1525 results found
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There needs to be options for Motorcycles, Bicycles and walking in the Mileage section.
The Mileage section in the UK only permits 'Car' and 'Van'. Motorcycle, Bicycle and walking are all valid claims, yet are not listed. Can you make this happen?
6 votes -
Planned dates for payment runs
Allow to set a future date for payment runs. This can help with cash flow planning and allow multiple runs to be signed off that stretch over a number of weeks/months.
i.e. If you create a payment run on the 12th of the month but you want to pay it on the 25th of the month
3 votes -
Renaming documents title when downloaded based on contents of the document
The ability to rename document based on the contents of bills. Fo example, once a a bill has been published, this will be renamed based on contact name, date and amount (ex. Adobe010120255000). This feature helps us easily identify the document once we download, instead of naming this as I guess the document reference number in Dext.
5 votes -
Sync approval status in Quickbooks
The accountants and owners need to see the approval status in QuickBooks as they do not use Dext. Currently this information does not transfer to QuickBooks and QuickBooks online has a spot for approval status. They should be able to open a bill in QB and see that it has been approved without any additional documentation.
22 votes -
Running the Dext Connect App as a service
Enable the app to run as a service so we could have this on a server and working even if nobody is signed in.
11 votes -
Dext Solo - don't hide the bank matches
For Dext Solo - there are a lot of bank transactions that does not show a match but there is a match . And there are a lot of false matches where the amount is the same but the supplier or date is different .
Every single bank transaction where is no match has to be checked manually againts the cost items. Altough Dext algoritm recognises as a possible match and even the green ''Suggestion '' button shows it , it is not revelead on the main banking page , we need to click on the item and scroll through…3 votes -
Extract the bank info for suppliers
Additionally, extraction of bank & contact details would ensure that if suppliers change these then RB picks it up to ensure they're correctly paid.
Another client: it would be great if bank account details can also be extracted from invoices, stored within Receipt Bank and then are available for extract via csv. A very timesaving development....
165 votes -
Enable Client Access to Reports in Dext Solo
Clients using Dext Solo currently cannot access their own reports—only partners have this capability. Many of my clients see Making Tax Digital as an opportunity to gain real‑time visibility into their income and expenses. However, without direct access to their reports, clients are unable to benefit from these valuable insights.
3 votes -
Advanced Search to include searching by line item
It would be very helpful if the Advanced Search feature included the ability to search by line items. In my case, it would be helpful to search by class when a cost has multiple line items allocated to different classes.
5 votes -
Scrolling Issue When Returning from Item View
When I’m searching in Dext in Archives or Current expenses, every time you click on a transaction and then close it, Dext goes back to the top of the latest input – and then you need to scroll all the way back again to get where you were. This can be very frustrating and a fix for it would be great!
41 votes -
Make bank feed available to standard users
We would like Dext to be able to function more like RAMP or BILL spend and expense from this standpoint: That the transactions hitting various bank and credit card accounts will display in a bank feed so the users are prompted to know which transactions they need to upload paperwork form. We would like to make this available to standard users, or at least create the ability for us to allow a users to see the bank feed WITHOUT giving them publishing rights. This way clients can be more proactive rather than waiting to receiving paperwork requests.
27 votes -
Lock Dates for expenses
Is there a way to close periods/dates in Dext so that they cannot be used to prepare new expense claims?
10 votes -
Spending limits per category for expense claims for employees
I have had one client I have recently onboarded onto Dext and one thing they mentioned regarding expense claims seemed interesting.
They currently do their expenses manually and employees only claim £X per day on certain expenses such as evening meals whilst working away. They put the full invoice/receipt on their expenses claim, but in terms of an amount they only claim the limit of £15. A feature where you could set spending limits per category for each employee (With potentially the option to do granular levels for each employee and the option to do a blanket approach across the…
2 votes -
Missing Electric Mileage Rates
In the mileage feature to claim back Government official rates - you are missing the second rate for company cars that are electric. Home charging is 0.07p, but from a public charger it is 0.14p. Can you update your software to show this.
3 votes -
Allow for partially paid invoices to be paid on payment runs with the remaining outstanding balance
After trialling our first payment run, we noticed Payments does not allow for partially paid invoices to be included. These could have overpayments assigned to them or even just credit notes.
It should be possible to include partially paid invoices by including only the outstanding balance. For security, when these are added to the payment runs, it should come with a warning; even when approvers are checking the runs it should require their sign-off prior to complete approval.
2 votes -
Integrate with Pheonix agdata
The client is requesting to integrate with Pheonix agdata as this is the major tool they used for their accounting.
2 votes -
PO to Sales Order (Sage50)
When publishing m a PO under sales in Dext to Sage50, it automatically creates it as a sales invoice. It would be ideal to have this publish in Sage as sales order. Sage already has a seemless way to covert a sales orders to sales invoices once our jobs are ready to ship. Having this solution in where dext publishes a po to Sage as sales order will help improve manual entries of our POs into Sage 50 from he onset.
2 votes -
Approval Workflow Conditions
for approval workflow, if you can add between certain amount and under certain amount as new conditions, that would be great! Thank you
7 votes -
Message icons change to reflect message status
On the main screen, you can enable the display of Notes/Messages which gives you an icon on the far right if you have recorded a note or sent a message to a client. My suggestion would be that the message icon changes (or changes colour) to indicate whether the message has been read and a different icon (or colour) if a reply has been posted. Much like WhatsApp and any other messaging interface really.
2 votes -
Bank Accounts - Allow Default Selection or Remember Last Selected
When accessing Bank > Transactions with multiple accounts connected, the system always defaults to the same account and reverts to it after navigating away. It'd be great to either have the ability to set a default bank account, or for the system to remember the last selected account across sessions.
In our case, it auto selects our international account whilst the transaction bank account with the payment cards should be defaulted to instead.
2 votes
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