1536 results found
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Adding TikTok & Evri to the Integrations For Costs
Please could TikTok and Evri be added to the integrations list so we don't have to pull off invoices manually.
1 vote -
Email-in clarity and auto-split option
Automatic split email in option. Just have the email in option to be auto split to stop 2 emails being required. Also, make it clearer what single/multiple means for email-in as many of my clients are confused as there is no detail.
8 votes -
7 votes
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PDF page arrangement/editing
To be able to manually rearrange, add or delete pages from a pdf once uploaded. For example, merging files does that, but you can't control which page goes first, and sometimes you may need to delete or replace a page or whole document but to retain the other data associate with the invoice/etc. Using a third party tool to do it and then delete and replace the file in Dext seems an extra step that could be avoided.
17 votes -
Primary columns
In the settings menu, I have to unclick boxes for primary columns that I don't want to see, EVERY TIME I SIGN IN. These should be defaults. I shouldn't have to change them every time. Same for the expense reports. I have to do it there too.
3 votes -
Notify user when integration is expired
Notifiy user when integration with accounting software has expired and needs to be connected again.
3 votes -
Allow regular payment to be repeated
If you have regular payments (for example, monthly subscriptions), it should be possible to set a schedule so that the payment entry is automatically created. Or as an alternative, it would be helpful to be able to duplicate an archived payment and update the relevant field
1 vote -
checking transactions with AND without attachments for possible paperwork match
When looking for paperwork match, Dext should be checking not only the transactions with no attachments, but also the ones with supporting documents.
Some banks are now downloading into QBO check images as part of the integration. What that means, is that the back up to the checks issued by client and uploaded to Dext is currently not being matched and the back up needs to be manually downloaded and attached.
1 vote -
Terms
If you could have the payment terms pair with what is set up in QBO with suppliers this would be awesome instead of net 30 or due on receipt.
7 votes -
Auto flag incoming mailbox submissions / lost/missing receipt workflow
Hi there,
We have a scenario which i think alot of business might face. Lost and missing receipts.
Staffa are required to fill out a Lost/Missing receipt form and then submit it to dext.
Were currently in the process of creating a digital form in power apps that will collect the info in microsoft teams and on submission will submit a pdf to dext via the organisations email in address, or maybe another one specifically for this purpose.
in time well have it come from the users dext email in address but at the moment theres no way to add…
3 votes -
Summary page make the bank transactions clickable
On the summary page under the bank transaction column it would be nice to be able to click on the number in the same was as in the inbox items so the the relevan bank transactions will come up on the screen
1 vote -
Bright Books stock invoice integration
I would like to suggest a feature for stock invoices for integration into Bright books.
Therefore, if you have a stock invoice to add, the supplier will have already been created for the invoice purpose as it is,
Each line from the invoice will then populate with the product code, description, quantity and price.
If the product code does not exist, like the feature already on DEXT for new suppliers, you will be alerted that a new Product is about to be added.
As the stock feature for movement is already within brightbooks, once the stock invoice is complete, and…
1 vote -
Backup file naming options tab
Be able to select how files are named for backup. Ex. right now its supplier/customer-itemID#.filetype
I would like to select a default for what info is included in the file name. My suggestion is to include the option to select name file: document reference #, invoice date, and the supplier name + item ID (as mandatory) Ex. supplier/customer-DOCUMENTREFERENCE#-itemID#.filetype6 votes -
Restrict ONE Bank feed per employee for Matches
Link an employee with only ONE possible bank feed for finding matches.
1 vote -
Split payment
Allow invoices to be paid using more than one account. Eg. if an invoice was paid part by bank and part by cash. It would be useful as I can't upload the same invoice twice and split the payment!
8 votes -
Notifications sent to users when they're assigned Document Owner
I would send email notifications to users when they are assigned as the Document Owner in Dext Prepare. This would then bring to their attention they have something they need to action / review in Dext.
1 vote -
More Details on History Tab
I would love to see a little more detail on the History tab of a receipt. I would like to see "Drew change the Category" or something to that affect so I know if my client entered the Category or if Dext entered a suggested Category.
1 vote -
Notifications for deduplicated items
Send a notification to the user when an item has been deduplicated.
7 votes -
Global Smart Split Rules - Choose Vendors Applied to
Set smart split rules globally then choose which vendors the rule applies to. Having to create on each individual vendor is annoying.
2 votes -
Add Mozambique to list of dialing codes
Good day
Please add Mozambique to the list of dialing codes for purposes of allowing dext mobile use.
Thank you.
1 vote
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