195 results found
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Selective bank feed access for users
It would be very useful if there was an option to select which bank account feeds users have access to. Dext automatically syncs the bank accounts from Xero and there is no way to hide those which means users can see all this information although they only need access to specific bank account feeds.
63 votes -
Merging duplicate invoices and receipts
Several software providers issue both an invoice and a receipt for the same cost. The documents are identical apart from being labelled either 'invoice' or 'receipt.' Can these be automatically merged since they are duplicates?
122 votes -
Pull In Matched Purchase Order Details
When a QuickBooks Online (QBO) purchase order is matched with a bill in Dext, the link is successfully added back into QBO. However, none of the purchase order details are carried over into Dext.
As a result, we still need to manually open the purchase order in QBO to confirm key information such as the associated customer/project and the product/service codes.
It would be very helpful if Dext could pull in this information directly from the matched purchase order, since the link between the two already exists. This would streamline the review process and reduce the need for manual cross-referencing.
15 votes -
QBO Integration - Show Active Projects Only
Dext currently shows all QBO Projects regardless of status.
There are 4 possible QBO project statuses:
- not started
- in progress
- completed
- cancelledPlease show only not started and in progress Projects.
There is no way to customize this selection on Dext right now and it is clunky to have to see all historical Projects from the selection list, not to mention increased risk of error for user submissions.
14 votes -
Per-User Visibility Controls for Expense Documents
It should be possible to specify which other users' documents a given user can view/manage (as opposed to the current "all or nothing" setup).
Let me give you a concrete example. Let’s say I have the following users in my Dext account:
- Payables – Department A
- Payables – Department B
- Payables – Administration
- User 1 – Director of Department A
- User 2 – Director of Department B
- User 3 – Accounting Technician
- User 4 – Administrative AssistantI’d like the permissions to be as follows:
- User 1: can submit/view their own expenses plus…
67 votes -
Bank transactions sub-account filter
We have a series of credit cards fed through one bank feed into Dext.
At the moment I can organise/ sort the bank feed list of transactions by sub-account but I cannot filter the list by sub-account (so that I only see transactions linked to a specific credit card). This means users need to scroll though a list of tens of transactions to find the ones linked to their card. It would be great if a sub-account filter could be added.16 votes -
Select Columns to show in Approval Tab
Would be great to be able to add additional columns on the Approvals Tab - similar to what is available on the 'Inbox' tab. Would make reviewing correct allocations of costs much quicker.
27 votes -
SALES INVOICE - Multi currency
Please add the ability to easily change the currency when creating a Sales Invoice.
With France's new mandatory e-invoicing requirements coming into effect, many businesses invoice clients worldwide in different currencies (USD, GBP, CHF, etc.). The current process is not intuitive. It would be extremely helpful to have a simple currency selector on the Sales Invoice screen that allows users to choose the invoice currency while keeping their accounting base currency unchanged.
This would make Dext a much stronger solution for international businesses operating from France.3 votes -
Option to add a note when dismissing paperwork request
When requesting paperwork to the mobile app in Dext for the unreconciled transactions, it would be a really useful tool to give the client the opportunity to add a note or a reason as to why they are dismissing the paperwork request for a specific transaction. I think it should be the option of "dismiss" and then "provide a reason" for this so we know why they have dismissed this and reconcile in Xero with that explanation as it gives us more confidence that the client has reviewed the transaction and can provide a reason as to why it has…
13 votes -
Admin publishing adjustments/Closing Dates
When month end or year end is closed in Quickbooks, Dext will still override the bill date of anything in process. Would be amazing to have either a close out lock for anything prior to that closing date (and ability to change the invoice date to the current period) or the ability to have an admin priviledge granted to change the date/description with a note to adjust this.
Currently we need to take an approved invoice out of approvals, edit the date, leave a note about why we edited the date, re-send it for approval, and then go approve it…
18 votes -
Locking transaction on Dext Solo once been submitted to HMRC so client can not change it
Locking transaction on Dext Solo once been submitted to HMRC so client can not change it
2 votes -
approval workflow order
It would be helpful to be able to order the approval workflow ie, define rule should be applied first - last.
2 votes -
Mobile App Approvals to have the assigned to me tab
On the mobile app, it would be very helpful to have two tabs for the "assigned to me" and the "all items" as you see on the web version. Currently there is nothing that easily shows who the next approver is in the mobile app. Additionally, notifications on the mobile app when new invoices need approved.
14 votes -
Review duplicates on Expense Claims
The “Review Duplicates” feature is currently restricted to users with admin permissions. In cases where internal employees use Dext solely to manage their own expenses and are restricted from accessing wider company data, they are unable to review duplicates despite needing this functionality.
It would be beneficial to either add “Review Duplicates” as a separate permission toggle, or include it within the standard user role permissions by default.2 votes -
Dext Solo - don't hide the bank matches
For Dext Solo - there are a lot of bank transactions that does not show a match but there is a match . And there are a lot of false matches where the amount is the same but the supplier or date is different .
Every single bank transaction where is no match has to be checked manually againts the cost items. Altough Dext algoritm recognises as a possible match and even the green ''Suggestion '' button shows it , it is not revelead on the main banking page , we need to click on the item and scroll through…6 votes -
Move Extract by Email Address to Create User Menu
Could editing the Extract by Email Address be added to the User Creation menu?
We always shorten this email address, so we have to send a follow-up email to let the user know the new address. The extra email could be eliminated if Extract by email was moved to the Review and invite screen.
2 votes -
Ensure QBO Audit Log Reflects Actual Dext Publisher (Not the Connector User)
Currently, when Dext is connected to QuickBooks Online (QBO), all transactions published from Dext are recorded in the QBO Audit Log under the user who originally established the connection — regardless of who actually performed the publishing within Dext. This creates a significant issue for audit trails and accountability.
For example, if an external accountant sets up the Dext–QBO integration, but the client processes and publishes all transactions thereafter, the QBO Audit Log will incorrectly show the accountant as having posted every transaction from Dext (and the audit log does not say this came from Dext, so makes it look…
2 votes -
Viewing invoice when adding line split in supplier set up
It would be helpful when you are adding split line items to a supplier settings if you could view an invoice at the same time, i.e I had a new supplier invoice and wanted to add regular split amounts but as there are multiple lines I cannot remember all the figures that needed to be in each line. If I could view the invoice then I could have added the line items alot quicker and easier rather than having to write down the figures and enter them.
2 votes -
Automated Employee Credit Card Reminder Notifications
Dext currently provides the ability to send reminder notifications to employees regarding outstanding credit card transactions and receipts. However, these reminders must be initiated manually and cannot be scheduled based on predefined filters or criteria.
Recommendation:
Introduce a workflow automation feature that enables administrators to schedule recurring reminder notifications (daily, weekly, fortnightly, or monthly) based on selected filter criteria, such as:Outstanding receipts.
Missing documentation.
Specific employees or departments.
Transaction age thresholds.Benefits:
Reduces manual administrative effort.
Improves employee compliance with receipt submission requirements.
Ensures timely collection of supporting documentation.
Provides a more scalable solution for organisations with multiple cardholders.…2 votes -
Supplier statement extraction
If there invoices missing in both Xero and Dext, please can you just allow us to upload those missing invoices straight from the statement in Dext.
There could be tickboxes next to each invoice line which we can tick and then hit an 'upload' button to send them to Xero.
2 votes
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