1525 results found
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Zoho Books - VAT extracted amount or mixed rate
When matching bills sometimes the VAT amount on an invoice has some items as standard rated and some as zero rated. Dext correctly works out the total VAT element but doesn't let you publish as 'extracted amount' like it does when working with Quickbooks. It has the error message Complete the Tax field for all line items and make sure their total amount matches the one of the item.' We are forced to use a fix VAT rate (I have temporarily created a mixed rate VAT rate of 10%).
So rather than using line items (which come at an unnecessary…
1 vote -
Reload date and timestamp
As all background data is updated every 48 hours it would be beneficial to see time and date of the most recent update on the Load page for all lists that auto loads.
1 vote -
Tactile Feedback When Taking Photos on Mobile App
It would be helpful for a small acknowledgement such as a small vibration when taking pictures of receipts using the app. It is too easy to miss whether the photo has been taken or not, and you often have to go back and forth between your documents and the review screen, especially with large piles of receipts.
1 vote -
Rename Field Names - No Sage Intacct integration so this is crucial!
I would love to have the ability to customize/rename the field names. Specifically "Project" and "Project 2". I am using these fields to allow my employees to enter important related to "Department" and "Class" which are needed in Sage Intacct.
Ideally I would LOVE an eventual Sage Intacct integration so that these fields were automatically linked and I didn't require a manual upload. But in the meantime I am having to configure Dext to ensure I get the info from my employees that are needed for Sage inputs. Having different verbiage between the two systems will be incredibly confusing for…
1 vote -
Add a dropdown within an invoice to select users to approve the invoice
Add functionality to send invoices for approval to users in the dropdown selection within the invoice. This is useful for us as our approval system is based on who placed the order rather than the supplier name
4 votes -
Edit/Override Missing Invoices From the Extracted Data of the Supplier Statement
Edit/Override Missing Invoices From the Extracted Data of the Supplier Statement
Please add the ability to manually edit supplier statement entries and override extracted fields such as type and total amount when data extraction is incorrect. When I upload a supplier statement, sometimes it would read an amount as a credit type. It would be nice to override this amount to an invoice type, so it can properly find the invoice associated with it.
3 votes -
Feature Request – Product Unit Group Matching for Zoho Book Invoice Transfer
Feature Request – Product Unit Group Matching for Zoho Book Invoice Transfer
Hello DEXT Team,We are currently using DEXT to transfer invoices to Zoho Books. We noticed that during this process, product unit groups (units of measure) are not matched between DEXT and Zoho Books.
As a result, products that should be transferred with their correct unit group (e.g., “G”) are instead imported with default units (e.g., “PCS”), causing inconsistencies in our inventory and reporting.
We kindly request the addition of a feature to map or match product unit groups when transferring invoices to Zoho Books, so that the…
1 vote -
Merge Multi Page Statements Into One Document
Supplier Statements - some statements are more than one page, with each as a separate PDF. Please add the ability to merge multiple PDFs into one statement document. This would be similar to the merge facility in Costs.
6 votes -
50% VAT restriction
I can see others have already suggested similar changes, I would like to add the VAT of 50% restriction be added to the system so it understands that part of that one line item will only be paying 50% and therefore the "out by" line doesn't reflect it being out by the restricted VAT amount.
The "publish" button is greyed out and won't publish this unless I change the 50% restriction and then edit again in QBO.
1 vote -
Allow to publish Non-QBO generated PO to QBO "Vendor PO" field
Right now, DEXT only allow to match PO with an existing open PO in QBO. That doesn't work for non-QBO generated POs. Strongly request to have option to publish the extracted PO number to QBO like the document number does.
1 vote -
Allow Mileage to be added by a Standard User Role
Add a new permission option for a Standard User to be able to add mileage for another User, eg. a PA for the CEO, so that it's not necessary to move the Standard User to an Admin.
1 vote -
Extended Color Flags to Expense Claims
Different color flags extended to Expense Claims, mirroring the new color flags in Costs, for users who need items to retain their flags after moving them.
1 vote -
QBO subcustomers and customers way of appearance
Currently, when a project is pulled from QBO as a subcustomer it does not line right below the customer in question, rather than in alphabetical row.
Ideally, clients should be able to decide how the list of subcustomers and customer will appear in Dext . In alphabetical order or the subcustomer right after the relevant customer.
1 vote -
Choose Payment Dates Before Publishing
When choosing the 'Paid' option on a cost invoice before publishing, it would be beneficial to be able to choose the payment date? Sometimes this is different to the invoice date. That way, the payment transaction will hit the correct statement when reconciling the method of payment account
1 vote -
Amazon personal account restrictions
Having a “Send to Dext” button for business purchases would be a real game-changer for small businesses trying to separate personal from business expenses.
4 votes -
Flag colours improvement
I love that you've added different coloured flags. It would be great if the orange/red flag that was the original had the option to be turned on or off as well. I don't need different coloured flags at the moment, but I'd love to change the colour of the one flag I'm using to something other than red. I know I can turn on another colour and just use that, but it means I have to select from a dropdown each time instead of it just being the one colour I've made available.
1 vote -
Approval of invoices without Class
If one of our users forgets to code an invoice to a specific class, the invoice is published straight to our account's software without any approval bypassing vital checks. I would like to see an option in the approval process for a 'no class' i.e. if the class field is left blank it still can be send to an administrative approver - currently the option is 'all class' but if no class is picked this rule doesn't apply and invoices are just published bypassing any approval process, deeming the feature irrelevant.
Alternatively, the invoice could be stopped from being published…
1 vote -
Multi currency prepayments
Your new prepayments feature is great but won't process multi currency prepayments. Dext already converts to GBP from currency. Can we have the feature please
2 votes -
Add Profit in Solo
Dext Solo
It would be great if the tax report showed the profit for the year
All clients need to know 'how much have I made'
We need to do a manual calculation at the moment2 votes -
Reject Invoices - Seperate Section
Please have a seperate section where the reject invoices are stored. Now, the rejected invoices come to the inbox. It would be good if there is different section for rejected invoices to be in, from where you could request approval for them.
2 votes
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