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  1. be able to set default tracking category by nominal code not just supplier

    1 vote

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    0 comments  ·  Categories  ·  Admin →
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  2. When exporting expense report, file name should default to represent the report name, not the date it was printed.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  3. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  4. Add the option Request Paperwork for Direct users at Dext.

    5 votes

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    0 comments  ·  Bank  ·  Admin →
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  5. Dextension to clients, also available for basic users.

    1 vote

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    0 comments  ·  Workflows  ·  Admin →
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  6. Integrate with Acumatica

    1 vote

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  7. export items via submission history

    2 votes

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    0 comments  ·  CSV Export  ·  Admin →
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  8. Please add functionality to add new categories in Dext (adds new account to QuickBooks Online). Other receipt apps can already do this.

    2 votes

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  9. 1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  10. It would be really helpful if people could be given permission to see the documents that are processed by other members of their team, without having access to all people

    2 votes

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  11. Lock modification of expense reports and invoices when the user is a basic user

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  12. We have a client in the construction industry who uses Sage Line 50 for their accounting software. For the vast majority of their customer and supplier invoices they need to split the costs by labour and materials using the cost codes on Sage. I'm sure it would save not just any of our clients but many companies that has the Dext-Sage integration time if they could do this split on Dext rather than pulling the information through to Sage then having to change it on there.

    1 vote

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  13. NPO Tax rules and proper breakout - I am manually breaking out the HST into the federal and provincial rebate lines - would be nice for DEXT to break this out through the software

    1 vote

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  14. When I send a document that already exists in DEXT, I would appreciate no to receive "Unsuccessful document upload" warning message (which is quite stressful... as I already have trashed the paper bill. A difference message saying "Redundant upload rejected" so I know it is (then I check which document in the trailing text if I want.

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  15. I would like to forward invoices to another app that does payment process but it has to be forwarded in PDF from a known email (that I can identify) to this other app. This other app will process and pay the invoice. So I don't want to be downloading individual invoices and then manually emailing from my email account manually. Is there a way I can find out the email address my DEXT account is sending the email from? In addition to that, I need to identify the email address Dext is sending the pdf from. It has to be…

    4 votes

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    0 comments  ·  Workflows  ·  Admin →
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  16. Get email or other notification when an uploaded invoice hits due date, so I know when to transfer the amount.

    2 votes

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  17. You've recently changed the search functionality which has made it more difficult to return the items I am looking for. I have chatted with an agent and they've let me know that I can now add further clicks into each search to go to the advanced settings. This is not an advancement, this is the opposite. I do multiple searches daily and now each one is going to take additional clicks which is a massive waste of time. I'd love the old search functionality to be reinstated as this worked just fine.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  18. I would like to be able to use my laptop's webcam to capture the receipt image (similar to the mobile app).

    I find it's easier (for me) to enter the appropriate details in the web app. However, the easiest way to capture the receipt image (again, for me) is to use the mobile app and the phone's camera. This makes most receipt entry a two-step process.

    1 vote

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  19. Now that DEXT picks up the order no from invoices, it would be useful if it took it and it appeared in Xero.

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  20. Please could we add the Purchase Order field on the costs inbox page. I have to manually key in the information in the the Doc Ref in order that I can search for it. Which is pretty time consuming. Many Thanks

    1 vote

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    0 comments  ·  Design  ·  Admin →
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