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1524 results found

  1. Edit which fields in the Item Details page should be visible (some sort of a filter, like to one on the main Inbox page)

    12 votes

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    0 comments  ·  Workflows  ·  Admin →
  2. The boxes we have to type into in the Line Items area are extremely faint so it is time consuming sometimes when clicking slightly above or below or beside and nothing happens. I would suggest making the perimeter of these boxes in the Green so its easier to work with.

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
  3. The ability to drill down on average delay days and auto publish % in practice insights would be great.

    3 votes

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  4. The ability to Mass/Bulk Suspend Clients/Uses.

    9 votes

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    1 comment  ·  Other  ·  Admin →
  5. 1 vote

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  6. Add bank statement warning notification for all users that extraction is a paid feature.

    1 vote

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    0 comments  ·  Bank  ·  Admin →
  7. 1 vote

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  8. We use Job numbers on some of our supplier orders. How can these be shown in dext. This will have a field called "Your Order Number". I'd like that shown in Dext automatically.

    3 votes

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    0 comments  ·  Extraction  ·  Admin →
  9. 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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  10. 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

    183 votes

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    27 comments  ·  Workflows  ·  Admin →
  11. 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?

    9 votes

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    2 comments  ·  Extraction  ·  Admin →
  12. 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 →
  13. 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 →
  14. Can you add a feature where certain line items on invoices (e.g. "Shipping" or "Freight") are automatically coded to a different Category/Account when automatically extracting line items?

    e.g. Invoice for $100 broken up to $90 goods and $10 freight. The invoice was issued by a supplier with the "Extract line items" function turned on in DEXT.
    The invoice was disaggregated to:
    Description | Category | Total
    Goods | Cost of sales | $90
    Freight | Freight expense | $10

    In this instance, DEXT has picked up the key word 'freight' and has automatically coded it to 'freight expense'. For all…

    12 votes

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    1 comment  ·  Extraction  ·  Admin →
  15. 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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  16. 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 →
  17. 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 →
  18. 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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  19. 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 →
  20. 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 →
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