1764 results found
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Adjust invoice fetch frequency by supplier
I would like to be able to adjust the frequency that Invoice Fetch checks. Ideally this could be adjusted for each supplier if needed. For example, I've set up IF for Vodafone, they bill me monthly but, due to the 2FA on the account, I get emails and texts with codes every week when there will only ever be 1 invoice. Thank you.
6 votes -
New Integration: SAGE 50c Pastel
The ability to integrate with Sage 50c Pastel
6 votes -
6 votes
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Option to filter transactions by description
Option to filter transactions by description or using key words from the description to locate and bring up only transactions with these key words in the description field
6 votes -
Outstanding Paperwork reports History
Review of Outstanding Paperwork reports requests sent to clients
6 votes -
6 votes
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Purchase Order - option to use PO's line items and nominals from accounts package
Purchase Orders - the option to bring in the purchase order line item's description and nominal account from the purchase order in the accounts package
6 votes -
Alert when several invoices in the same file
Some customers make mistakes when scanning their invoices. They select "One invoice per file" but scan different invoices in the same file.
Dext then analyzes the 1st invoice of the file and the following ones are "forgotten", not detected.
An alert should therefore be set up in order to detect when there are several different invoices in the same file.6 votes -
Inventory Stock
Inventory or stock refers to the goods and materials that a business holds for the ultimate goal of resale, production or utilisation. Inventory management is a discipline primarily about specifying the shape and placement of stocked goods.
6 votes -
Approval Workflow based on Customer
We have a client that approves based on which salesman is assigned to a customer/job. If we could trigger approvals based on the customer, they could stop using a competitor's software and keep all of their workflow in Dext.
5 votes -
Bulk submit for approval
Ability to check multiple in inbox and bulk submit for approval rather than clicking all individually
5 votes -
Additional conditions for workflow
Love the expense workflows. I'd love to see exceptions. e.g. if a certain manager submits something it skips the workflow. Seems silly that a manager submits the receipt and then has to "request approval" then go and approve of their own expense.
5 votes -
Bring Filter & Search Function to the Approvals section
Currently, the invoices in the "Approvals" section are static, lacking the ability to filter or search for specific items. It would be greatly beneficial to incorporate the same filtering and search features available in the "Inbox" and "Ready" sections into the "Approvals" section. This enhancement would significantly improve efficiency and ease of use.
5 votes -
Projects on PDF export Expense claim
Please add "project" to the PDF summary export of expense claims.
5 votes -
Add receipts to Expense Claims
Include all receipts to expense claims. When an expense claim is posted to QBO, it's posted as a bill with a pdf of an expense claim. Though this expense claim includes all itemized and categorized purchases, it's essential to include the actual copies of receipts as support to legitimize the dollar amounts claimed for audit and managerial purposes. If I have to manually attach every receipt, it's cumbersome and inconvenient for the viewer to open the expense claim and each additional receipt to double check accuracy.
5 votes -
Amazon Business (Canada) Invoice Fetch
Add additional Amazon Business fetch integrations beyond only Amazon UK.
5 votes -
Approval process for new supplier
It would be great if Dext had an approval process for a new supplier/customer addition. Currently, we are doing the same in ApprovalMax and returning to Dext to upload the invoice.
5 votes -
manual match
If Dext doesn't automatically match an expense with a bankstatement, the option to do it manually (for instance date doesn't match or partial payments)
5 votes -
Employee Certification Tracker for Practices
Add a column on the colleagues tab to show employee certification status. This ensures practices would be able to track whether an employee has completed their certification, highlighting those that have not. This will enable practices to better chase staff to complete their certification.
In addition, I would also suggest adding an export function for this list which includes the following: first name, last name, email address, linked to account, privilege level, location, status (i.e. certified or non-certified), date of certification obtained and expiry date.
MORE CERTIFIED STAFF = MORE COMPETENT STAFF
5 votes -
supplier merge rules
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)5 votes
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