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  1. Add the Publish/Edit button to the bottom right Panel of the Approvals section like the Inbox section. After you scroll down to review the information, you should be able to select the Publish or Edit button.

    2 votes

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    Under Review  ·  0 comments  ·  Approvals  ·  Admin →
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  2. I'm reviewing each one, but when line items are all matched, there is nothing really more to do than reconcile/archive. If the line items are all matched, why do I need to see it?

    My vision would be to be able to run an "Aged Payables" (exportable) report in Dext which is checked against the same report run in QBO or Xero automatically. As part of my monthly and year end processes, I check Aged Payables to check everything is correctly shown but it would be great if this report from Dext could have a column confirming the period end…

    2 votes

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  3. Be able to translate photo's of receipts and invoices so that bookkeepers can actually understand them without having to download each document and google translate them.

    2 votes

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    0 comments  ·  Extraction  ·  Admin →
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  4. For approvals, can we have these approvals printed on the invoices prior to publishing?
    Currently the only way to check if an invoice was approved is to go to 'history'. It would be ideal if the approval can be displayed somewhere on the invoice as well. So it maintains that flow.

    Once invoices are published to QBO, there is no way to know which manager approved the invoice for audit purposes. This is a requirement for audit purposes.

    The approval is a great feature, but defeats the purpose for audit.

    3 votes

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    0 comments  ·  Approvals  ·  Admin →
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  5. Be able to select invoice brand in DEXT so that the sales invoice picks up the correct payment terms. It currently just defaults to the wrong brand, putting payment terms in that I have to subsequently remove in Xero

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  6. Love the new mileage feature but have a client who uses a reduced rate for mileage claims rather than the standard 45p would be really useful to be able to enter the mileage rate manually. Please Dext

    13 votes

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    3 comments  ·  Expenses  ·  Admin →
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  7. When reconciling the statements, is it possible for the profile information from Xero to be accessible for editing? Additionally, it would be helpful if the current balance could be displayed

    2 votes

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  8. Require approved PO for each invoice

    2 votes

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    Under Review  ·  0 comments  ·  Approvals  ·  Admin →
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  9. Using the new version is there a way I can instantly see the assigned manager on the main Users page (maybe the ability to add a column for this) without going into each individual user? We used to be able to see this in the My Team page on the old version next to the user privileges.

    2 votes

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    0 comments  ·  Design  ·  Admin →
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  10. It would be great to assign invoice approvals by invoice, and not just GL account.

    15 votes

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    2 comments  ·  Approvals  ·  Admin →
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  11. It would be nice if the calendar started on Sunday instead of Monday, like most calendars. If you're looking to select Tuesday, you might select Wednesday instead because of where it's sitting visually.

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  12. URGENT! I want my clients that are business owners to be user admins but not publish to the accounting software as our clients hit all kinds of buttons and mess things up. Previously they were “expense approvers” that could be selected to not publish. This is very important for myself and other dext users.

    3 votes

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  13. activity log for practice users by client to see how much time is being spent on dext per client so we can see inefficiencies

    11 votes

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  14. Since DEXT is all about the ease of uploading photos of receipts, I would like to request that photos of bank statements for the extraction tool be an option. I am currently having to print the photos the client has uploaded, scan them, and then upload the scanned documents for extraction. In doing this, the quality of the photo is lost, and then the document often gets rejected.

    1 vote

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    0 comments  ·  Bank  ·  Admin →
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  15. Ability to check multiple in inbox and bulk submit for approval rather than clicking all individually

    12 votes

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    Under Review  ·  0 comments  ·  Approvals  ·  Admin →
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  16. Would be handy if Dext can suggest users from the contacts for the entity when you link a xero file to Dext

    1 vote

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  17. When i go to my approvals tab I get a listing of every bill that need approving. It would be very useful to have an option to see just the ones which are relevent for me.

    24 votes

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    Under Review  ·  3 comments  ·  Approvals  ·  Admin →
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  18. If we need to enter an old date we can't just enter 01012024, we have to put in / which is frustrating as in QBO you can just enter the numbers so it's a habit already. Dext gives an error 'Use dd/mm/yy.' it would be useful to not have to add in the /

    4 votes

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    0 comments  ·  Design  ·  Admin →
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  19. We do not use Po #s, Product/Service or Customer details and would like the option to have them removed as it takes me longer to complete the fields we do use because these are all showing and are blank so it makes me think I am missing something.

    2 votes

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    0 comments  ·  Design  ·  Admin →
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  20. Create an easy way for someone to add a mileage claim to their expense report.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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