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  1. I would love to see a little more detail on the History tab of a receipt. I would like to see "Drew change the Category" or something to that affect so I know if my client entered the Category or if Dext entered a suggested Category.

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  2. Auto-splitting feature when directly uploading items, to be available on Business accounts.

    4 votes

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  3. Good day

    Please add Mozambique to the list of dialing codes for purposes of allowing dext mobile use.

    Thank you.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  4. When publishing the expense reports each transactions in the expense report should post individually on the date the transaction happened instead of in one entry.

    2 votes

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    1 comment  ·  Expenses  ·  Admin →
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  5. Hi Can something be set up to allow individual payment methods to be linked to a particular credit card using Xero integration.

    Multiple company credit cards have been set up as individual payment methods, however they can't be linked using dext (unless I'm not doing this properly).

    Whereas; I can set the payment method default for my own user (only person using dext) as any one of the credit cards but can't set them up as separate payment methods.

    eg: 3 wholesalers I use, one of them I use visa (lower fees) and the other I use the company amex…

    2 votes

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  6. I think it would be really useful to have the "Note" tab change colour or indicate in some way when a note is in there. That way it could alert the user to check the notes before processing a document.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  7. Transfer subscription to a new accountant/bookkeeper directly

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. I am copying the URL address of certain items and placing them in a spreadsheet, I would like these to load the actual item. Sometime this work sometimes not, I suspect it depends on whether I create the link before or after it is published/archived.

    My workflow is that I am creating a crosscharge cost to send to another company made up of select cost items that are in other expense sheets. This seems the most efficient way to do this.

    2 votes

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    0 comments  ·  Workflows  ·  Admin →
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  9. I would like to be able to easily add a marker (or tag) to all my line items so that identify the items that contain UK VAT..

    The tag could be used for other thinge also and should be an easy add. i have googled and can see something on Google Precision, i dont know what that is, but Prepare suits me fine and so adding bespoke TAGS would be a great feature to me (and thousands of others i beleive)

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
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  10. I only just realized that an "Expense Approver" user can't see any of the Bank Feed info, or use any of the Request Paperwork functionality?? This would be a huge benefit to my clients (especially the ones who have their own company credit cards), but I don't want to make them all Admins just so they can have access to paperwork matching features, and I don't want to have to go through the Paperwork Match feature (which doesn't work that well) and figure out for them which things are missing when it would be way easier for them to know…

    1 vote

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  11. export / save invoices from the Dext app

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  12. I have a client using Doorloop. Since all my clients currently use Dext, I would like to add Doorloop to the list of futures connections. At this point, I am going to have to find another option for them.

    1 vote

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  13. Practice insight settings on bulk upload allow Account Manager allocation

    1 vote

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  14. In Hubdoc there is a function where a document that is not an invoice but relates to an invoice - for eg a delivery docket - can be published to Xero documents. It then can be attached to the relevant Bill, with the invoice. There are occasionally documents which I would like to attach to a bill in Xero, but as a separate document, which is what I can do in HubDoc, but it would be great to be able to do it in Dext too.

    6 votes

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    1 comment  ·  Expenses  ·  Admin →
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  15. Shift+F3 to make uppercase what's in the description box

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  16. -Being able to filter the inbox or archive by products/services
    -Being able to add an additional column for products/services

    5 votes

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    Under Review  ·  2 comments  ·  Categories  ·  Admin →
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    1. Please add "Type'" to Supplier Rules
    2. Please add more options to edit and see directly on the front page rather than going into each upload, e.g. to see whether Paid is toggled or not. Thanks.
    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  17. When in this suggestion box, and in the app, I can not do voice text. Sometimes it's easier to just speak and say what the bill is rather than texting it out. Unfortunately it does not support this on an Android phone

    1 vote

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  18. Hi - I've used Dext a lot in the past integrating with Xero. I am now looking at software to integrate with Infor M3 which is a larger ERP system.

    Whilst M3 is a large system Ping has a fairly small AP area so it'd be ideal if there was a way to integrate Dext with M3.

    1 vote

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  19. Would it be possible to include a check box to either include or not include supplier rules or Line items within supplier rules? We utilise the supplier rules on about 40% of invoices but the others we dont and its a bit of a pain to have to go into the rules/lines each time to delete them off.

    2 votes

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    0 comments  ·  Rules  ·  Admin →
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