90 results found
-
Attaching fuel receipts to mileage expense claims
It would be really helpful to have the option to attach fuel receipts to mileage expense claims. This is mainly for VAT purposes—HMRC requires fuel receipts as evidence when reclaiming VAT on mileage, so being able to upload or link them directly to the mileage claim would make things much easier.
Right now, you cannot attach fuel receipts as a back up for the VAT reclaim. You can only add it as a separate line with the full receipt value and then adjust it once it has been processed into the accounting software. As this is not very convenient, we…
32 votes -
Mileage Claim - Save Favorite Destinations
Save "favorite" or "frequent" destinations so you don't have to type them in each new claim.
11 votes -
Audit trail report in approvals
A comprehensive audit trail report for your auditors. a way to export a single report that includes all audit trail information like approval details, approver names, and approval dates across all invoices.
Currently the audit trail data showing who approved each invoice and when is only available by checking individual items' History tabs in Workflow History - it can't be compiled into one exportable report format.5 votes -
Running the Dext Connect App as a service
Enable the app to run as a service so we could have this on a server and working even if nobody is signed in.
9 votes -
Approval Workflow Conditions
for approval workflow, if you can add between certain amount and under certain amount as new conditions, that would be great! Thank you
7 votes -
Lock Dates for expenses
Is there a way to close periods/dates in Dext so that they cannot be used to prepare new expense claims?
7 votes -
Add Profit in Solo
Dext Solo
It would be great if the tax report showed the profit for the year
All clients need to know 'how much have I made'
We need to do a manual calculation at the moment2 votes -
Supplier Statement Settlements
Suggestion:
Add an option in Supplier Statement Settlements for Dext to recognise invoices that are currently in Draft status in Xero.Details:
When reconciling supplier statements, Dext currently identifies only Approved invoices in Xero. However, many users (including us) upload or sync supplier invoices to Xero as Drafts first, pending review or approval. Because these draft invoices are not recognised, Dext incorrectly reports them as missing, even though they are already present in Xero.Proposed Improvement:
Introduce a setting or toggle that allows Dext to include Draft invoices when matching supplier statements to Xero records. This would:Reduce manual checks…
2 votes -
Statement Processing - Columns
When a statement is processed, the incorrect column can be picked up, especially the invoice reference number. Eg, the order number instead. Having a new feature to "map" the matching would be excellent.
1 vote -
Statement Processing - Incorrect Type
At present, if a statement item is incorrectly categorised, you can't change it. Eg, toggle a credit note to an invoice. You are stuck and have to check the accounting software manually.
Would it be possible to add this feature?
1 vote -
Supplier Statement Options
You should be able to move the Supplier statements to costs or sales or merge documents. If something is moved her accidentally, you currently have to download it and readd it to the correct spot which is time consuming and super annoying. Also why can't we merge documents. if multiple pages were added we currently can't merge them and again this is super annoying. The supplier Statements section should have all the same features as Cost and Sales
1 vote -
Reading shipping address to inform class selection
Pull the shipping address to allow automation to assign a class to the transaction based on shipping address.
We have multiple location utilizing the same service provider and this is the one step preventing me from fully automating many transactions
1 vote -
Category List search function
Provide the ability to search for a Category in the category list to toggle on or off. Our list is 3900 categories and it's time consuming to scroll through the list to get to the bottom
2 votes -
Bank status in practice insights
We bulk bought licences and are transferring clients onto Dext. We have noticed that several of the bank accounts have disconnected as clients have not noticed they need refreshing. You can use 'insights' to see which clients have documents to process, it would be helpful to see a report there that gives the status of bank accounts so we can scroll down the list and just see whether any bank feeds need attention so it can be done before a total disconnect
1 vote -
There needs to be options for Motorcycles, Bicycles and walking in the Mileage section.
The Mileage section in the UK only permits 'Car' and 'Van'. Motorcycle, Bicycle and walking are all valid claims, yet are not listed. Can you make this happen?
1 vote -
Edit/Override Missing Invoices From the Extracted Data of the Supplier Statement
Edit/Override Missing Invoices From the Extracted Data of the Supplier Statement
Please add the ability to manually edit supplier statement entries and override extracted fields such as type and total amount when data extraction is incorrect. When I upload a supplier statement, sometimes it would read an amount as a credit type. It would be nice to override this amount to an invoice type, so it can properly find the invoice associated with it.
2 votes -
Sending Document Back to Previous Approver
Currently, rejecting a document sends it back to the beginning of the process, however it would be nice if instead of sending it back to the originator when "questioning" an expense, you could send it back to any previous approver for that document as well. There are instances where I don't disagree with how the document is captured, but I have a question about the invoice for the first-level approver and no mechanism within Dext to send it back to that person and have them add Notes or Comments to clear up any confusion.
1 vote -
Job Costing
Would love a job costing system suitable for construction that works with Xero & also allows the input of timesheets by site teams.
1 vote -
QBO, take into consideration the tax rate on the product and service, not only the default tax rate
Integration QBO.Default tax on costs is a combined one : GST/PSt QC .Secondary tax extraction toggle is ON. An item is marked as billable and product and service is assigned on it. The product and service has a tax rate assigned on it in QBO and it is GST.When we publish the item it appears with two taxes in QBO. That is expected behaviour because of the tax settings.The user, though, is expecting just the GST to be published as the product and service assigned has a GST only on it in QBO.
We are already advised to turn off…
1 vote -
Bulk sort category in Solo
Solo - bulk sort category in bank feed transactions.
1 vote
- Don't see your idea?