1524 results found
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See the whole invoice and invoice in one screen eliminating scrolling
It would be great and so much more productive if you could reduce the area around an invoice showing on the screen so we can see all of the invoice and not have to continually scroll for the invoice or the fields used. If you would like more details as I may not be clear please feel free to contact me.
5 votes -
Supplier Statements & QBO , marking payments directly
Hi! I really think it would be incredibly useful to be able to use the new supplier statements section to DIRECTLY mark statements as paid in QBO, select the payment date, and attach the supplier statement document directly to the payment record in QBO. I initially thought this was a part of the new feature , and while it is useful as is I think this would take it to the next level!
4 votes -
PO needs to be approved in QBO first before being able to match in Dext
PO needs to be approved in QBO first before being able to match in Dext
1 vote -
Enable in-app messaging for bank transactions
Enable client messaging for bank transactions.
When an unidentifiable bank transaction appears on the bank feeds (such as a cheque payment) then it would be brilliant to be able to message the client via their app to ask what it was for, in the same way you can do for invoices.1 vote -
printable CRA information
A list of CRA categories for income & expenses with their matching code number that a person could print to refer to when entering receipts.
1 vote -
Messaging for paperwork requests
It would be nice that when the preparer has requested paperwork that the client would be able to message in regard to one of the paperwork requests and not just upload a document.
1 vote -
Reading of Cash as payment method
Can you please get Dext to read cash as a payment method.
this will assist greatly where clients make many cash payments from the daily cash takings.
this in turn will assist in linking the cash payments to a quickbooks ledger account - cash to be banked and offsett it there.6 votes -
Manual match is needed for when not automatically detected
In the Costs Publishing screen, please add the option to manually match a receipt with an already recorded expense because sometimes it doesn't automatically recognize the match
4 votes -
Practice changing the client owner
Where the accountant practice pays for the Dext subscription, for the practice to be able to change the account owner without sending an email to the client. Most of the time we use Dext internally with clients uploading, they do not use Dext so sending an email causes further confusion as we pay for it
1 vote -
Improved Autocategorisation
The Autocategorisation fails to be correct on the most basic of documents. Improve the AI that reads the documents and applies them to a better category.
The current AI is too unpolished to be of any use, for example: a parking company, with "Parking" in the name, has a receipt in Dext. It's a parking ticket. Dext Autocategorisation has categorised this to the "Subscriptions" account. Not sure how it has come to that conclusion at all.
4 votes -
View a Teams client list
It would be great if the team could see the client list for their team in the dashboard, rather thank "my clients" and "all clients"
2 votes -
Export supplier statement to excel
Ability to download excel or csv of the supplier statement submitted
5 votes -
Pay vendors directly from Dext
Send payment to a vendor from a bill/invoice! Like bill.com or Melio
59 votesWe are working on this - Please share your interest
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When splitting an expense, please allow us to add multiple lines at a time instead on just 1
I have a bill that is 30 - 100 lines. I don't get it often enough to justify the extraction tool (and it doesn't work well because of the way the vendor does the bill). I have to add one line at a time when I split it out. Please allow an "Add 5 lines" button!
1 vote -
DEXT > BRIGHT
Hi, I’ll try to explain my goal. I am uploading a bank statement from Dext to Bright. For example, I have a receivable of 120 that I will record under sales. However, I’ve spent a lot of time manually entering the sales account number into Bright. I’d like to know if it’s possible to automatically assign the sales code to all receivables with the description 'CLIENT'. Or, if possible, add a new column in the Excel file (from Dext) to include the account code, so it can be uploaded directly into Bright.
1 vote -
Mileage new region (Singapore)
Turn on Mileage Claims feature for Singapore Region
1 vote -
assign the account not just based on supplier, but also on email content (e.g. if supplier = DHL AND cotains "Duty" --> Add account "duties"
Ability to assign the account not just based on the extracted supplier, but also on email content (e.g. if supplier = DHL AND cotains "Duty" --> Add account "duties")
2 votes -
Approval process for new supplier
It would be great if Dext had an approval process for a new supplier/customer addition. Currently, we are doing the same in ApprovalMax and returning to Dext to upload the invoice.
6 votes -
Exported reports item order
Have items sorted in same order between the the 2 different export file types. In other words, the items in the PDF show in the same order as the exported CSV?
1 vote -
with tax line item export not show totals if invoice has line items
Where an invoice has had line items created, have an export option which only shows the line items for these invoices, and the totals when there are no line items
This has been causing manual work when uploading into non-integrated software as the total lines for invoices we have split need to be deleted before importing into the bookkeeping software.1 vote
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