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  1. It is currently not possible to view flagged items or flag an item once an expense claim has been sent for approval. We can see and select flags on items before they are sent for approval and once they have been approved but not during the approval workflow. It would be very handy to have this added so that flags can be viewed or added during the approval workflow.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
  2. It would be great if you can integrate Amazon Freight for all countries.

    https://freight.amazon.co.uk/

    1 vote

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  3. Adding vehicles and adding Mileage claims enable for New Zealand users.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
  4. The amount that FIXER provides never matches what our credit card provider or our bank uses. IT would be nice to turn the auto conversion off and force users to enter the real cost.

    2 votes

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    0 comments  ·  Extraction  ·  Admin →
  5. It would be helpful to see the document reference in the approvals screen as is sapparent in entry and archive screens. In such cases that I need a specific invoice approved the approver is unable to see the reference and may have to open multiple documents to find the correct one.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
  6. I would love to see an option for auto-categorization that uses certain words from a bill.
    ie. when a subcontrator/vendor who charges mileage - the word "mileage" in his bill would then be used to categorize under travel, but when the same contractor bills "advertising" then auto categoriztion would pick this up as advertising&Promo category, etc. before auto-publishing

    1 vote

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    0 comments  ·  Categories  ·  Admin →
  7. The person logged in to Dext should be the same one as the person publishing to QBO. It makes it easier to know who did the work.

    2 votes

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    0 comments  ·  Publishing  ·  Admin →
  8. I would like to suggest on the item details tab that you move the notification that there is a match higher up on the screen. It is out of view until I scroll down on the page. I generally work from the top to the bottom and it is frustrating when I see there is a match after populating the details. This would be really helpful I think

    2 votes

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    0 comments  ·  Match  ·  Admin →
  9. Be able to set business year end in business settings as i.e. 31 March and be able to link to say those dates are what should be used for tax year 23/24 etc as can't change on SA301F summary report (and can't change dates unlike on transaction summary)

    1 vote

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    1 comment  ·  Solo/ITSA  ·  Admin →
  10. When subscriptions are no longer in use under a multi-subscription organisation, there needs to be an option to hide inactive organisations from the drop down list. This would avoid confusion, and create a much more straight-forward display.
    At the moment, our default organisation is an inactive one, so every time we log in we have to select the correct organisation from the drop down list. There needs to be an option to select one org. as the default org. that opens every time you log in.

    2 votes

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  11. In settings under 'automation' you can select users to have automatic expense claims for any invoices they submit; it would be good to have a 'select all' or even 'apply to all employees' feature. Often when a new user is added, it's easy to forget to add them to the list of 'auto expense claims'.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
  12. Have template for Zoho users to export the bank transaction in that format aswel from the drop down button.

    1 vote

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    0 comments  ·  CSV Export  ·  Admin →
  13. Hello. It would be great if your team could look into adding Tresorit as a cloud storage provider. It would be greatly appreciated!

    1 vote

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  14. Please can you consider having the ability to send matched paperwork over in bulk
    When we filter out all the documents with a paperwork match it would be a huge time saver to be able to send the images across in bulk instead of having to click into each one several tiomes to get it sent over

    1 vote

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  15. Ability to integrate with Iplicit accounting system?

    1 vote

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  16. With the introduction of VAULT it would be nice for DEXT to extract clients bank statements in PDF form, directly from a business account! As chasing clients takes time and delays month end checks.

    3 votes

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    0 comments  ·  Bank  ·  Admin →
  17. Self explanatory - so we can separate out appropriate cost of replacement items to ensure maximum deductions for clients. Most clients will tend to include these in repairs

    1 vote

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    0 comments  ·  Solo/ITSA  ·  Admin →
  18. When bulk editing under the costs, bank and sales areas to add the ability to select which property the items relate to. Currently you can only bulk update the category. You have to select the property for each item.

    1 vote

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    0 comments  ·  Solo/ITSA  ·  Admin →
  19. When publishing sales from dext to kashflow that an image is published also and is attached in kashflow

    1 vote

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    0 comments  ·  Publishing  ·  Admin →
  20. Would like to be able to provision users from Azure and the account be created and email validated without having to manually create users in the platform.

    Also if eventually account is disabled in Azure then the account should be disabled also in Dext.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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