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1521 results found

  1. I'd like to see a feature where you can create a rule for dext to automatically rename a supplier, for example. Dext picks up the supplier as "Spacex Canada Corp" but it is preferred that these get renamed to "Starlink" as the client has that set up as a vendor already. This would help lower the amount of duplicate vendors getting pushed through to QBO.

    3 votes

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    0 comments  ·  Extraction  ·  Admin →
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  2. Ability to merge multiple suppliers to one as per accounting software contacts.
    I.e. Dext reads a 'MFG south' and other locations, should be able to set rules to prevent excessive contacts (basic excel commands would be nice)

    3 votes

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    0 comments  ·  Extraction  ·  Admin →
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  3. Auto-splitting feature when directly uploading items, to be available on Business accounts.

    3 votes

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  4. Notifiy user when integration with accounting software has expired and needs to be connected again.

    2 votes

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  5. Notification when client uploads documents

    35 votes

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  6. As an Accountant User working on my clients accounts I would like to be able to receive email notifications for my clients accounts so that when a document is submitted by any user in this client account Dext Prepare informs me. I would also be able to customise the email notifications I receive for my clients accounts for each client and select what type of emails I receive based on the client (document uploaded, document published, document rejected, etc.)

    2 votes

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  7. A lot of our clients are switching to electric cars, but there is currently no easy way to get any charging receipts from them. Is it possible to look at adding electric charging apps to the invoice fetch feature such as Podpoint, Tesla charging & Zapmap so that it is easier to collect electric charging receipts?

    2 votes

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  8. Get rid of the verification it is a hindrance, or at least make the tick box (remember this device for 30 days) work

    2 votes

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  9. Can you add the reference number on the Purchase Order tab

    1 vote

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    1 comment  ·  Expenses  ·  Admin →
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  10. I think it would be really useful to have the "Note" tab change colour or indicate in some way when a note is in there. That way it could alert the user to check the notes before processing a document.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  11. Ability to export images/PDF files with an item ID

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  12. it is not possible to hide the sections that are not in use e.g Sales & Bank.

    9 votes

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    Under Review  ·  1 comment  ·  Workflows  ·  Admin →
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  13. Hi!
    Just a small suggestion. When I see the invoice or To Review, the amounts are shown with thousands separator and it is very convenient. But on an individual page there is no separation of the thousands. And in our case, being in Indonesia, where we always deal with thousands and millions, it is very inconvenient!
    Thanks for making this simple improvement!
    Regards
    Jim

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  14. The POS invoices (eg. from Bunnings) line items are Tax inclusive. We should be able to publish these line wih correct tax code to Xero. Currently if no tax column is available line items then he they are published as GST Fee expenses in Xero.

    We should be able to select lines are Tax inclusive or exclusive.

    2 votes

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    0 comments  ·  Line Items  ·  Admin →
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  15. Extracting items by the date invoice/receipt was uploaded to ext. This would make it easier to know what the client has handed in/uploaded in case they have provided older invoices.

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  16. Use AI to read the description of a receipt. For example we may get our IT services each month from our providers but if we buy a new computer Dext should pick this up and post to fixed assets.

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  17. Currently, Supplier rules can be categorized as GL accounts. One partner's workflow would benefit greatly from the automation of setting supplier rules when they track by product/service. We already capture at that level from an individual document publishing perspective, so why not add that visibility in the rules area?

    1 vote

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    0 comments  ·  Rules  ·  Admin →
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  18. Please can accountants get notifications when a client takes over their subscription/billing. As we only get notifications if the client takes over the subscription and removes us as their accountants. This will help to know exactly when billing has been taken over. Thank you

    1 vote

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  19. Provide a fetch connection to Three business so I can get my business mobile bills automatically. How is it you can only connect to the personal version when businesses are your customers?!

    1 vote

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  20. Being able to open different clients in a new tab again would save time.

    1 vote

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    0 comments  ·  Design  ·  Admin →
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