1520 results found
-
Rules filtered by payment method
The ability to set up rules to automatically categorise the Xero Chart of Account per payment method would be great for employees uploading their travel receipts as we track in a separate account for each employee in Xero. Or the ability to further refine supplier rules - if supplier is X and payment method is Y = categorise to specific chart of account.
1 vote -
Locking accounting period
I would like to be able to lock the accounting period within dext. This would allow our accountants to make adjusting entries in QBO without allowing accounts payable to post any more invoices, into the period.
2 votes -
Match delivery note to invoice
Match delivery note to invoice.
3 votes -
for certain users to be able to see documents only relating to their Xero tracking category
for certain users to be able to see documents only relating to their Xero tracking category, not all items and not only the ones they've submitted (Basic user)
2 votes -
Fix Delete in Expense Reports
If you click a SINGLE item inside an Expense Report, it deletes the ENTIRE report. Not the single item. This needs to be corrected.
1 vote -
Primary columns
In the settings menu, I have to unclick boxes for primary columns that I don't want to see, EVERY TIME I SIGN IN. These should be defaults. I shouldn't have to change them every time. Same for the expense reports. I have to do it there too.
1 vote -
1 vote
-
Extracted PO Number - available in CSV
Would really like the new 'Extracted PO Number' field included in some of the CSV export options. Ideally the Dext Prepare Default to be specific
1 vote -
Include Report Supplier field on phone app
Include the Report Supplier field on the phone app. The phone app should replicate the website. This is an important feature because it tells who needs to be paid back (different from supplier).
1 vote -
Extract quantity and total amount per line item to work out the price for each quantity
To get the price of the item for a total amount within line item extraction
Extract quantity and total amount per line item to work out the price for each quantity25 votes -
Adding per diem costs to expense reports
When travelling, staff have per diem costs - these don't have receipts and are fixed costs per meal or day. They don't need to provide receipts for these. Would be great to be able to add these costs to an employee's expense report as currently we have to add them later in Xero and they are easily missed.
1 vote -
Send/Tag users on a document (Improve Item Messaging)
The ability to communicate with any user on a document. Right now you can only send a message (that usually is missed) to the submitter. It would be nice to have the ability to tag other users using the “@“ function. As an accountant my staff could tag me with a question on it as well. Bill.com has this function when leaving a note.
9 votes -
Attach supporting invoice to Expense Report
I wish to attach the underlying invoice to the expense report in Dext so that when it integrates with QBO, I have the expense report and the underlying invoice together.
2 votes -
Auto flag incoming mailbox submissions / lost/missing receipt workflow
Hi there,
We have a scenario which i think alot of business might face. Lost and missing receipts.
Staffa are required to fill out a Lost/Missing receipt form and then submit it to dext.
Were currently in the process of creating a digital form in power apps that will collect the info in microsoft teams and on submission will submit a pdf to dext via the organisations email in address, or maybe another one specifically for this purpose.
in time well have it come from the users dext email in address but at the moment theres no way to add…
1 vote -
1 vote
-
MileIQ
Look at mileage IQ which is a software that tracks mileage cars.
1 vote -
243 votes
-
History of supplier rules
Ability to check when a supplier rules is set
2 votes -
1 vote
-
Split payment
Allow invoices to be paid using more than one account. Eg. if an invoice was paid part by bank and part by cash. It would be useful as I can't upload the same invoice twice and split the payment!
4 votes
- Don't see your idea?