1647 results found
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Custom CSV file setup for different accounting platforms
Provide a service to create a custom CSV export file for accounting platforms other than the standard ones. As a private club we use Jonas Club Management which only allows for CSV batch uploads with a very specific format. We also need the ability to identify a posting date or date of record that may be different than the invoice date. e.g. We receive an April invoice in July and need it to be posted to the GL in July rather than April without having to change the invoice date.
1 vote -
Line item detail visible to approver
I see that this issue is considered resolved, but the line item detail only shows the first few words of the description, with no apparent way to see all of it without cancelling, reading in Costs, then re-approving. Plus, I need to be able to see which tax code was chosen, not just how much tax in on that line. I have a client where there are two distinct codes that both yield 13% tax, but it matters which one they choose.
1 vote -
Supplier statement extraction
If there invoices missing in both Xero and Dext, please can you just allow us to upload those missing invoices straight from the statement in Dext.
There could be tickboxes next to each invoice line which we can tick and then hit an 'upload' button to send them to Xero.
2 votes -
Deductions from income for letting fees etc
When you upload a statement it allows you to add in a negative line on a "sales invoice" so that you can reconcile back to the amount actually received. However, when you create a sales invoice from scratch it doesn't seem to allow negative numbers in any of the boxes. Can this be changed to allow this as it is much easier than adding on a sales invoice, then a purchase invoice and matching both against a bank transaction. Thanks
1 vote -
Bank reconciliation on Dext Solo
To enable us to check that bank transactions have been uploaded correctly we need to be able to check postings to the bank or at least see the bank balance figure on screen
3 votes -
Annotation
Bonjour,
Pouvoir annoter un document déposé dans Dext, sans devoir l'annoter AVANT/APRÈS la publication dans Dext.
Merci!
3 votes -
Dext Solo - report backup
You need to be able to drill down into the categories on a report to see what has been posted there. At the moment there is just a list of numbers you ought to be able to see all the data that was on the bank statement specifically the payee details. How on earth are you check that things have been posted to the correct category without this feature.
3 votes -
"Move to": improve hierarchy on taskbar
The recent change means too many clicks - move it up at least one level, i.e. move to sales and move to statements would sit directly within the actions header.
1 vote -
AI Assist: Invoice Total from Lines Extracted
Add functionality for AI guidance to add the lines of an invoice in costs and sales (already a feature), then use the total of these extracted lines to become the subtotals, tax and total of the invoice. For example, guidance splits a document based on project, add the items (this gives the unit value), adds the qty from the document, giving the line totals, then the guidance could elect this to populate/overwrite the totals extracted from the document
1 vote -
payment method auto expense claims
When auto Expense claim is used, bring in the default payment method for that user for the claim
1 vote -
Allow AI Guidance to override Auto-Publish
It would be extremely helpful to have an option for AI Guidance to prevent an item from being auto-published when the guidance identifies that the invoice should not be published.
For example, we would like to use AI Guidance to flag invoices that belong to another site or should otherwise be reviewed, and have the invoice remain unpublished even if the supplier is set to Auto-Publish.
At the moment, AI Guidance can identify and flag these invoices, but the Auto-Publish setting takes priority and the invoice is still published.
Having a “Do not publish” / “Prevent auto-publish” action within AI…
1 vote -
Matching receipts to bank transactions accurately
At the moment Dext is mismatching a lot of bank transactions to the wrong receipts, making it unreliable. It often converts a different currency into pounds, and as long as the amount and date relatively match it matches the receipt - which can be from a completely different supplier. This misleads people into thinking they have supplied a receipt for a specific bank transactions when they haven't, rendering the matching feature unreliable.
That's because currently bank matching works primarily with amount and timing. Could a supplier match be added please to ensure less errors are happening? Attached a few examples.…3 votes -
Duplicate workflow and detection criteria
There are 2 aspects here - the first is that there should be a user-initiated workflow to request approval of an automatically flagged "duplicate".
- Admins have no ready way to know what is sitting in the duplicate bin waiting for action and what has been effectively discarded and re-attempted by the user.
- Capturing the request would attach context about how the distinct transactions relate to one another, should they be subsequently queried
- Users have an un-actionable "duplicate" alert - they can't resolve it and they can't generally know who to ask out-of-band.
The second aspect is that existing receipt duplicate…
1 vote -
Export approval history into Xero with Invoice / Rename approval stages
It'd be great to be able to rename approval stages so auditors can know in what capacity someone is approving the expense (ie rather than Stage 1, you could have "Budget holder", instead of Stage 2, "Department head" etc) and also have that approval history exported in a separate document and attached to the invoice when submitting to Xero.
1 vote -
1 vote
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Dext App Photos - Improve Capture of Bills and Receipts
Check the MYOB Assist App Capture a Receipt function to take or upload a photo of a receipt or bill. It is an advanced system that is simpler and quicker to use then the Dext capture system. One click opens the photo capture screen, it will then identify and frame the bill or receipt, regardless of the size of the document eg can frame long receipts as a single photo, and automatically captures it with out needing to click a shutter button. Also has a + Page option to easily capture multi-page bills. Would love to see Dext adopt this…
1 vote -
Ability to have more than 1 person in a workflow
We have more than 1 person and a lot of handing over in our processes rather than 1 person doing the work and 1 person reviewing it. We have people doing different parts of the process but we would like it if we could have them on the same workflow. It would be good to be able to send a workflow for review without having all the checks done.
20 votes -
Dates in workflows
Allow better tailoring of dates when creating workflows.
Being able to select the date range e.g. payroll for the current month and CIS returns being 6th to the 5th of the following month2 votes -
Solo - option to link bank feed from a specific date
It would be good if the client could have the option to choose a date from when they would like the bank feed to start. When a client starts part year or first year it can take quite a while to scroll down and bulk edit transactions not needed or from previous year and if a clients bank feed gets disconnected, where they have to start a brand new connection, this has to be categorised as duplicates or will still show as to review in the reports section.
3 votes -
Dextension paperwork report
It would be great to be able to attach the Dextension PDF or CSV paperwork report to the email sent to clients, rather than the list of transactions just being in the body of the email. It looks like a dog's dinner and is really hard to read. Being able to attach the PDF would be better.
5 votes
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