36 results found
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User Restrictions
It is good if DEXT can set users restrictions so they can only use specific projects and/or account categories
361 votesWe are exploring the best way to handle more advanced user restrictions
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Sub-categories in Categories
Can you please have an option to add a sub-category field for category lists uploaded via CSV
24 votes -
19 votes
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sorts category list by number or description and add search box
Categories list : Allow to sort by GL number or description. Add search box.
8 votes -
Display recent categories first
Display the categories as most recently used first.
7 votes -
Please add ‘materials’ on categories for us construction workers!
Most of my company receipts are for construction materials, which I currently file under ‘other’ which isn’t very helpful.
Please add a new ‘materials’ category!6 votes -
Add Products/Service on the Advanced filter and primary column
-Being able to filter the inbox or archive by products/services
-Being able to add an additional column for products/services5 votes -
Bulk Edit Categories Sales invoices - Sage 50
be able to bulk edit sales invoices to select a category and not only the product/Service
4 votes -
Improved Autocategorisation
The Autocategorisation fails to be correct on the most basic of documents. Improve the AI that reads the documents and applies them to a better category.
The current AI is too unpolished to be of any use, for example: a parking company, with "Parking" in the name, has a receipt in Dext. It's a parking ticket. Dext Autocategorisation has categorised this to the "Subscriptions" account. Not sure how it has come to that conclusion at all.
3 votes -
Rules filtered by payment method
The ability to set up rules to automatically categorise the Xero Chart of Account per payment method would be great for employees uploading their travel receipts as we track in a separate account for each employee in Xero. Or the ability to further refine supplier rules - if supplier is X and payment method is Y = categorise to specific chart of account.
3 votes -
Add New Category (Account) in Dext
Please add functionality to add new categories in Dext (adds new account to QuickBooks Online). Other receipt apps can already do this.
3 votes -
3 votes
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Category field reminder to the user that uploaded it
Reminder to the user that uploaded the item to select a category
3 votes -
Product Code Coding
Would it be possible to get the AI to scan and recall product codes so that they can be matched to categories. As a plumbing business we buy lots of taps and cylinders, if product codes were mapped on each line item would could break our sales down to a more granular level.
3 votes -
limit the ability of users to be able to add a category
limit the ability of users to be able to add a category, some users should not be able to code their items
2 votes -
Bulk delete option for categories in unintegrated accounts
If a feature to delete categories in bulk or in full is added, that would be really helpful.
2 votes -
To able to add manually categories, with Code
We can only export supplier lists with codes, but cannot add manually code , it only allow name to add without code.
2 votes -
Link Payment Methods to Categories
It would be great if there's a way to allocate a payment method to a category. For example, all costs with category X are paid in cash and therefore I would like to make it so anything with that category is paid to the cash account.
2 votes -
Email in documents, cant be categorized via the email
Allow the subject of the email to be the category it must be allocated to when using email in documents. Currently cant be categorized until in dext
2 votes -
Set supplier rule to auto code to Xero categories based on address or name
Extract data from supplier invoices to set a rule to record to certain categories in Xero. E.g Client has multiple cafe's that need to be identified in Xero by categories. Have the ability to set a rule in Dext to record a bill to a selected category based on the delivery address on the suppliers bill,
2 votes
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