32 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
332 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
22 votes -
Edit Category List
The ability to edit and delete Category Lists.
17 votes -
17 votes
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Classes - are the mandatory on this file Yes or NO?
Classes Required? Yes/No
It would be nice if we could indicate if the class field was mandatory or not. We can toggle a switch in QBO and it will say 'hey you missed the class on this entry - ok?" With Dext we currently can miss entering a class, which then means it isn't in QBO, and then our reports our wrong... so a quick IF Class is RQD then verify ClassField <> NIL. Real quick. :-)
13 votes -
sorts category list by number or description and add search box
Categories list : Allow to sort by GL number or description. Add search box.
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 -
Display recent categories first
Display the categories as most recently used first.
6 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 -
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/services3 votes -
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 -
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.
2 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 -
2 votes
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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 -
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 -
Set supplier rule in Inbox
On the costs inbox . you have to click onto the invoice to set a supplier rule, rather than just having it on the category drop down which you can change, but not set a supplier rule
2 votes
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