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    1. please get rid of the processing status pop-ups that appear on the bottom left side of page. They're not required. Anything that isn't processed or has error processing will remain in the In Box. The scrolling pop-up is annoying and takes up screen space. I know it was moved to the bottom left side of the screen as an improvement, but it's just in the way. Get rid of it pretty please :)

    2) re: Multiple line items. I use this feature all the time and set supplier defaults, then edit each entry. Is there a way to condense the…

    7 votes

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    0 comments  ·  Line Items  ·  Admin →
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  1. CIS Categories on Sales Items

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  2. This is a feature request: Ability to force bank feeds similar to the way we can do with Costs. Thanks

    7 votes

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    1 comment  ·  Bank  ·  Admin →
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  3. Prevent supplier to be added.
    When we use Xero we want to prevent new suppliers published to Xero but have Xero suppliers set up in Dext. A part of customer/supplier database creation internal control recommendation.

    7 votes

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    0 comments  ·  Rules  ·  Admin →
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  4. 7 votes

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    0 comments  ·  Other  ·  Admin →
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  5. 7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  6. 7 votes

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    0 comments  ·  Expenses  ·  Admin →
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  7. 7 votes

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    0 comments  ·  Workflows  ·  Admin →
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  8. Currently when two logins are merged, the one that gets deleted is anonymised in all history logs. Everything that user edited /amended on any item in the past shows as "done by Dext Prepare". After the merge, we lost all this audit trail and all the history is now anonymised. This is very inconvenient and could cause issues when trying to track who booked which item to which account etc.

    6 votes

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    0 comments  ·  Other  ·  Admin →
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  9. 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.

    6 votes

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    2 comments  ·  Approvals  ·  Admin →
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  10. An Export or total value amount in approvals for quick reference on in progress values

    6 votes

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    0 comments  ·  Approvals  ·  Admin →
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  11. Approval Ranges would be very useful for many of our clients.

    Example: If the amount is greater than $100 and less than $15,000 User A must approve.

    6 votes

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    0 comments  ·  Approvals  ·  Admin →
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  12. Please add "project" to the PDF summary export of expense claims.

    6 votes

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    1 comment  ·  Expenses  ·  Admin →
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  13. Would like the ability to send the paperwork request to multiple people (cc or direct) so others are informed of the request

    6 votes

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  14. It would be ideal if when uploading a credit card receipt , the field supplier would be optional. This would help to not to create additional suppliers card files in the accounting system

    6 votes

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    0 comments  ·  Expenses  ·  Admin →
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  15. Please could you add additional fields for columns as per the below: I would like to add columns to the costs inbox and archive to display the following details: received into Dext date, published date and published by user name. It would also be useful to access a report showing the number of items submitted to Dext each day, the number published and the number of flagged items.

    6 votes

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    0 comments  ·  Design  ·  Admin →
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  16. Ability to merge multiple suppliers to one as per accounting software contacts.
    I.e. Dext reads a 'MFG south' and other locations, should be able to set rules to prevent excessive contacts (basic excel commands would be nice)

    6 votes

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    0 comments  ·  Extraction  ·  Admin →
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  17. As an Accountant User working on my clients accounts I would like to be able to receive email notifications for my clients accounts so that when a document is submitted by any user in this client account Dext Prepare informs me. I would also be able to customise the email notifications I receive for my clients accounts for each client and select what type of emails I receive based on the client (document uploaded, document published, document rejected, etc.)

    6 votes

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  18. Often 1 Supplier ends up with multiple Supplier Names. A new Supplier name is created because Dext read the bill differently or read the company logo not the name full name in the address on a bill. For example, Dext / Dext Canada or Independent Grocer / YIG / Steven's Independent. I would really like to be able to set 1 Supplier and tell Dext if it sees the other variations to select the Supplier that already exists in QBO. This would save time trying to figure out which name Dext created and published to and merging the mutiple names…

    6 votes

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    0 comments  ·  Extraction  ·  Admin →
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  19. In Hubdoc there is a function where a document that is not an invoice but relates to an invoice - for eg a delivery docket - can be published to Xero documents. It then can be attached to the relevant Bill, with the invoice. There are occasionally documents which I would like to attach to a bill in Xero, but as a separate document, which is what I can do in HubDoc, but it would be great to be able to do it in Dext too.

    6 votes

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    1 comment  ·  Expenses  ·  Admin →
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