1536 results found
-
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 -
Remove PDF viewer toolbar in the footer.
The PDF viewer toolbar doesn't seem to move and gets in the way of footers. It is very common to receive bills with useful information in the footer. Most of our hotel invoices have the majority of required company information there.
1 vote -
Accessibility settings - color
When the option to use the previous version is removed, the only option for the visual appearance is the extremely bright white color scheme. I find this stressful and ******* the eyes. No other website I use has this effect.
I would like to have the option to change the color scheme to something more similar to the old version which was much less bright.
2 votes -
User defaults added in User section
Set up User Defaults in the same screen that holds their email address, phone number, manager etc.
When users are set up there is a field where we can enter theirManager (for approvals). Why can we also not add their user defaults in the same screen. E.g. the default bank account or default school/ cost centre? Users should not have to go into Business Settings - Lists - Bank Accounts etc.
1 vote -
Sage 50 Canada Departments
Sage 50 Canada does not sync with the Departments set up in Sage. This makes it a big inconvenience to post the expenses. I still have to post them directly in sage so i can put the expense to the appropriate department. In DEXT, i can only archive now as i need departments and there is no option for this. I suggest you make this an option in Canada so my DEXT and Sage can work together again.
Thank you,
2 votes -
Extract UK VAT Numbers
As UK VAT Numbers have recently been added to the workspace. It hasn't been available to extract in PDF or CSV format. If it was able to, this would be of great help!
1 vote -
Import PO numbers into Quickbooks Desktop
Please add the ability to change the data that imports to Quickbooks desktop from the description to the PO or the ability to automatically add the PO number in that description. This information is crucial for payment and accounting processes but currently needs to be manually added in every invoice.
1 vote -
In the Approvals section of costs inbox, have a quicklink button through to set up new approval workflows
When you go into Approvals for the first time, there is a button to take you through to setting them up in Settings. But once you have something to approve, there is no longer a quick link to setting up more. Can we have a quick link button?
1 vote -
Make the 'Customer' field mandatory when submitting via the Mobile app
On the phone app, prompt the user to choose a customer, making it mandatory to upload the picture
1 vote -
Better visibility of items awaiting approval
I'd love to be able to see number of items awaiting approval from the dashboard page showing all clients (alongside the columns showing costs items, sales items, expense claims). I will check in Dext before running accounts payable within Xero, to ensure everything is included - but I am missing items that have been sent for approval and not yet approved.
I know it is visible when I click into the individual client, but it would be great to see it at the top level1 vote
.png){kind=link}
- Don't see your idea?