1761 results found
-
Adding an Option to Filter for Flagged Expenses Under the Expense Reports Tab
I would like to be able to filter for expense reports that have flagged items. Dext suggested the use of flagging items for our internal review process, but you can only filter for flagged items when they are in the Costs inbox. I would like to be able to review flagged items that are attached to Expense reports. We have the Effortless expense report option on for our employees.
1 vote -
Integrate one Xero file with multiple Dext Prepare accounts
Have the option to integrate one Xero file with multiple Dext Prepare accounts
2 votes -
Hide Sales options for users who only submit expense reports
Hide sales for expense report submitters only
4 votes -
How to Quickly See Users w/ Effortless Exp Reports turned OFF - Add button/filter
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 -
Display more than 4 digits of the Category Codes
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 -
Show separate tax columns in Flexible Columns for secondary tax rates
Show separate tax columns in Flexible Columns for secondary tax rates instead of showing just the total Tax amount column.
2 votes -
Naming Bank Documents
It would be super helpful if you could train your AI, for bank, credit, loan statements that are uploaded, to include the last 4 digits of the account in the AI assigned supplier name. Many people have more than one account at the same bank and it's much more efficient in the long run to have them properly identified. I have clients that have as many as 10 bank/credit accounts at the same bank.
1 vote -
ability to enlarge document viewing pane.
the ability to customize screensize beyond current parameters. Would like to have data entry area smaller so that the document is more easily visible without so many additional clicks to enlarge or make full screen. It all takes of my time.
1 vote -
The items in the 'Archive' page to be sorted by default form the latest day of the item submitted to Dext Prepare.
When a client enters the 'Archive' page to be able to see the items sorted from the oldest to the latest date of the items themselves without having to click two times on the 'Date' column.
1 vote -
Be able to search for invoice purchase details (Key words)
eg. product that has been bought , to be able to search via keywords not only amounts, suppliers etc to easily find older items in Dext
2 votes -
Invoice Fetch
If a client is using a supplier with fetch available, could there be a flag or notification explaining that this could have been caught by fetch. Fetch is available with this supplier.
7 votes -
1 vote
-
Make Changes to Settings and New Supplier Rules affect items already in the inbox
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 -
Turn "OFF" the "Today", "This Week", "Last Week", "This Month", etc. sections when sorting items in the Mobile App based on Transaction Date
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 -
Allowing documents to be deleted or cancelled whilst in the splitting feature
When uploading a document into purchases and choosing the split feature. It would be quite helpful if you were able to cancel/delete the document whilst it is still in the stage of splitting the document.
1 vote -
Notes on PDF in items Details page
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 -
Ability to set fetch connection without selecting a user
Option to set a fetch connection without selecting a user as the document owners change for items pulled from the fetch connection.
2 votes -
Adding Notes to Bills - Xero integration
I want to be able to add Notes to Xero bills when I process them through Dext. Note, this is different from the bill description. This is a helpful feature to resolve my company's issue of dealing with a lot of suppliers that prefer BPAY as payment method. We want to use Parakeet in processing those bills, but the problem is, BPAY reference had to be put as Notes on the bill in Xero and I am hoping I can do that in Dext when I finalize the bill before pushing it to Xero.
2 votes -
1 vote
-
Mark Sales items as paid for Sage Accounting
Have the option to mark a Sales item as paid before publishing to Sage Accounting
2 votes
- Don't see your idea?