158 results found
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Rejected Items folder
A very useful feature would be an option to view rejected items. A daily problem our bookkeepers have is having to repeatedly ask our clients to resend an invoice or receipt to which they have claimed they've already sent to dext, they get very unhappy and frustrated with us when we request multiple times. I understand that dext sends a rejection email but 90% of the time the client doesn't not pay attention to that email. It would solve a lot of problems if we could view the rejected item, then provide feedback to the client as to why it…
277 votes -
Dext Search
When I’m searching in Dext in Archives or Current expenses, every time you click on a transaction and then close it, Dext goes back to the top of the latest input – and then you need to scroll all the way back again to get where you were. This can be very frustrating and a fix for it would be great!
9 votes -
Improvement of the 'Multi-Account' feature: Keep history logs (items submitted by/amended by) in the account that is being merged
Currently when two logins are merged, the one that gets deleted is anonymised in all history logs. Everything that user edited /amended on any item in the past shows as "done by Dext Prepare". After the merge, we lost all this audit trail and all the history is now anonymised. This is very inconvenient and could cause issues when trying to track who booked which item to which account etc.
6 votes -
New Suppliers on Fetch
Add more suppliers to Fetch! Specifically main builder merchants such as Selco Builders, Howdens, Listers, Double R Glass
7 votes -
Ability to have the "Costs" page as my default landing page in Dext when visiting a client's profile.
I used to switch clients and immediately be in the "Costs" page. Now I have to do extra clicks to get there as it is going to the Overview page. I would like to be able to set the default landing page for clients.
1 vote -
Provisioning and Deprovisioning users
Would like to be able to provision users from Azure and the account be created and email validated without having to manually create users in the platform.
Also if eventually account is disabled in Azure then the account should be disabled also in Dext.
1 vote -
Ability to turn off features not being used by a company such as sales/bank...
Ability to turn off features not being used by a company such as sales/bank/certain details not needed in a cost, to make the platform more refined and easier for users.
1 vote -
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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Add projects from the mobile app
Be able to add projects from the mobile app at the same time as adding a new receipt in case we forgot. Either that or add a choice of "add new project" in zapier to integrate with our existing time tracking app
1 vote -
Ability to add custom control accounts for loans etc
Ability to add custom control accounts for loans etc
1 vote -
keyboard shortcuts for dates
QBO has keyboard shortcuts to toggle through dates. I would love this in Dext.
Next day + (plus key)
Previous day - (minus key)
Today T
First day of the Week W
Last day of the week K
First day of the Month M
Last day of the month H
First day of the Year Y2 votes -
Supplier_Customer Card
Allow additional fields to maintain Supplier_Customer:
1. Company Registration number (Unique Enity Number)
2. GST registration number
3. Bank account number1 vote -
Set-up a connection to supplier. San Diego Gas & Electric, Edco, City of SD
Set-up a connection to supplier. San Diego Gas & Electric, Edco, City of SD
1 vote -
Manual Entry PO Number
We would like to be able to add PO numbers before publishing. Businesses use this system even if the invoice does not have a PO - clients will add one by hand.
3 votes -
sort by tax
Could we sort by tax in the Costs page? That would be a workaround to solve my Uber/Eats tip invoices issue.
2 votes -
Duplicate Review - Merge Items
When reviewing items for possible duplicates there are currently two options:
- no its a different purchase and
- Yes, it's the Same Purchase
Third option is required to merge both together. As it is now we have to say no and then merge them, which is an added step.3 votes -
Bank Statement Extraction only subscription
Would be a good idea to be able to have a Bank Statement Extraction only subscription to be able to export line items into a csv. This could either be billed on a page basis or a monthly subscription cost for unlimited pages
1 vote -
A place to store contracts, W9s, etc
Have a documents section (similar to bank documents) that allows for storage of contracts, W9s, etc, with the ability to relate them to customers or suppliers. Thanks
2 votes -
search in lists
Please have a search on each page for Lists on the web app ie. Payment methods, such as categories, payment methods, cases, products and services, etc.
1 vote -
Be able to turn on a warning if a receipt is not classed
I would like to be able to turn on a warning if a receipt is being published without being classed. Like we can with creating new suppliers.
1 vote
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