176 results found
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Extracting invoices and statements from clients email addresses
The ability to enter a clients email address with their permission .
A function that will search the clients email address and Extract anything that says Tax invoices or statement.
For those clients that it is difficult to get them to forward their invoices.
1 vote -
Multiple receipts in one page
Multiple receipts in one scanned document would be really useful, instead of scanning one by one the recepits for each meal, or fuel, etc, Same as the Multiple photo option in the App.
1 vote -
Extract custom phrase
Would be amazing to be able to create a phrase for Dext to search for - my use case is in Uber and Uber Eats instances where the tip is added after the fact. We get two invoices autosubmitting, one for the original amount and one for the original amount plus the tip.
If it could recognize the phrase "Thanks for tipping," and note that somewhere viewable before clicking into the receipt it would allow us to be somewhat more efficient in adjusting the extracted amounts to be correct on them.
1 vote -
supplier merge rules
Ability to merge multiple suppliers to one as per accounting software contacts.
I.e. Dext reads a 'MFG south' and other locations, should be able to set rules to prevent excessive contacts (basic excel commands would be nice)6 votes -
Sales invoice customer name extraction
Sales invoice customer name extraction. When Dext processes a new sales invoice it checks whether the customer name is existing or new. If it's existing then Dext automatically populates the customer name field. If it's new then Dext suggests that the customer name is populated with the customer name on the invoice. We then have to manually review the list of sales invoices with no customer name, open the invoice record and accept the customer name. Dext will then populate the customer name field. We have many clients (plumbers, joiners, service engineers etc) who work for new clients everyday. If…
2 votes -
Remove the Document Owner as a criterion for the Duplicate feature with regards to "Receipt" as the type of document.
"remove the Document Owner" as a criterion for the Duplicate feature with regards to "Receipt" as the type of document.
2 votes -
Extract name of entity invoice is addressed to
For multi-entity accounts with the same suppliers it would be useful if Dext could identify if the invoice has been submitted to the correct Dext account.
1 vote -
Supplier Address
Dext should also extract the address including the country.
5 votes -
Be able to upload EML files to Dext
Be able to upload EML files to Dext
5 votes -
Miscellaneous extraction category
Have a (Miscellaneous) extraction dropdown where other information from the invoice that would not be populated by defualt could apear. This could help with non standard invoices and text.
1 vote -
Statement format not only in PDF format
In statements section. Feature to indicate duplicate statements. Also statements section to be able to accept other format of document like those for invoices and not just PDF documents. As when client sends in document via Dext mobile phone app and they take a photo of statement and upload, statement is not available to be transferred to statement section of Dext.
1 vote -
AI populate Customer, Class and Location fields
Please make an AI effort to populate customer, class and/or location fields, based on the QBO list of what is available.
1 vote -
Read Customer data
Have Dext read Customer info and allocate so its not manual, ie if customer info is on invoice that it reads and allocates
2 votes -
Extraction of quantity & unit prices (Under Edit Line Item)
Dear Management,
I would like to feedback on "Edit line item" features, which allow users to input quantity & unit prices (these two input are important for bookkeeping functions), which are well developed.
However, I was told that we are unable to extract quantity & unit prices to CSV for us to proceed the next step of bookkeeping work, which are quite disappointing, as Dext Prepare are designed to facilitate bookkeeping functions, but yet, till now we are still unable to see improvements till now.
I sincerely hope Dext can treat this matter seriously so that we can continue utilise…
11 votes -
Documents having words Statement / Releve (French) to state an error
Stop Statements from the posting as Bills
1 vote -
Extract Job/Order Number from invoice as description
If Cost invoice has order number or reference for Example for garages this could be Car Reg No or for other businesses this could be customer name, if this could be auto read & entered as description this could save a lot of processing time
21 votes -
Bills and Credits from same supplier
There is a problem in DEXT for QBO
When you have a supplier who provides a lot of invoices and credit notes at the same time Dext recognize them as set in default or in supplier rules.
It means that if default is Bill - then all credit memos are marked with error. I guess in time of AI it is not too difficult to teach Dext to make a switch between Bill and Credit Note in "Publish to"
It would save a tons of correction I have to do manually now. In QB desktop it was working as it…1 vote -
We are dealing with many utility bills and would like to use the unique MPRN number for each property
Can we get Dext to recognise MPRN on Utility bills specifically to best allocate to individual properties as being the ID
1 vote -
Supplier multiple names
Often 1 Supplier ends up with multiple Supplier Names. A new Supplier name is created because Dext read the bill differently or read the company logo not the name full name in the address on a bill. For example, Dext / Dext Canada or Independent Grocer / YIG / Steven's Independent. I would really like to be able to set 1 Supplier and tell Dext if it sees the other variations to select the Supplier that already exists in QBO. This would save time trying to figure out which name Dext created and published to and merging the mutiple names…
6 votes -
Add Deposit as Item Type for Sales
Add Deposit as a Type under Item Details for Sales items.
1 vote
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