77 results found
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User Restrictions
It is good if DEXT can set users restrictions so they can only use specific projects and/or account categories
332 votesWe are exploring the best way to handle more advanced user restrictions
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US date formats
Can you please add the option to have dates in the MM/DD/YYYY format used by the US market as opposed to DD/MM/YYYY
203 votes -
Original images of invoices/receipts attached to expense report
A way for the invoice/receipt to automatically be attached to the expense report in the integrated software, not just as a link in the PDF.
179 votesHi there,
The ability to include source document images within the Expense Report PDF export is now live. Select 'Report with receipts' on the detail level in the PDF export screen. See screenshot attached.
Including images in your accounting software with the published expense report has not yet been worked on, but we are aware of it.
Hope this helps!
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Dext API Access
It'd be great to have API access - please update me when this becomes available
152 votesHi,
Thank you for your patience on this request, we are discussing this internally.
However you can use Zapier to Connect Dext Prepare to an accounting software that is not currently supported via our API, help centre article here: https://help.receipt-bank.com/hc/en-us/articles/360033470294-How-Dext-Prepare-and-Zapier-can-work-together
Best Regards,
Dom -
Ability to create folders in Dext to organise items
Option to create separate folders to organise items into dext like the archive, inbox and costs/sales folders
148 votesThanks for giving feedback on new features, we are currently reviewing this item and opening to release something later this year.
Please stay tuned for updates.
Simon
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Approval process for individual Invoices/expenses/bills
Simple bill approval system integrated into Dext Prepare. Mark an item as requires approval - Mark user who can approve (can be saved for automatic fill-in for this supplier) - it shifts the bill to a new list (awaiting approval) - send that user an email to tell them it is there.
They logon, click approve and it sends the bill to the normal awaiting export list, hey presto simple, no need for comments or anything like that.
At the moment, I have to export the image, email it, await email confirmation etc, difficult to keep track of.
145 votesWe are looking into approvals within Dext to make the process simpler
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Select the order that items are merged in
It would be really key for us if we could select the order in which item images are displayed after merging them. This would ensure we can have page 1 before page 2 before page 3, or a receipt following an invoice etc
142 votesWe are looking to make this possible, thanks for the suggestion
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Integrate with Xero Projects
Add integration with "Xero Projects" so we can send bills directly to project inside DEXT and not have to do it again in XERO.
Cheers ! :P
114 votesWe are exploring options for this. Thanks for the feedback
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Make fields mandatory before publishing
Option to make fields mandatory such as the customer or class field in order for the item to be ready for publishing
110 votes -
QBO: Tags
A lot of our Quickbooks clients use 'tags' - at the moment, we have to publish from Dext, then go into Dext, reopen and add the Tag - could the tag function be added to Dext?
104 votesWe will review getting this added. Thanks for the feedback
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New Integration: NetSuite
Please add an integration with NetSuite
96 votesWe leverage Dext with Netsuite internally and will be exploring the interest for making this available. Please provide further details if this is of interest to you and your clients.
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Expense approver user hierarchy
We have expense approvers who approve only their direct reports. At the moment if they have the user type expense approver they have the power to view all submitted items. We need the option to set an expense approver user to only view the items for particular users under the multiuser account not everyone.
91 votesThanks for giving feedback to Dext. This is currently under review as part of us reviewing the way expense are approved in Dext. Stay tuned for further updates.
Simon
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Clients to be able to view item messaging via the web app as well
PPC clients to be able to view item messaging via the web app as well
77 votesWe are reviewing how to make this better, thanks for the feedback
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Publish Credit Notes to Approval Max
Currently credit notes are not supported for approvalmax. Partner would like to be able to publish them or bypass AM to publish directly to Xero
71 votes -
Uploading .heic format file
To have the ability for clients to upload .heic type of items in Dext Prepare
70 votesWe will look to support this thanks for the feedback
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Printing invoices from Dext
Option to print an invoice straight from Dext, without having to export to PDF first
68 votesWe are looking to support this thanks for the feedback
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Extract Location/Tracking category on XERO
To be able to Read "delivery Address" on invoices and choose the location automatically on XERO.
this will enable us to auto publish invoices rather than going to each one individually and check the delivery location and choose the relevant location
this will help us on a MAJOR level.
68 votesOur AI team have been working on this feature and we hope to share more details soon. Thanks for the feedback.
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Supplier Rule: Set Date Format
There should be a set "date format" option for supplier rules. I have a specific supplier whos dates are always a mess yet they format it consistently in their invoicing. Dext will not consistently read it.
67 votesThanks for the feedback we are exploring
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Option to disable publishing notifications
Option to disable the pop-up notifications letting you know an items has been published
58 votesSorry this has taken so long to explore, we will look to add an option to suppress or make them not cover the view when working quickly. Thanks for the feedback.
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Shift+Click to highlight multiple items in the inbox
Shift + Click to highlight multiple items in the inbox
55 votesExploring the options to bring this back. Thanks for the feedback
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