1760 results found
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Rules for Amazon Import
Ability to set a rule and action on Amazon Import (or all extractions)
Example : If Payment Method = xyz Then Delete Receipt
I have receipts flowing from one amazon business account to more than business. Lots of duplication and manual deleting. A rule would automate that (for me ithe bank card used indicates which business it applies to ... but there is no means to direct them to the correct DEXT business based on that.1 vote -
Approvals by expense submitter
It would be very useful to be able to set up an Approval Workflow based on the user who has submitted the expense.
In some situations a manager of a department needs to approve the charges one of their team has made. There may be 5 receipts from Staples in Dext, but as a manager I only need to approve the Staples purchase that was made by MY admin, not the staples purchases made by other departments. Therefore, being able to set up an approval workflow that includes the submitter would separate out the Staples purchase that needs my attention…
6 votes -
Ability to select checks unpaid as "to print" when publishing to Quickbooks
I would like the ability to leave the check reference blank without auto-filling AND the mark the check with the "to print" status in Dext. Then when publishing to Quickbooks Online, the check would be labeled as "to print". All you have to do is click "Print Checks" in Quickbooks and the check would be listed there.
Right now I have to manually go into QB, erase the long RB reference number, select the check "to print", and then go print. The way it is now, this step could be forgotten and someone could go unpaid!
I think this could…
1 vote -
give ability to amend "document type" in supplier statement section to change from invoice to credit note etc
create ability to amend "document type" in the supplier statement feature
2 votes -
Date format able to change it on expense reports when exporting
It would be very helpful if you could change the date from DD/MM/YY to MM/DD/YY. Our clients here in the USA require the dates to be put in the MM/DD/YY format. Thus we have to manually manipulate the dates on the expense reports.
1 vote -
Give option for different categories in mobile app vs desktop
When using mobile, I am almost exclusively using 2 or 3 categories because it is for receipts that I don’t have a digital copy of. (Restaurant, gas). If the drop down options for categorization were limited it would hugely speed up the process rather than having to search for the right category. But in the desktop program I still need the full gamut, but they’re easier to type for or see a longer menu of options.
1 vote -
search in lists
Please have a search on each page for Lists on the web app ie. Payment methods, such as categories, payment methods, cases, products and services, etc.
1 vote -
Approvals by User
Have approvals customizable by user. At present it is only able to be done by: Document; Category; Supplier or Project
1 vote -
Approval Conditions
Approval Ranges would be very useful for many of our clients.
Example: If the amount is greater than $100 and less than $15,000 User A must approve.
4 votes -
expenses report
There will be usefull to be able to a montly report of all expense for sole entrepreneur without using another software
1 vote -
Publish to: e-Transfer
I want to add another option to publish to: For example right now I can select Credit card charge, Cheque, Cash, Debit Card but I want to add another option called: e-Transfer
This type of transaction is the most utilized feature to pay bills now in canada and it would be do nice to have it as an option.1 vote -
Permissions to colleagues regarding expense claims
Ons must be able to set up collegues as users with limited access on related partner companies to be able to only submit expense claims.
2 votes -
Have a minimum limit for submission
Setting a minimum amount limit for cost submission
1 vote -
Allow Negative VAT Again
Please could you bring back being able to have negative VAT on purchases and sales. For example I cannot do purchase contra on a livestock auction invoice as the software simply doesn't allow negative VAT - I really don't want to have it split items out as it defeats the point of trying to save time.
1 vote -
Extracting invoices and statements from clients email addresses
The ability to enter a clients email address with their permission .
A function that will search the clients email address and Extract anything that says Tax invoices or statement.
For those clients that it is difficult to get them to forward their invoices.
1 vote -
Box.com integration
Hello
as there is already Dropbox integration, could also we add Box.com integration (similar file storage software)?Many thanks
bests
Luca1 vote -
Simultaneously Login to different/multiple browsers
It would be nice to logged into the same dext account on different web browsers at the same time. The purpose is for us to double check multiple Dext accounts which are related to each other.
Logging in simultaneously is best tool rather than switching companies and can not really compare the paperworks present on each account.1 vote -
Post or transfer documents from Supplier Statement
First of all, I would like to commend you and the team on the amazing features in DEXT, especially the new Dextension and Supplier Statement tools. These are excellent additions and have greatly improved the workflow.
However, I wanted to suggest a possible enhancement to the Supplier Statement feature. Currently, it does not allows users to post or transfer the supplier statement directly to cost, QuickBooks, or Xero, but requires downloading and re-uploading the file manually and upload again to the cost tab.
I believe it would be more efficient if we could transfer the supplier statement back to cost…
3 votes -
Refresh Dext for updated paperwork request report
Having processed items in Dext and reconciled in Xero its laborious to get to the refresh integration option in order to create an updated paperwork request report. Would be great to have a sync button when wanting a current list of unreconciled bank transactions in Xero. Also the option to include bank lines where there is an item in Dext that might not be a valid VAT invoice. I keep order confirmations in Dext as a reminder that they've uploaded the incorrect paperwork and still need to upload the valid VAT invoice.... but then that bank line is not currently…
1 vote -
Feature labeling E-transfers received
Adding a feature showing an e-transfer was received by a client for either their NSF payment, a payment towards their loan or a payout of their loan would be appreciated.
1 vote
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