1536 results found
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AI Agent to read text within email
I would like to have the ability to set an AI Assist rule to have the AI Agent read the emails which are sent in to Dext with Invoices attached to pick up on specific key words which will either flag that invoice for being reviewed and processing differently or to push it to a separate automated workflow.
Worked example:
A client which has in-kind sponsorship agreements regularly received invoices for goods and services provided as a donation to the business in exchange for advertising at the business and other perks. The invoices provided for these services commonly do not…1 vote -
More informatitive document upload failed email
When an emails document fails to be imported into dext, for what ever reason the image name is included which is a little helpful. Users will generally be looking for the subject of the email they sent rather then the image name that was attached or the name of the file that dext assigned. Searching for an email subject is the easy way to search for the failed document.
Please include the subject of the email that was sent that resulted in the "Unsuccessful document upload"
1 vote -
Number of active workflows on the Client List as an optional column
Like an extra button in a column (similar to the healthscore button) that says number of open and active workflows. Ideally hyperlinked to take you through to the workflows section within the client. Would increase visibility on the client list dashboard. Requested by Tasnia
1 vote -
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.
3 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.
3 votes -
Amazon API portal not fetching the correct invoice format
The Amazon Business (UK) API is automatically fetching my purchases, but it's inconsistent whether it fetches the invoice (correct behaviour) or the purchase order (incorrect behaviour). Please make it consistently fetch the VAT invoice.
6 votes -
Home currency Tax update after adjusting Home currency total amount
When I update a transaction in USD (foreign) currency, I input the CAD (Home currency) amount that was taken from the Credit card statement, and when I press tab to switch to the next field (CAD Tax amount), the CAD tax amount field should already update or show as a suggestion underneath the field with the proper exchange rate calculated from the CAD Total field update.
Right now the auto-update only executes when tax is set as fixed tax value and not as extracted amount value.
1 vote -
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.
11 votes -
Dext Commerce - Square Fees - Reference extracted is too long for Quickbooks
When Square integrates with Dext Commerce Lite, it extracts the long reference number which is too long for Quickbooks. This means that it can't be auto published, meaning manually having to change this on every fee invoice that comes through before publishing.
1 vote -
QBO Integration - Clear View of Project vs Customer on Mobile App
The mobile app does not currently distinguish Project vs Customer on the Customer drop down selection.
This used to be a feature where :Project is identified by a :
Please restore this code.
Thanks!
1 vote -
Add transaction creator to data health check transactions flagged
Add transaction creator to data health check transactions flagged - include on the export spreadsheet
1 vote -
Date of delivery to be added on a sales invoice that you have created
Add a new feature for a date of delivery to be added to the sales invoice creation of a service item as well as a date of invoice.
1 vote -
Allocate Items to Auto Expense Claims by Item Date NOT Upload Date
Items uploaded are automatically allocated into Auto Expense Claims by the date they were uploaded, not the actual date/transaction date of the item/receipt. This causes items to be allocated into the wrong month and forces users to have to manually move them back.
ie. You upload a receipt dated 28/02/2026 on 02/03/2026, it is automatically put in the Auto Expense Report for March 2026 (Ending 31/03/2026) despite it being a February 2026 receipt. This makes no sense, as receipt are always reconcilled based on the transaction date on the bank statement. It is frustrating to always have to continually move…1 vote -
Supplier statement does not recognize credit memos/invoices
Love the supplier statement but it never matches my credit invoices despite them being in dext. It is searching for the positive value and not the credit value even if the statement shows them as a credit amount.
9 votes -
Add a feature that automatically notifies me when my manager receives my expense claim.
Please add a feature that automaticallynotifies me when my manager receives my submitted expense claim. For some reason, it often takes several days, sometimes a full week, for my submission to be received by my manager. It would be reassuring if there was an auto-reply, instead of waiting and wondering if they received it.
1 vote -
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
40 votes -
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.
3 votes -
Add a margin to a billable expense for my clients
I would love if the software allowed us to add a margin to a billable expense for my clients , then I would have to go through and alter them all when attaching to invoices
1 vote -
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
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