1642 results found
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Enable a Tick Box option for remembering Cost Items' supplier rules (instead of going in separately).
Enable a Tick Box option for remembering Cost Items supplier rules (instead of going in separately).
1 vote -
Ability to create a journal entry rather than a sales invoice
Hi, we would like to be able to do sales imports by journal entry rather than sales invoice. We are in the hospitality industry and have little to no receivables so we post our sales via journal entry to make sure all funds were collected. We are using Quickbooks Desktop.
1 vote -
Approval Workflow
Adding supplier to approval workflow needs simplfying - when new supplier has to be added to an exisitng workflow, why does everything go back in to costs workspace to then be re-added to approval workflow - very clunky
1 vote -
PO approval linked to invoices
Require approved PO for each invoice
2 votes -
See assigned manager on User Page
Using the new version is there a way I can instantly see the assigned manager on the main Users page (maybe the ability to add a column for this) without going into each individual user? We used to be able to see this in the My Team page on the old version next to the user privileges.
2 votes -
Tax code extracting with Line item extraction
Have the option to extract the tax code with Line item extraction.
28 votes -
Add way to flag field we care about.
Our accounting company uses Dext and our staff are responsible for adjusting the fields. There should be a way for our accounting company to rename or flag the specific fields that they want us to double-check under Item Details. There are a lot of fields there and many of them don't pertain to us. I want some visual flag for our staff as to which ones we have to edit. Even just renaming "Category" to "Category >" would be beneficial. According to the AI chat bot, this isn't possible.
1 vote -
manual match
If Dext doesn't automatically match an expense with a bankstatement, the option to do it manually (for instance date doesn't match or partial payments)
6 votes -
edit document reference in cost inbox
Able to to edit the document reference in the cost inbox rather than clicking on the transaction
1 vote -
Adding new categories
adding categories from the costs screen
1 vote -
VAT analysis for clients on Flat Rate Scheme
If a client is on Flat Rate VAT scheme, would be great for Precision to have a comparison report of whether they are better off or worse off, using the transactions already processed in QBO or XERO.
1 vote -
scan a receipt and select category
When we scan expense receipt, If we get last selected category popped up automatically will be easy to submit similar expenses together and faster.
1 vote -
The ability to change the details on the Items Details Page
We do not use Po #s, Product/Service or Customer details and would like the option to have them removed as it takes me longer to complete the fields we do use because these are all showing and are blank so it makes me think I am missing something.
2 votes -
sort by tax
Could we sort by tax in the Costs page? That would be a workaround to solve my Uber/Eats tip invoices issue.
3 votes -
autosplit email in option submission method
autosplit email in option submission method
6 votes -
Add projects from the mobile app
Be able to add projects from the mobile app at the same time as adding a new receipt in case we forgot. Either that or add a choice of "add new project" in zapier to integrate with our existing time tracking app
1 vote -
Bills to autopublish to accounting software as draft whilst in Approvals workflow
We currently use ApprovalMax for approvals - bills publish from Dext to Xero as "Awaiting Approval" which are then automatically loaded to ApprovalMax for the approvals process. Switching to Dext approvals would be amazing however there doesn't seem to be a way to have the bill publish to Xero until after the approvals process is complete. Please could this be considered as an idea
2 votes -
Exception rule to suppliers/accounts in Approvals
In the workflow, we need to be able to select a cost account, but perhaps exclude some suppliers as these should go for approval to someone else.
The ideal exclusion should be allowed by selecting the supplier account specifically.
Otherwise, there should be a way to select all suppliers and manually deselect the ones to exclude. This does not seem possible at the moment.2 votes -
Integrate with Xero Projects
Add integration with "Xero Projects" so we can send bills directly to project inside DEXT and not have to do it again in XERO.
Cheers ! :P
149 votes -
Expense claim - Special user privilege just to submit receipts for claim
As we aim to encourage all employees to submit their claims through Dext, we’ve encountered a challenge: the lowest access level currently requires users to input extensive information, such as GL and Class. It would be beneficial to create a new user type specifically for claim submission, allowing users to submit claims without needing to see or enter these detailed accounting details. This would streamline the process and enhance user experience.
2 votes
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