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  1. 2 votes

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  2. Currently we use the Ex. Ref field to populate the URL of Dext images to Sage 50.
    Some users use this field for different purposes and would like to move the links to a different location

    2 votes

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  3. Setting up a template for recurring suppliers wherein line items need to be entered so that efforts are not doubled by entering the same line items 2-3 times a month. For recurring supplier invoices wherein the amounts vary biweekly but the corresponding accounts for each line item don't change.

    2 votes

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    0 comments  ·  Line Items  ·  Admin →
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  4. The ability for the software to show more accurate matches for the Bank Match feature so it doesn't show more than one transaction per match.

    2 votes

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    0 comments  ·  Match  ·  Admin →
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  5. Sync the Job Costing list from Quickbooks Desktop via Hydra

    2 votes

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  6. 2 requests please:
    1. Add Azure AD (Azure Entra ID) as a SSO provider.
    2. Add the ability to use FIDO2 devices. We use Yubikeys through DUO for our firm's MFA solution. I know that I can use the DUO app as one of your SSO options but the folks that use Yubikeys are dead in the water for your product.
    Thanks,

    2 votes

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  7. Hi, I currently have 2 accounts with you for my 2 businesses. Your new single user sign on has been great so thank you for implementing that. I was wondering if it was possible to have a processing section when you have more than one business/account so there is just one location for all receipts to be emailed to / uploaded to and then as part of the normal checking process we could allocate to the correct business ready for it to be send to Xero

    2 votes

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  8. 2 votes

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    0 comments  ·  CSV Export  ·  Admin →
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  9. Have the system extract submitted checks as their own document type, as opposed to a 'receipt' so the Advanced search can be used to filter only checks

    2 votes

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    0 comments  ·  Extraction  ·  Admin →
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  10. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  11. Currently, items arrive as "Tax Exclusive" in QBO regardless if "Extracted Amount" or a specific Tax Rate is selected in Dext, which we need to manually alter in QBO afterward. It would be helpful to be able to publish items as Tax Inclusive.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Is there a way we can change our firm settings so that all clients Dext accounts default to "Review" duplicate items rather than them being "Automatic".

    2 votes

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  13. Ability to adjust the paperwork Match criteria

    2 votes

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  14. On iOS you can’t adjust the base currency so it’s difficult/impossible to Publish foreign transactions as you need to make sure they correctly matched to the bank statement. Can you add an additional line with the case currency so you can change it similar to the way you can on the web version? It would make the need to login online less necessary.

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  15. It would very useful to have a column on the client dashboard which shows the number of flagged items - thanks - RIchard

    2 votes

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    0 comments  ·  client list  ·  Admin →
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  16. 2 votes

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    0 comments  ·  Extraction  ·  Admin →
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  17. It would be great if there was an option for a payment method of "Direct Debit", so invoices are separated from the invoices that are awaiting payment.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  18. I'd love to be able to add multiple item lines at once. When you go in edit lines items you can add 1 line for different products per invoice sometimes I may have 10 products but i have to add 1 line at a time

    2 votes

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    0 comments  ·  Line Items  ·  Admin →
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  19. Publish the item's image alongside the document info to QuickBooks Desktop

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. If a feature to delete categories in bulk or in full is added, that would be really helpful.

    2 votes

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    0 comments  ·  Categories  ·  Admin →
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