1762 results found
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Customise Paperwork request email in Supplier Statements
Want the ability to edit the template being used to send the paperwork requests
9 votes -
Autocategorization for Line Items
It would be great if Autocategorization could apply to Line Items as well, so it learns which categories have been previously assigned to Line Items for such suppliers.
9 votes -
Hide unused Worksapces.
it is not possible to hide the sections that are not in use e.g Sales & Bank.
9 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.
9 votes -
Improve system extraction ability for supplier names
Train the system to extract supplier names based on other data aside from the logo written on the invoice eg. if it comes from one particular email we can set it to know it is one particular supplier
9 votes -
Search by exact amount
I would like to search an exact amount (total amount) without having to put in min and max amounts.
9 votes -
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.
9 votes -
Set User filter for my profile and save it
Save user filter so when I open Dext I only see my documents.
9 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.
9 votes -
Have an additional document reference section where PO numbers go to
Have an additional reference section where Purchase order numbers get imported into.
9 votes -
Default Duplicate Settings
The default duplicate setting can be changed from "Automatic" to "Review" as the "Automatic" mode results in items getting deleted and users getting confused as to where their items have gone, thusly contacting us to find the missing items and explain why they got deleted. Additionally, this can result in non-duplicate items being deleted since the criteria are met, even though the items in question are different.
Most of the users and accountants prefer to be notified of potential duplicates before they get removed so they can review them and then decide what to do with any duplicates.
This would…
9 votesThanks for the feedback we will reassess the defaults
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Bank Satement Match
The ability to match items in Dext to bank statement transactions
9 votes -
Line item extraction: Automatic categorisation based on key words
Can you add a feature where certain line items on invoices (e.g. "Shipping" or "Freight") are automatically coded to a different Category/Account when automatically extracting line items?
e.g. Invoice for $100 broken up to $90 goods and $10 freight. The invoice was issued by a supplier with the "Extract line items" function turned on in DEXT.
The invoice was disaggregated to:
Description | Category | Total
Goods | Cost of sales | $90
Freight | Freight expense | $10In this instance, DEXT has picked up the key word 'freight' and has automatically coded it to 'freight expense'. For all…
9 votes -
Be able to choose if the body of the email or the attachments will be extracted
I'd like to request a setting for email-in invoices and receipts, that would ultimately let us make a choice about if email body and attachments get brought in together or the bigger item only is brought in. We depend on the email body to know how to properly categorize receipts.
9 votes -
Sales Bank Match
Match bank feed transactions with Sales items from Dext
9 votes -
Match Purchase Orders with Invoices
It would be great if you can drop PDF purchase orders into Dext so that it can match all the POs to the correct invoices and publish to Quicbooks all the ones which tally up. It would then just leave behind all the query invoices in Dext to be looked over before publishing. (I know you can do this if you raise Quickbooks purchase orders but we use a our own PO system).
9 votes -
Bulk CSV export Expense Reports showing the Category of each item
The ability to export multiple Expense Reports in CSV format at once and the Category assigned to each item to be visible in the export
9 votes -
Owner of item in QBO
Owner of the account in Dext should appear s the owner of the item in QBO as well.
9 votes -
Freeagent multiple currencies
The ability to publish multiple currencies to Freeagent, instead of having the currency converted to the base currency.
9 votes -
Option to turn On/OFF the category and sub category relation in Dext and QBO
Seems that when user are apllying a Category in the Mobile app, the full name of the Category and subcategory does not show and they are not able to make difference in the subcategories. A toggle for an option to turn on and off the relation will be helpful in this case
9 votes
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