1647 results found
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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 -
Period lock notification before sending it through for approval
Would it be possible to notify the submitter that the period is locked before it goes into approvals? I have had invoices not getting published because the invoice is old and the period is locked which results in putting the invoice back into the inbox, changing the date, and then sending it again for approval.
Additionally, if I were to have to send an invoice back for approval, it would be great if I were able to add a note / feedback about why the invoice is being sent in for approval again even when it was approved by the…3 votes -
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 -
Allow 'clear publishing data' of approved items
Once items are approved, allow the 'clear publishing data' option. Otherwise, for errors that need to be corrected, the item needs to be rejected and then re-approved.
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 -
Limit user privileges so that they cannot add a new supplier
Please provide the option (toggle button) to prevent users from adding new suppliers.
52 votes -
New Suppliers on Fetch
Add more suppliers to Fetch! Specifically main builder merchants such as Selco Builders, Howdens, Listers, Double R Glass
11 votes -
Purchase Order
I like that Dext can extract a PO number, but sometimes they aren't always numbers. Can you make this a more open field?
Also, now that you have the extracted PO number, this function doesn't work if you merge items. I merge our sales order confirmation with our invoices once recieved. However, I loose the purchase order function when this happens.
2 votes -
Push notifications for mobile device when Approval requested
It would be great if we could enable push notifications to your mobile device when an invoice requires your approval. Currently, there are only the email notifications but all of my team mostly completes their approvals while they are on the road via their mobile applications.
4 votes -
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 -
sales invoice category default
- Have a setting to default all sales invoices to a particular category.
- Also allow a setting to auto-populate all new customer names, as all new customer names are only suggested currently.
This would then allow us to autopublish all our sales invoices via dext directly to our accounts system without having to log into dext to carry out both of these tasks daily.
9 votes -
Expense Claim PDF export
I would like for there to be an option to edit/filter what is put onto an expense PDF/Export. For example, the ability to remove tax / net value, and only display gross values.
1 vote -
Auto Select Page Layout
When scanning invoice into Dext that Dext can auto select page layout e.g. if the document is landscape Dext auto corrects to show in landscape
1 vote -
Bank Transactions Match Details
Show more details in Match column. So it is clear whether the transaction has been published to Xero or just simply has the paperwork in Costs Inbox.
2 votes -
Ability to Capture and Sync Balance Due (Not Just Invoice Total)
Currently, Dext only captures and sends the invoice total to QuickBooks Online. For outgoing invoices, this creates issues when a customer has already made a partial payment, since the balance due is often different from the total. This forces manual adjustments inside QuickBooks for nearly every invoice.
I would like to request an enhancement that allows Dext to:
Recognize and extract the Balance Due field (when present on an invoice).
Provide a setting or toggle so users can choose whether to publish the Total or the Balance Due to QuickBooks.
This improvement would reduce manual work, eliminate errors, and make…
1 vote -
Dual integrations setup - defaults for Costs/Sales
Be able to choose the default integration by section - Cost vs. Sales.
2 votes -
Vault Summary Column
Dext Vault: Dext Vault in the Folders View and inside a folder, have a column with a Summary icon we can hover over and read (similar to how we can do that with Notes and Messages).
2 votes -
Date format based on user's location
Ability to choose how the date format is presented in Dext for different users, eg. for US based users (not used to it), a business can have people in different locations with different expectations.
2 votes -
Vault from mobile app
Scan directly to the Vault from the Mobile App. Similar to Costs and Sales.
3 votesThis is planned, thanks for raising
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