1795 results found
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Owner is Supplier
In Sage 50 I post up cash expense claims using the claimant as a supplier. In Dext it would help to have a rule that the supplier is the document owner.
1 vote -
Better Access to Data for Operational Reporting & Analysis
We would like to be able to access our Dext data programmatically and in bulk. It would be great if we could extract detailed transactions data, for example Client Name, Transaction Date, Date Processed, Processed by, Transaction type.
I would also be interested in any other operational fields which Dext collects, for example whether interactions with transactions are logged by individual user.
1 vote -
Sales invoice customer name extraction
Sales invoice customer name extraction. When Dext processes a new sales invoice it checks whether the customer name is existing or new. If it's existing then Dext automatically populates the customer name field. If it's new then Dext suggests that the customer name is populated with the customer name on the invoice. We then have to manually review the list of sales invoices with no customer name, open the invoice record and accept the customer name. Dext will then populate the customer name field. We have many clients (plumbers, joiners, service engineers etc) who work for new clients everyday. If…
2 votes -
Time sheets
excel Time sheets
1 vote -
Location based on Address
Pull the Address and be able set a rule of location based on the address
1 vote -
Sync uploaded Files in Cost as PO
Under Costs, please add in the feature for uploaded images and files to be sync as PO into QBO.
There are many cases where we need to sync as PO, and not as Bill.
eg. 1. when there is a long lead time eg. more than 1 week and the item is on the way but haven't reached us. We cannot enter as Bill which will mess up our inventory (ie meaning its in our store).
If we don't enter as PO and only enter when the item reach us and enter as Bill, then we will have the problem…
1 vote -
Remove the Document Owner as a criterion for the Duplicate feature with regards to "Receipt" as the type of document.
"remove the Document Owner" as a criterion for the Duplicate feature with regards to "Receipt" as the type of document.
2 votes -
Ability to turn certain fields off
Be able to turn off fields like Classes, PO #, Customer, and Tax
1 vote -
Rollmaster integration
Ability to integrate with this software. Link: https://legacy.rmaster.com/efficiency-tools/
1 vote -
Syncing Products/Services with ApprovalMax for QBO
Please sync products and services with ApprovalMax for QBO
3 votes -
Extract name of entity invoice is addressed to
For multi-entity accounts with the same suppliers it would be useful if Dext could identify if the invoice has been submitted to the correct Dext account.
1 vote -
Supplier Address
Dext should also extract the address including the country.
5 votes -
Streamlining uploads
Thank you so much for adding toggle of "Paid" to table settings and front page. Such a huge time saver. I have another such suggestion, please, if you could do the same for Payment & Type. Thanks!
1 vote -
Default supplier for document user
Is there a way that when a specific user uploads a document, it goes to a default supplier name? We are trying to do it so that when an employee uploads directly from their email it goes to their expense supplier in Xero, but a few have been missed. Is there a way to make it so that it is a default supplier on Dext?
1 vote -
MYOB integration additional destination options
Please add the following options for MYOB integration
1) Default "publish to destination for costs" to include purchases
2) Default "publish to destination for sales" to include Sales2 votes -
Improve Dext Data Entry - Total amount should recognise comma
Improve Dext Data Entry - Total amount should recognise comma when editing
1 vote -
Be able to upload EML files to Dext
Be able to upload EML files to Dext
5 votes -
Flagging Option on Mobile
Reporting Feature with the ability to see weekly, monthly, quarterly etc. COGS by suppleie
1 vote -
Publish Reference Number to QBD for Receipts
Currently the Document Reference in Dext is published to Ref. No. in QBD only for Invoices and Credit Notes. It would be very useful if this could work for Receipt-type items too.
1 vote -
Time stamped approval on PDF export
Can the name of approver and time of approval be included in the PDF export of an expense report? This will eliminate manual signing on the report.
3 votes
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