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  1. We have quite a number of suppliers and normally set the approver by supplier. In a lot of cases we have more than 50 suppliers being approved by one individual and this means that we have to use more than one workflow for one approver. We have now exhausted the amount of workflows available as this appears to be limited to 20.

    10 votes

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    3 comments  ·  Approvals  ·  Admin →
  2. US Dext Users drive cars, too ;)

    5 votes

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    3 comments  ·  Expenses  ·  Admin →
  3. Be able to save supplier rules with negative line items. We use contra accounts.

    3 votes

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    1 comment  ·  Line Items  ·  Admin →
  4. Add Approval Manager/Flow in Supplier Rules.
    Useful for regular invoices which are sent to a generic Dext Inbox and could be then pushed to get approved.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
  5. Some Suppliers give us a consolidate invoice where the invoice contains multiple invoice numbers. Note this is not a statement. It would be good if dext was able to recognise the multiple invoice numbers and associated bill for import

    3 votes

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    0 comments  ·  Extraction  ·  Admin →
  6. Set a default "business" for the mobile app.

    I have my own business (on mobile this is primarily to capture receipts) and then I also have access to a client's business (for reviewing, never adding). Because I have two businesses, when I open the app I need first select my own business which defeats the purpose of the very nice setting of "Open on camera".

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
  7. Have the ability to set up a budget by category, so that when expenses uploaded and processed the totals show against budgets set.

    1 vote

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    0 comments  ·  Solo/ITSA  ·  Admin →
  8. Customers frequently send remittance advices ahead of making payments, and often these are payments for several invoices. Currently I manually attach these to the payment transactions in Xero on reconciliation. It would be great to see Dext with the ability to scan these remittances, record sales invoices as paid in Xero, and attach the remittance advices to the payment transaction.

    I would see this working similarly to the 'paperwork match found' functionality of Costs.

    3 votes

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  9. 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…

    3 votes

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  10. 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 →
  11. 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.

    4 votes

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    0 comments  ·  Approvals  ·  Admin →
  12. 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 →
  13. 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

    27 votes

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    6 comments  ·  Expenses  ·  Admin →
  14. 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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  15. Require approved PO for each invoice

    2 votes

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    Under Review  ·  0 comments  ·  Approvals  ·  Admin →
  16. 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 →
  17. 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 →
  18. 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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  19. 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.

    2 votes

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

    16 votes

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    Under Review  ·  0 comments  ·  Approvals  ·  Admin →
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