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  1. We have over 30 categories in our general expenses, but of the paper receipts we enter with the mobile app, we only ever use 2-3 categories (meals&entertainment, fuel, office supplies). Everything else gets uploaded digitally and we handle it on the desktop version. It would be nice if you could customize the categories that the app uses, either by limiting what pops up or changing the order. This would save a lot of time.

    3 votes

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    1 comment  ·  Mobile  ·  Admin →
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  2. 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

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    0 comments  ·  Design  ·  Admin →
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  3. Sync supplier statements with MYOB.

    3 votes

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  4. We would like to be able to add PO numbers before publishing. Businesses use this system even if the invoice does not have a PO - clients will add one by hand.

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  5. I only just realized that an "Expense Approver" user can't see any of the Bank Feed info, or use any of the Request Paperwork functionality?? This would be a huge benefit to my clients (especially the ones who have their own company credit cards), but I don't want to make them all Admins just so they can have access to paperwork matching features, and I don't want to have to go through the Paperwork Match feature (which doesn't work that well) and figure out for them which things are missing when it would be way easier for them to know…

    3 votes

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  6. 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.

    3 votes

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    0 comments  ·  Extraction  ·  Admin →
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  7. 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

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    0 comments  ·  Mobile  ·  Admin →
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  8. 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

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    0 comments  ·  client list  ·  Admin →
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  9. 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

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    0 comments  ·  Expenses  ·  Admin →
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  10. Integrate with Acumatica

    3 votes

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  11. 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

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    0 comments  ·  Categories  ·  Admin →
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  12. Notifiy user when integration with accounting software has expired and needs to be connected again.

    3 votes

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  13. When travelling, staff have per diem costs - these don't have receipts and are fixed costs per meal or day. They don't need to provide receipts for these. Would be great to be able to add these costs to an employee's expense report as currently we have to add them later in Xero and they are easily missed.

    3 votes

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    0 comments  ·  Expenses  ·  Admin →
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  14. 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

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    0 comments  ·  Other  ·  Admin →
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  15. Please sync products and services with ApprovalMax for QBO

    3 votes

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  16. I think the order of the Amount info on the "Item Details" page needs to be in a different order.

    I think it should be (from top to bottom):

    Net Amount
    Tax Amount
    Total Amount

    So it matches how most invoices received are shown.

    3 votes

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    0 comments  ·  Design  ·  Admin →
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  17. When an invoice is partially matched to a purchase order, a record of this should be pushed through to Xero (using the notes section on the PO), rather than only updating when fully billed.

    3 votes

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    0 comments  ·  Publishing  ·  Admin →
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  18. Dext is flipping Tax 1 (ex. 5%) and Tax 2 (ex. 7%) when posting to QBO if Tax 1 amount is greater than Tax 2 amount (for instance, if there are non-taxable items in a transaction that cause the total tax to be different from the expected 12%). Dext is assuming the order should change in this situation and overriding the user input and user tax code mapping settings, posting the wrong tax amounts to QBO.

    3 votes

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  19. Import Multiple Sales invoices at once via a multi column csv file

    3 votes

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  20. export items via submission history

    3 votes

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    0 comments  ·  CSV Export  ·  Admin →
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