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1497 results found

  1. Be able to upload files in EMZ file type.

    3 votes

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    1 comment  ·  Extraction  ·  Admin →
  2. Ability to set up rules based on Currency

    3 votes

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    0 comments  ·  Rules  ·  Admin →
  3. create an email address for submitting auto split documents

    3 votes

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  4. It would be useful if you could possibly highlight where certain bits of data have been picked up from. E.g. the date/amount/invoice number on the photo of the receipt/invoice would be highlighted. This would just make it easier when checking through a lot of invoices before publishing.

    3 votes

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    1 comment  ·  Other  ·  Admin →
  5. 2 way sync between Dext and Xero. It is common that once we post documents to Xero we then edit/update them in Xero. It would be helpful if the edit was also reflected in Dext or vice versa . This would be helpful as then when exports are made from Dext they will reflect Xero exported reports.

    3 votes

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  6. Ability to set up commissions in Sales items. For example cases, where a broker gets commission (which is cost for the client) for the client's Sale.

    3 votes

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    0 comments  ·  Expenses  ·  Admin →
  7. Please add the markup in quickbooks automatically when the toggle switch to Billable is on. For example, in quickbooks when there is a Bima

    3 votes

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  8. When looking at a credit card statement under Bank it would be great to see a match even if the item is in an expense report already. It would also be very useful to see a column that showed 'Expense completed' or 'Expense Waiting etc to show if the credit card statement has been reconciled to the expenses.

    3 votes

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    0 comments  ·  Bank  ·  Admin →
  9. Ability to match a Purchase Order's Line items to the Line Items of documents in Dext Prepare.

    3 votes

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  10. Please extend the period for authentication to 30 days as the current 7 days is really a bit too short a time.

    3 votes

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    2 comments  ·  Other  ·  Admin →
  11. Add "Customer Remittance" as an option for a Sales Item type.

    3 votes

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    0 comments  ·  Extraction  ·  Admin →
  12. 3 votes

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  13. I would like an option in Dext to have receipts, when downloaded, automatically named something other than just a random number. Ideally it would be the vendor name and the amount. For example, "HomeDepot_123.45". Maybe adding the date would be helpful too. Hubdoc does this and it is much easier to find what we need whenever we need to download receipts. It will also be very helpful for our client who has billable expenses because then the attachments will be named and he'll be more easily able to verify that they are the correct receipts. Right now we are having…

    3 votes

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    0 comments  ·  Expenses  ·  Admin →
  14. The bank transactions are automatically synced on Dext, so we want to be able to activate the Paperwork Request on Dext so it will atomically be requested from the employees

    3 votes

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    0 comments  ·  Bank  ·  Admin →
  15. As an administrator and financial controller, I need to be able to 'send back' a submission to a user, from within the interface. Right now, if someone submits an order confirmation instead of a receipt, I have to d/l the confirmation, delete it from Dext, and email the submitter asking them to correct the documentation.

    3 votes

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    1 comment  ·  Workflows  ·  Admin →
  16. Ability to edit Integration settings for your clients in Bulk

    3 votes

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  17. On iOS you can’t adjust the base currency so it’s difficult/impossible to Publish foreign transactions as you need to make sure they correctly matched to the bank statement. Can you add an additional line with the case currency so you can change it similar to the way you can on the web version? It would make the need to login online less necessary.

    3 votes

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    1 comment  ·  Mobile  ·  Admin →
  18. 3 votes

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    1 comment  ·  Integrations  ·  Admin →
  19. It would be great if there was an option for a payment method of "Direct Debit", so invoices are separated from the invoices that are awaiting payment.

    3 votes

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    0 comments  ·  Other  ·  Admin →
  20. 3 votes

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    0 comments  ·  Categories  ·  Admin →
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