1524 results found
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ability to star clients that aren't mine
I want to be able to star other people's clients as a favourite for me for instances where I need to keep an eye on them whilst they're on annual leave etc
2 votes -
Specify the Supplier for items from a Fetch connection
I have a client with two accounts with a particular supplier. While I am able to connect these two accounts through Fetch, in Dext I would like to assign the invoices from each account to a different supplier. Dext currently extracts the supplier from the invoice, and therefore both accounts are being set to the same supplier.
It would be helpful if on a Fetch connection we could override the extraction by setting a specific Supplier per Fetch connection. This would ensure the documents from the two fetch connections are correctly allocated to the supplier accounts I wish to use,…
1 vote -
Request Supplier Statements
Where there are outstanding Invoices and a supplier statement has not been provider by the supplier, the ability to request for that statement to be requested. Similar to requesting the individual invoices from the statement.
1 vote -
Export the Approvals list screen and add other columns to the screen as a CSV so that this can be used for reporting and accruals
Have the "Export" tool that is available on the other screens on the "Approvals" screen plus add other columns of data as well.
1 vote -
Customizing the Details tab
It would be great if we could customize the details tab with a few of the fields. Product/service seems to be a reoccurring issue for my clients thinking they need to populate something here as it is on the details screen. So they add things like the word 'supplies' but it is not necessary. It would be great if we could remove it from the screen I do not use. thanks Jill Smith Saved by the Bookkeeper.
1 vote -
Show Bank Match details in the Archive
Shocked that this isn't already a feature, to be honest! Bank Match info just disappears once Items are Archived. I am often referring back to archived transactions, and not having the full record of what info was shown when it was published is just annoying. Having to unarchive it, and then go back to the Inbox and scroll to find it is really cumbersome. This data is clearly still in Dext, so please just surface it the same way you do in the Inbox.
2 votes -
GPS mileage Claims
Please add GPS tracking in mobile app to track actual mileage driven.
2 votes -
Auto Rename Suppliers
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.
17 votes -
expense claim due date
It would be nice to have the option to enter a due date for expense claims so that when we publish them as a Bill to QBO, the report date AND the due date will publish. Currently the publish date is both the bill date and the due date.
3 votes -
add supporting document without expense amount
The ability to add a supporting document to an expense report that doesn't have an expense amount tied to it. For example, an email that has an explanation of some receipts that is length, or a breakdown of a group of expenses, etc but don't have an actual line item amount to expense that is associated with the attachment.
1 vote -
Arrange and total by Project or PO#
Added Totals of multiple receipts by Project or PO#
2 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 -
Time Saving - Line Items Narrative Description Available in description box
Can the narrative descriptions from line items be available in the description box on Dext, or that extracted data more easily copied and pasted across from line items into the description box?
1 vote -
Dext Supplier Statements request paperwork Auto email reminder
Have the ability to set up automatic email reminders for missing invoices already requested and not yet received
3 votes -
Supplier request emails
Would like to have the supplier request email from the client name instead of from Dext as this could go into the spam inbox and never be received
3 votes -
Mark individual line items as billable to or not billable to a customer or customers
Unfortunately, simply not putting the customer on the line item does NOT solve the issue. I track my costs to my customers but sometimes I include the subscription for QBOnline and sometimes I invoice for it. I ALWAYS track my specific costs to a customer whether it is billable to them or not as I use PROJECTS. Please fix this. It's a simple toggle on each line item - billable? YES/NO. I have multiple customers that use this feature as we use projects extensively (architects, interior design, etc.). AutoEntry can accomodate this need.
1 vote -
DATE FORMAT & DATE SORTING
Include a variety of date formats to set a default from. For example, dd-mm-yy, yy-mm-dd, mm-dd-yy, yyyy-mm-dd, etc. OR dd/mm/yy, yy/mm/dd, mm/dd/yy, yyyy/mm/dd, etc. Currently, Dext can only sort by dd-mm-yyyy which is not helpful. A format of yyyy-mm-dd will sort by year, then month., then day.
2 votes -
Mileage claim - show miles as quantity
When using the create mileage feature it would be useful if the number of miles was shown as the quantity and the unit price showed as the 45p (less VAT) claimable
2 votes -
Dext App Camera Auto-Focus Enhancements
The Dext mobile app can be improved if there was a second button to trigger the main camera's auto-focus before taking a picture. It would be more convenient than having to moving the phone closeup and back to trigger it manually. Also, most phones nowadays have multiple cameras. The ability to alternate/select different cameras (at least in the settings) is rather expected.
5 votes -
Show Supplier Statements on Supplier
It would be really awesome if archived supplier statements could be linked to their respective suppliers in the system. This way, I could easily review them without having to search through a long list. There’s already a feature for invoices, so it would be great to have the same functionality for statements as well.
2 votes
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