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294 results found

  1. Audit log of Activity per member of staff

    activity log for practice users by client to see how much time is being spent on dext per client so we can see inefficiencies

    12 votes
    Archived  ·  1 comment  ·  Practice Insights  ·  Admin →

  2. Move document from supplier statements to costs or sales

    Option to move document from supplier statements back to costs

    12 votes
    Archived  ·  4 comments  ·  Other  ·  Admin →

  3. Automatically apply Category to Line Items when changing the main category of an item

    76 votes
    Archived  ·  7 comments  ·  Expenses  ·  Admin →

  4. unapprove expense claim

    ability to unapproved expense claim, instead of recreating it

    2 votes
    0 comments  ·  Integrations  ·  Admin →
    Archived  ·  AdminAnna (Designer, Dext) responded

    Hi there,


    Thanks for requesting this feature.


    However, this functionality is available in the 'new' expense claim approval workflow. Head to approval workflow settings, turn on the new approval workflow for expense claims and create your expense claim workflows from there.


    Once you've got expense claims running through the 'new' approval functionality, you'll be able to approve, cancel and reject expense claims. You'll also have up to 5 stages of approvals.


    Take a look at this help article on the subject too: https://help.dext.com/en/s/article/expense-claims-approvals


    Feel free to email me directly with how you get on with this.


    Thanks

    Anna

  5. Detailed bank statement report export

    Ability to run a detailed report to show how many bank statement pages have been extracted per bank account, rather than just number of pages for the client as a whole.

    7 votes
    Archived  ·  0 comments  ·  Practice Insights  ·  Admin →

  6. 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.

    99 votes
    6 comments  ·  Rules  ·  Admin →
    Archived  ·  AdminGeorgi Penev (Admin, Dext) responded

    Hi all,


    Thank you to everyone who shared feedback and voted on this feature request.


    After careful consideration and discussions with our internal teams, we’ve decided not to proceed with this suggestion at this time.


    Currently, we’re focusing on other priorities that align with our overall product roadmap. While this particular request isn’t planned for the foreseeable future, we value your feedback and will continue to review suggestions as we evolve Dext to meet the needs of our users.


    Thank you for your understanding!


    Best regards,

    The Dext Product Team

  7. Integration with Client Engager

    We would love to see Dext working with Client Engager, and be able to see Dext health scores relating to clients, or connect Dext intelligent workflows to certain tasks within Client Engager. This is something one of your competitors is offering!

    1 vote
    Archived  ·  0 comments  ·  Integrations  ·  Admin →

  8. adding bank feeds via the mobile app

    Being able to set up a bank feed via the mobile app - easier to do on the go when sitting with clients.

    3 votes
    Archived  ·  0 comments  ·  Bank  ·  Admin →

  9. Re-order Client View Dashboard by cost items and hold that layout for next time I log in.

    Re-order Client View Dashboard by cost items and hold that layout for next time I log in.

    21 votes
    Archived  ·  0 comments  ·  Design  ·  Admin →

  10. ramp

    Ramp integration please. Right now we feed documents from DEXT to BILL - as we migrate from BILL to Ramp, I no longer have the connection from DEXT. Ramp may become a stronger solution for us. I would love to keep DEXT in our workflow.

    1 vote
    Archived  ·  0 comments  ·  Integrations  ·  Admin →

  11. Intigrating to Iplicit software

    Could you please look into integrating to Iplicit accounting software

    2 votes
    Archived  ·  0 comments  ·  Integrations  ·  Admin →

  12. Integration with Tall Emu

    Client would like to be integrated with Tall EMU. Here is the link: https://tallemucrm.com/

    1 vote
    Archived  ·  0 comments  ·  Integrations  ·  Admin →

  13. To include Camera Focus/Auto Focus in Multiple and Combine mode

    The Auto Focus feature in the Dext Mobile App is a great addition. Noticed this feature does not work in the Multiple or Combine mode

    2 votes
    Archived  ·  0 comments  ·  Mobile  ·  Admin →

  14. Ability to select when to be notified when an item is processed on DEXT.

    Will be handy to know when a client has submitted documents to DEXT instead of having to login and be "surprised. Client don't tell us when they submit their documents.

    1 vote
    Archived  ·  0 comments  ·  Notifications  ·  Admin →

  15. Investment statements

    I was just wondering if Dext could integrate with monthly investment portfolio statements?

    1 vote
    Archived  ·  0 comments  ·  Other  ·  Admin →

  16. Supplier Statement Extraction

    I have uploaded the statement and I realised that I am being charged, so I automatically deleted the submission. But I took another look and I realised that I am allowed 5 submissions, so when I uploaded the same statement, it now shows that I have used two submissions.

    Which is not correct, as I have only submitted one. How can that be improved to only show that I submitted one.

    Now I am only allowed 3 submissions. Not cool.

    1 vote
    Archived  ·  0 comments  ·  Supplier Statements  ·  Admin →

  17. SHARE AN ITEM FROM DETAILS PAGE WITH EXTERNAL USER

    Id like to be able to "share" an item from the item details page and to share it with an external user email (dext to remember the email addresses). Id like the emailed person to be able to reply to the email and it shows as a reply to my query inside dext and this exchange is logged on the audit log history.

    1 vote
    Archived  ·  0 comments  ·  Item Messaging  ·  Admin →

  18. Box.com integration

    Hello
    as there is already Dropbox integration, could also we add Box.com integration (similar file storage software)?

    Many thanks
    bests
    Luca

    1 vote
    Archived  ·  0 comments  ·  Integrations  ·  Admin →

  19. asset register

    Asset register

    the use of a asset register that can carry out the tasks of depreciation and post them to QB or other chart of accounts allowing a company to keep track of their fixed assets

    1 vote
    Archived  ·  0 comments  ·  Other  ·  Admin →

  20. Supplier Statements - Sales Items

    Supplier Statements working for Sales Items

    1 vote
    Archived  ·  0 comments  ·  Supplier Statements  ·  Admin →
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