1788 results found
-
Sort columns in Approvals
Please provide a sort option in Approvals
4 votes -
Supermarket receipts
Hi. I often go through the supermarket receipts e.g. Tesco which don't have VAT breakdown on them. When the client buys cleaning products, it would be useful to have an option to open a small calculation spreadsheet to work out the VAT amount on those cleaning products. it would also be useful if one could save this with the original receipt as a record of how the VAT was worked out.
4 votes -
Turn off the conversion rare to base currency
The amount that FIXER provides never matches what our credit card provider or our bank uses. IT would be nice to turn the auto conversion off and force users to enter the real cost.
2 votes -
Custom Extraction Field for Invoices and Statements
Ability to create a custom extraction field (or column for statements) on specific suppliers' invoice/statement (e.g. a delivery location detailed on an invoice if a single supplier delivers to multiple sites, or a delivery location column on a supplier statement).
1 vote -
New tax setting that Post PST as Zero in QBO
Oct tax settings update: The taxes are not working in all clients. Because we are in BC Canada I have my clients set up for two taxes. I think that the default tax setting for cost on GST/PST. Several invoices only have GST charged on them and the now the PST is processed into QBO with zero tax. In the past on extract tax it would extract the GST and mark the bill as GST only in QBO. Now it looks correct in Dext but when it is entered into QBO the tax code is GST/PST with zero in the…
1 vote -
Improved Expenses View of Dashboard
Improve dashboard view on EXPENSE CLAIMS to mirror Costs 1) by including INVOICE number / Document Reference for cross matching 2) for enabling NARROW view.
Especially valuable when checking statements with MULTIPLE invoices from same supplier1 vote -
Modify the 'Reference' field in Dext to only allow up to 18 characters. Paying expenses in Xero the Reference field can only be a max of 18
Paying expenses in Xero the Reference field can only be a max of 18 characters to align with bank reference field, otherwise you have to manually change Reference field to fit. Could this field be modified.
1 vote -
Person posting from QBO
The person logged in to Dext should be the same one as the person publishing to QBO. It makes it easier to know who did the work.
2 votes -
Improvement of the 'Multi-Account' feature: Keep history logs (items submitted by/amended by) in the account that is being merged
Currently when two logins are merged, the one that gets deleted is anonymised in all history logs. Everything that user edited /amended on any item in the past shows as "done by Dext Prepare". After the merge, we lost all this audit trail and all the history is now anonymised. This is very inconvenient and could cause issues when trying to track who booked which item to which account etc.
6 votes -
Reorganizing the Details tab to show matchs
I would like to suggest on the item details tab that you move the notification that there is a match higher up on the screen. It is out of view until I scroll down on the page. I generally work from the top to the bottom and it is frustrating when I see there is a match after populating the details. This would be really helpful I think
1 vote -
Recycle bin
A recycle bin that allows user to see erased documents for 30 days after deleting document.
1 vote -
ramp
Ramp integration please. Right now we feed documents from DEXT to BILL - as we migrate from BILL to Ramp, I no longer have the connection from DEXT. Ramp may become a stronger solution for us. I would love to keep DEXT in our workflow.
1 vote -
Approver Access
User Admin (Expense Approver) access - the approver will be able to view their team's expense claims, without having access to all documents linked to the company, and can approve them. The Finance/Accounts team will then be able to publish to the accounting system for payment.
3 votes -
Year end dates in settings
Be able to set business year end in business settings as i.e. 31 March and be able to link to say those dates are what should be used for tax year 23/24 etc as can't change on SA301F summary report (and can't change dates unlike on transaction summary)
1 vote -
Approvals Exceptions
Be able to Turn approvals off for a specific user by having an exceptions heading under the Apply to heading so you have a choice of either applying the rule to specific criteria or setting specific criteria to be exempt from the rule.
1 vote -
Class & Location
We have been using Dext for over a year, and have just recently realized that in the Costs section, if you type in the Class & Location, it does not carry over into the Edit Line items area. This has caused a huge headache for our Controller, as I didn't know this would auto-populate different location information than what was entered.
Please find a way to make these two areas match.1 vote -
Notification settings to move from daily to monthly for certian users.
Notification settings to move from daily to monthly for certain users so they are not receiving notifications all the time.
Can you add a user with the default to no notifications? I have executives to add as users and they don’t want 300 emails a day. They also don’t want to opt-out, so why can’t you choose on/off when you set the user up?
1 vote -
Hide Inactive Organisations from Drop down list
When subscriptions are no longer in use under a multi-subscription organisation, there needs to be an option to hide inactive organisations from the drop down list. This would avoid confusion, and create a much more straight-forward display.
At the moment, our default organisation is an inactive one, so every time we log in we have to select the correct organisation from the drop down list. There needs to be an option to select one org. as the default org. that opens every time you log in.1 vote -
Searching Bank Statements by Source ID
A feature to find submitted bank statements by source ID. Say you have a lot of bank feeds and don't know where a duplicate document is, it says the ID number when pointing out the duplicate exists so searching said ID should bring you to the submitted statement, maybe an advanced setting.
Either that or the duplicate notification also tells you where the original transaction is located
1 vote -
Have the Ability to send for Approval or Publish
It would be good if the main person processing invoices had the choice to either send for approval or Publish. eg we have certain invoices which can be published straight away such as invoices with a PO or Utility invoices but at the moment we have to send all invoices for approval.
4 votes
- Don't see your idea?