1524 results found
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Flag or Review checkbox in approvals inbox
Ability to flag or mark reviewed in the approval inbox invoices for final approval.
As a QB Desktop user so many times we do a final accounting review of the invoice prior to publishing and then an error occurs and the document is not published. If we could either flag items held in final approval that need dates changed, etc. before publishing for month/year end cut offs or mark as reviewed we would not need to review every document again to try and push through again.
Firm level users can not be added to the approval workflow so adding this…
1 vote -
Cost connections - EasyShip please!
We spend a lot of time every month extracting cost information directly from Easyship and it would be great if Dext could do this via Invoice Fetch.
1 vote -
SSO for Dext Connect
I'm now locked out of my Connect app at a client because my firm converted the sign in to SSO.
1 vote -
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 -
Bulk migrate Clients from Prepare to Solo
Be able to go through your entire Client list and bulk edit Prepare clients to Solo that meet the Solo requirements
1 vote -
USER ADMINS CANNOT PUBLISH TO ACCOUNTING SOFTWARE
URGENT! I want my clients that are business owners to be user admins but not publish to the accounting software as our clients hit all kinds of buttons and mess things up. Previously they were “expense approvers” that could be selected to not publish. This is very important for myself and other dext users.
4 votes -
Product/Service advanced search & column
Hi there. I desperately need the following updates to be made in order to fully utilize Dext for my business. 1) I need Product/Service to be available in the Advanced search on the Cost inbox and archive. I need to be able to sort by Product/Service. 2) I need Product/Service to be an available column to view within my Cost inbox and archive. These two changes would be a world of a difference for my business. Right now, it's very frustrating to not have these features. Thank you very much!!
14 votes -
Publish a PAYMENT to existing customer invoice
Payment to an OS invoice whn the backup submitted is an EFT, etc
1 vote -
Hide inactive QBO customers in Dext
The 'Customer' drop-down field on Cost items shows inactive customers from
QBO. Hide the inactive customers from the drop-down.2 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 -
pending invoice reminder for individual staff
Pending Recieved Invoices - a space where we are able to make note of payments that are yet to be sent to us (ie. I purchase something online but only received a shipping invoice so I had to email or wait for deliver) That way it serves as a notice to the accounts team that it is being followed up and If the payment is still outstanding you can see it and follow up the company
1 vote -
feature for the expenses summary report
can DEXT automatically set gst free for foreign receipts
2 votes -
add a company name to email notifications
We have clients with multiple companies who receive email notifications that ask them to authorise cost invoices but it doesn't tell them which company to go to. It would be very helpful if the notification email could include a company name.
1 vote -
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 -
Allow for tiered approvals
Allow for more detailed approval tiers, ie Manager approval for everything but Capital items within a certain subset of the chart of accounts which should be allowed to be defined without a limit (ie more than 40). Detailed outline example Over $2000 for the subset of accounts outlined in the rule would require an additional Executive approval but costs below $2000 for this account subset would stay within Manager approval limit
1 vote -
Workflow Max by Bluerock (WFM 2) integration
Integrate with workflow max 2 by bluerock.. thats a great idea :)
13 votes -
Allow bill number on expense claims
Expense claims - allow for Bill number on expense claims when processing through to software rather than showing as RB no.
2 votes -
Be able to use company logo as the account avatar
Be able to add the company logo instead of having the company avatar be the first letter of the company name (`A for example)
2 votes -
Enter the date without /
If we need to enter an old date we can't just enter 01012024, we have to put in / which is frustrating as in QBO you can just enter the numbers so it's a habit already. Dext gives an error 'Use dd/mm/yy.' it would be useful to not have to add in the /
5 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
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