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1486 results found

  1. 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.

    4 votes
    0 comments  ·  Expenses  ·  Admin →
  2. Dext should also extract the address including the country.

    5 votes
    0 comments  ·  Extraction  ·  Admin →
  3. 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
    0 comments  ·  Design  ·  Admin →
  4. 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
    0 comments  ·  Rules  ·  Admin →
  5. 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 Sales

    2 votes
  6. Improve Dext Data Entry - Total amount should recognise comma when editing

    1 vote
    0 comments  ·  Design  ·  Admin →
  7. 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
    0 comments  ·  Integrations  ·  Admin →
  8. Good morning!
    I have a request to change back the client selection process. Not sure why you changed the pop-out screen to select a client. We at Quick Action Accounting liked it better the way it was. The current method adds another step to our process. Not a fan! Love Dext just not the latest update. Thanks for listening.

    3 votes
    0 comments  ·  client list  ·  Admin →
  9. Allow for each submitted Invoice (where the rebillable option has been selected) to create a sales transaction for each item and attach the associated Invoice.

    3 votes
    0 comments  ·  Expenses  ·  Admin →
  10. Have a (Miscellaneous) extraction dropdown where other information from the invoice that would not be populated by defualt could apear. This could help with non standard invoices and text.

    1 vote
    0 comments  ·  Extraction  ·  Admin →
  11. To be have the option to download and bulk download attachments. This would be very helpful if you have established a supplier autofetch and have requested prior history invoices so you can attach these to transactions already published in Xero. Alternatively for autofectch invoices if htere was a matching feature to previously entered transactions so you can just attach the invoice/reciept for already existing transactions in Xero. It will also be very helpful so you have a secondary backup of client invoices, receipts and statements.

    1 vote
    0 comments  ·  Other  ·  Admin →
  12. Adding Combine mode to the email in options - often we are sent invoices / remittances where the supplier will provide 1PDF for the main invoice and then a 2nd PDF (in one email) with loads of transaction lines relating to the fist PDF - if this was a hard copy, we would be able to use the mobile app "combine" mode, but this isn't an option on the email in.. 99.9% of the time the attachment order will be the same, the main invoice/remittance page, then the heap of transactions document. it would be really useful if we could…

    1 vote
  13. In the Category's (Xero cost codes).
    Some of my suppliers use multiple category's can you make it so you don't have to scroll through all of them just to get to the couple you use for that supplier.

    1 vote
    0 comments  ·  Categories  ·  Admin →
  14. 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)

    6 votes
  15. In statements section. Feature to indicate duplicate statements. Also statements section to be able to accept other format of document like those for invoices and not just PDF documents. As when client sends in document via Dext mobile phone app and they take a photo of statement and upload, statement is not available to be transferred to statement section of Dext.

    1 vote
    0 comments  ·  Extraction  ·  Admin →
  16. Restrict basic user to accessing dext via website... allow basic user to login & submit document via app only. T

    2 votes
  17. Document reference should be published for Credit notes as well as invoices to accounting software instead of your item ID which is meaningless in the client accounting software

    2 votes
    0 comments  ·  Publishing  ·  Admin →
  18. In detail practice insights, such as a list of each client and the features they are or are not using (e.g. supplier rules, payment methods, etc.).

    2 votes
  19. The ability to transfer documents between income streams for solo clients. I have a client that as a sole trader income and property income and they have uploaded all their documents to the sole trader, even the ones associated with the property income stream, but to swap these over I currently need to download them and then re-upload them. It would be great to have an option, much like the convert to sales option that lets you select an alternative income stream

    1 vote
    0 comments  ·  Solo/ITSA  ·  Admin →
  20. Can we get an active count when selecting multiple files? It is tedious to hand-count the number of items selected in the Cost/Sales/Expense Claim/Bank section.
    For example, I if I'm merging multiple receipts, and I need to select 21 pages, I have to manually count my selections to ensure that I have actually selected 21 receipts and not 20 or 22. It's a simple addition that would be so helpful. Thank you!

    1 vote
    0 comments  ·  Design  ·  Admin →
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