55 results found
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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…
32 votes -
Ability to have more than 1 person in a workflow
We have more than 1 person and a lot of handing over in our processes rather than 1 person doing the work and 1 person reviewing it. We have people doing different parts of the process but we would like it if we could have them on the same workflow. It would be good to be able to send a workflow for review without having all the checks done.
5 votes -
expense claim cover sheet signatures
In the expense claim submission process, can you add a step that adds digital signatures to the PDF coversheet?
By virtue of the employee submitting the claim, I would like that to add their digital signature to the cover sheet, then when the manager approves it should add their signature. So when the expense claim is approved and finalized, the PDF export shows a signed coversheet.
Also, if an expense claim gets sent back to the employee for further edits, their original signature is removed and is blank until the correct edits have been made.
5 votes -
Amazon API portal not fetching the correct invoice format
The Amazon Business (UK) API is automatically fetching my purchases, but it's inconsistent whether it fetches the invoice (correct behaviour) or the purchase order (incorrect behaviour). Please make it consistently fetch the VAT invoice.
3 votes -
Persist the sort order in Approvals
If you sort the approvals list by any header category and then open a specific line, when you hit the back button the sort is lost. You then have to re-sort the field again. It would be useful if the back button actually took you back to exactly where you were so you could just continue.
5 votes -
Amazon personal account restrictions
Having a “Send to Dext” button for business purchases would be a real game-changer for small businesses trying to separate personal from business expenses.
3 votes -
Supplier statement does not recognize credit memos/invoices
Love the supplier statement but it never matches my credit invoices despite them being in dext. It is searching for the positive value and not the credit value even if the statement shows them as a credit amount.
4 votes -
Duplicate review including original document history
On the duplicate review screen we can see the two invoices, but now that approvals are available in Dext, there is no way for the reviewer to see if the original was rejected and what the rejection reason was to ensure whatever criteria was fixed. If for instance, an invoice was rejected because it was missing information or a PO number, there is currently no flag on that review page to indicate that the original was rejected so when it is confirmed that it is the same invoice, the new submission is also now attached and automatically archived and never…
4 votes -
User Permissions to limit adding new users
Right now if a user is added as Standard they are quite limited. But making them a User Admin allows them to add and remove other users.
Our auditors see this as a control issue; Xero has similar set permission roles, but allows you to check a box for allowing that person to add or remove users.
While Dext could do a lot of granular things with permissions as seen in all the suggestions. Having an overall control to choose which users can add or remove other users is fundamental for financial control.
Thanks,
Robbie2 votes -
Prepayments
The new prepayment feature is game-changing. Although it does need improvement, an option to split the cost over the days in which the document covers would be great (for example, is 30 day invoice period split evenly across two months, halves the amount in each period). Currently, it's not splitting the expense correctly and is a little inconsistent with the dates on the journals. The idea is really good, just needs tweaking to work to its best ability.
2 votes -
Send request for rejected invoice re-submission to vendor via dext
On invoice rejections, have an option similar to the supplier statements to request a revision or resubmission. Having this in dext and the ability to send it to any email address for your contact would allow us to confirm that when an item is rejected it was requested to be corrected on a certain date, and sent to a certain user. This way when a vendor comes looking for payment we have all the details with the rejection and the vendor can attach the revision right to the original to be approved again.
Could also be applied to needed supplementary…
3 votes -
Bank Transactions Match Details
Show more details in Match column. So it is clear whether the transaction has been published to Xero or just simply has the paperwork in Costs Inbox.
2 votes -
Ability to Capture and Sync Balance Due (Not Just Invoice Total)
Currently, Dext only captures and sends the invoice total to QuickBooks Online. For outgoing invoices, this creates issues when a customer has already made a partial payment, since the balance due is often different from the total. This forces manual adjustments inside QuickBooks for nearly every invoice.
I would like to request an enhancement that allows Dext to:
Recognize and extract the Balance Due field (when present on an invoice).
Provide a setting or toggle so users can choose whether to publish the Total or the Balance Due to QuickBooks.
This improvement would reduce manual work, eliminate errors, and make…
1 vote -
Vault Summary Column
Dext Vault: Dext Vault in the Folders View and inside a folder, have a column with a Summary icon we can hover over and read (similar to how we can do that with Notes and Messages).
2 votes -
Carbon footprint from mileage claims
To provide the calculation of carbon footprint of mileage claims to support ESG reporting.
1 vote -
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…
1 vote -
Refresh integration on the app! Please add it back agsin
Refresh integration feature in the app, not just desktop. Please add this feature back to the app
1 vote -
Bulk sync with accounting software
Currently you have to go into each client and click the Sync button. Please could we have a global Sync button, so you can do all the work for the day, then just one click for all clients to sync with the accounting software.
1 vote -
Advanced Search - partial characters
Search function in Archive be improved to show results with the partial characters of the data being searched. For example, I was searching "13295" but there was no results because the exact reference number was "00013295"
1 vote -
Amazon Business Canada - Fetch Invoices with GST/HST Numbers
Amazon Business Canada fetching is not bringing in the actual Invoices, Dext is making their own Invoices which don't include all the details needed by the CRA. Please fetch the actual official Amazon Invoices.
1 vote
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