1524 results found
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1 vote
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Save the highlighted texts on item's PDFs/Images
Have the option to save highlighter text on the item's image
2 votes -
Password protected invoices
A supplier recently started password protecting invoices with the account number as password. This has significantly slowed the workflow. It would be helpful if one could add a password to the supplier in order for you to process these invoices
7 votes -
Merge Suggest Function
I would like a Merge Suggestion function, eg when a client uploads 1 invioice as several documents, could Dext spot that the same supplier has multiple invoices on the same day and ask whether we would like to merge them - this would be useful as it is too complex to give clients more than 1 email in address and they often photograph a multi page invoice as multiple documents as well
4 votes -
a notification for transactions on the credit card that don’t have a receipt uploaded
A notification option for credit card transactions that don’t have a receipt uploaded. Would help to address missed uploads while receipts are still handy, instead of at the end of the month when they may be lost
3 votes -
3 votes
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Mobile App - Paperwork Request Feature Upgrade!
Mobile App - Paperwork Request Feature Upgrade!
Currently, when requesting outstanding paperwork from clients, the client receives a notification on their phone. They then have to navigate to the bell in the top right hand corner, then toggle between a couple of pages to eventually find the list of requests.
It would be great if the client clicks on the request notification on their phone and it takes them directly to the list.
8 votes -
Add bank feed section to practice insights
To have a bank feed section in the practice insights, to see which clients have an active bank feed set up
1 vote -
set up integration globally
Ability to edit the integration settings to existing clients at once
1 vote -
2 votes
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Create Rules for the "Integration" field based on the Item's "Type"
We are integrated with ApprovalMax and Xero - we're only pushing the credit notes to Xero as Dext won't do it to ApprovalMax, so it would be good to have a rule for Credit Notes to default to Xero
1 vote -
Fully disable the Products/Services
Would like to be able to remove the visibility of all "products and services" as it is not used by our company and is confusing to employees. Add a function to disable the entire list, not just individual toggles for each account.
1 vote -
Cancel Paperwork requests
Have the option to cancel Paperwork Requests sent to the clients
1 vote -
Generate Expense Report showing multiple items in the Bank Statement/Credit Card statement
how I can generate multiple expense items in an expense report coming from a single credit card statement
2 votes -
Publish Customers in line items to ApprovalMax
We need to be able to publish the Customer field in line items to ApprovalMax, especially with Costs items
11 votes -
Export multiple expense reports with the line items option
Be able to bulk export and still have the line items for each item on each report shown, to not have to do this one by one for each report to export the line items.
1 vote -
Not Processing certain items such as Supplier Statements
A Feature that detects items/ PDF's that are not purchase invoices or receipts - e.g. doesn't not process statements, remittances, delivery notes, other misc docs etc
2 votes -
1 vote
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Missing paperwork report - include bank account in report
Missing aperwork report - Add column to indiciate which bank account the transaction was in. Also, option to include column showing any comments as per Xero discuss tab.
2 votes -
add other columns to transaction exports
Export in Transactions should have an option to include the other columns - e.g. Match and esp Requested paperwork
2 votes
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