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  1. Would it be possible to include a check box to either include or not include supplier rules or Line items within supplier rules? We utilise the supplier rules on about 40% of invoices but the others we dont and its a bit of a pain to have to go into the rules/lines each time to delete them off.

    2 votes

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    0 comments  ·  Rules  ·  Admin →
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  2. Most clients have an email inbox called accounts@. Why not have a MS365 and GMAIL integration with DEXT that we can view that inbox from within DEXT. We can retrieve invoices, credits, statements instead of depending on the clients. One step further would be that DEXT builds a bot that scans that email account within DEXT each day and automatically pulls in invoices, credits and statements. That would be super cool

    1 vote

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  3. Please consider adding the 'Integration' column to the table settings, as a removable column? Thank you.

    1 vote

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  4. I would like custom report function for our company account that is only available through Dext Precision. Happy to pay extra for it, but we would find this feature beneficial.

    1 vote

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  5. Allow users to choose the language, independently from the account's settings.

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  6. Would be great if there was an indicator on the image screen that this image is multi paged. The scroll bar is thin and we sometimes assume we've seen all the information we need so we don't think there is more. We have to actively remember to always scroll every image even though 75% for us don't need scrolling.

    1 vote

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    1 comment  ·  Expenses  ·  Admin →
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  7. Would be great if the fields on the right side were all visible and no need to scroll all the way down to see all the fields. Would save time.

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  8. Hello! Whatever change was made to the search feature recently was not a good change.

    I seasrched for "bridge" and it brought up GHY and Ecard Systems
    I put in Enbridge and it brings up 4 Enbridge invoices (what I was looking for).
    I used to be able to put short form and it worked all the time.
    Also, when making an edit on an invoice that was already filtered and then hitting the back button it is often taking us to the main screen again. We have to filter to find the invoice again. This was never the case…

    1 vote

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    1 comment  ·  Other  ·  Admin →
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  9. Export expense reports in MM/DD/YY format

    4 votes

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    1 comment  ·  CSV Export  ·  Admin →
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  10. be able to set default tracking category by nominal code not just supplier

    1 vote

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    0 comments  ·  Categories  ·  Admin →
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  11. When exporting expense report, file name should default to represent the report name, not the date it was printed.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  12. Dextension to clients, also available for basic users.

    1 vote

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    0 comments  ·  Workflows  ·  Admin →
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  13. Integrate with Acumatica

    3 votes

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  14. 1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  15. Lock modification of expense reports and invoices when the user is a basic user

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  16. Have Dext read Customer info and allocate so its not manual, ie if customer info is on invoice that it reads and allocates

    2 votes

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    1 comment  ·  Extraction  ·  Admin →
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  17. We have a client in the construction industry who uses Sage Line 50 for their accounting software. For the vast majority of their customer and supplier invoices they need to split the costs by labour and materials using the cost codes on Sage. I'm sure it would save not just any of our clients but many companies that has the Dext-Sage integration time if they could do this split on Dext rather than pulling the information through to Sage then having to change it on there.

    2 votes

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  18. NPO Tax rules and proper breakout - I am manually breaking out the HST into the federal and provincial rebate lines - would be nice for DEXT to break this out through the software

    1 vote

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  19. When I send a document that already exists in DEXT, I would appreciate no to receive "Unsuccessful document upload" warning message (which is quite stressful... as I already have trashed the paper bill. A difference message saying "Redundant upload rejected" so I know it is (then I check which document in the trailing text if I want.

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  20. Please provide the option (toggle button) to prevent users from adding new suppliers.

    31 votes

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