1788 results found
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Reject a submission/request revision
As an administrator and financial controller, I need to be able to 'send back' a submission to a user, from within the interface. Right now, if someone submits an order confirmation instead of a receipt, I have to d/l the confirmation, delete it from Dext, and email the submitter asking them to correct the documentation.
3 votes -
Scroll bar
Please put top and bottom arrows on the right scroll bar, it will make it easier to scroll when searching for an item. The current way is not easy to use and screen always goes back to top.
1 vote -
Option to remove unneeded fields in Line Items
Primary columns in Line items. I don’t want Location, Quantity or Unit Price.
4 votes -
Leave the original list names, instead of Projects with ApprovalMax
Fix "Projects" names of the lists and set them to the originals when integrated with ApprovalMax
1 vote -
Bank Match for QBD
Support Bank Match feature with desktop integration with Quickbooks
1 vote -
Separate gratuity field
It would be helpful if there was a place to separate out the gratuity on a receipt. Those aren't taxed so we have to go in after and adjust the tax amount that Dext calculates. We still want to track that portion of the expense for CC matching, etc.
1 vote -
Ability to allow only selected senders to submit to email-in
We need an "allow list" option to be able to restrict the email-in usage, because the incoming email address could be discovered or guessed, by anyone
1 vote -
Ability to edit Integration settings for your clients in Bulk
Ability to edit Integration settings for your clients in Bulk
3 votes -
1 vote
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1 vote
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Log in dates
last log in date on client list
1 vote -
1 vote
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Disable Payment method extraction for certain suppliers or the account in general
Disable Payment method extraction for certain suppliers or the account in general
3 votes -
Publish items as "Tax Inclusive" to QuickBooks Online
Currently, items arrive as "Tax Exclusive" in QBO regardless if "Extracted Amount" or a specific Tax Rate is selected in Dext, which we need to manually alter in QBO afterward. It would be helpful to be able to publish items as Tax Inclusive.
2 votes -
1 vote
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Option to filter items by Line Items, and Customer Name assigned within the Line Items
I am exporting transactions for a customer into a CSV file and I can't seem to capture any line items transactions for that customer. The filter doesn't seem to capture any invoices that have that customer listed in the line items. As some of our invoices can contain several customer names, we apply the names in the line items. Is there a way to filter by customer and by line items?
We are missing a huge amount of invoices for particular customers in our transaction reports for monitoring.
1 vote -
Bulk edit client deduplication rules
Is there a way we can change our firm settings so that all clients Dext accounts default to "Review" duplicate items rather than them being "Automatic".
2 votes -
1 vote
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Ability to adjust the paperwork Match criteria
Ability to adjust the paperwork Match criteria
2 votes -
Option to enable Automatic Line Item Extraction by client for all uploads rather than by supplier.
I am trying to turn on line extraction for a client for all uploads. Is there a way to do this rather than by supplier?
1 vote
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