1525 results found
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Change invoice date after item has been approved
It would be useful to be able to adapt the date of the invoice once an invoice has been approved but before it is published. This is particularly useful when month end has been locked in Xero but invoices are still awaiting approval in Dext for that month so they can be redated the following month.
2 votes -
Bulk submit for approval
Ability to check multiple in inbox and bulk submit for approval rather than clicking all individually
39 votes -
Line Item Group Extraction
Business Settings> List> Line Item Group
1. Allow manual creation of more than 30 line items
2. Allow CSV import of more than 30 line items
3. Allow csv import template to include corresponding Catergory:
ColA: Group Name
Col B: Catergory4 votes -
Bank match within 1-2% of the expense amount
Submitted receipts sometimes don't include credit card processing fees (such as when they are charged at the payment terminal, not POS). Fuzzy logic/matching could be implemented for receipts to match to a bank item where the payment amount is within 1-2% of the expense amount.
10 votes -
Prevent accidental selection of Sales Inbox on app
The Sales button is right next to the Camera button on the App. So it is very easy to accidentally tap that button instead of the Camera button, which then sends all subsequent scans to the Sales Inbox when they were intended for the Costs Inbox. While there is a way to move the items to the correct Inbox, there seems to be no way to trigger Dext to re-extract the fields using the Supplier rules.
How about asking for confirmation when switching Inboxes?
2 votes -
Duplicate review including original document history
On the duplicate review screen we can see the two invoices, but now that approvals are available in Dext, there is no way for the reviewer to see if the original was rejected and what the rejection reason was to ensure whatever criteria was fixed. If for instance, an invoice was rejected because it was missing information or a PO number, there is currently no flag on that review page to indicate that the original was rejected so when it is confirmed that it is the same invoice, the new submission is also now attached and automatically archived and never…
8 votes -
Ability to turn off features not being used by a company such as sales/bank...
Ability to turn off features not being used by a company such as sales/bank/certain details not needed in a cost, to make the platform more refined and easier for users.
10 votes -
Edit expense claims after approval
Need the ability to edit expense claims after they have been approved. There are times when publishing fails due to the details listed on the expense claim (e.g. date is for a period that is locked, or claim supplier name is rejected). The only way to correct is by rejecting, changing, resubmitting for approval, & approving. This causes the approver to get approval notification again, which is not ideal.
11 votes -
Hide Bank Accounts
User would like the ability to hide bank feeds from the Accounting Ledger (e.g. Xero, MYOB).
3 votes -
Approval "if not" Criteria & Delegation to other approver
Approval to include "if not" criteria.
Approval Re-assign function to other approver.11 votes -
Exporting Document History into QBO with Invoice
Currently, documents coming from Dext to QBO once published only include the invoice itself. It would be helpful if Dext could also capture the document's history as an additional page that effectively captures the "audit trail" for that document within the QBO pdf. It could include the Notes that were tagged to that invoice along the approval process as well.
2 votes -
Sending Document Back to Previous Approver
Currently, rejecting a document sends it back to the beginning of the process, however it would be nice if instead of sending it back to the originator when "questioning" an expense, you could send it back to any previous approver for that document as well. There are instances where I don't disagree with how the document is captured, but I have a question about the invoice for the first-level approver and no mechanism within Dext to send it back to that person and have them add Notes or Comments to clear up any confusion.
2 votes -
Job Costing
Would love a job costing system suitable for construction that works with Xero & also allows the input of timesheets by site teams.
2 votes -
Search by $ amount should not be "comma aware"
Often times, book-keepers are using the search function for a specific amount.
However, for example, "$1,234.56" and "$1234.56" should return the same results.Other platforms seem to offer this feature. It just makes sense.
1 vote -
Automatically filter/void payment reminders
We have some suppliers who automatically issue invoices to our Dext invoicing email. This includes them sending payment reminders. Dext should be able to identify if the related invoice has been received and processed, and if so automatically archive or delete the reminder.
1 vote -
whatsapp
The WhatsApp submission is working for our clients, but when they upload a document, no option to give a note to it is available - could this be added? For example, if they have various branches, to note to which branch it belongs.
2 votes -
Global ability to turn off "Supplier Statement Extraction" by default
I know that it's possible to make sure that an individual supplier has statement extraction turned off. I know it's possible to bulk edit existing suppliers so the supplier statement extraction is turned off.
But I feel like there should be an ability to toggle whether "Supplier statement extraction" feature is On or Off for new suppliers created. If "Off" is selected, then new suppliers that are created have the feature turned off by default rather than on.Currently, I have turned off supplier statements, but then I get a new supplier, move the statement to the "Statements" folder, then…
2 votes -
Split an agents statement into costs and sales
A single statement supplied to my business showing income and deductions can currently only be submitted to Sales OR COSTS - yet it contains both. If submitted to sales it is then rejected when submitted to costs.
Specific to the Statement category if the item in Costs is identified as a statement there should be the option to ‘Duplicate in Sales’ (and vice versa)1 vote -
Cloning Repetitive Mileage claims
Clone a Mileage Claim for repeated Journeys (Just change the dates)
12 votes -
Additional Approvers for Expense Claims based on Categories
Allow multiple approvers of an expense claim based on the category. Expense claims may include charges that are approved by others and should be routed to them for their approval.
1 vote
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