1536 results found
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Linking Invoices & Bills
I would be nice to have a feature that allow you to link supplier invoices to sales invoices.
1 vote -
Expense report reference number
I would love to be able to change the reference number on the reports to make the submission for approval by our client even better
4 votes -
give ability to amend "document type" in supplier statement section to change from invoice to credit note etc
create ability to amend "document type" in the supplier statement feature
2 votes -
Supplier statements and MYOB
Sync supplier statements with MYOB.
4 votes -
Set-up a connection to supplier. San Diego Gas & Electric, Edco, City of SD
Set-up a connection to supplier. San Diego Gas & Electric, Edco, City of SD
1 vote -
Automate detection of Amazon Business Fetch Duplicates
Amazon business provides both an "Invoice Summary" which is detected as a numeric unique code (that seems to be called the order number) and an invoice with an alphanumeric code. Fetch is pulling both in and creating many accidental duplicate records. It seems it happens more when Amazon insists on compiling a series of invoices into a single "Amazon invoice." But the order number is consistent on both the invoice summary and the multi-page invoice. Can Dext Fetch match the order numbers to suggest duplications?
1 vote -
Invoice Fetch for Amazon Business US
As simple as it sounds, please make US Amazon Business accounts fetchable for invoicing for Costs.
1 vote -
QUANITY AND PRICE ON PROCESSING PAGE
Please put "quantity" and "price each" on the front extraction page.
1 vote -
Allow Negative VAT Again
Please could you bring back being able to have negative VAT on purchases and sales. For example I cannot do purchase contra on a livestock auction invoice as the software simply doesn't allow negative VAT - I really don't want to have it split items out as it defeats the point of trying to save time.
2 votes -
General bank upload files
- Include bank payment details in the Supplier Cards. Once the supplier payments approved, generate a remittance bank file which can be uploaded to the bank for payment. The authorized bank signatory can than login to the bank portal to approve the file.
1 vote -
Bulk Edit Team priviledges
Currently the Bulk edit is only for Location. It would be ideal if you can group team members into Practice, Client & Standard. Rights are assigned at these levels and we can bulk Edit to assign the rights/permissions
1 vote -
Increase the automatic refresh from Xero to Dext
Increase automatic refresh for 48 hours
3 votes -
Refresh Dext for updated paperwork request report
Having processed items in Dext and reconciled in Xero its laborious to get to the refresh integration option in order to create an updated paperwork request report. Would be great to have a sync button when wanting a current list of unreconciled bank transactions in Xero. Also the option to include bank lines where there is an item in Dext that might not be a valid VAT invoice. I keep order confirmations in Dext as a reminder that they've uploaded the incorrect paperwork and still need to upload the valid VAT invoice.... but then that bank line is not currently…
2 votes -
Employee Certification Tracker for Practices
Add a column on the colleagues tab to show employee certification status. This ensures practices would be able to track whether an employee has completed their certification, highlighting those that have not. This will enable practices to better chase staff to complete their certification.
In addition, I would also suggest adding an export function for this list which includes the following: first name, last name, email address, linked to account, privilege level, location, status (i.e. certified or non-certified), date of certification obtained and expiry date.
MORE CERTIFIED STAFF = MORE COMPETENT STAFF
7 votes -
Bank Rules for Suppliers in Dext
Would be good that if in Supplier rules you could see text to look for on a document a bit like bank rules in Xero to be able to better set specific rules for suppliers.
1 vote -
Add a flag/unflag key shortcut
Add a key shortcut to flag/unflag the invoices
1 vote -
Splitting receipts within Expense Claim Form
Currently, multiple receipts on one document must be split BEFORE adding to the expense form.
SUGGESTION: I would like to kindly suggest to add this capability within the expense form itself.
JUSTIFICATION: It would be much more efficient, and accurate, to add all receipts to an expense claim at one time. Then reconcile within it, splitting receipts within the expense itself at one, or multiple users, discretion.
People do not always have time to split receipts out in one sitting, therefore, the possibility of missing receipts on claims by coming back to the inbox repeatedly is much higher. Additionally, if…1 vote -
Running invoice totals
I think you should add a feature that shows the total amount of the invoices you have selected. For example, you "select" 3-4 invoices, at the top of the page it would show "3 Invoices, £453.23". A dyanmic toggle that would be useful when tallying up invoices to push through to match payments in Xero.
Xero have this functionality in bills to pay as a reference point.
6 votes -
Duplicate Item Review by End User
Allow the End User to determine whether a duplicate expense entry is correct or not. With the current set up, the End User is unable to get similar looking expenses into the system and it's quite frustrating needing to wait for the Admin to review and approve. First they must notify the Admin that they are having this issue, then the Admin needs to approve the duplicate item, at which point the End User needs to return to the app to complete the data entry. This process is extremely inefficient.
There can be two layers of review for duplicates if…
7 votes -
Paperwork Request - amend order in pdf
I need to sort by bank and then date order (oldest to newest) but there is no option to do this unless I extract to csv and manually amend. I also noticed that bank lines were missing if Dext thought there was an item waiting to be processed that matched - but the document uploaded was not a valid VAT invoice so I still want to include that bank line in the paperwork request document.
2 votes
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