I should be able to write notes on the invoice

If we could make notes on the actual files, that would be SO helpful for all the myriad situations where true receipts can't be sourced. e.g. Amazon order invoices that are actually multiple payments, or things that are kind of unreadable but we figure it out, etc.

Hi,

This is probably a bit of a pipe dream but......

It would be awesome if we were able to type new information directly on the invoice or receipt straight from Dext.

IE: If an employee got a PO wrong when they picked something up from a supplier, the supplier automatically emails the receipt to Dext. When the bookkeeper opens the receipt in Dext they see the PO is wrong, so they have to download it, mark it up with the correct PO, and upload again so the source document has the correct PO on it.

It would be super cool if we could do that without having to do the downloading and uploading part. It's a long shot for sure, but maybe if Dextention integrated with something like Adobe it could be possible. Just a thought.

Thanks!

We would typically use this to save notes to the document, which would be platform agnostic, and viewable where ever the PDF is captured. E.g. an invoice received late by a supplier, after month end, may be annotated to say this and use that as reason to process on received date rather than invoice date.

We would also use this to annotate a receipt where only part of it is being claimed, such as redacting a personal expense to make this clearer.

Sometimes invoices come in with an incorrect job name, if this is the case, I would like to make a note on the actual invoice so that someone looking later can see why it was assigned to a different job than the one listed on the invoice.

Permettre de mettre des note dsur le document PDF a meme la plateforme sans avoir a enregistrer le document sur le bureau

Yes yes yes! Please!!

I would like the ability to add a ‘sticky note’ to the image in Dext to provide more background info that someone searching the document might need after the fact. I don’t care if it’s visible in Sage or QBO, but its sometimes nice to draw attention to a change or a formula error or adding error on something submitted by staff so that whomever is approving the invoices gets the full picture....description field is not visible when I export a pdf list to my CEO to show what’s being paid on a particular pay period so that doesn’t help me.

As some browsers suggest that notes can be left on the items Details page, (its PDF) we would like to be able to save those notes so they can remain on the item.

Agreed. Two IOS sdks to implement – ‘scan document’ to auto detect borders, etc. and ‘markup’