoice uploads
Would be great to be able to pre select tracking category when uploading a batch of invoices (e.g. where all invoices for one tracking category are contained within one PDF).
2 votes -
WFM 2 integration
Integrate with workflow max 2 by bluerock.. thats a great idea :)
13 votes -
Dropbox Integration
For uploading costs automatically from Dropbox - Rather than have Dext create folders in the Dropbox, it would be useful to be able to specify the path to the folder you want Dext to upload from.
1 vote -
Auto forward from email folder
I am currently working with a clients who has a large amount of invoices. One feature I think would be fantastic would be the ability for them to drag and drop emails into a folder in their gmail that automatically sends to dext. Unfortunately, auto forwarding isn't suitable as it forwards all of their discourse with their suppliers, fulfilment partners etc. Therefore, we end up with 1,000's of items in dext that are just email conversations.
This would be super useful and very easy to explain to a client of any size.Thanks!
1 vote -
Please can you display calculated sum(Base Totals) on Active / Selected records?
Please can you display calculated sum(Base Totals) on Active / Selected records?
4 votes -
Report Data Download
Bring the CSV file back
Or Add the Cash Book Format report as default2 votes -
Notifications sent to users when they're assigned Document Owner
I would send email notifications to users when they are assigned as the Document Owner in Dext Prepare. This would then bring to their attention they have something they need to action / review in Dext.
1 vote -
Individual Payment Methods Linked to Credit Card Account
Hi Can something be set up to allow individual payment methods to be linked to a particular credit card using Xero integration.
Multiple company credit cards have been set up as individual payment methods, however they can't be linked using dext (unless I'm not doing this properly).
Whereas; I can set the payment method default for my own user (only person using dext) as any one of the credit cards but can't set them up as separate payment methods.
eg: 3 wholesalers I use, one of them I use visa (lower fees) and the other I use the company amex…
2 votes -
1 vote
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