1788 results found
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11 votes
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Customize visible fields in the Item Details Page
Edit which fields in the Item Details page should be visible (some sort of a filter, like to one on the main Inbox page)
11 votes -
Download Items From Expense Report
The ability to mark and download individual items items added to an Expense Report directly from the Expense Report item list.
11 votes -
Sage 50 - Publish to Sage Drive
Partners are running into an issue where they are publishing items to a local copy of a Sage 50 company file. Changes/publications are not reflected in the 'cloud' copy of the company file distributed by Sage Drive. This is impactful when they work with a team since they can’t work with the last update of the company file.
11 votes -
JPEG to PDF
There should be a way to change the type of file from a JPEG to a PDF within Dext. As accountants we often need to download and drag files from Dext into Caseware for year-end work and JPEGs don't work for that, nor do they print well to PDF. Thank you!
11 votes -
Invoice description
Hi,
Can we have the description on the body of the invoice to be picked up by Dext.Thanks
11 votes -
11 votes
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Auto-Crop Receipts
Please add the ability to automatically crop receipts. Possibly with auto-rotating and resizing. Machine learning can greatly simplify/assist in this.
11 votes -
Bank fetch feature request in US
Client would like to fetch bank statement in US which is not possible at the moment as it was removed 2 yrs ago
11 votes -
New integration: Wave
Please add an integration with Wave accounting software
11 votes -
Suggested conversion amount for foreign currency items
The conversion rates usually result in items not matching the total of the outgoing transaction in the Xero bank feed. This means that they can’t autopublish items from foreign suppliers and have to go into Xero and manually review & adjust the totals.
Similar to ‘Find & Match’, in foreign currency items search the bank account for items that match everything but total, and whose total is within a certain range of error, and suggest the total in Xero as an amount to change the item total to.
11 votes -
Make bank feed available to standard users
We would like Dext to be able to function more like RAMP or BILL spend and expense from this standpoint: That the transactions hitting various bank and credit card accounts will display in a bank feed so the users are prompted to know which transactions they need to upload paperwork form. We would like to make this available to standard users, or at least create the ability for us to allow a users to see the bank feed WITHOUT giving them publishing rights. This way clients can be more proactive rather than waiting to receiving paperwork requests.
10 votes -
Transfer items between businesses
We have 3 separate businesses. Sometimes invoices for Business A are uploaded to Business B. Add an option to transfer invoices between businesses without downloading and then uploading them to the correct account.
10 votes -
Hide unused Worksapces.
it is not possible to hide the sections that are not in use e.g Sales & Bank.
10 votes -
Include the file name from when the document is uploaded
The file name when the document is uploaded should be provided in Dext, either the same name kept or included in the notes of the document would be helpful.
10 votes -
10 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 -
Edit the layout of the columns in the Workspaces.
Is it possible to move around the columns in the workspace and make them smaller/bigger.
10 votes -
Bank Satement Match
The ability to match items in Dext to bank statement transactions
10 votes -
Extract and Create new customers
Extract customers from items when they are not added to the account. Like Suppliers for Costs, it would be good that if an invoice is submitted for a new customer, Dext extracts it and adds it to the customer list without having to create the customer prior to the submission
10 votes
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