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1504 results found

  1. Complete inability to treat logos as logos and not indecipherable text.

    2 votes

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    0 comments  ·  Extraction  ·  Admin →
  2. Option to support and publish in multi currencies. Seems that they have released this lately- https://help.bill.com/direct/s/article/360006921292

    2 votes

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  3. 2 votes

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  4. To reduce/eliminate the manual entry on our side, it would be very helpful if there was something that the client could type in the body of their email to Dext that would automatically populate the category or product/service and the customer/project. I work with construction companies so every invoice needs a project, and therefore I have to type in the project name on every invoice that is sent via email. Automating this step would be a significant win.

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
  5. Duplicate Items
    When there are duplicates - give a choice as to which one is processed - sometimes the bad copy comes up as the original and it is not possible to process the good copy

    2 votes

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    0 comments  ·  Extraction  ·  Admin →
  6. Show the selected tax rates for Line items on the item's details page, instead of clicking on Edit Line Items to see them

    2 votes

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    0 comments  ·  Design  ·  Admin →
  7. Ability to pull over documents from an email inbox similar to a supplier Fetch connection. The system scans the users inbox and pulls over items to their Dext Prepare account.

    14 votes

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  8. Have a separate memo field for QBO intergated accounts - not use the description field, instead have both.

    2 votes

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  9. We are using Approvalmax for Xero integration and we noticed that the ABN/GST Check has dropped off once we change the integration. Can the ABN/GST still be retained as this is a critical point of checking? This would entirely make the job a lot easier & faster

    2 votes

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  10. CSV files should be possible to allow bulk upload of items to be published on software, yes there will be no attachment, but it will allow tax verification oublishing as most softwares dont allow split tax items bulk upload

    7 votes

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    0 comments  ·  CSV Export  ·  Admin →
  11. Option to purchase additional bundles for Line Item extraction. Currently the highest plan does not cover the needed documents for Line Item Extraction and would be great if there was an option to purchase additional bundles to cover the needed limit

    3 votes

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    Under Review  ·  1 comment  ·  Direct  ·  Admin →
  12. Have the option to publish an Expense Report to QBD as Cheuque or Credit Card instead of it going to the Bill section of Quickbooks as unpaid items.

    1 vote

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  13. It would be fantastic if Dext had the capability to check bank account details supplied on the suppliers invoice, and flag if there is a discrepancy between the invoice and details held in the accounting software (similar to what it does with the ABN number).

    16 votes

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    Under Review  ·  1 comment  ·  Bank  ·  Admin →
  14. Hide sales for expense report submitters only

    5 votes

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    Under Review  ·  1 comment  ·  Expenses  ·  Admin →
  15. Where: On the pop-up for Effortless Expense Reports // What: Add a filter/ toggle button / something so you can quickly see the ones that have reports "off," and be able to turn those on quickly, rather than scrolling. This would be very helpful when we get new employees. Thanks!

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
  16. Some clients have more than 4 digits in their Category codes in the accounting software, however Dext will be able to display only the first 4 of them

    1 vote

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  17. Show separate tax columns in Flexible Columns for secondary tax rates instead of showing just the total Tax amount column.

    4 votes

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    0 comments  ·  Other  ·  Admin →
  18. Make supplier rules and option changes affect items already uploaded or in the 'Ready' section, not just for new uploads.

    It becomes quite annoying when you only realise some settings need to be changed after documents have been uploaded, only for those updated settings to not affect the items already in the inbox.

    Auto-Categorisation forces items into the 'Ready' section without all the information needed, and then when a supplier rule is set, it wont affect the items already put through, despite the 'apply to all items in inbox' option being ticked

    3 votes

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    0 comments  ·  Rules  ·  Admin →
  19. When sorting items by Transaction Date in the Mobile App, we want to be able to see a full list of the items sorted date-by-date. Currently, when you sort by Transaction Date, it displays the items in descending date order, but this resets for each section, i.e - "This Week" sorts the items by transaction date for this particular week's Dates, "Last Week" will do the same for items dating back to the previous week, etc. which causes the List of items to reset on each section, making it hard to track accordingly.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
  20. As some browsers suggest that notes can be left on the items Details page, (its PDF) we would like to be able to save those notes so they can remain on the item.

    2 votes

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    0 comments  ·  Design  ·  Admin →
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