84 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
358 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
211 votes -
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
168 votesWe are looking to make this possible, thanks for the suggestion
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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
162 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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Dext API Access
It'd be great to have API access - please update me when this becomes available
161 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 -
Description before uploading in website
I'm surprised this isn't a feature yet. When you are adding a document online via the webpage there is no area to give a description for the document before uploading or even right after. You have to wait for it to be processed, then go into it and leave a note. For someone who submits receipts & bills both on the phone & webpage it would be very nice to have that feature on the webpage. I am frequently submitting documents that I would like to leave a description for so my accounting team can then know where they might…
154 votes -
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
133 votes -
New Integration: NetSuite
Please add an integration with NetSuite
101 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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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.
92 votesThanks for the feedback we are exploring
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Printing invoices from Dext
Option to print an invoice straight from Dext, without having to export to PDF first
89 votesWe are looking to support this thanks for the feedback
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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
80 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
74 votes -
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.
70 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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Be able to select bill terms instead of just due date
Net terms not just due date
70 votes -
Option to disable publishing notifications
Option to disable the pop-up notifications letting you know an items has been published
60 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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Pay vendors directly from Dext
Send payment to a vendor from a bill/invoice! Like bill.com or Melio
58 votesWe are working on this - Please share your interest
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Put Different Colour Flags
To put different colour flag for the items in the Inbox so users wouldn’t have to go through all the invoice sitting DEXT inbox and check what belongs to them.
53 votes -
New Integration: Microsoft Dynamics 365 Business Central
Please can you integrate with Microsoft Dynamics?
53 votesHi,
Thank you for submitting your feedback and ideas for this integration. After an investigation into this integration our product team has decided to prioritise other integrations and features for the immediate future. If these plans change I will update you here.
Please continue submitting your feature requests as they are incredibly valuable for our team!
Many thanks,
Dom -
Publish bank statements directly to the accounting software
Being able to directly publish bank statements upon having them extracted.
49 votes -
46 votes
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