1584 results found
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Puchase Order Number Extraction in Dext Sales
Purchase Order extraction for Sales items isn't currently available in Dext. Can this be?
1 vote -
Multi-Coded Contacts - Show line item value, add filters for line item amount
In Multi-Coded Contacts, it only shows the total transaction amount, instead of the line item. There are often transactions that have a few cents coded as GST Free for rounding purposes (done by Dext Bookkeeping), but this flags the transaction as multi-coded. I have to go to Xero to see that it's only the one line item for a few cents that caused this.
Would prefer to see the line item amount in the workflow check. Even better if we could filter out transactions under a certain amount.1 vote -
Get a notification when a client turns on LIX and also alerts when bundle almost used
is it possible to get a notification when a client turns on LIX as they need to charge effectively for the extra cost incurred on their subscription? clients are turning it on and its eating into PM+M's LIX bundle
alerts when bundles almost used as well will be amazing!
1 vote -
Export line details into Cash Book layout CSV
Hi Dext,
can we please add line details / amounts into Cash Book layout of CSV when exporting Expense Claims? At the moment, this format takes only total amounts of receipts.
A number of our clients doesn't use software, so spreadsheet is used often. Workings with CSVs showing 3+ lines for receipts is not viable.1 vote -
Restrict available Customers/Projects in dropdown list
Instead of simply putting the greyed out i symbol by sub-customers/projects, it would be helpful to be able to toggle off the Parent Customer name in the dropdown list. Despite the symbol, the Parent customer is routinely selected by users which leads to billable charges not getting onto invoices.
1 vote -
Export Receipts in Bank Transaction Order
Dear DEXT Team,
I hope this email finds you well. I am a regular DEXT user and really appreciate your service.
I would like to request a new feature: the ability to export receipts in the same order as bank transactions.
Currently, it would be very helpful if receipts could be exported sequentially according to the bank transaction order. This would make reconciliation and accounting processes much more streamlined and efficient.
Thank you for considering this feature request. I look forward to your response.
Best regards,1 vote -
Sync approval and paid status for expenses in Xero
I get bombarded with questions from our employees whether an expense has been approved or paid yet. We do not use the Dext approval process so approval status would also be great but the main thing would be to have up to date status updates being pulled from Xero
1 vote -
To give the option on sales - sales order or to tax invoice
Good day
I would like to suggest, that Dext give the option to create from a purchase order to Sales order or to a tax invoice.1 vote -
Customer Return Material Authority (RMA)
Ability to extract data from customer Return Material Authority (RMA) in Zendesk to create AR Credit memo in SAP Business One
1 vote -
Prefill location and category line item extraction
Category & location should be pre-filled based on selected category/location from the initial review page prior to selecting "Extract line items". This will allow you to pick the category/location that applies to most/all line items. This feature exists already when pre-selecting category/location prior to selecting "create line items".
2 votes -
add a company name to email notifications
We have clients with multiple companies who receive email notifications that ask them to authorise cost invoices but it doesn't tell them which company to go to. It would be very helpful if the notification email could include a company name.
3 votes -
Include expense date on the line items in an Expense Claim sent to QBO
I would like to be able to include the date an expense was incurred when I publish Expense Claims to QBO. This is especially important at quarter and year-end when I need to ensure that expenses are captured in the correct accounting period for filing GST/HST returns.
1 vote -
Timesheets & Invoicing
A big ask, but our consulting company has a need for a complex timesheet app (billable, non billable, multiple projects) that we can use for payroll and invoicing (ie. integrate with quickbooks). Just looked at Harvest and they have both expensing, invoicing and timesheet features. Would be cool if Dext had this capability so we wouldn't have to use a whole other app.
2 votes -
UI Suggestion for Improved Usability When Scrolling
I’d like to suggest a usability improvement regarding the layout of the main interface. When scrolling down through the list of invoices on Desktop, the top section (including the Inbox, Export, Filters, etc.) remains quite large and takes up significant vertical space.
As a result, the area dedicated to viewing and interacting with invoices is too small, making it difficult to navigate and work efficiently.
Would it be possible to minimize or collapse the top section when scrolling down, or at least reduce its height dynamically? This would greatly improve the user experience, especially for those working on smaller screens…
2 votes -
Holding Zone for Supplier Statements Before Extraction
Could you consider adding a holding zone (a kind of "purgatory" area) within the Supplier Statements section for incoming statements to be reviewed before extraction or archiving?
They could then facilitate the use of a dedicated email address (e.g., company@statementholdingzone.dext.cc) for receiving supplier statements. From this holding area, the accountant could then choose to:
• Send to archive – for simple statements such as single-payment summaries, or
• Send for extraction – for multi-invoice statements that need matching.This would not only improve workflow and accuracy but also address the issue of statement email allocation and the additional processing…
1 vote -
Default or Priority Contact for Paperwork Requests
Is it possible to categorise users within an account by hierarchy or priority? When requesting paperwork, it would be really useful if Dext automatically selected the primary contact (for example, the main client) by default.
Currently, the system seems to classify contacts alphabetically or by username, which can result in the wrong person being selected when multiple users are linked to the same account. Being able to mark one user as the default recipient for paperwork requests would help avoid accidental sends and improve accuracy.
1 vote -
Supplier default sync
The ability to sync supplier defaults (in particular default 'categories') from DEXT to Quickbooks online (and Sage, Xero etc) would be a very useful tool as it would avoid having the update the default codes on 2 different systems.
1 vote -
Export Payment List
I would like to be able to export all lists in the list section. Today I was wishing I could export the payment methods list. But everything under the lists section should be exportable.
2 votes -
Bulk edit suppliers - Mark as paid" toggle
The suppliers can be edited in bulk, however, the "Mark as paid" toggle is not part of the bulk settings at the moment
Please add it to the bulk edit1 vote -
Expense Claim - Automatically send email to finance to process payment
Currently, once the HOD has approved the claim, the HOD needs to export and email the claim to finance to process. Good if we can set a function that presets finance email address so once the claim is approved, an export of the report and receipts are sent to finance for processing
1 vote
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