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  1. I think it would be really useful to have the "Note" tab change colour or indicate in some way when a note is in there. That way it could alert the user to check the notes before processing a document.

    3 votes

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    0 comments  ·  Other  ·  Admin →
  2. It would be great if you could add an invoice and separate the future direct debit payments, which would automatically update onto Xero.

    Thank you!

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
  3. Publishing rules based on a document type

    1 vote

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    0 comments  ·  Rules  ·  Admin →
  4. project user defaults to also apply to sales items uploaded by specific users.

    Currently Dext only apply project defaults for users to apply to costs.

    1 vote

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    0 comments  ·  Rules  ·  Admin →
  5. I would like to set up employees in Dext and automatically pay them (via a connection to our bank account) through Dext.

    22 votes

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    3 comments  ·  Expenses  ·  Admin →
  6. The POS invoices (eg. from Bunnings) line items are Tax inclusive. We should be able to publish these line wih correct tax code to Xero. Currently if no tax column is available line items then he they are published as GST Fee expenses in Xero.

    We should be able to select lines are Tax inclusive or exclusive.

    2 votes

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    0 comments  ·  Line Items  ·  Admin →
  7. please make description box bigger its too small

    1 vote

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    0 comments  ·  Design  ·  Admin →
  8. Can you please add the ability to connect multiple file storage connections at one time?

    1 vote

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  9. 1 vote

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    0 comments  ·  Integrations  ·  Admin →
  10. Under details the description maps to QBO but there should be a notes section also that does not map to QBO that stays in Dext. I know there is a notes tab but there is no way to know if someone has added a note or not it is not a helpful tab. It could be if there was a flag to show there was a note or if the note was moved to the details tab. It would be super helpful to have a spot for the expense approver to add a note in an easy to see spot.…

    1 vote

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    0 comments  ·  Design  ·  Admin →
  11. Back in the early days of Dext (when it was Receipt Bank) the Item ID was printed on the top of the Receipt. Can we have this feature back please - turning the Item Headers on in PDF exports is not useful/looks awful.

    1 vote

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    1 comment  ·  Other  ·  Admin →
  12. A price checker feature that automatically notifies you when a billed price differs (higher, lower) than the agreed product price would be great. The price checker would compare the extracted line items from bills against your pre-loaded price list.

    0 votes

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    0 comments  ·  Admin →
  13. 1 vote

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    0 comments  ·  Integrations  ·  Admin →
  14. Good Morning,

    I hope this email finds you well. I am reaching out regarding a request concerning the dates on our sales invoices.

    As part of our accounting processes utilizing software like QuickBooks, one of our valued clients has requested the inclusion of two distinct dates on their sales invoices:

    1. Document Date
    2. Service Date

    To accommodate this request and ensure accurate record-keeping, we kindly ask if it's possible to add an additional line labeled "Service Date” on sales invoices.

    We believe this adjustment will streamline our invoicing process and enhance clarity for our clients. Your assistance in implementing this change…

    2 votes

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    0 comments  ·  Extraction  ·  Admin →
  15. A tab for Previous Transactions would be very powerful. We can see how the transaction was coded. QBO has it.

    1 vote

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    0 comments  ·  Bank  ·  Admin →
  16. When viewing Bank Transactions, I have the Sub-Account Column showing so I can identify which card made the purchase. When I export the list to Excel, the only columns in the spreadsheet are Date, Description, Debit, Credit, and Balance. It would be helpful to include all columns when exporting that data - particularly the Sub-Account so that we can easily filter the spreadsheet by card user.

    1 vote

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    0 comments  ·  Bank  ·  Admin →
  17. It would be great to be able to have the billable field as a sort feature, and available as a field to export.

    1 vote

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    0 comments  ·  CSV Export  ·  Admin →
  18. Dear Dext, love your product! I had a situation where I set up a client account and immediately added one of the business's names/email address. This made that person the "owner", and caused issues when I was uploading documents, as I had a choice of owner or none. Being new to Dext I did not change the the dropdown to none b4 I realised this. I went to change the "owner" to collegue (dont know if I have the right wording here), but found I couldnt. This caused me no end of stress as I own the file, pay for…

    1 vote

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  19. Please sync products and services with ApprovalMax for QBO

    3 votes

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  20. When setting supplier rules and/or creating the line splits, being able to view the source document. Either showing the (scrollable) document in the background, or being able to move the window out of the way

    3 votes

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    0 comments  ·  Line Items  ·  Admin →
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