1536 results found
-
Find duplicates across multiple businesses
Many of my client's have multiple businesses and often upload the same invoice to two or more entities resulting in double payments. It would be great to be able to group individual entities and search for duplicates across the group.
4 votes -
Telecommunication
The "Telecommunications" type of industry can be included in the selection under the Business Profile.
1 vote -
Mark individual line items as billable to or not billable to a customer or customers
Unfortunately, simply not putting the customer on the line item does NOT solve the issue. I track my costs to my customers but sometimes I include the subscription for QBOnline and sometimes I invoice for it. I ALWAYS track my specific costs to a customer whether it is billable to them or not as I use PROJECTS. Please fix this. It's a simple toggle on each line item - billable? YES/NO. I have multiple customers that use this feature as we use projects extensively (architects, interior design, etc.). AutoEntry can accomodate this need.
3 votes -
Ability to automatically archive or delete Delivery Tickets, Exchange Tickets, & Pro Bills
Right now it seems the only way to process invoices for one of our major suppliers (a delivery company) is to download what they sent to our Dext email, delete it from Dext, & re-upload it as One page per document. But then we have the invoice (page one), along with the delivery tickets, exchange tickets, & pro bills associated with each line of the invoice. These can generally be deleted for the purpose of accounting & it would be best for that to be automated, but automatic archiving would be fine, too.
1 vote -
Record payments from remittance advices
Customers frequently send remittance advices ahead of making payments, and often these are payments for several invoices. Currently I manually attach these to the payment transactions in Xero on reconciliation. It would be great to see Dext with the ability to scan these remittances, record sales invoices as paid in Xero, and attach the remittance advices to the payment transaction.
I would see this working similarly to the 'paperwork match found' functionality of Costs.
6 votes -
Enter the date without /
If we need to enter an old date we can't just enter 01012024, we have to put in / which is frustrating as in QBO you can just enter the numbers so it's a habit already. Dext gives an error 'Use dd/mm/yy.' it would be useful to not have to add in the /
7 votes -
Rearrange document
Change page order of bills with multiple attachments. I have a bill from a tradie who has attached proof of purchases. I want to display the tradie invoice first followed by the materials bills but cannot rearrange the order
5 votes -
Dropdown Attendee Selection for Meal Expenses
When coding meal expenses in Dext, users should be required to select attendees from a dropdown list populated with the current company user list (synced with Dext).
This is essential for compliance, as documentation of meal attendees is required for tax deductions and audit purposes.
Manual entry leads to errors and inconsistent naming, making audit preparation difficult and increasing risk. Expensify has this feature, and our team found it very effective.
Please consider adding this as a required field for all “Meals & Entertainment” expenses.
1 vote -
MYOB Pro
Ability to connect MYOB PRO
1 vote -
Supermarket receipts
Hi. I often go through the supermarket receipts e.g. Tesco which don't have VAT breakdown on them. When the client buys cleaning products, it would be useful to have an option to open a small calculation spreadsheet to work out the VAT amount on those cleaning products. it would also be useful if one could save this with the original receipt as a record of how the VAT was worked out.
4 votes -
Reques documents from suppliers to be stored in the Vault
Add the option to send requests for documents direct to suppliers for them to upload to Dext Vault. This could be part of a new supplier onboarding process, or ad-hoc when documents expire.
3 votes -
Filter by Project in Approvals
Ability to filter by Projects in the Approvals view so when exporting documents you can do it per project
9 votes -
Supplier Statement Coding
Can you please add a column within the supplier statements to code directly from the details tab instead of having to go into each invoice to code and come back to supplier statements afterward?
1 vote -
Ability to have OCR (Optical Character Recognition) of text in pdfs that do not have selectable text.
Here’s an example of our workflow for a vendor that submits pdf invoices that have text that is not selectable:
1. Type was changed from "Other" to "Invoice" by User because the OCR system could not read the word "INVOICE".
2. Supplier name was set to "[Name of vendor]" by User because the OCR system could not read the lines under "REMIT TO:".
3. Tax was set to "GST" by User because the OCR system could not read the word GST at line 114.
4. Category was set to "Shipping and Delivery" by User because the OCR system could not…1 vote -
Supplier Statemnets Zoho books
The invoices that are already within Zoho books do not show up in the supplier statement. These were posted previously into Zoho books and were not processed through Dext. Can we get a function to look at the invoices in Zoho books to reconcile a Statement in Dext.
2 votes -
Practice users notifications for expense claims and invoices approvals
At the moment, when we have an approval process set up where the first step involves our internal practice users, they do not receive any email notifications when there is something pending their approval. We’ve confirmed this behavior with your support team, and understand that currently only external users receive such notifications.
This limitation makes it difficult for our internal team to stay on top of approvals, as the only way to know if action is required is by logging into the platform daily to check manually.
It would be extremely helpful if internal users could also receive email notifications…1 vote -
VAT Status for Zoho Books UAE when creating supplier
When creating a new supplier in Dext for the Zoho books integration, the VAT status needs to be set before you can publish a bill. This is because the supplier has to have a tax status applied before it will accept an bills from Dext.
Currently, I have to click publish, which creates an error in dext but still creates a supplier, then go into zoho > vendors > set the VAT status/scheme and then go back to dext so it accepts the bill.
1 vote -
Amazon API import - Amazon Business - supplier rules
Amazon API - bills imported from Amazon Business - to have Supplier rules as any other supplier purchase documents.
2 votes -
Fix issue with Adjustment of Attachment Preview in QBO
The QBO attachment preview takes up too much of the page. The adjustment feature is faulty, and it is frustrating trying and failing to minimize so that the actual transaction can be viewed.
2 votes -
Show categories for suggested matches on bank rec screen
When suggested matches appear on the reconciliation screen, show the category which the invoice is assigned in the green box, as there is no easy way to see the category without manually finding the invoice.
3 votes
- Don't see your idea?