1497 results found
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expense claim due date
It would be nice to have the option to enter a due date for expense claims so that when we publish them as a Bill to QBO, the report date AND the due date will publish. Currently the publish date is both the bill date and the due date.
3 votes -
Dext Supplier Statements request paperwork Auto email reminder
Have the ability to set up automatic email reminders for missing invoices already requested and not yet received
3 votes -
Supplier request emails
Would like to have the supplier request email from the client name instead of from Dext as this could go into the spam inbox and never be received
3 votes -
Manual match is needed for when not automatically detected
In the Costs Publishing screen, please add the option to manually match a receipt with an already recorded expense because sometimes it doesn't automatically recognize the match
3 votes -
Improved Autocategorisation
The Autocategorisation fails to be correct on the most basic of documents. Improve the AI that reads the documents and applies them to a better category.
The current AI is too unpolished to be of any use, for example: a parking company, with "Parking" in the name, has a receipt in Dext. It's a parking ticket. Dext Autocategorisation has categorised this to the "Subscriptions" account. Not sure how it has come to that conclusion at all.
3 votes -
Capital Allowances for Solo
Is Solo going to be able to cope with Capital Allowances ? Say the purchase of a van, with a trade-in of a car, some cash deposit, some finance, and then private use adjustment ?
3 votes -
See the whole invoice and invoice in one screen eliminating scrolling
It would be great and so much more productive if you could reduce the area around an invoice showing on the screen so we can see all of the invoice and not have to continually scroll for the invoice or the fields used. If you would like more details as I may not be clear please feel free to contact me.
3 votes -
Enable both reimbursable and non-reimbursable items on expense reports
Expensify allows both reimbursable and non-reimbursable items on expense reports, because some organizations want an approval process for charges made to corporate cards. A "reimbursable" check box differentiates the two (Dext could just work off of the payment method, and whether that payment method maps to a bill or a QBO bank or credit card account), and when the expense report is approved and synced to QBO, the reimbursable transactions all cluster on a bill for the person being reimbursed, while their corporate card charges post individually in the relevant credit card or bank ledger. PLEASE, PLEASE make this happen.…
3 votes -
Ability to turn certain fields off
Be able to turn off fields like Classes, PO #, Customer, and Tax
3 votes -
Duplicate Review - Merge Items
When reviewing items for possible duplicates there are currently two options:
- no its a different purchase and
- Yes, it's the Same Purchase
Third option is required to merge both together. As it is now we have to say no and then merge them, which is an added step.3 votes -
Instant message on duplicate entry
There are occasions when uploading an invoice that it turns out to be a duplicate but no message to that effect is received. It would be useful in every instance that there is a duplicate that a message popped up stating that. Also the short directions on how/where to locate the duplicate. It is a rare event so the user will need directions to locate the file.
3 votes -
Supplier statements and MYOB
Sync supplier statements with MYOB.
3 votes -
Selecting extracted tax codes for each supplier
Currently, you set your default tax codes in the integration (we are using sage 50). This means when you use extracted tax, any left over amount always goes to T0 (our 0% rated tax codes). This works in most cases, however when looking at payment processing, water suppliers etc. They have may portion of there which is taxable and a portion that is tax exempt. The current system puts that tax exempt portion into our 0% rated tax code rather than our exempt tax code. I am then having to go into Sage 50 and manually change the tax codes.
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3 votes -
Bulk categorization at time of upload
When I use the 'Multiple' option in the Dext app for uploading receipts, it would be nice to set the category for an entire group of photos. That's what I thought I was doing when I used that option, but only just realized today that it is only categorizing the first photo of the series! Some way to group and categorize items would save lots of time.
3 votes -
Client Selection Screen Request
Good morning!
I have a request to change back the client selection process. Not sure why you changed the pop-out screen to select a client. We at Quick Action Accounting liked it better the way it was. The current method adds another step to our process. Not a fan! Love Dext just not the latest update. Thanks for listening.3 votes -
Rebillable Items within an Expense report
Allow for each submitted Invoice (where the rebillable option has been selected) to create a sales transaction for each item and attach the associated Invoice.
3 votes -
Rules filtered by payment method
The ability to set up rules to automatically categorise the Xero Chart of Account per payment method would be great for employees uploading their travel receipts as we track in a separate account for each employee in Xero. Or the ability to further refine supplier rules - if supplier is X and payment method is Y = categorise to specific chart of account.
3 votes -
Notify user when integration is expired
Notifiy user when integration with accounting software has expired and needs to be connected again.
3 votes -
Note indicator
I think it would be really useful to have the "Note" tab change colour or indicate in some way when a note is in there. That way it could alert the user to check the notes before processing a document.
3 votes -
Syncing Products/Services with ApprovalMax for QBO
Please sync products and services with ApprovalMax for QBO
3 votes
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