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  1. Expense reports for archived documents, as some times we need to have a summary of the invoices which were already published.

    4 votes

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    1 comment  ·  Expenses  ·  Admin →
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  2. I would like a Merge Suggestion function, eg when a client uploads 1 invioice as several documents, could Dext spot that the same supplier has multiple invoices on the same day and ask whether we would like to merge them - this would be useful as it is too complex to give clients more than 1 email in address and they often photograph a multi page invoice as multiple documents as well

    4 votes

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  3. 4 votes

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    0 comments  ·  Rules  ·  Admin →
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  4. 4 votes

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    0 comments  ·  Bank  ·  Admin →
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  5. Publish to Credit Card Credit in all region. It is currently available on CA & US QBO versions

    4 votes

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  6. Add a Class drop down when you upload bills that it places the uploaded bill in the selected class.

    4 votes

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    0 comments  ·  Expenses  ·  Admin →
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  7. is there a way to have Dext recognize the tip line on a restaurant receipt?

    4 votes

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    1 comment  ·  Expenses  ·  Admin →
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  8. Clients get very confused with those terms and use them incorrectly all the time. Multiple sounds like when they have a multiple page document so they use that to do a 3 page invoice and not "combine". I think that you should get rid of the multiple and just have single and combine. If they have a bunch of unrelated invoices they should do them separately anyway. On email when they have a bank statement that is many pages they need to send it to the "single" email which is the opposite of the phone app. The description to email…

    4 votes

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    0 comments  ·  Extraction  ·  Admin →
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  9. 4 votes

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    0 comments  ·  Workflows  ·  Admin →
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  10. Add ability to sort expense report by date when printed. Currently it defaults to ITEM ID for sorting

    4 votes

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    0 comments  ·  Expenses  ·  Admin →
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  11. While in the submission history, or at the input level, it would be helpful, if you could put notes or a reason. For example, I deleted transaction No.9xxxx because it was a duplicate of 9xxxx.

    4 votes

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  12. Ability to pull trial balance, general ledger, and balance sheet under one roof.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  13. Mobile App - Paperwork Request Feature Upgrade!

    Currently, when requesting outstanding paperwork from clients, the client receives a notification on their phone. They then have to navigate to the bell in the top right hand corner, then toggle between a couple of pages to eventually find the list of requests.

    It would be great if the client clicks on the request notification on their phone and it takes them directly to the list.

    4 votes

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  14. Be able to publish items that have categories Line Items, but do not have a Category or the Product/Service on the main item details page.

    4 votes

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  15. Hello, I really need an option to download CSV and pictures (zip) at once with the option to arhive after I download.

    4 votes

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    0 comments  ·  CSV Export  ·  Admin →
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  16. What I am looking for is a means of sending messages/ emails to client via client view for those clients who are not uploading the invoices in time

    4 votes

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  17. Is there a way to see the number of items actioned (say over a day) in Prepare rather than those left to action?

    4 votes

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  18. I am at the tipping edge of finding an alternative to Dext. I don't understand how Dext thinks it's OK to add/remove features that affect their user's workflow and client feedback without informing them. It doesn't look good for my practice or Dext.

    4 votes

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    1 comment  ·  Workflows  ·  Admin →
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  19. 4 votes

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  20. I'd like to be able to drop them directly into the Inbox not have to go to "Add documents"--you should just have a drop zone on the main page.

    4 votes

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