1525 results found
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PAYMENTS to OS invoices in QBO
Publish a Customer Payment. Currently, it is only available to publish a Sales Receipt/invoice to a customer - but in many cases the invoice is already created and we have backup for the payment of that invoice submitted (like an Interact EFT notice) that needs to be applied as a payment to the outstanding invoice. Can there be an update to have "Payment" as an option under Sales that is posted to a customer.
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 from Excel
Currently Dext only allows bank statements to be in pdf. However, some banks don't offer bank statements but allow downloading of transactions in Excel or XML format. I would like to be able to upload these into bank transactions but currently Dext only allows uploading of pdf documents.
1 vote -
Insert a line within line splitting
Need to be able to insert a line withing line splitting for supplier rules.
1 vote -
Integration to SAGE X3 for OCR
We already use DEXT as an OCR for our company with XERO. WE are migrating to SAGE X3 and would like to request possible to integrate to SAGE X3.
1 vote -
AI suggest line item categories
Automatically suggest accounts based on line items.
For example - A pet shop wants to track expenses per department. You create either purchase expense codes in QB or Xero, or tracking categories and tell Dext if you want it to suggest account or tracking. It then looks for things in the line items and suggests the most relevant code/tracking for each one... For example, "dog food" will allocate to "dog" tracking.
Or a builder, for wood purchased, to suggest "materials" as the expense.
Relevant to the business type chosen (retail, construction, etc)
1 vote -
notifications when team members are not approving purchases or doing actions in a certain timeframe
the ability to notify team leaders or managers if team members are not actioning things sitting for a team awaiting payment. Gives them the option to re assign to a new employee or understand the employee who isn't doing the right thing
1 vote -
Separate Vault email address
Enable a separate mail-in email address for Vault only items.
5 votes -
Enable Bank Match for Partial Amounts or Variance Tolerance
Currently, the Bank Match feature in Dext only allows matching when the invoice amount and the bank transaction amount are exactly the same. However, in real-world scenarios, this isn’t always the case. For example:
An invoice is for $1,000, but the bank feed shows $1,050 due to a credit card surcharge. An invoice is for $1,000, but the bank feed shows $950 because the supplier offered a discount at the time of payment.In both these cases, the match is still valid — it's just that the final payment amount differs slightly from the invoice total. It would be extremely…
2 votes -
create practice default workflows
Allow the ability to create whole practice level workflows. Example, my practice i want all clients to have the same 2 step approval for each purchase. i don't want to have to set up per client the same thing.
1 vote -
Bulk Edit on Tax Box in Expense Claims
I would like to be able to Bulk Edit the Tax box within an Expense Claim please. It would save so much time on a large claim where most of the transactions are foreign currency. It's already available in the main section, so should be an easy fix to roll out in Expenses Claims. Thanks
1 vote -
Mobile app to scan as pdf
When jpeg files are published in Kashflow, they have to be downloaded to view. If scanned as pdf this is not the case. Please include option in app to scan as a pdf.
1 vote -
Matching bill with agreement
If we have saved a master agreement with Dext, so system can review those agreement commercial part by using AI and verify that bill before posting
1 vote -
Provide the option to do multiple splits from one bill
Bills can only be split one at a time by indicating the new category, total amount, and tax amount. However some of the suppliers will provide a list of bills in one document, which requires multiple splits, and invoice number updates. It would be great to include an option to add additional splits to the initial bill with an add button on the split screen, as well as the option to update the bill number to remove the need to update it afterwards.
2 votes -
Comments and commentary
Hello,
I'd love if you could please add:
1. When sending a bill to approval via Dext, to make commentary on the item, so the approver can see it. This would greatly reduce the need to do approvals outside of the app.
2. When exporting the approved items, the ability to see the comments placed on each item. This feature is not present, so once exported, you still need to review the comments on Dext. It would simplify and make the process more efficient, particularly for reporting purposes.
3. When exporting, it would be great to have the ability to…1 vote -
Invoice fetch support for Deel (deel.com)
Invoice fetch support for Deel (deel.com)
1 vote -
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…
5 votes -
Lock date for individual suppliers
Are you able to put in a lock date for individual suppliers to stop other team members posting invoices for specific suppliers
1 vote -
Dual Integration Support - Consistent Data
We use two integrations from Dext, being Xero and ApprovalMax for Xero, with certain costs being routed through each channel respectively. Per recent communications with Support "the merging function doesn’t currently recognize when the details are the same if they come from ApprovalMax."
As all three platforms (Dext, Xero, and AM) rely on the same source of truth being Xero there should be a higher level of data integrity maintained between all three, rather than there being effectively three separate ledgers.
This would also mean that inventory items (which currently work between Dext and Xero), would then also transfer between…
1 vote -
Allow Admins to Bypass Approvals for Paid Invoices
I love the new approval feature and use this for many of my clients, however, they do not want to approve invoices that have already been paid (i.e. on Direct debits or already paid by credit card). At the moment, I can override and approve the invoices before the client but they still receive an email saying there is a bill to approve but when they login there is no bill there as I have already approved it. Is there a way around this without turning off notifications or can you build an exception to the approval workflow to overcome…
1 vote
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