1497 results found
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Split lines - don't require principle category/project
When splitting lines for an invoice, do not require a main/principle category and project for that item- its just confusing. Solution - when line items are created, grey out those main boxes.
4 votes -
Image link available when Expense Report is downloaded as CSV file
I have Image Sharing turned on, but links only appear in PDF files, not CSV files.
4 votes -
Payment method linked to shareholder loan account.
Are we able to link a payment method to a certain account in Quickbooks? My main use case would be when using a personal credit card to make a business purchase, I would like it to be sent to QBO as paid and for the Credit to go to the Shareholder Loan account.
Right now, the best method I have found is to send it as unpaid so that it goes to A/P. Then in QBO I record payments of the A/P amounts from a clearing account bank account I set up in QBO. And then I enter deposits into…
4 votes -
Edit expense claims after approval
Need the ability to edit expense claims after they have been approved. There are times when publishing fails due to the details listed on the expense claim (e.g. date is for a period that is locked, or claim supplier name is rejected). The only way to correct is by rejecting, changing, resubmitting for approval, & approving. This causes the approver to get approval notification again, which is not ideal.
3 votes -
Sort Approval by Next Approver
To be able to sort approvals via next approver would assist multiple users in our organisation to simply find their own invoices to approve.
3 votes -
Line Item Detail visible to approver
Line item detail should be visible from the approval window and not require the approver to send back to the inbox to open that detail. Only to have to resubmit and move back to approval window to approve.
3 votes -
Show categories for suggested matches on bank rec screen
When suggested matches appear on the reconciliation screen, show the category which the invoice is assigned in the green box, as there is no easy way to see the category without manually finding the invoice.
3 votes -
Name rules
Quicken has an excellent vendor Naming Rules and it would be tremendously helpful to have a similar feature in DEXT!
When DEXT picks up a certain Supplier name I would like to be able to map what it sees to what needs to be used!
Example: DEXT is showing Shopify, I would like DEXT to memorize "when you see Shopify, use Shopify Fees (supplier name) instead." So many names picked up by DEXT are partially correct, a naming rule would expedite the constant human process of looking for the correct name.3 votes -
Cloning Repetitive Mileage claims
Clone a Mileage Claim for repeated Journeys (Just change the dates)
3 votes -
Restrict chart of accounts available for User expense claim submission
Restrict the category options available for selection when users are submitting expense claims.
3 votes -
Feedback for AI extractions and suggested descriptions
Most of the time information extracted from invoices is correct but it would be useful to flag when the AI gets it wrong so improvements can be made. Google offers a "feedback on these results" feature and Dext should too.
Examples of the AI extraction getting it wrong seen this week:
1. Invoices marked as duplicates when they are unique invoices and should be processed
2. Suggested descriptions which are incorrect
3. Extracted supplier name incorrect (matching neither company name or bank account holder)
4. Credit notes are not identified and processed as invoices
5. Invoice number not identified and…3 votes -
Rearrange document
Change page order of bills with multiple attachments. I have a bill from a tradie who has attached proof of purchases. I want to display the tradie invoice first followed by the materials bills but cannot rearrange the order
3 votes -
Penny adjustments to tax
Penny adjustments to tax
3 votes -
Bank statements in PDF form
With the introduction of VAULT it would be nice for DEXT to extract clients bank statements in PDF form, directly from a business account! As chasing clients takes time and delays month end checks.
3 votes -
Extract VAT based on Currency
I hope this message finds you well. We’ve been experiencing an issue with VAT handling on receipts for non-GBP payments in Dext.
When we upload receipts in non-GBP currencies, Dext appears to automatically read and include the VAT. While this is helpful for GBP transactions, it creates complications for non-GBP payments, as we then have to manually adjust the VAT to zero before exporting to Xero.
We would like to know if there’s a way to automate the VAT treatment for non-GBP payments so that VAT is set to zero by default, or if supplier-specific rules can be applied to…
3 votes -
Save supplier rules with line items where some lines will have negative amounts (for contra accounts)
Be able to save supplier rules with negative line items. We use contra accounts.
3 votes -
Consolidated Invoice Import
Some Suppliers give us a consolidate invoice where the invoice contains multiple invoice numbers. Note this is not a statement. It would be good if dext was able to recognise the multiple invoice numbers and associated bill for import
3 votes -
Record payments from remittance advices
Customers frequently send remittance advices ahead of making payments, and often these are payments for several invoices. Currently I manually attach these to the payment transactions in Xero on reconciliation. It would be great to see Dext with the ability to scan these remittances, record sales invoices as paid in Xero, and attach the remittance advices to the payment transaction.
I would see this working similarly to the 'paperwork match found' functionality of Costs.
3 votes -
Automatic reconciliation of supplier statement if all statement lines match
I'm reviewing each one, but when line items are all matched, there is nothing really more to do than reconcile/archive. If the line items are all matched, why do I need to see it?
My vision would be to be able to run an "Aged Payables" (exportable) report in Dext which is checked against the same report run in QBO or Xero automatically. As part of my monthly and year end processes, I check Aged Payables to check everything is correctly shown but it would be great if this report from Dext could have a column confirming the period end…
3 votes -
USER ADMINS CANNOT PUBLISH TO ACCOUNTING SOFTWARE
URGENT! I want my clients that are business owners to be user admins but not publish to the accounting software as our clients hit all kinds of buttons and mess things up. Previously they were “expense approvers” that could be selected to not publish. This is very important for myself and other dext users.
3 votes
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