1497 results found
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Modify the 'Reference' field in Dext to only allow up to 18 characters. Paying expenses in Xero the Reference field can only be a max of 18
Paying expenses in Xero the Reference field can only be a max of 18 characters to align with bank reference field, otherwise you have to manually change Reference field to fit. Could this field be modified.
1 vote -
Reorganizing the Details tab to show matchs
I would like to suggest on the item details tab that you move the notification that there is a match higher up on the screen. It is out of view until I scroll down on the page. I generally work from the top to the bottom and it is frustrating when I see there is a match after populating the details. This would be really helpful I think
1 vote -
Recycle bin
A recycle bin that allows user to see erased documents for 30 days after deleting document.
1 vote -
Year end dates in settings
Be able to set business year end in business settings as i.e. 31 March and be able to link to say those dates are what should be used for tax year 23/24 etc as can't change on SA301F summary report (and can't change dates unlike on transaction summary)
1 vote -
Approvals Exceptions
Be able to Turn approvals off for a specific user by having an exceptions heading under the Apply to heading so you have a choice of either applying the rule to specific criteria or setting specific criteria to be exempt from the rule.
1 vote -
Class & Location
We have been using Dext for over a year, and have just recently realized that in the Costs section, if you type in the Class & Location, it does not carry over into the Edit Line items area. This has caused a huge headache for our Controller, as I didn't know this would auto-populate different location information than what was entered.
Please find a way to make these two areas match.1 vote -
Notification settings to move from daily to monthly for certian users.
Notification settings to move from daily to monthly for certain users so they are not receiving notifications all the time.
Can you add a user with the default to no notifications? I have executives to add as users and they don’t want 300 emails a day. They also don’t want to opt-out, so why can’t you choose on/off when you set the user up?
1 vote -
Searching Bank Statements by Source ID
A feature to find submitted bank statements by source ID. Say you have a lot of bank feeds and don't know where a duplicate document is, it says the ID number when pointing out the duplicate exists so searching said ID should bring you to the submitted statement, maybe an advanced setting.
Either that or the duplicate notification also tells you where the original transaction is located
1 vote -
Sage 50 Purchase Order Number posting
Dext is extracting the Purchase Order Number but this is not currently posted in Sage 50. For us this is a big problem. It would help just to have it appear in the Sage 50 invoice Details or Ref with the Supplier Invoice No going into the other field. Ideally, it would be posted in such a way as to integrate with the Sage 50 Purchase Order system but that might be more involved.
1 vote -
Enable a Tick Box option for remembering Cost Items' supplier rules (instead of going in separately).
Enable a Tick Box option for remembering Cost Items supplier rules (instead of going in separately).
1 vote -
Ability to create a journal entry rather than a sales invoice
Hi, we would like to be able to do sales imports by journal entry rather than sales invoice. We are in the hospitality industry and have little to no receivables so we post our sales via journal entry to make sure all funds were collected. We are using Quickbooks Desktop.
1 vote -
Approval Workflow
Adding supplier to approval workflow needs simplfying - when new supplier has to be added to an exisitng workflow, why does everything go back in to costs workspace to then be re-added to approval workflow - very clunky
1 vote -
Add way to flag field we care about.
Our accounting company uses Dext and our staff are responsible for adjusting the fields. There should be a way for our accounting company to rename or flag the specific fields that they want us to double-check under Item Details. There are a lot of fields there and many of them don't pertain to us. I want some visual flag for our staff as to which ones we have to edit. Even just renaming "Category" to "Category >" would be beneficial. According to the AI chat bot, this isn't possible.
1 vote -
Add symbol beside category field (AI vs Supplier Rule vs User chosen)
Can you please add a symbol to denote if a user who uploaded the document via mobile specifically picked a category? Currently if Dext makes a category suggestion, there is a symbol beside the category name. It would be nice if there was a symbol to show if the category was entered because of the supplier rule or because the mobile user specifically chose it. Thanks!
1 vote -
edit document reference in cost inbox
Able to to edit the document reference in the cost inbox rather than clicking on the transaction
1 vote -
Adding new categories
adding categories from the costs screen
1 vote -
scan a receipt and select category
When we scan expense receipt, If we get last selected category popped up automatically will be easy to submit similar expenses together and faster.
1 vote -
Add projects from the mobile app
Be able to add projects from the mobile app at the same time as adding a new receipt in case we forgot. Either that or add a choice of "add new project" in zapier to integrate with our existing time tracking app
1 vote -
Ability to add custom control accounts for loans etc
Ability to add custom control accounts for loans etc
1 vote -
Supplier_Customer Card
Allow additional fields to maintain Supplier_Customer:
1. Company Registration number (Unique Enity Number)
2. GST registration number
3. Bank account number1 vote
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