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  1. When reviewing items for possible duplicates there are currently two options:
    - no its a different purchase and
    - Yes, it's the Same Purchase
    Third option is required to merge both together. As it is now we have to say no and then merge them, which is an added step.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  2. Allow bank feed with Bill(.com) Spend & Expense account (Formerly Divvy). Thanks

    2 votes

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  3. Is there a way Dext can identify or we can identify Direct Debit paid invoices to those that need to be paid and go onto a payment run? So you have a Credit Card Paid item and Direct Debit paid item (list) and a To be paid Item list

    2 votes

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    0 comments  ·  Workflows  ·  Admin →
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  4. Currently the app will wait for a connection to Dext, then load current inbox data before loading the camera to take photos of receipts. This takes 5-10 seconds on a good wifi or 5G connection.

    When the wifi and mobile data is turned off, the app can instantly load the camera.

    The delay when loading the Dext app to quickly scan a receipt is frustrating and unnecessary.

    The app could connect and load data in the background while allowing the user to add documents or load the camera.

    Further, there is no guarantee that the internet connection will stay available…

    2 votes

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    1 comment  ·  Mobile  ·  Admin →
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  5. Please add the feature where we can sync our scanned documents as Purchase Orders into QBO.

    Now we can only sync them into Bills.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  6. Retain Original Email Trail after merging documents.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  7. Dext Prepare - Audit Trail Report by user for a date range
    The goal is to see what actions an individual user has performed on Dext Prepare for a specific date range. This would be similar to the History by user report in Xero that shows the type of action (e.g. add item, edited item, archived/deleted item, published item) along with the date/time of the action and allow a link to the item to investigate further. This will allow us to investigate what a specific user is doing to identify training needs to improve their use of Dext Prepare.

    2 votes

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  8. Sub-Item/Product needed in QBO Inventory. We are a dealership that enters a vehicle as a primary inventory asset and then adds various parts for that vehicle as inventory asset items nested under that primary inventory item. This feature is available in QBO but not in Dext. A drop down bar beneath the new product name to select which existing inventory item the new item belongs with would solve this problem.

    2 votes

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  9. NOT TO CREATE A NEW SUPPLIER CARD FILE WHEN PUBLISHING A DOCUMENT AS VISA PAYMENT

    2 votes

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    0 comments  ·  Publishing  ·  Admin →
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  10. Please allow us to add a payment reference to an Invoice/Receipt/Bill when publishing it as paid.

    Allow us to assign a Default Payment Reference to a Payment Method that then pre-populates the Payment Reference for All Bills using that specific Payment Method, the user can then manually update each invoice if a change needs to be made or can add a Payment Reference when editing the Invoice.

    When the user submits a document as paid to their accounting package it uses this Payment Reference as the Payment Reference for the payment created in their accounting package, this will help the…

    2 votes

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  11. When I click on PDF Preview, or Export the PDF version of an Expense Report, I'd like to be able to view the Customer column. At the moment it's only visible on CSV which is not the ideal format for me.

    2 votes

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    0 comments  ·  Expenses  ·  Admin →
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  12. Sales invoice customer name extraction. When Dext processes a new sales invoice it checks whether the customer name is existing or new. If it's existing then Dext automatically populates the customer name field. If it's new then Dext suggests that the customer name is populated with the customer name on the invoice. We then have to manually review the list of sales invoices with no customer name, open the invoice record and accept the customer name. Dext will then populate the customer name field. We have many clients (plumbers, joiners, service engineers etc) who work for new clients everyday. If…

    2 votes

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    0 comments  ·  Extraction  ·  Admin →
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  13. "remove the Document Owner" as a criterion for the Duplicate feature with regards to "Receipt" as the type of document.

    2 votes

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    0 comments  ·  Extraction  ·  Admin →
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  14. Please add the following options for MYOB integration
    1) Default "publish to destination for costs" to include purchases
    2) Default "publish to destination for sales" to include Sales

    2 votes

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  15. 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

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    1 comment  ·  Expenses  ·  Admin →
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  16. Restrict basic user to accessing dext via website... allow basic user to login & submit document via app only. T

    2 votes

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  17. 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

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    0 comments  ·  Publishing  ·  Admin →
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  18. 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

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  19. Add Bank deposit as a transaction type

    2 votes

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    0 comments  ·  Bank  ·  Admin →
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  20. 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

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