1584 results found
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Send an email notification to the recepients of Item Messaging
The user who receives Item messaging via Mobile app to receive an email notification as well.
14 votes -
Time stamped approval on PDF export
Can the name of approver and time of approval be included in the PDF export of an expense report? This will eliminate manual signing on the report.
5 votes -
email notifications
As an Accountant User working on my clients accounts I would like to be able to receive email notifications for my clients accounts so that when a document is submitted by any user in this client account Dext Prepare informs me. I would also be able to customise the email notifications I receive for my clients accounts for each client and select what type of emails I receive based on the client (document uploaded, document published, document rejected, etc.)
7 votes -
Description before uploading in website
I'm surprised this isn't a feature yet. When you are adding a document online via the webpage there is no area to give a description for the document before uploading or even right after. You have to wait for it to be processed, then go into it and leave a note. For someone who submits receipts & bills both on the phone & webpage it would be very nice to have that feature on the webpage. I am frequently submitting documents that I would like to leave a description for so my accounting team can then know where they might…
159 votes -
Multiple business centers expenses on one invoice!
Ability to code out items from the same invoice into multiple expense codes
1 vote -
Multiple Category
In the Category's (Xero cost codes).
Some of my suppliers use multiple category's can you make it so you don't have to scroll through all of them just to get to the couple you use for that supplier.2 votes -
Save Highlighted Text
What is the point of having a highlighter feature when it doesn't save what you have highlighted on the document?
2 votes -
Add Deposit method
Add a method to add Deposits from Dext straight into Quickbooks. Now when we get a cheque, we have to manually enter it into Quickbooks instead of being able to use Dext's automatic software.
1 vote -
make it easier to see which account I'm submitting to
I have several Dext Prepare accounts. I'm trying to add a document via Dextextension - I'm allowed to select to submit to Dext and choose Costs, but it doesn't ask me which account I'm uploading to. I've checked all of my accounts and I don't see the document in any of them.
2 votes -
Dextension Drag & Drop to support multiple page PDFs as a single DEXT item
Enable multiple page PDF uploads as a single DEXT item for Dextension drag & drop feature
3 votes -
Customer Column
When I click on PDF Preview, or Export the PDF version of an Expense Report, I'd like to be able to view the Customer column. At the moment it's only visible on CSV which is not the ideal format for me.
3 votes -
Export expenses in Pastel Partner format
Export expenses in format that can be imported in Pastel Partner Supplier journal without so much editing needed
1 vote -
number of statements outstanding on summary page
The new statements functionality is great. On the summary page it would be useful to see the number of supplier statements outstanding for reconciliation, just as we can for cost and sales items.
1 vote -
Multiple rules for suppliers option on an amount basis
If a supplier was to have regular invoices for the same amount, would it be possible to set multiple condition rules on an amount basis, rather than just rules for the supplier in general?
For example if multiple HPs was to be taken for multiple vehicles from the same supplier, but the monthly payments stay the same and need split line items to contain correct VAT treatment (10%)
This would remove manual time when bookkeeping.
1 vote -
Expense postings in accounting software for detection on supplier statements
Would it be possible for Dext's Supplier statements section to be able to pick up any items posted as an expense within the accounting software as this would assist with duplication errors? Or is this currently only based on the creditors list?
1 vote -
Sales invoice customer name extraction
Sales invoice customer name extraction. When Dext processes a new sales invoice it checks whether the customer name is existing or new. If it's existing then Dext automatically populates the customer name field. If it's new then Dext suggests that the customer name is populated with the customer name on the invoice. We then have to manually review the list of sales invoices with no customer name, open the invoice record and accept the customer name. Dext will then populate the customer name field. We have many clients (plumbers, joiners, service engineers etc) who work for new clients everyday. If…
3 votes -
A place to store contracts, W9s, etc
Have a documents section (similar to bank documents) that allows for storage of contracts, W9s, etc, with the ability to relate them to customers or suppliers. Thanks
2 votes -
Add User restrictions
Permissions that restrict a user from being able to access the sales module
1 vote -
Read and understand description from same suppliers
Use AI to read the description of a receipt. For example we may get our IT services each month from our providers but if we buy a new computer Dext should pick this up and post to fixed assets.
4 votes -
Sales extraction of both Invoice number and Reference number seperatly
Extraction and publishing of Customer Invoice reference numbers through to Xero.
Currently Dext only allows for the Invoice reference number to be extracted/Entered.
When pushing items through to Xero it places the Invoice number as the invoice number and Reference number but does not allow for the user to enter this into Dext.Specifically the PO numbers received from customers need to be on our invoice and statements
5 votes
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