1779 results found
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Printing invoices from Dext
Option to print an invoice straight from Dext, without having to export to PDF first
89 votesWe are looking to support this thanks for the feedback
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Approval Conditions
Approval Ranges would be very useful for many of our clients.
Example: If the amount is greater than $100 and less than $15,000 User A must approve.
4 votes -
Go back to exactly where you were
When you look into a particular bill and then click the back button, I wish it would take you back to where you were, not having to scroll the whole list again
3 votes -
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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auto-filling the Description and Category based on a selected Product/Service
There is a new feature added to auto-fill the Description and Category based on a selected Product/Service. Can you make it an option to turn the auto-fill off? We have custom descriptions for all of our expenses, so it is very frustrating when the description gets over-written if the the Product/Service is selected AFTER typing in the Description.
3 votes -
Total value for cost invoices in approvals (Or inbox)
An Export or total value amount in approvals for quick reference on in progress values
3 votes -
Expense report reporting issue
Expense reports - make the copy that exports to the employee and also QuickBooks Online match the line items detail inputted. Very inconvenient for them not to match.
2 votes -
Standard Users should be able to view other user's items and code them
The Standard User role should have the option that the user can see other people's items. There's too much of a jump between standard and admin as the standard users shouldn't be able to change settings, add users or amend workflows
2 votes -
Due date flip date
LOVE, LOVE, LOVE the date feature "set to ___". Please also do that for the due date.
3 votes -
Save supplier rules with line items where some lines will have negative amounts (for contra accounts)
Be able to save supplier rules with negative line items. We use contra accounts.
1 vote -
Consolidated Invoice Import
Some Suppliers give us a consolidate invoice where the invoice contains multiple invoice numbers. Note this is not a statement. It would be good if dext was able to recognise the multiple invoice numbers and associated bill for import
2 votes -
Filter by Project in Approvals
Ability to filter by Projects in the Approvals view so when exporting documents you can do it per project
3 votes -
Rebillable Global Markup per QBO
The "Mark as Rebillable" feature needs to apply the global markup % defined in QBO. Right now a transaction will publish to QBO as rebillable, but the global markup % defined in QBO doens't apply to the transation
38 votes -
Record payments from remittance advices
Customers frequently send remittance advices ahead of making payments, and often these are payments for several invoices. Currently I manually attach these to the payment transactions in Xero on reconciliation. It would be great to see Dext with the ability to scan these remittances, record sales invoices as paid in Xero, and attach the remittance advices to the payment transaction.
I would see this working similarly to the 'paperwork match found' functionality of Costs.
2 votes -
Credit card receipt suppliers
It would be ideal if when uploading a credit card receipt , the field supplier would be optional. This would help to not to create additional suppliers card files in the accounting system
6 votes -
Publish/Edit Button at the bottom of the Right Review Panel
Add the Publish/Edit button to the bottom right Panel of the Approvals section like the Inbox section. After you scroll down to review the information, you should be able to select the Publish or Edit button.
2 votes -
Automatic reconciliation of supplier statement if all statement lines match
I'm reviewing each one, but when line items are all matched, there is nothing really more to do than reconcile/archive. If the line items are all matched, why do I need to see it?
My vision would be to be able to run an "Aged Payables" (exportable) report in Dext which is checked against the same report run in QBO or Xero automatically. As part of my monthly and year end processes, I check Aged Payables to check everything is correctly shown but it would be great if this report from Dext could have a column confirming the period end…
2 votes -
Re-order Client View Dashboard by cost items and hold that layout for next time I log in.
Re-order Client View Dashboard by cost items and hold that layout for next time I log in.
20 votes -
Merge Expense Reports
Option to merge two or more existing Expense reports in one
37 votes -
For approvals, can we have these approvals printed on the invoices prior to publishing?
For approvals, can we have these approvals printed on the invoices prior to publishing?
Currently the only way to check if an invoice was approved is to go to 'history'. It would be ideal if the approval can be displayed somewhere on the invoice as well. So it maintains that flow.Once invoices are published to QBO, there is no way to know which manager approved the invoice for audit purposes. This is a requirement for audit purposes.
The approval is a great feature, but defeats the purpose for audit.
2 votes
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