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1511 results found

  1. To be able to submit and upload items with ICS format.

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
  2. 1 vote

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  3. Restrict Basic users from being able to unarchive items and Expense reports.

    5 votes

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    1 comment  ·  Expenses  ·  Admin →
  4. I would like to pull division from Surf Accounts

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
  5. Ability in dext prepare to tick to select all on bank processed statement screen and export all rather than export one by one

    5 votes

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    0 comments  ·  Bank  ·  Admin →
  6. Decided to trial Dext Prepare for 12 months with a handful of clients.
    If we were to migrate the rest of our clients to you, we would need the additional functionality:

    1. Some way of exporting/sending a list of clients with a count what whats in their inbox for our own internal daily KPIs etc

    2. Some way of exporting the supplier list showing each default account category its set, plus the other fields including whether it is set to auto-publish. This would be for our financial controller to review the supplier config settings all in one go across all clients

    2 votes

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    0 comments  ·  CSV Export  ·  Admin →
  7. Admin users able to request supporting paperwork for transactions without being added to Partner dashboard/console

    4 votes

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    0 comments  ·  Expenses  ·  Admin →
  8. Create 2 effortless expense reports reports based on the payment method for the same user

    3 votes

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    1 comment  ·  Expenses  ·  Admin →
  9. Just reaching out cause I would like to set up SSO for Dext. We currently use Jumpcloud as our Idp but I couldn't find any documentation for setting up SAML just via Intuit.

    2 votes

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    0 comments  ·  Other  ·  Admin →
  10. Ability to send image/attachment or Sales items when published to MYOB.

    2 votes

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  11. Setting up a template for recurring suppliers wherein line items need to be entered so that efforts are not doubled by entering the same line items 2-3 times a month. For recurring supplier invoices wherein the amounts vary biweekly but the corresponding accounts for each line item don't change.

    3 votes

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    0 comments  ·  Line Items  ·  Admin →
  12. I would like an option in Dext to have receipts, when downloaded, automatically named something other than just a random number. Ideally it would be the vendor name and the amount. For example, "HomeDepot_123.45". Maybe adding the date would be helpful too. Hubdoc does this and it is much easier to find what we need whenever we need to download receipts. It will also be very helpful for our client who has billable expenses because then the attachments will be named and he'll be more easily able to verify that they are the correct receipts. Right now we are having…

    3 votes

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    0 comments  ·  Expenses  ·  Admin →
  13. 1 vote

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  14. Hi, would it be possible to copy Smart Split Rules to paste into another suppliers account?

    2 votes

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    0 comments  ·  Line Items  ·  Admin →
  15. Supplier tags automatically as USD or CAD

    1 vote

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    0 comments  ·  Rules  ·  Admin →
  16. Can we please add a function where we can tag a project and description when uploading from the web app similar to how you do this via mobile app. It would eliminate the need for us to go back in and add this information once the receipt has moved from "In Processing" to "inbox"

    1 vote

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    0 comments  ·  Workflows  ·  Admin →
  17. Have the option to add other Email Recipients for Email Notifications aside from the User linked to the email-in address.

    6 votes

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  18. 12 votes

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    3 comments  ·  Rules  ·  Admin →
  19. Please can you add an export function to the client view page ?

    This would be really helpful to manage the team

    Thanks :)

    2 votes

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    0 comments  ·  CSV Export  ·  Admin →
  20. The bank transactions are automatically synced on Dext, so we want to be able to activate the Paperwork Request on Dext so it will atomically be requested from the employees

    3 votes

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    0 comments  ·  Bank  ·  Admin →
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