176 results found
-
1 vote
-
1 vote
-
Extract Receipt Number from receipts and populate the document reference field
Please extract the Receipt Number for the Receipt type of documents, just like with the invoice number for Invoices, and put it in the Document Reference field. Currently, it leaves the Document Reference blank - e.g., all Telstra receipts.
1 vote -
extract time from receipts
extract time from receipts
3 votes -
Have an additional document reference section where PO numbers go to
Have an additional reference section where Purchase order numbers get imported into.
9 votes -
Extract Supplier from logo
Complete inability to treat logos as logos and not indecipherable text.
2 votes -
Choice of which duplicate to use
Duplicate Items
When there are duplicates - give a choice as to which one is processed - sometimes the bad copy comes up as the original and it is not possible to process the good copy2 votes -
Take photo of documents with the option to exclude the surroundings
Have the option to exclude surrounding from photos like tables or desks so only the document is visible
1 vote -
Have the option to preselect fields before uploading an item via the Web App
Like the Mobile App offers, have the option to preselect certain fields when uploading items to the Web App
1 vote -
Re-naming the single, multiple and combine features.
Clients get very confused with those terms and use them incorrectly all the time. Multiple sounds like when they have a multiple page document so they use that to do a 3 page invoice and not "combine". I think that you should get rid of the multiple and just have single and combine. If they have a bunch of unrelated invoices they should do them separately anyway. On email when they have a bank statement that is many pages they need to send it to the "single" email which is the opposite of the phone app. The description to email…
4 votes -
Password protected invoices
A supplier recently started password protecting invoices with the account number as password. This has significantly slowed the workflow. It would be helpful if one could add a password to the supplier in order for you to process these invoices
6 votes -
Better separate document detection for auto-splitting
Improve the auto-splitting detection for multiple transactions and ones that are on one page.
1 vote -
Extract the VAT Number present on Supplier Receipts and apply a Tax Rate based on it.
We want Dext to be able to see the codes that the supermarkets such as Sainsbury's add to their receipts (like Asda put V for all items that are 20% VAT rate) and automatically apply this VAT Rate/Amount to items.
1 vote -
19 votes
-
Import CSV to automatically populate fields
To be able to merge a csv file to an existing item to automatically populate fields that need to be updated such as the description field, the project field, etc that are different everytime and cannot be supported by supplier rules.
1 vote -
1 vote
-
Assign a project via email submission
When emailing in, it is currently not possible to assign a project. It is possible to assign a note by putting the note between #note.
So can it be made possible to simply type #PROJECT:NAME in the body of the email to pickup the project ?
As a fail safe, If the user spelt it wrong and it doesn’t match any current projects, it would sit in the review inbox3 votes -
Have Dext Prepare detect duplicate Sales Items
Have Dext Prepare detect duplicate Sales Items
11 votes -
Extract customer and category from body of email
To reduce/eliminate the manual entry on our side, it would be very helpful if there was something that the client could type in the body of their email to Dext that would automatically populate the category or product/service and the customer/project. I work with construction companies so every invoice needs a project, and therefore I have to type in the project name on every invoice that is sent via email. Automating this step would be a significant win.
1 vote -
Naming Bank Documents
It would be super helpful if you could train your AI, for bank, credit, loan statements that are uploaded, to include the last 4 digits of the account in the AI assigned supplier name. Many people have more than one account at the same bank and it's much more efficient in the long run to have them properly identified. I have clients that have as many as 10 bank/credit accounts at the same bank.
1 vote
- Don't see your idea?