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  1. Hi,

    We would really like to see an option to DELETE PERMANENTLY FROM THE SUBMISSION HISTORY. The reason for this is a privacy issue for us as a bookkeeping firm. When working back and forth through different clients it's a pretty easy mistake to drag and drop a receipt to the wrong client account, or email a reciept to the wrong client account. The issue is we cannot permanently delete the submission so therefore there is a privacy issue with submission history. Please allow a feature to Submission History that allows us to permanently delete a submission. Thanks.

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  2. When you look into a particular bill and then click the back button, I wish it would take you back to where you were, not having to scroll the whole list again

    4 votes

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    0 comments  ·  Design  ·  Admin →
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  3. Will be handy to know when a client has submitted documents to DEXT instead of having to login and be "surprised. Client don't tell us when they submit their documents.

    1 vote

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  4. I use this program to reconcile several bank accounts. I think it would be nice to be able to set each account as reconciled up to a certain date, so that if an old receipt is submitted it would be flagged, and so it may be able to get the date order correct. November 1st instead of January 11th etc.

    1 vote

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    0 comments  ·  Bank  ·  Admin →
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  5. When signing out of Dext . Bookmark the next invoice in Costs & Sales to continue later from that invoice

    4 votes

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    2 comments  ·  Workflows  ·  Admin →
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  6. Add receipts directly to an expense report instead of uploading to costs and then adding to expense claim. Helps a lot if you have a full inbox so that the receipts aren't processed and then lost in the mix when you already know they're for an expense claim

    3 votes

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    0 comments  ·  Expenses  ·  Admin →
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    1. Have a setting to default all sales invoices to a particular category.
    2. Also allow a setting to auto-populate all new customer names, as all new customer names are only suggested currently.

    This would then allow us to autopublish all our sales invoices via dext directly to our accounts system without having to log into dext to carry out both of these tasks daily.

    1 vote

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    1 comment  ·  Rules  ·  Admin →
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  7. 1 vote

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    0 comments  ·  Workflows  ·  Admin →
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  8. Being able to set up a bank feed via the mobile app - easier to do on the go when sitting with clients.

    2 votes

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    0 comments  ·  Bank  ·  Admin →
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  9. Being able to import income statements

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  10. 1 vote

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  11. Reminders to approve an invoice after x amount of days... if not approved by x amount of days then moves to their manager for approval. This would take away the need to micro manage the approval workflow process.

    62 votes

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    Under Review  ·  2 comments  ·  Approvals  ·  Admin →
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  12. We currently use ApprovalMax for approvals - bills publish from Dext to Xero as "Awaiting Approval" which are then automatically loaded to ApprovalMax for the approvals process. Switching to Dext approvals would be amazing however there doesn't seem to be a way to have the bill publish to Xero until after the approvals process is complete. Please could this be considered as an idea

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  13. Love the expense workflows. I'd love to see exceptions. e.g. if a certain manager submits something it skips the workflow. Seems silly that a manager submits the receipt and then has to "request approval" then go and approve of their own expense.

    7 votes

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    Under Review  ·  0 comments  ·  Approvals  ·  Admin →
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  14. I just wanted to leave feedback about your AI feature, for suggesting the description for expenses. The AI adds 'for the office' for no apparent reason, which I think should be changed. Many expenses don't apply to an office. The company I'm currently working on is construction, and when it pulls a description, for example "paint and brushes", it will add 'for the office' at the end and I always have to remove it.

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  15. Be able to accept emails that attach both an invoice and receipt in PDF. Stripe sends emails like this routinely, and if Dext doesn't accept emails with two attachments, then user must manually remove one of the attachments before sending. Stripe is a major payment processer for the vast number of online software subscriptions services in North America, so many customers get email from their suppliers (sent via Stripe) that contain both invoice and receipt. The service providers typically cannot control how these emails are configured or where they go, so it would be incredibly helpful if Dext could accept…

    1 vote

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  16. In the workflow, we need to be able to select a cost account, but perhaps exclude some suppliers as these should go for approval to someone else.
    The ideal exclusion should be allowed by selecting the supplier account specifically.
    Otherwise, there should be a way to select all suppliers and manually deselect the ones to exclude. This does not seem possible at the moment.

    2 votes

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    Under Review  ·  0 comments  ·  Approvals  ·  Admin →
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  17. We should be able to choose which customer bills get assigned to which Project Manager.
    We are a construction company and buy let's say drywall for 2 different customers managed by 2 different project manager.
    Our bills have the customer name. Bill 1 would go to PM 1 and bill 2 would go to PM2 (SAME SUPPLIER) based on which customer's job it is.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  18. Ability to code out items from the same invoice into multiple expense codes

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  19. It would be nice to have the option to enter a due date for expense claims so that when we publish them as a Bill to QBO, the report date AND the due date will publish. Currently the publish date is both the bill date and the due date.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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