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72 results found

  1. I am at the tipping edge of finding an alternative to Dext. I don't understand how Dext thinks it's OK to add/remove features that affect their user's workflow and client feedback without informing them. It doesn't look good for my practice or Dext.

    4 votes

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    1 comment  ·  Workflows  ·  Admin →
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  2. 7 votes

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    1 comment  ·  Workflows  ·  Admin →
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  3. Option to generate a report based on the transactions last modified date so I can check if they have been edited correctly

    2 votes

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    0 comments  ·  Workflows  ·  Admin →
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  4. "Provide a proper Dashboard with reporting for all accounting partner plans to better manage multiple clients"

    1 vote

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    0 comments  ·  Workflows  ·  Admin →
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  5. We have a case where a user was able to add additional expense item to an approved expense report in Dext. The approver did not get a notification on this change. For tighter controls, can we suggest that approver gets a notification should there be any changes to an approved expense report and has an option for re-approval?

    10 votes

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    2 comments  ·  Workflows  ·  Admin →
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  6. When Dext exports a document to WorkflowMax, the document name defaults to Dext ref number. I suggest this should be the invoice number and supplier name so that it is easier to locate on Workflow for non Dext users.

    3 votes

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    0 comments  ·  Workflows  ·  Admin →
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  7. 1 vote

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  8. 2 votes

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  9. Filter by suppliers so that you can exclude certain vendors

    3 votes

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    0 comments  ·  Workflows  ·  Admin →
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  10. Edit which fields in the Item Details page should be visible (some sort of a filter, like to one on the main Inbox page)

    11 votes

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  11. It would be really key for us if we could select the order in which item images are displayed after merging them. This would ensure we can have page 1 before page 2 before page 3, or a receipt following an invoice etc

    145 votes

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    16 comments  ·  Workflows  ·  Admin →
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  12. The option to sort Suppliers into different folders.

    6 votes

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    0 comments  ·  Workflows  ·  Admin →
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  13. To assign a certain supplier to a certain member in the team for them to approve the invoices/expenses, by them getting an email reminder that there is invoices in ‘Dext’ to be approved

    7 votes

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    1 comment  ·  Workflows  ·  Admin →
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  14. option to make the description field mandatory when submitting items to dext

    32 votes

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    2 comments  ·  Workflows  ·  Admin →
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  15. The ability to create items in the absence of an actual document.

    23 votes

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    4 comments  ·  Workflows  ·  Admin →
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  16. Show the paperwork URL within Dext so it can be copy-pasted without having to export to CSV or republish. I'm often adding and merging paperwork to Dext after I've already published a transaction, and this invalidates the URL from the initial Publish (at least in QB Desktop). It would be much easier to update the transaction with a new URL if we didn't have to export to CSV or unpublish/republish first.

    2 votes

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    0 comments  ·  Workflows  ·  Admin →
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  17. There needs to be navigation buttons at the tops of the page, not just the bottom. For instance, when I'm on a report or a supplier list, I have to scroll all the way to the bottom to change pages. They should be in both places for efficiency.

    5 votes

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    1 comment  ·  Workflows  ·  Admin →
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  18. Ability to split single PDF files containing multiple invoices after having been submitted to Dext Prepare.

    24 votes

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    6 comments  ·  Workflows  ·  Admin →
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  19. I would like to be able to edit Supplier names of the invoices in my Inbox in bulk, just like the Categories and Customers

    31 votes

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    5 comments  ·  Workflows  ·  Admin →
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  20. Ability to edit the following fields prior to submission:
    - Supplier
    - Payment Method
    - Project 2
    - Category

    The most popular requested field to edit pre-submission is Category

    This would allow me to ensure that the details are picked up as I require and would mean that the information will definitely carry across to after processing (i.e. if the Payment Method isn't visible I don't want to lose that data)

    38 votes

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    0 comments  ·  Workflows  ·  Admin →
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