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  1. 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…

    3 votes

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  2. 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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  3. 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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  4. Practice insight settings on bulk upload allow Account Manager allocation

    1 vote

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  5. 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

    4 votes

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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. If Dext doesn't automatically match an expense with a bankstatement, the option to do it manually (for instance date doesn't match or partial payments)

    5 votes

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    0 comments  ·  Bank  ·  Admin →
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  13. Hi - I've used Dext a lot in the past integrating with Xero. I am now looking at software to integrate with Infor M3 which is a larger ERP system.

    Whilst M3 is a large system Ping has a fairly small AP area so it'd be ideal if there was a way to integrate Dext with M3.

    1 vote

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  14. Update "Image Share" for Expense Reports to be set at the Expense report level, instead of globally.

    Some users may not require this to be on by default for all reports, but on an adhoc basis.

    Maybe have a global feature to enable/disable image sharing, but allow the control to be at the expense report level.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  15. Brakes Foodservice Invoice Fetch

    1 vote

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  16. Can we get Dext to recognise MPRN on Utility bills specifically to best allocate to individual properties as being the ID

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  17. "remove the Document Owner" as a criterion for the Duplicate feature with regards to "Receipt" as the type of document.

    2 votes

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    0 comments  ·  Extraction  ·  Admin →
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  18. Currently, you set your default tax codes in the integration (we are using sage 50). This means when you use extracted tax, any left over amount always goes to T0 (our 0% rated tax codes). This works in most cases, however when looking at payment processing, water suppliers etc. They have may portion of there which is taxable and a portion that is tax exempt. The current system puts that tax exempt portion into our 0% rated tax code rather than our exempt tax code. I am then having to go into Sage 50 and manually change the tax codes.

    3 votes

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    0 comments  ·  Extraction  ·  Admin →
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  19. I would love to be able to change the reference number on the reports to make the submission for approval by our client even better

    4 votes

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    1 comment  ·  Expenses  ·  Admin →
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