1524 results found
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Extract VAT based on Currency
I hope this message finds you well. We’ve been experiencing an issue with VAT handling on receipts for non-GBP payments in Dext.
When we upload receipts in non-GBP currencies, Dext appears to automatically read and include the VAT. While this is helpful for GBP transactions, it creates complications for non-GBP payments, as we then have to manually adjust the VAT to zero before exporting to Xero.
We would like to know if there’s a way to automate the VAT treatment for non-GBP payments so that VAT is set to zero by default, or if supplier-specific rules can be applied to…
3 votes -
Edit more fields from the Inbox, instead of the Item Details page
I would like the main page to allow us to not only choose to view any of ALL columns but allow us to also change the data in any column such that we can work only from the main page and hide the columns that we know are most likely accurate extracted data.
1 vote -
Auto supplier based on payment method
My firm exclusively looks after NPOs and we love Dext! It would be really cool if we could have an option for when a payment method is extracted it auto sets the supplier. Many NPO's have volunteers and staff purchase for them for reimbursement later. Dext can (after setting it up) already show me when it's a personal card used but it would really help ensure we catch it it it also changed the supplier to the payment method person. Just 1 more field needed to set a supplier as default when this card number is used. Thanks!!
1 vote -
Allow CSV import to projects 2
We are using Dext along with Landmark KeyPrime which doesn't support cloud integrations. Project 2 is used for importing "enterprise" codes which would be helpful to be able to import
1 vote -
Consolidated Invoice Import
Some Suppliers give us a consolidate invoice where the invoice contains multiple invoice numbers. Note this is not a statement. It would be good if dext was able to recognise the multiple invoice numbers and associated bill for import
3 votes -
27 votes
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Add symbol beside category field (AI vs Supplier Rule vs User chosen)
Can you please add a symbol to denote if a user who uploaded the document via mobile specifically picked a category? Currently if Dext makes a category suggestion, there is a symbol beside the category name. It would be nice if there was a symbol to show if the category was entered because of the supplier rule or because the mobile user specifically chose it. Thanks!
2 votes -
Extraction percentage complete for bank statements
Don't understand why you can submit 3 statements at the same time, but only two process quickly and the 3rd one takes FOREVER! Would be helpful to know percentage of completion indicated so I can determine if I should just do manually if it's going to hake hours.
1 vote -
Reverse transactions
Being able to reverse bank transactions from statement... i want the option to have my debits show up as credits and vice versa
2 votes -
Show "Confirmed duplicate" receipts somewhere on main page
Please make it possible to see any "confirmed duplicate" or any other expense that Dext disallows in the main inbox screen. I submit enough receipts that I don't always remember each individual one; and when Dext decides they're duplicates--often mistakenly--I get no notification. I have to remember that I submitted a particular receipt among the many that I may have submitted at the same time, and then go to my profile to find out why it didn't show up in my inbox. It would be very helpful if such receipts were annotated where I can see them without having to…
2 votes -
1 vote
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Global Supplier Rule Editing Across Clients
Just wanted to throw in a little feedback that I think could seriously level up the workflow for those of us juggling multiple clients.
Right now, if a bunch of clients use the same supplier, we have to hop into each individual client file to tweak supplier rules. It gets pretty repetitive—especially when it's the exact same rule adjustment across the board.
Would love to see a feature that lets us manage supplier rules globally—so if, say, multiple clients all use Staples or Rogers, we could adjust that one supplier rule once, and apply it across any clients that have…
1 vote -
Dext Solo bank account
Upload one bank statement for multiple income sources .
0 votes -
Record payments from remittance advices
Customers frequently send remittance advices ahead of making payments, and often these are payments for several invoices. Currently I manually attach these to the payment transactions in Xero on reconciliation. It would be great to see Dext with the ability to scan these remittances, record sales invoices as paid in Xero, and attach the remittance advices to the payment transaction.
I would see this working similarly to the 'paperwork match found' functionality of Costs.
3 votes -
Ability to turn off features not being used by a company such as sales/bank...
Ability to turn off features not being used by a company such as sales/bank/certain details not needed in a cost, to make the platform more refined and easier for users.
1 vote -
auto-filling the Description and Category based on a selected Product/Service
There is a new feature added to auto-fill the Description and Category based on a selected Product/Service. Can you make it an option to turn the auto-fill off? We have custom descriptions for all of our expenses, so it is very frustrating when the description gets over-written if the the Product/Service is selected AFTER typing in the Description.
4 votes -
Configurable Rounding Method for Tax Calculation
Problem statement:
Difference in rounding method leads to small but problematic differences in tax calculation.Proposed Solution:
Add a setting to supplier rules and/or item details to configure Dext to use the rounding method used by the supplier.Context:
I'm seeing frequent cases where the tax calculated by Dext differs by a penny or so from the tax calculated by the retailer on a receipt. This has to be dealt with before publishing. Line items can be edited to solve the problem, but this invariably results in accounting entries that do not match the original document.These two error messages…
1 vote -
Automatic reconciliation of supplier statement if all statement lines match
I'm reviewing each one, but when line items are all matched, there is nothing really more to do than reconcile/archive. If the line items are all matched, why do I need to see it?
My vision would be to be able to run an "Aged Payables" (exportable) report in Dext which is checked against the same report run in QBO or Xero automatically. As part of my monthly and year end processes, I check Aged Payables to check everything is correctly shown but it would be great if this report from Dext could have a column confirming the period end…
3 votes -
Prepayment Schedule from Cost Item
Add the ability to create a prepayments schedule directly from a cost item from Dext. If a cost item is coded to a predetermined prepaid expense account Dext should give the user the option to create a prepayment schedule based on the bill (posted to Xero as a journal). I would envisage this being similar to the 'create line items' interface.
1 vote -
Paperwork Request - Filter by Bank Account
Add the option to filter (and/or sort) by bank account when requesting paperwork. This would easily enable the user to direct all requests to the correct recipient.
1 vote
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