1584 results found
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Reject Invoices - Seperate Section
Please have a seperate section where the reject invoices are stored. Now, the rejected invoices come to the inbox. It would be good if there is different section for rejected invoices to be in, from where you could request approval for them.
2 votes -
Allow Approvals for Vault documents
Allow Workflow approvals in Vault documents
2 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 -
Configurable Fetch URL
Would it be possible to implement a feature that allows the invoice retrieval URL to be configurable on a per-supplier basis?
For example, for Uber the system currently uses the following default endpoint to fetch invoices:
https://riders.uber.com/tripsHowever, in our case invoices need to be retrieved from:
https://riders.uber.com/trips?profile=FAMILYThis is due to our organisation using a shared business profile for all users. Without the ability to modify or parameterise the supplier URL (e.g. query string values such as profile), invoices for this profile cannot be fetched correctly.
Supporting a configurable or overrideable invoice source URL per supplier would resolve this…
1 vote -
Mileage Claim - Multiple Entries
All user to enter multiple mileage claims without defaulting back to the cost inbox after each entry
4 votes -
Short Cut Key for Request Approval
Please assign a keyboard shortcut for the ‘Request approval’ function in the item details page.
2 votes -
For approvals, can we have these approvals printed on the invoices prior to publishing?
For approvals, can we have these approvals printed on the invoices prior to publishing?
Currently the only way to check if an invoice was approved is to go to 'history'. It would be ideal if the approval can be displayed somewhere on the invoice as well. So it maintains that flow.Once invoices are published to QBO, there is no way to know which manager approved the invoice for audit purposes. This is a requirement for audit purposes.
The approval is a great feature, but defeats the purpose for audit.
19 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 -
Add new currency - XCG (Caribbean guilder)
Curaçao has switched from ANG to XCG this year, can the currency be added
1 vote -
Tracking categories applied from Purchase Orders in Xero
We have Purchase orders in Xero that have tracking categories assigned. It would be great if these tracking categoies could be automatically assigned in Dext when matching to purchae invoices in Dext to the Purchase orders that are in Xero.
1 vote -
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,
Robbie3 votes -
Request for new Fetch connections
I'm requesting to add B&H Photo, Adorama, Sweetwater, and Musician's Friend/Guitar Center to the list of suppliers for Invoice Fetch
1 vote -
Add Papua New Guinean Phone Numbers to Whatsapp integration
We do business in Australia and Papua New Guinea. The WhatsApp integration for inputting receipts into Dext would be perfect, however the PNG phone code is not available (+675).
1 vote -
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…
3 votes -
Updated Xero Bank Statement Upload template - PAYEE column
I am using dext bank statement extraction for my clients and then using the Xero csv export to import into Xero. However, the Payee column in Dext isn't available and have to manually manipulate to upload into Xero properly.
1 vote -
Hide "Customer" in cost view
We are integrated with QBO and it was recently pointed out to me that for privacy reasons we need to be able to hide the "Customer" view from staff.
We have employees that need to submit expenses and currently they are able to view the full customer list in QBO.
3 votes -
Data health and insights for MYOB
Make available the data checks and insights for MYOB data
4 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 -
Allow separate workflow for reimbursable and non-reimbursable expense reports
We would like to be able to have a separate workflow for reimbursable and non-reimbursable expense reports because managers can approve purchases within their approval limits when made on their company VISA, but for reimbursable expenses everything needs to be approved by their manager because they are not allowed to approve payments to themselves.
1 vote -
Notes for Browser Upload
I would like there to be a field for notes when upload to dext through the Browser, by drag and drop or select files. This feature is available in the app and through email uploads, but i would like my clients to be able to give notes for better classification on the browser as well. It could be done as a feature that you can turn on or off for clients that need it vs those that don't.
1 vote
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