1788 results found
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Extract GST based on GST and PST present, but only publish GST (5%)
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 -
Expense Publishing to Sage 50 from web browser (for Mac users)
Allow the publishing of expenses from web browser to Sage 50. This will allow Mac users to publish, rather than rely on windows PC access.
2 votes -
Purchase order creation
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 -
Batch tracking for bulk invoice uploads
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 -
Auto forward from email folder
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 -
Report Data Download
Bring the CSV file back
Or Add the Cash Book Format report as default2 votes -
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 -
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 -
Primary columns
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 -
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
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