1760 results found
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Owner is Supplier
In Sage 50 I post up cash expense claims using the claimant as a supplier. In Dext it would help to have a rule that the supplier is the document owner.
1 vote -
Better Access to Data for Operational Reporting & Analysis
We would like to be able to access our Dext data programmatically and in bulk. It would be great if we could extract detailed transactions data, for example Client Name, Transaction Date, Date Processed, Processed by, Transaction type.
I would also be interested in any other operational fields which Dext collects, for example whether interactions with transactions are logged by individual user.
1 vote -
Time sheets
excel Time sheets
1 vote -
Location based on Address
Pull the Address and be able set a rule of location based on the address
1 vote -
Sync uploaded Files in Cost as PO
Under Costs, please add in the feature for uploaded images and files to be sync as PO into QBO.
There are many cases where we need to sync as PO, and not as Bill.
eg. 1. when there is a long lead time eg. more than 1 week and the item is on the way but haven't reached us. We cannot enter as Bill which will mess up our inventory (ie meaning its in our store).
If we don't enter as PO and only enter when the item reach us and enter as Bill, then we will have the problem…
1 vote -
Ability to turn certain fields off
Be able to turn off fields like Classes, PO #, Customer, and Tax
1 vote -
Rollmaster integration
Ability to integrate with this software. Link: https://legacy.rmaster.com/efficiency-tools/
1 vote -
Extract name of entity invoice is addressed to
For multi-entity accounts with the same suppliers it would be useful if Dext could identify if the invoice has been submitted to the correct Dext account.
1 vote -
Streamlining uploads
Thank you so much for adding toggle of "Paid" to table settings and front page. Such a huge time saver. I have another such suggestion, please, if you could do the same for Payment & Type. Thanks!
1 vote -
Default supplier for document user
Is there a way that when a specific user uploads a document, it goes to a default supplier name? We are trying to do it so that when an employee uploads directly from their email it goes to their expense supplier in Xero, but a few have been missed. Is there a way to make it so that it is a default supplier on Dext?
1 vote -
Improve Dext Data Entry - Total amount should recognise comma
Improve Dext Data Entry - Total amount should recognise comma when editing
1 vote -
Flagging Option on Mobile
Reporting Feature with the ability to see weekly, monthly, quarterly etc. COGS by suppleie
1 vote -
Publish Reference Number to QBD for Receipts
Currently the Document Reference in Dext is published to Ref. No. in QBD only for Invoices and Credit Notes. It would be very useful if this could work for Receipt-type items too.
1 vote -
Miscellaneous extraction category
Have a (Miscellaneous) extraction dropdown where other information from the invoice that would not be populated by defualt could apear. This could help with non standard invoices and text.
1 vote -
Bulk Attachment Download or Inbox Matching Feature for already entered entries in accounting software
To be have the option to download and bulk download attachments. This would be very helpful if you have established a supplier autofetch and have requested prior history invoices so you can attach these to transactions already published in Xero. Alternatively for autofectch invoices if htere was a matching feature to previously entered transactions so you can just attach the invoice/reciept for already existing transactions in Xero. It will also be very helpful so you have a secondary backup of client invoices, receipts and statements.
1 vote -
Jeeves
Client would like to have this integration working as it is needed for their business. Website: https://www.jeeveserp.com/en
1 vote -
Adding Combine mode as an email in option for saes/costs
Adding Combine mode to the email in options - often we are sent invoices / remittances where the supplier will provide 1PDF for the main invoice and then a 2nd PDF (in one email) with loads of transaction lines relating to the fist PDF - if this was a hard copy, we would be able to use the mobile app "combine" mode, but this isn't an option on the email in.. 99.9% of the time the attachment order will be the same, the main invoice/remittance page, then the heap of transactions document. it would be really useful if we could…
1 vote -
Multiple Category
In the Category's (Xero cost codes).
Some of my suppliers use multiple category's can you make it so you don't have to scroll through all of them just to get to the couple you use for that supplier.1 vote -
Save Highlighted Text
What is the point of having a highlighter feature when it doesn't save what you have highlighted on the document?
1 vote -
Statement format not only in PDF format
In statements section. Feature to indicate duplicate statements. Also statements section to be able to accept other format of document like those for invoices and not just PDF documents. As when client sends in document via Dext mobile phone app and they take a photo of statement and upload, statement is not available to be transferred to statement section of Dext.
1 vote
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