1788 results found
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Extract item description
Can you please extract the Description on items
131 votes -
Admin user submit credit card bank statement
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
3 votes -
Set supplier rule to auto code to Xero categories based on address or name
Extract data from supplier invoices to set a rule to record to certain categories in Xero. E.g Client has multiple cafe's that need to be identified in Xero by categories. Have the ability to set a rule in Dext to record a bill to a selected category based on the delivery address on the suppliers bill,
2 votes -
Limit Admin privileges
Having the ability to limit the access of Admin users to menus and settings
10 votes -
Ability to enter negative figures in the supplier rules e.g. tax and NI deductions on payslips
I use moneysoft to provide payroll, and email the payslips to Dext. I have to manually enter minus signed in front of the line items to account for tax and other deductions.
2 votes -
Admin users in a PPC account to be to request Paperwork
Admin users in a PPC account to be able to send Paperwork Requests to their colleagues.
5 votes -
messaging
Item Messaging - as a form of communication
5 votes -
3 votes
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Restriction for one Xero file to be integrated with one Dext Prepare account
When a Xero file is already used in one Dext account, if there is an attempt to integrate the same Xero file with a different Dext account - this attempt to not be successful
3 votes -
40 votes
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Be able to choose if the body of the email or the attachments will be extracted
I'd like to request a setting for email-in invoices and receipts, that would ultimately let us make a choice about if email body and attachments get brought in together or the bigger item only is brought in. We depend on the email body to know how to properly categorize receipts.
9 votes -
Option to make the description field mandatory
option to make the description field mandatory when submitting items to dext
35 votes -
Automatically send reminders for outstanding paperwork
Automatically send weekly reminders to employees for outstanding paperwork instead of doing that manually
7 votes -
submission history report
Can we have a new function allow us to download the submission history report.
25 votesHi,
Thanks for taking the time to feedback. This seems like a sensible suggestion, so we'll be reviewing how we can implement an export for client account submission histories.
If you could provide some extra context on what you would like to do with the data once it's been exported, this will help us to make some improvements to the submission history feature within the Dext app, which could save the need for exporting at all.
Thanks again for taking the time to provide us with your value feedback.
Kind regards,
The Dext Product Team
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Customer Line Item Smart Split
The ability to use Smart Split rules for customers with sales invoices
7 votes -
Rules based on Bank Accounts
The ability to set rules based on Bank accounts
3 votes -
Ability to Customize/Add Extraction Fields
The ability to add or customize what data is extracted by the software, and being able to add the relevant fields.
53 votes -
5 votes
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Product Code Coding
Would it be possible to get the AI to scan and recall product codes so that they can be matched to categories. As a plumbing business we buy lots of taps and cylinders, if product codes were mapped on each line item would could break our sales down to a more granular level.
3 votes -
Faster Refresh for Categories & Suppliers
Hi
It takes over 1hr+ regularly to refresh Categories & Suppliers for our Customer, when we've take on a new client and we're resetting their CoA and updating Suppliers this is quite time consuming to wait.
2 votes
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