1584 results found
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Global ability to turn off "Supplier Statement Extraction" by default
I know that it's possible to make sure that an individual supplier has statement extraction turned off. I know it's possible to bulk edit existing suppliers so the supplier statement extraction is turned off.
But I feel like there should be an ability to toggle whether "Supplier statement extraction" feature is On or Off for new suppliers created. If "Off" is selected, then new suppliers that are created have the feature turned off by default rather than on.Currently, I have turned off supplier statements, but then I get a new supplier, move the statement to the "Statements" folder, then…
2 votes -
Split an agents statement into costs and sales
A single statement supplied to my business showing income and deductions can currently only be submitted to Sales OR COSTS - yet it contains both. If submitted to sales it is then rejected when submitted to costs.
Specific to the Statement category if the item in Costs is identified as a statement there should be the option to ‘Duplicate in Sales’ (and vice versa)1 vote -
Additional Approvers for Expense Claims based on Categories
Allow multiple approvers of an expense claim based on the category. Expense claims may include charges that are approved by others and should be routed to them for their approval.
1 vote -
Zoho Books - VAT extracted amount or mixed rate
When matching bills sometimes the VAT amount on an invoice has some items as standard rated and some as zero rated. Dext correctly works out the total VAT element but doesn't let you publish as 'extracted amount' like it does when working with Quickbooks. It has the error message Complete the Tax field for all line items and make sure their total amount matches the one of the item.' We are forced to use a fix VAT rate (I have temporarily created a mixed rate VAT rate of 10%).
So rather than using line items (which come at an unnecessary…
1 vote -
Reload date and timestamp
As all background data is updated every 48 hours it would be beneficial to see time and date of the most recent update on the Load page for all lists that auto loads.
1 vote -
Tactile Feedback When Taking Photos on Mobile App
It would be helpful for a small acknowledgement such as a small vibration when taking pictures of receipts using the app. It is too easy to miss whether the photo has been taken or not, and you often have to go back and forth between your documents and the review screen, especially with large piles of receipts.
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
3 votes -
Rename Field Names - No Sage Intacct integration so this is crucial!
I would love to have the ability to customize/rename the field names. Specifically "Project" and "Project 2". I am using these fields to allow my employees to enter important related to "Department" and "Class" which are needed in Sage Intacct.
Ideally I would LOVE an eventual Sage Intacct integration so that these fields were automatically linked and I didn't require a manual upload. But in the meantime I am having to configure Dext to ensure I get the info from my employees that are needed for Sage inputs. Having different verbiage between the two systems will be incredibly confusing for…
1 vote -
Feature Request – Product Unit Group Matching for Zoho Book Invoice Transfer
Feature Request – Product Unit Group Matching for Zoho Book Invoice Transfer
Hello DEXT Team,We are currently using DEXT to transfer invoices to Zoho Books. We noticed that during this process, product unit groups (units of measure) are not matched between DEXT and Zoho Books.
As a result, products that should be transferred with their correct unit group (e.g., “G”) are instead imported with default units (e.g., “PCS”), causing inconsistencies in our inventory and reporting.
We kindly request the addition of a feature to map or match product unit groups when transferring invoices to Zoho Books, so that the…
1 vote -
50% VAT restriction
I can see others have already suggested similar changes, I would like to add the VAT of 50% restriction be added to the system so it understands that part of that one line item will only be paying 50% and therefore the "out by" line doesn't reflect it being out by the restricted VAT amount.
The "publish" button is greyed out and won't publish this unless I change the 50% restriction and then edit again in QBO.
1 vote -
Allow to publish Non-QBO generated PO to QBO "Vendor PO" field
Right now, DEXT only allow to match PO with an existing open PO in QBO. That doesn't work for non-QBO generated POs. Strongly request to have option to publish the extracted PO number to QBO like the document number does.
1 vote -
Allow Mileage to be added by a Standard User Role
Add a new permission option for a Standard User to be able to add mileage for another User, eg. a PA for the CEO, so that it's not necessary to move the Standard User to an Admin.
1 vote -
Add Approver in Approvals line field for sorting and available in all reports
Add Approver in Approvals line field for sorting and available in all reports to allow filtering by Approver and running reports by Approver.
3 votes -
Line Item Detail visible to approver
Line item detail should be visible from the approval window and not require the approver to send back to the inbox to open that detail. Only to have to resubmit and move back to approval window to approve.
8 votes -
QBO subcustomers and customers way of appearance
Currently, when a project is pulled from QBO as a subcustomer it does not line right below the customer in question, rather than in alphabetical row.
Ideally, clients should be able to decide how the list of subcustomers and customer will appear in Dext . In alphabetical order or the subcustomer right after the relevant customer.
1 vote -
Choose Payment Dates Before Publishing
When choosing the 'Paid' option on a cost invoice before publishing, it would be beneficial to be able to choose the payment date? Sometimes this is different to the invoice date. That way, the payment transaction will hit the correct statement when reconciling the method of payment account
1 vote -
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.
4 votes -
Flag colours improvement
I love that you've added different coloured flags. It would be great if the orange/red flag that was the original had the option to be turned on or off as well. I don't need different coloured flags at the moment, but I'd love to change the colour of the one flag I'm using to something other than red. I know I can turn on another colour and just use that, but it means I have to select from a dropdown each time instead of it just being the one colour I've made available.
1 vote -
Multi currency prepayments
Your new prepayments feature is great but won't process multi currency prepayments. Dext already converts to GBP from currency. Can we have the feature please
2 votes -
Notification on approver's comment
When the approver approved invoice with comment, it will be helpful if Dext can send notification via email about the comment.
The same feature when invoice get rejected it will notify the submitter via email, but this feature is to notify there is a comment on the approved invoice.
2 votes
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