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  1. Dext Prepare accepting encrypted files. I understand that Dext would not be able to read the files but just having the inbox as a place for documents to be collected would be really helpful.

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  2. Similar to Suppliers listing, you should have customers by activity too under the list option, so that we can filter by activity as we do with suppliers.

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
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  3. It would be very helpful if the Extract secondary tax feature worked with the ApprovalMax for QuickBooks Online integration (Setting the GST/HST/TPS and PST/QST/TVQ rates instead of just one default tax for Costs).

    1 vote

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  4. Upload transactions to Transactions section via csv. Add a tab to the Bank Accounts section to Manually Upload CSV instead of Bank Statement Extraction. Useful for multiple card holders on single card statement or to remove personal transaction from statements.

    1 vote

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    0 comments  ·  Bank  ·  Admin →
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  5. In the Transactions section, have tabs for All, Unmatched, Matched, Requested, Archived.

    Ability to archive any transactions so it is removed from other lists.

    1 vote

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    0 comments  ·  Bank  ·  Admin →
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  6. SHOW PO ON ZAPIER

    1 vote

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  7. autosplit email in option submission method

    1 vote

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  8. Hi!
    Just a small suggestion. When I see the invoice or To Review, the amounts are shown with thousands separator and it is very convenient. But on an individual page there is no separation of the thousands. And in our case, being in Indonesia, where we always deal with thousands and millions, it is very inconvenient!
    Thanks for making this simple improvement!
    Regards
    Jim

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  9. Extracting items by the date invoice/receipt was uploaded to ext. This would make it easier to know what the client has handed in/uploaded in case they have provided older invoices.

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  10. Please can accountants get notifications when a client takes over their subscription/billing. As we only get notifications if the client takes over the subscription and removes us as their accountants. This will help to know exactly when billing has been taken over. Thank you

    1 vote

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  11. Provide a fetch connection to Three business so I can get my business mobile bills automatically. How is it you can only connect to the personal version when businesses are your customers?!

    1 vote

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  12. When viewing a pdf on the iPhone app, it would be good to be able then save/forward the pdf from the viewer. This would be extremely handy when someone requires a copy of the document and are not in the office.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  13. Allow PO matching to flow through into Approval Max

    1 vote

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  14. Smart contracts

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  15. For uploading costs automatically from Dropbox - Rather than have Dext create folders in the Dropbox, it would be useful to be able to specify the path to the folder you want Dext to upload from.

    1 vote

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  16. I would send email notifications to users when they are assigned as the Document Owner in Dext Prepare. This would then bring to their attention they have something they need to action / review in Dext.

    1 vote

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  17. 1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  18. Bulk supplier updates for integration settings

    1 vote

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  19. We get a lot of purchase orders from customers that need to be entered into quickbooks as sales invoices, and Dext is not able to properly pull everything from the pdf purchase order.

    1: Doesn't detect ship date. The ship date on the purchase order should automatically be entered as invoice date and ship date when published to QBO.

    2: It doesn't automatically detect all products/sku's in the purchase order

    3: It needs to automatically add the customer name, address, PH number, and email, if the customer doesn't exist in QBO

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  20. Admin users get notified when a basic user uploads items - it would be ideal for the person who is allowed to publish items to be notified by email when someone else has uploaded a cost.
    Let me know if you need more details or an example

    1 vote

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