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  1. Please remove the ability for expense approvers to see all documents within Dext.
    We have several approvers of expense claims but have had to remove this function for our company, when we realised that these approvers could see all invoices/ receipts from all users. This means that they can see confidential invoices such as solicitors or accountants invoices, these should be seen on a need to know basis and not by a line manager of a small team. These approvers can also see the archive so even if you process the invoices quickly, they can still go and see them.…

    17 votes

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  2. email trail also going through to accounting software as attachment

    17 votes

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  3. Have the option to extract the tax code with Line item extraction.

    17 votes

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    1 comment  ·  Extraction  ·  Admin →
  4. t would be really useful if Dext was able to flag duplicate invoice numbers (like Xero can).

    Obviously Dext will merge duplicate invoices which have the same supplier name, total amount, invoice number, etc. But if there’s a reissued invoice for example which has the same invoice number but a different amount, there’s a risk that this will be pushed through twice given Dext will not merge / reject the invoice as a duplicate invoice.

    Xero has a warning that tells the user that the invoice number already exists and it would be really handy if this could also be…

    17 votes

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  5. Within MYOB there's an additional tracking field called Category. Could you please provide us with the ability to also utilise this field within RB

    17 votes

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  6. be able to submit multi-items pdf even when it consists of one-paged items as well as multi-paged items.

    17 votes

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  7. It would save a lot of time if we could manually add supplier categories (compte) on the supplier rule tab from the item view or on the supplier page instead of having to go through account settings > manage lists > add codes.

    Having the correct supplier categories is vital for the csv export formats in France!

    17 votes

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    0 comments  ·  Rules  ·  Admin →
  8. I'd like to see a feature where you can create a rule for dext to automatically rename a supplier, for example. Dext picks up the supplier as "Spacex Canada Corp" but it is preferred that these get renamed to "Starlink" as the client has that set up as a vendor already. This would help lower the amount of duplicate vendors getting pushed through to QBO.

    16 votes

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    0 comments  ·  Extraction  ·  Admin →
  9. Bulk edit due date

    16 votes

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    1 comment  ·  Expenses  ·  Admin →
  10. The ability to extract acct numbers would be incredibly helpful. This helps with classifications :)

    16 votes

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    0 comments  ·  Extraction  ·  Admin →
  11. Ability to create and save a filter used regularly. EG: I always filter the list to those under my name as the User. Would be great to save this for quick access everyday. Still need to see the full list though so wouldn't want the tasks to be restricted unless filter is applied.

    16 votes

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    3 comments  ·  Other  ·  Admin →
  12. 16 votes

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  13. Possibility to create invoice and quotes on Dext

    16 votes

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    Under Review  ·  1 comment  ·  Other  ·  Admin →
  14. To have the invoice numbers included in the expense report when it is exported

    16 votes

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    Under Review  ·  2 comments  ·  CSV Export  ·  Admin →
  15. 16 votes

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    3 comments  ·  Direct  ·  Admin →
  16. Once the partner has downloaded/actioned the bank statement, to move it to an archive so they know what has been completed

    16 votes

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    2 comments  ·  Bank  ·  Admin →
  17. I would like to send both positive and negative line items to my integration.

    When published to the integration - the negative line item is published with positive amount and is added to the total amount - so the totals between RB & the integration don't match.

    16 votes

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    Under Review  ·  0 comments  ·  Publishing  ·  Admin →
  18. Hi, you currently convert items based on the conversion rate of ECB however this is less accurate than xe.com and makes it more difficult to manage these items for me as every item requires review and updating

    16 votes

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    0 comments  ·  Other  ·  Admin →
  19. Include all receipts to expense claims. When an expense claim is posted to QBO, it's posted as a bill with a pdf of an expense claim. Though this expense claim includes all itemized and categorized purchases, it's essential to include the actual copies of receipts as support to legitimize the dollar amounts claimed for audit and managerial purposes. If I have to manually attach every receipt, it's cumbersome and inconvenient for the viewer to open the expense claim and each additional receipt to double check accuracy.

    15 votes

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    2 comments  ·  Publishing  ·  Admin →
  20. It would be fantastic if Dext had the capability to check bank account details supplied on the suppliers invoice, and flag if there is a discrepancy between the invoice and details held in the accounting software (similar to what it does with the ABN number).

    15 votes

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    Under Review  ·  1 comment  ·  Bank  ·  Admin →
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