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  1. Be able to save supplier rules with negative line items. We use contra accounts.

    2 votes

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    1 comment  ·  Line Items  ·  Admin →
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  2. Customers frequently send remittance advices ahead of making payments, and often these are payments for several invoices. Currently I manually attach these to the payment transactions in Xero on reconciliation. It would be great to see Dext with the ability to scan these remittances, record sales invoices as paid in Xero, and attach the remittance advices to the payment transaction.

    I would see this working similarly to the 'paperwork match found' functionality of Costs.

    2 votes

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  3. Add the Publish/Edit button to the bottom right Panel of the Approvals section like the Inbox section. After you scroll down to review the information, you should be able to select the Publish or Edit button.

    2 votes

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    Under Review  ·  0 comments  ·  Approvals  ·  Admin →
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  4. I'm reviewing each one, but when line items are all matched, there is nothing really more to do than reconcile/archive. If the line items are all matched, why do I need to see it?

    My vision would be to be able to run an "Aged Payables" (exportable) report in Dext which is checked against the same report run in QBO or Xero automatically. As part of my monthly and year end processes, I check Aged Payables to check everything is correctly shown but it would be great if this report from Dext could have a column confirming the period end…

    2 votes

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  5. Be able to translate photo's of receipts and invoices so that bookkeepers can actually understand them without having to download each document and google translate them.

    2 votes

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    0 comments  ·  Extraction  ·  Admin →
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  6. For approvals, can we have these approvals printed on the invoices prior to publishing?
    Currently the only way to check if an invoice was approved is to go to 'history'. It would be ideal if the approval can be displayed somewhere on the invoice as well. So it maintains that flow.

    Once invoices are published to QBO, there is no way to know which manager approved the invoice for audit purposes. This is a requirement for audit purposes.

    The approval is a great feature, but defeats the purpose for audit.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  7. When reconciling the statements, is it possible for the profile information from Xero to be accessible for editing? Additionally, it would be helpful if the current balance could be displayed

    2 votes

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  8. Require approved PO for each invoice

    2 votes

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    Under Review  ·  0 comments  ·  Approvals  ·  Admin →
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  9. Using the new version is there a way I can instantly see the assigned manager on the main Users page (maybe the ability to add a column for this) without going into each individual user? We used to be able to see this in the My Team page on the old version next to the user privileges.

    2 votes

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    0 comments  ·  Design  ·  Admin →
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  10. We do not use Po #s, Product/Service or Customer details and would like the option to have them removed as it takes me longer to complete the fields we do use because these are all showing and are blank so it makes me think I am missing something.

    2 votes

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    0 comments  ·  Design  ·  Admin →
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  11. Being able to set up a bank feed via the mobile app - easier to do on the go when sitting with clients.

    2 votes

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    0 comments  ·  Bank  ·  Admin →
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  12. We currently use ApprovalMax for approvals - bills publish from Dext to Xero as "Awaiting Approval" which are then automatically loaded to ApprovalMax for the approvals process. Switching to Dext approvals would be amazing however there doesn't seem to be a way to have the bill publish to Xero until after the approvals process is complete. Please could this be considered as an idea

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  13. In the workflow, we need to be able to select a cost account, but perhaps exclude some suppliers as these should go for approval to someone else.
    The ideal exclusion should be allowed by selecting the supplier account specifically.
    Otherwise, there should be a way to select all suppliers and manually deselect the ones to exclude. This does not seem possible at the moment.

    2 votes

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    Under Review  ·  0 comments  ·  Approvals  ·  Admin →
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  14. We should be able to choose which customer bills get assigned to which Project Manager.
    We are a construction company and buy let's say drywall for 2 different customers managed by 2 different project manager.
    Our bills have the customer name. Bill 1 would go to PM 1 and bill 2 would go to PM2 (SAME SUPPLIER) based on which customer's job it is.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  15. Expense reports - make the copy that exports to the employee and also QuickBooks Online match the line items detail inputted. Very inconvenient for them not to match.

    2 votes

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    1 comment  ·  Expenses  ·  Admin →
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  16. As we aim to encourage all employees to submit their claims through Dext, we’ve encountered a challenge: the lowest access level currently requires users to input extensive information, such as GL and Class. It would be beneficial to create a new user type specifically for claim submission, allowing users to submit claims without needing to see or enter these detailed accounting details. This would streamline the process and enhance user experience.

    2 votes

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  17. Hi, can you please allow us to be able to create our own excel output sheet. The data input can be extracted from line items and each "input column" can be added on the list similar to how projects are added. For example, if i could rename the "projects" list and use it as "departments", I should be able to input the department as a line item. when it comes to exporting the file, i should be able to choose which items on the list I want in the excel fine plus the order of it.

    2 votes

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    0 comments  ·  CSV Export  ·  Admin →
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  18. Could you please look into integrating to Iplicit accounting software

    2 votes

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  19. Could the Supplier Statement section within Dext be able to pick up if the invoice within the creditors list of the accounting software does not contain an attachment and be able to request?

    2 votes

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  20. create ability to amend "document type" in the supplier statement feature

    2 votes

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