1536 results found
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Addcomment on invoices awaiting approval
I've noticed that invoice approvals are sometimes delayed for valid reasons, such as awaiting further clarification or documentation. Currently, we have no way to add a comment while the invoice is still pending approval—comments can only be added after an invoice is either approved or rejected.
This limitation creates unnecessary follow-up work, as we have to chase approvers directly to find out the reason for the delay. If there were an option to add a comment or note while the invoice is still pending, it would:
Allow approvers to provide context if they need more time or information
Reduce back-and-forth…
5 votes -
Exporting Purchase Order Numbers in CSV Files
You should be able to export the purchase order numbers that are extracted from the invoices. This is vital information to the business that needs to be retained with the invoice information.
17 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
8 votes -
Automatically add invoice number to descriptions
It would be great if you could add support for dynamic field tokens in the description field — so it can automatically pull in details like the invoice number (e.g., {{InvoiceNumber}}).
We’re a construction company working on a cost-plus basis. We attach all cost invoices to the client’s invoice and include each invoice number in the description to make things easier for clients to follow.
6 votes -
Sort Approval by Next Approver
To be able to sort approvals via next approver would assist multiple users in our organisation to simply find their own invoices to approve.
17 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 votesWe currently support the inclusion of partially paid invoices. Support for applying unallocated balances such as credit notes, prepayments, and overpayments to invoices will be available soon.
If you need any assistance in the meantime, please contact our Support team at support@dext.com or via the in-app chat and we will be happy to help.
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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 -
Advanced Search - partial characters
Search function in Archive be improved to show results with the partial characters of the data being searched. For example, I was searching "13295" but there was no results because the exact reference number was "00013295"
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 -
Supplier statement reconciliation
I have a case where the supplier statement line item dates are being extracted from the due date rather than the invoice date. As I had not initially noticed this I opted for Request documents ( which takes away the Report error option). Of course the relevant invocies are in fact present but dated differently form the dates extracted from the statement. Now I cannot adjust the line item dates to properly correct the reconciliation rather than just marking it reconciled . I suggest that the line item dates should be manually adjustable to avoid this sort of error.
2 votes -
Access to some, not all users
Is it possible within DEXT to allow an individual user to have access to one or two users' DEXT transactions instead of all users DEXT transactions? e.g. Mary having access to Tom's + Jane's transactions, but not Rory's.
26 votes -
Include Property Allocation Column in Transaction Summary Download
Add a column to the transaction summary download in Dext Solo that displays the property each transaction is assigned to. This would make it easier to identify any income or expenses that have not been allocated to a specific property.
2 votes -
Supplier statements via email
You could add a feature to send supplier statements via email as well.
70 votesHi everyone,
Thank you for voting on this idea.
This request is in our backlog, and you’ll be notified once the task is completed.
Best regards,
The Dext Product Team
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Supplier Statement Extraction monthly usage (client block)
I'm so frustrated right now.
One of my clients uploaded a bunch of costs, then moved them to supplier statements. That used a whole bunch of my supplier statement credits (the ones that are limited and pooled across all my clients) because it automatically extracted them (when they aren't even supplier statements!) and now I have to individually download each one and upload it back to costs because you can't just send them back.I want two things
1. Block clients from being able to use my credits (so no extraction without my approval)
2. The ability to move supplier…2 votes -
Ability to upgrade number of extractions rather than users and additional add ons
It would be advantageous to be able to add/upgrade additional extraction limits without having to increase the number of users or statement extraction limits. We have a large number of invoices coming in but don't have many users. Rather than having to increase everything it would help if we could upgrade what we need rather than all limits.
2 votes -
Edit Costs/Sales invoice email on the mobile app
Edit the Costs/Sales invoice email on the Mobile app
2 votes -
Set up a bank rules through the mobile app
Be able to add or edit a bank rule through the mobile phone app.
1 vote -
Duplicate Detection & Supplier Statements
Dext couldn't identify duplicate delivery notes, and sometimes failed identifying duplicate invoices. I would suggest Dext to improve duplicate detection. Also, for the new Supplier Statement function, I hope document references could be kept when moving items from Costs to Supplier Statements, so we can search for statement.
64 votes -
Extract Quantity
Extract the quantity of items within the invoice on the main ‘Item Details’ Page separately from the line items
1 vote
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