1497 results found
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Integrate with MS OneDrive
It would be nice if you could/would integrate with Microsoft OneDrive, the same as you do with DropBox,
6 votes -
Be able to select all the documents in the Costs/ Sales Workspace without the need to scroll down untill all items are loaded
"can we selected all, not 50 of 570?"
5 votes -
Sort Expense Report by Date
Add ability to sort expense report by date when printed. Currently it defaults to ITEM ID for sorting
4 votes -
2 votes
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Publishing History
Can we have a new publishing history so that we can see which users have published documents into the accounting software rather than having to find each document and look at the 'history' tab as some clients publish documents incorrect so a new tab would be easy to identify all documents that they have publish.
10 votes -
add a notes field in the submission history page
While in the submission history, or at the input level, it would be helpful, if you could put notes or a reason. For example, I deleted transaction No.9xxxx because it was a duplicate of 9xxxx.
4 votes -
GST greater that PST or QST
Would need Dext be able to handle documents with greater GST than QST or PST. Currently, need to manual change in QBO
9 votes -
Additinail extraction limit bundles for direct clients
The issue with upgrading to premium is that we don’t require 3000, more like 500.
7 votes -
Option to hide irrelevant fields
Option to hide fields that aren’t used by the client - eg. none of our clients use Customer or Product/Service fields. I’d prefer to be able to switch them off rather than say “just ignore those”
13 votes -
Resubmit receipts back to author if not readable
Submit receipt back to Author if receipt is not readable. They then get a notification on their app/email that they need to retake photo and submit.
12 votes -
4 votes
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Pin specific accounts/clients at the top of the client list
The ability to pin specific accounts/clients at the top of the client list.
I believe this feature would help those that have access to 10s of different accounts, but only need to log into a select few.
Perhaps not a fundamental change, however it would reduce the need to continuous search through a large client list.
3 votes -
Set User filter for my profile and save it
Save user filter so when I open Dext I only see my documents.
9 votes -
Flag items via the Mobile app
Option to Flag items via the Dext Mobile app
23 votes -
"Mark as rebillable" as a Product and Services rule
Make Product and Services rebillable by default
3 votes -
Publish items to QBO as an expense rather than a bill or check
In QBO you can enter items as a bill, a check, a credit card transaction, and also as an expenditure. It would be wonderful if I could publish items to QBO as an expenditure from Dext for items that were paid with an EFT. Currently, if a client uploads a bill paid by EFT to Dext, I have to then manually enter it in QBO as an expense.
3 votes -
Mulitple Projects for Customers
Need the abaility to assign multiple 'Projects' to a 'Customer', currently can only assign a single project to each customer.
3 votes -
Description before uploading in website
I'm surprised this isn't a feature yet. When you are adding a document online via the webpage there is no area to give a description for the document before uploading or even right after. You have to wait for it to be processed, then go into it and leave a note. For someone who submits receipts & bills both on the phone & webpage it would be very nice to have that feature on the webpage. I am frequently submitting documents that I would like to leave a description for so my accounting team can then know where they might…
157 votes -
Quantity and Unit Price columns to export
I would love to have the Quantity and Unit Price columns to be exported when processing invoices under the Costs category. It would save me a few hours each time a need to prepare my reports.
5 votes -
Dext exporting document name
When Dext exports a document to WorkflowMax, the document name defaults to Dext ref number. I suggest this should be the invoice number and supplier name so that it is easier to locate on Workflow for non Dext users.
3 votes
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