1761 results found
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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 -
Export / save invoices from dext app
export / save invoices from the Dext app
2 votes -
Time stamped approval on PDF export
Can the name of approver and time of approval be included in the PDF export of an expense report? This will eliminate manual signing on the report.
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 -
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 -
Convert to sales - stay in cost section
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 -
Rules filtered by payment method
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.
2 votes -
Adding per diem costs to expense reports
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.
2 votes -
Auto flag incoming mailbox submissions / lost/missing receipt workflow
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 -
Sales extraction of both Invoice number and Reference number seperatly
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 -
Splitting transactions by percent in one window
Splitting transactions in the same transaction by percent and in one window. With "favorite" breakouts.
2 votes -
Electric Vehicle charging apps in Fetch integrations
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 -
Verification
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 -
Expense Report Individual Transaction Posting
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 -
Duplicate Item Review by End User
Allow the End User to determine whether a duplicate expense entry is correct or not. With the current set up, the End User is unable to get similar looking expenses into the system and it's quite frustrating needing to wait for the Admin to review and approve. First they must notify the Admin that they are having this issue, then the Admin needs to approve the duplicate item, at which point the End User needs to return to the app to complete the data entry. This process is extremely inefficient.
There can be two layers of review for duplicates if…
2 votes -
Revise the DEXT app to easily insert screenshot instead of going through the gallery
Revise the DEXT app so that when it comes to a shot (or taking of a picture of the receipt) you make it possible to insert a “screenshot” directly (instead of trying to select it from photos)
You have to take a screenshot, save it to photos and then attach it from photos. Too much work - dext needs a redesign to allow a screenshot directly
2 votes -
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. Cur
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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