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  1. 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

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    0 comments  ·  Extraction  ·  Admin →
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  2. 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

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    0 comments  ·  Other  ·  Admin →
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  3. 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

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  4. 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

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  5. Bring the CSV file back
    Or Add the Cash Book Format report as default

    2 votes

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    0 comments  ·  CSV Export  ·  Admin →
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  6. 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

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  7. 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

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    0 comments  ·  Workflows  ·  Admin →
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  8. export / save invoices from the Dext app

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  9. 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

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    0 comments  ·  Rules  ·  Admin →
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  10. 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

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    1 comment  ·  Extraction  ·  Admin →
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  11. 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

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  12. 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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  13. 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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  14. 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 →
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  15. 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 →
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  16. 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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  17. 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 →
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  18. 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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  19. 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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  20. 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 →
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