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  1. Would like to have the supplier request email from the client name instead of from Dext as this could go into the spam inbox and never be received

    1 vote

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  2. Approvals to remain in the Costs 'inbox'. To enable cvs uploads to our accounting package, the work is duplicated if we need to export from the costs inbox as well as the approvals folder. totals e.g. credit card are then harder to crosscheck given they straddle two exports. We will discontinue with the approval function until this is resolved.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  3. Permissions that restrict a user from being able to access the sales module

    1 vote

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  4. IT WOULD BE GREAT IF WE COULD ADD EMAIL ADDRESSES TO SUPPLIERS SO THAT WE CAN SEND DOCUMENT REQUEST FORMS DIRECT FROM THE STATEMENTS FACILTY

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  5. Can we get notifications whenever an item is approved?

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  6. It would be really awesome if archived supplier statements could be linked to their respective suppliers in the system. This way, I could easily review them without having to search through a long list. There’s already a feature for invoices, so it would be great to have the same functionality for statements as well.

    1 vote

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  7. Ability to set a rule and action on Amazon Import (or all extractions)
    Example : If Payment Method = xyz Then Delete Receipt
    I have receipts flowing from one amazon business account to more than business. Lots of duplication and manual deleting. A rule would automate that (for me ithe bank card used indicates which business it applies to ... but there is no means to direct them to the correct DEXT business based on that.

    1 vote

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    0 comments  ·  Rules  ·  Admin →
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  8. I would like the ability to leave the check reference blank without auto-filling AND the mark the check with the "to print" status in Dext. Then when publishing to Quickbooks Online, the check would be labeled as "to print". All you have to do is click "Print Checks" in Quickbooks and the check would be listed there.

    Right now I have to manually go into QB, erase the long RB reference number, select the check "to print", and then go print. The way it is now, this step could be forgotten and someone could go unpaid!

    I think this could…

    1 vote

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  9. It would be very helpful if you could change the date from DD/MM/YY to MM/DD/YY. Our clients here in the USA require the dates to be put in the MM/DD/YY format. Thus we have to manually manipulate the dates on the expense reports.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  10. When using mobile, I am almost exclusively using 2 or 3 categories because it is for receipts that I don’t have a digital copy of. (Restaurant, gas). If the drop down options for categorization were limited it would hugely speed up the process rather than having to search for the right category. But in the desktop program I still need the full gamut, but they’re easier to type for or see a longer menu of options.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  11. Please have a search on each page for Lists on the web app ie. Payment methods, such as categories, payment methods, cases, products and services, etc.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  12. Have approvals customizable by user. At present it is only able to be done by: Document; Category; Supplier or Project

    1 vote

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    In Testing  ·  0 comments  ·  Workflows  ·  Admin →
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  13. There will be usefull to be able to a montly report of all expense for sole entrepreneur without using another software

    1 vote

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    0 comments  ·  CSV Export  ·  Admin →
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  14. I want to add another option to publish to: For example right now I can select Credit card charge, Cheque, Cash, Debit Card but I want to add another option called: e-Transfer
    This type of transaction is the most utilized feature to pay bills now in canada and it would be do nice to have it as an option.

    1 vote

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    0 comments  ·  Publishing  ·  Admin →
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  15. Setting a minimum amount limit for cost submission

    1 vote

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  16. Please could you bring back being able to have negative VAT on purchases and sales. For example I cannot do purchase contra on a livestock auction invoice as the software simply doesn't allow negative VAT - I really don't want to have it split items out as it defeats the point of trying to save time.

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
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  17. The ability to enter a clients email address with their permission .

    A function that will search the clients email address and Extract anything that says Tax invoices or statement.

    For those clients that it is difficult to get them to forward their invoices.

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  18. Hello
    as there is already Dropbox integration, could also we add Box.com integration (similar file storage software)?

    Many thanks
    bests
    Luca

    1 vote

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  19. It would be nice to logged into the same dext account on different web browsers at the same time. The purpose is for us to double check multiple Dext accounts which are related to each other.
    Logging in simultaneously is best tool rather than switching companies and can not really compare the paperworks present on each account.

    1 vote

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    0 comments  ·  Workflows  ·  Admin →
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  20. Having processed items in Dext and reconciled in Xero its laborious to get to the refresh integration option in order to create an updated paperwork request report. Would be great to have a sync button when wanting a current list of unreconciled bank transactions in Xero. Also the option to include bank lines where there is an item in Dext that might not be a valid VAT invoice. I keep order confirmations in Dext as a reminder that they've uploaded the incorrect paperwork and still need to upload the valid VAT invoice.... but then that bank line is not currently…

    1 vote

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