1489 results found
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Assign Account Managers to Users/ Schools (groups) - Inbox can be filtered by account Manager
Users and/ or Schools should be able to be grouped by having an "account manager" assigned. In my team there are 3 people who look after the checking and publishing in Dext, based on which user submitted the entry, and the school they are located. The inbox has hundreds of entries, 2/3 of which are for another team meamber. It would be great if the Costs inbox (and I suppose Sales could work the same way) could be filtered so that I only see the entries that I need to deal with.
The alternative would be that User Admins should…
2 votes -
Filter by Project in Approvals
Ability to filter by Projects in the Approvals view so when exporting documents you can do it per project
7 votes -
Improved Expenses View of Dashboard
Improve dashboard view on EXPENSE CLAIMS to mirror Costs 1) by including INVOICE number / Document Reference for cross matching 2) for enabling NARROW view.
Especially valuable when checking statements with MULTIPLE invoices from same supplier2 votes -
Bookmark Next Item in feed
When signing out of Dext . Bookmark the next invoice in Costs & Sales to continue later from that invoice
4 votes -
Supplier Statemnets Zoho books
The invoices that are already within Zoho books do not show up in the supplier statement. These were posted previously into Zoho books and were not processed through Dext. Can we get a function to look at the invoices in Zoho books to reconcile a Statement in Dext.
2 votes -
Total value for cost invoices in approvals (Or inbox)
An Export or total value amount in approvals for quick reference on in progress values
6 votes -
Restrict chart of accounts available for User expense claim submission
Restrict the category options available for selection when users are submitting expense claims.
3 votes -
date swap on due date linked to date swap on invoice date
Now that you have an easy clickable date swap - why can't you ALSO have a quick click date swap on the due date??
7 votes -
Add details for new contacts
Similar to existing requests for bank details, when an invoice is received from a new supplier, we should be able to add supplier details to that record to then sync to the end accounts integration. For example, adding an invoice from a new supplier should not be able to be processed until certain fields such as bank account details are added.
3 votes -
Pay Employees' Expense Reports from Dext
I would like to set up employees in Dext and automatically pay them (via a connection to our bank account) through Dext.
22 votes -
feature for the expenses summary report
can DEXT automatically set gst free for foreign receipts
2 votes -
Feedback for AI extractions and suggested descriptions
Most of the time information extracted from invoices is correct but it would be useful to flag when the AI gets it wrong so improvements can be made. Google offers a "feedback on these results" feature and Dext should too.
Examples of the AI extraction getting it wrong seen this week:
1. Invoices marked as duplicates when they are unique invoices and should be processed
2. Suggested descriptions which are incorrect
3. Extracted supplier name incorrect (matching neither company name or bank account holder)
4. Credit notes are not identified and processed as invoices
5. Invoice number not identified and…3 votes -
WFM 2 integration
Integrate with workflow max 2 by bluerock.. thats a great idea :)
13 votes -
Rearrange document
Change page order of bills with multiple attachments. I have a bill from a tradie who has attached proof of purchases. I want to display the tradie invoice first followed by the materials bills but cannot rearrange the order
3 votes -
Updated date feature
When inputting an unrecognizable date instead of Dext automatically setting the date to today's instead (similar to the suppliers feature) it could say 'unknown date' as the setting to the current date can beome confusing.
2 votes -
Save supplier rules with line items where some lines will have negative amounts (for contra accounts)
Be able to save supplier rules with negative line items. We use contra accounts.
3 votes -
Print Supplier Statement report
Would like the ability to print and/or pdf the supplier statement image and reconciliation so that it can form part of their workpapers.
8 votes -
Amazon Business (Canada) Invoice Fetch
Add additional Amazon Business fetch integrations beyond only Amazon UK.
7 votes -
POS Z-reports for sales
Upload Z-Reports from the POS
2 votes -
submission reminders
an option to set up reminders to client either via emails or push notifications for submission/ uploading bookkeeping information to dext on a monthly/weekly basis.
2 votes
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