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1584 results found

  1. Have the "Export" tool that is available on the other screens on the "Approvals" screen plus add other columns of data as well.

    4 votes

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  2. Have transaction fees broken out as part of the sales transaction. Full description from commerce needs to be displayed on the PDF created to ensure proper coding.

    1 vote

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  3. Dext Vault: Would like to have an Expand Folder View so we can see the folder name and all the files in it in the same screen view.

    1 vote

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  4. For not-for-profit and charity clients, the rebate calculation would be incredibly helpful. It would remove the need to reclassify sales tax in the accounting software.

    1 vote

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  5. Tax Complexity - Telling Dext which client uses what tax rates (GST/HST, QST, PST, State Tax, etc.)

    1 vote

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  6. dext extension chrome - please change to accept one document per page on the sales or have it as optional

    1 vote

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  7. It would be great to have a feature on Dextension that enables it to search ones inbox for all attachments such as bills/invoices/receipts from suppliers that are saved as contacts in ones Xero account from ones inbox and forward them to Dext.

    When one logs into their email (Gmail, Outlook or other), a prompt comes up asking if Dextension can be allowed to search for the paperwork upon which it runs a scan and automatically forwards anything matching the criteria to one's Dext inbox.

    2 votes

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  8. Use a previously entered transaction as a template for another transaction. As an example we quite often have transactions that need to be allocated in the exact same proprtion as a previously entered one but every single time we need to start from scratch and enter them line by line. Usres should be able to either copy a previous transaction or create x numbers of lines, all wit the same descrption and a % or $$ amount specified.

    1 vote

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  9. Upload Z-Reports from the POS

    4 votes

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  10. Allow for more detailed approval tiers, ie Manager approval for everything but Capital items within a certain subset of the chart of accounts which should be allowed to be defined without a limit (ie more than 40). Detailed outline example Over $2000 for the subset of accounts outlined in the rule would require an additional Executive approval but costs below $2000 for this account subset would stay within Manager approval limit

    2 votes

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  11. Make the photo receipt input be the default on the last used setting (capture method) or single/combined for longer receipts, as one button.

    1 vote

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  12. 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

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  13. The "Telecommunications" type of industry can be included in the selection under the Business Profile.

    1 vote

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  14. 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

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  15. 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

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    1 comment  ·  Admin →
  16. 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

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  17. 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

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  18. Ability to connect MYOB PRO

    1 vote

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  19. 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

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  20. 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

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