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  1. when in a cost item and you change it to a sales item, have the option to stay in the cost section and not move to the sales section. We can then reconcile all the cost items and then move to the sale items.

    2 votes

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    0 comments  ·  Other  ·  Admin →
  2. In the settings menu, I have to unclick boxes for primary columns that I don't want to see, EVERY TIME I SIGN IN. These should be defaults. I shouldn't have to change them every time. Same for the expense reports. I have to do it there too.

    2 votes

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    0 comments  ·  Design  ·  Admin →
  3. Hi there,

    We have a scenario which i think alot of business might face. Lost and missing receipts.

    Staffa are required to fill out a Lost/Missing receipt form and then submit it to dext.

    Were currently in the process of creating a digital form in power apps that will collect the info in microsoft teams and on submission will submit a pdf to dext via the organisations email in address, or maybe another one specifically for this purpose.

    in time well have it come from the users dext email in address but at the moment theres no way to add…

    2 votes

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    0 comments  ·  Workflows  ·  Admin →
  4. Extraction and publishing of Customer Invoice reference numbers through to Xero.
    Currently Dext only allows for the Invoice reference number to be extracted/Entered.
    When pushing items through to Xero it places the Invoice number as the invoice number and Reference number but does not allow for the user to enter this into Dext.

    Specifically the PO numbers received from customers need to be on our invoice and statements

    2 votes

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  5. Splitting transactions in the same transaction by percent and in one window. With "favorite" breakouts.

    2 votes

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    0 comments  ·  Expenses  ·  Admin →
  6. A lot of our clients are switching to electric cars, but there is currently no easy way to get any charging receipts from them. Is it possible to look at adding electric charging apps to the invoice fetch feature such as Podpoint, Tesla charging & Zapmap so that it is easier to collect electric charging receipts?

    2 votes

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  7. Get rid of the verification it is a hindrance, or at least make the tick box (remember this device for 30 days) work

    2 votes

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  8. When publishing the expense reports each transactions in the expense report should post individually on the date the transaction happened instead of in one entry.

    2 votes

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    1 comment  ·  Expenses  ·  Admin →
    1. bank feed - colour the transactions who go to inbox, with attached documents
    2. match transactions from multiple accounts, bank feed and costs to review
    2 votes

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    0 comments  ·  Bank  ·  Admin →
  9. The POS invoices (eg. from Bunnings) line items are Tax inclusive. We should be able to publish these line wih correct tax code to Xero. Currently if no tax column is available line items then he they are published as GST Fee expenses in Xero.

    We should be able to select lines are Tax inclusive or exclusive.

    2 votes

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    0 comments  ·  Line Items  ·  Admin →
  10. Good Morning,

    I hope this email finds you well. I am reaching out regarding a request concerning the dates on our sales invoices.

    As part of our accounting processes utilizing software like QuickBooks, one of our valued clients has requested the inclusion of two distinct dates on their sales invoices:

    1. Document Date
    2. Service Date

    To accommodate this request and ensure accurate record-keeping, we kindly ask if it's possible to add an additional line labeled "Service Date” on sales invoices.

    We believe this adjustment will streamline our invoicing process and enhance clarity for our clients. Your assistance in implementing this change…

    2 votes

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    0 comments  ·  Extraction  ·  Admin →
    1. Ability to bulk select items
    2. After selecting a number of items and then bulk editing, ensure that the items stay selected after editing. Currently have to reselect all the items again to then be able to bulk publish.
    2 votes

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  11. Is it possible to delete a message I have sent to a client via Dext Prepare?

    2 votes

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  12. 2 votes

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    0 comments  ·  Expenses  ·  Admin →
  13. 2 votes

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    0 comments  ·  Other  ·  Admin →
  14. Be able to allocate a PO from Sage directly against an invoice, we had this on Xero but sadly not available on Sage

    Would be amazing if we could do this !!! :)

    2 votes

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  15. Run Dext connect as a service rather than an app

    2 votes

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  16. be able to add/extract payment type/method for sales items

    2 votes

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    0 comments  ·  Extraction  ·  Admin →
  17. 2 votes

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    0 comments  ·  Line Items  ·  Admin →
  18. Add a Filter for Rebillable ... client who bill their customers back often need to provide the receipts to substantiate!

    2 votes

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    0 comments  ·  Design  ·  Admin →
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