192 results found
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Assign multiple tracking categories to a document
Assign multiple tracking categories to a document
2 votes -
Attachments and Email Correspondences to Invoices
I would like to attach an email correspondence or Purchase Order to an Invoice after it is uploaded on Dext. Would It be possible to implement a feature to do this similar to how we can add notes to an Invoice?
1 vote -
Supplier Drop Down Menu
With the drop down menu for the Supplier , any chance this could start from the letter of the alphabet that the Supplier has defaulted to i.e. we have 3 different restraunts so we have set up 1 for each resturaunt with the resturaunt name at the end . Currently you have to retype the supplier name to start the search . and we do this for several of our suppliers - Hope this makes sense :-)
1 vote -
1 vote
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Delivery Docket csv/upload
To create a delivery/collection report list.
At our company we have delivery dockets, which we only need the customer, date of delivery/collection, the product type, and product quantity.1 vote -
1 vote
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Usage of document extraction on 'Dashboard' page
The customer gave feedback that the usage of the account is way more accessible in the 'Dashboard' page as it was before.
1 vote -
Archiving option for paperwork match via System settings
Archiving option for paperwork match via System settings
3 votes -
2 votes
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Ability to restrict Categories ontly for Expense Reports
The option to make categories not applicable only for Expense Reports and keep the full list visible for individual items.
4 votes -
1 vote
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1 vote
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Reuseable Filter
Ability to create and save a filter used regularly. EG: I always filter the list to those under my name as the User. Would be great to save this for quick access everyday. Still need to see the full list though so wouldn't want the tasks to be restricted unless filter is applied.
15 votes -
Amend Client Settings in Bulk/Pre-set Client Accounts
We want to be able to change all of our clients settings in bulk, for example, the "Show net amount" one. We also need to be able to pre-set this to be ON as default for new clients.
2 votes -
Syncing Dext to a Calendar
Is there a way to sync Dext to a calendar?
1 vote -
Set up recurring costs like payroll due date, hst due date
Dext is a great way to keep on track of costs that have uploaded receipts. I was wondering if there is a way to set up other recurring costs like payroll due date, hst due date, etc. Like can I add something like that manually so that I can track everything all in one place.
1 vote -
Ability to search by "File Name" in the Advanced Search bar
Ability to search by "File Name" in the Advanced Search bar
1 vote -
1 vote
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Set User filter for my profile and save it
Save user filter so when I open Dext I only see my documents.
9 votes -
1 vote
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