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1498 results found

  1. I'd like to be able to drop them directly into the Inbox not have to go to "Add documents"--you should just have a drop zone on the main page.

    4 votes

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  2. It would be really key for us if we could select the order in which item images are displayed after merging them. This would ensure we can have page 1 before page 2 before page 3, or a receipt following an invoice etc

    181 votes

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    26 comments  ·  Workflows  ·  Admin →
  3. Hi, we just started to use Dext and have an surgestion. The sales reps received their credit statement by mail. Is it possible that a normal user can upload his credit card statement to match with his Costs, inbox. At this stage only an ADMIN user can upload the statements. This is very time consuming and the Idea why we use dext is to save time for everybody. Kind regards, Roelyn

    4 votes

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    1 comment  ·  Bank  ·  Admin →
  4. Most of my company receipts are for construction materials, which I currently file under ‘other’ which isn’t very helpful.
    Please add a new ‘materials’ category!

    6 votes

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    2 comments  ·  Categories  ·  Admin →
  5. Option to change the file names that will be assigned to items downloaded via one of the File Storage options: Google Drive, DropBox and OneDrive

    7 votes

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  6. The ability to select what file name will be published when a Dext Prepare item is published to Xero.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
  7. automatically match items to purchase orders in Xero/QBO

    5 votes

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    0 comments  ·  Extraction  ·  Admin →
  8. I would like to be able to delete only specific transactions when a Bank Statement is processed. The reason behind this is that a client has a lot of their personal expenses within the submitted Bank Statement, whereas we only need their business's ones.

    6 votes

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    0 comments  ·  Bank  ·  Admin →
  9. My Team insights within Practice Insights - the ability to see what our Staff are coding each day would be useful.

    Avg number of items per day, month
    On Avg how long they take to code/they spend in Dext
    Most active setting up Rules

    4 votes

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  10. Make the "supplier duplicates" function catch "Last Name, First Name" vs. "First Name Last Name" duplicates. Eg. "Smith, John" exists as a supplier in the accounting software, but Dext imports a duplicate "John Smith", and the Supplier duplicate function doesn't catch it, so they have to be tracked down and manually merged.

    5 votes

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    0 comments  ·  Extraction  ·  Admin →
  11. When creating a Missing Paperwork Report include all the transactions that are missing an image, not limit it to 100.

    2 votes

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    0 comments  ·  Bank  ·  Admin →
  12. it would be really helpful if there was a TOTAL somewhere on the app or the website when looking at expenses, so you know how much everything you have in your inbox amounts too at any one point?

    8 votes

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    1 comment  ·  Extraction  ·  Admin →
  13. Be able to add new customer/vendor data (address, phone, email) directly in Dext as we are processing the payments. And then have that information passed over to the accounting software profile setup (QBO, Xero, etc)

    13 votes

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    1 comment  ·  Design  ·  Admin →
  14. It'd be great to have API access - please update me when this becomes available

    170 votes

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  15. The ability to pay for bills and invoices from within Dext Prepare

    7 votes

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    0 comments  ·  Other  ·  Admin →
  16. The option to sort Suppliers into different folders.

    7 votes

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    0 comments  ·  Workflows  ·  Admin →
  17. Some users would like to be able to publish items with no total amount (total amount of zero) to Xero. Currently, they receive an error message that the total amount should be greater than zero.

    14 votes

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  18. Support/Sync Product/Services lists from QBD for accounts using RN connection

    6 votes

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  19. Partners are running into an issue where they are publishing items to a local copy of a Sage 50 company file. Changes/publications are not reflected in the 'cloud' copy of the company file distributed by Sage Drive. This is impactful when they work with a team since they can’t work with the last update of the company file.

    11 votes

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    0 comments  ·  Publishing  ·  Admin →
  20. Would like to be able to have invoice date and payment date fields, as otherwise it defaults to invoice date and we have to change it every time in Xero. It would be also good to be able to set up in a Supplier rule or Account settings, whether you would like the Paid Date to default the Invoice Date, Due Date or Today's Date.

    29 votes

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    5 comments  ·  Publishing  ·  Admin →

    Hi,


    Thanks for your feedback. We will look at options for how we might either provide a payment date field of improve the way that payment date is populated in Xero to make this more convenient. We'll provide an update via email when next steps are decided. Thanks for taking the time to make this suggestion.


    Kind regards,

    The Dext Product Team

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