1500 results found
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Move Items straight from one Expense Report to another
Within Expense Reprts, there needs to be the ability to move items to other Expense Reports without first removing the back into the Costs: inbox. This feature would remove an unecessary extra step.
2 votes -
Restrict basic user to accessing dext via website... allow basic user to login & submit document via app only
Restrict basic user to accessing dext via website... allow basic user to login & submit document via app only. T
2 votes -
Document reference on credit notes
Document reference should be published for Credit notes as well as invoices to accounting software instead of your item ID which is meaningless in the client accounting software
2 votes -
Dext Practice | Detailed Metric Report (i.e. Features Unitilized, such as Supplier Rules or Payment Methods)
In detail practice insights, such as a list of each client and the features they are or are not using (e.g. supplier rules, payment methods, etc.).
2 votes -
BANK DEPOSIT
Add Bank deposit as a transaction type
2 votes -
Partial match of PO
There is a huge problem right now with PO matching within Dext. The partial match of an invoice with a PO doesn't work properly.
If a PO is 1000 $ and I have an invoice of 500$ for this PO, I still need to match my invoice and remain open, because I'm going to receive future invoices related to the same PO later. However, right now, the PO matching doesn't work with partial amount.
***NOTE : PO match is not equal to PO being closed. I'm not talking about the PO being close, I'm talking about PO being matched and…
2 votes -
Extract GST based on GST and PST present, but only publish GST (5%)
Provide calculation of GST and publishing of GST only when both GST and PST are present on an invoice.
The extracting and calculating seem to be already in place and correct. It's a matter of publishing.
The proposed function is when a 2nd tax is NOT active (PST) and the user uses the GST/PST BC extraction method, that it will only publish the GST amount (5%) and the PST amount (7%) will be added to the expense, NOT the GST (tax) amount.
This will calculate the taxes properly when both taxes are present.
This will allow the user to create…2 votes -
Expense Publishing to Sage 50 from web browser (for Mac users)
Allow the publishing of expenses from web browser to Sage 50. This will allow Mac users to publish, rather than rely on windows PC access.
2 votes -
Purchase order creation
Can we add and feature to create a Purchase order In dext which can be inegrated to Xero as well as approvalMax for proper Audit trail.
2 votes -
Batch tracking for bulk invoice uploads
Would be great to be able to pre select tracking category when uploading a batch of invoices (e.g. where all invoices for one tracking category are contained within one PDF).
2 votes -
Auto forward from email folder
I am currently working with a clients who has a large amount of invoices. One feature I think would be fantastic would be the ability for them to drag and drop emails into a folder in their gmail that automatically sends to dext. Unfortunately, auto forwarding isn't suitable as it forwards all of their discourse with their suppliers, fulfilment partners etc. Therefore, we end up with 1,000's of items in dext that are just email conversations.
This would be super useful and very easy to explain to a client of any size.Thanks!
2 votes -
Report Data Download
Bring the CSV file back
Or Add the Cash Book Format report as default2 votes -
Individual Payment Methods Linked to Credit Card Account
Hi Can something be set up to allow individual payment methods to be linked to a particular credit card using Xero integration.
Multiple company credit cards have been set up as individual payment methods, however they can't be linked using dext (unless I'm not doing this properly).
Whereas; I can set the payment method default for my own user (only person using dext) as any one of the credit cards but can't set them up as separate payment methods.
eg: 3 wholesalers I use, one of them I use visa (lower fees) and the other I use the company amex…
2 votes -
copy URL of items to put in spreadsheet
I am copying the URL address of certain items and placing them in a spreadsheet, I would like these to load the actual item. Sometime this work sometimes not, I suspect it depends on whether I create the link before or after it is published/archived.
My workflow is that I am creating a crosscharge cost to send to another company made up of select cost items that are in other expense sheets. This seems the most efficient way to do this.
2 votes -
Use Supplier rules or not?
Would it be possible to include a check box to either include or not include supplier rules or Line items within supplier rules? We utilise the supplier rules on about 40% of invoices but the others we dont and its a bit of a pain to have to go into the rules/lines each time to delete them off.
2 votes -
Multipage image or not? Give me a notification please
Would be great if there was an indicator on the image screen that this image is multi paged. The scroll bar is thin and we sometimes assume we've seen all the information we need so we don't think there is more. We have to actively remember to always scroll every image even though 75% for us don't need scrolling.
2 votes -
Dext Prepare - no more scrolling on right side
Would be great if the fields on the right side were all visible and no need to scroll all the way down to see all the fields. Would save time.
2 votes -
Read Customer data
Have Dext read Customer info and allocate so its not manual, ie if customer info is on invoice that it reads and allocates
2 votes -
Change Sage cost codes on Dext
We have a client in the construction industry who uses Sage Line 50 for their accounting software. For the vast majority of their customer and supplier invoices they need to split the costs by labour and materials using the cost codes on Sage. I'm sure it would save not just any of our clients but many companies that has the Dext-Sage integration time if they could do this split on Dext rather than pulling the information through to Sage then having to change it on there.
2 votes -
Purchase order ref.
Now that DEXT picks up the order no from invoices, it would be useful if it took it and it appeared in Xero.
2 votes
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