1836 results found
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Dextension - resize the QBO attachment preview
In Dextension, an option to close or resize the QBO attachment preview since it takes up half the screen and can make navigating the transaction details quite tricky with the reduced space.
1 vote -
Ability to resize columns
Longer file names are obscured by the limited column width. Would be helpful to be able to customise the width to display extra information as needed.
2 votes -
date swap on due date linked to date swap on invoice date
Now that you have an easy clickable date swap - why can't you ALSO have a quick click date swap on the due date??
8 votes -
Аllow Expense Claim to be published to credit card payable (not just Accounts Payable as a "Bill")
Currently, Expense Claim will be published to Accounts Payable (in QB desktop in our case) as "Bill". It would be super helpful to allow an Expense Claim to be published to "Credit Card Payable" because it groups all the costs submissions by month (auto expense claim at end of month in our case) in one claim and staff only needs to click "Request Approval" once every month (rather than for each cost claim). Approver only needs to approve in one click. Our staff likes this auto expense claim function. However, Expense Claim can only be published to Accounts Payable. We…
1 vote -
Allow CSV import to projects 2
We are using Dext along with Landmark KeyPrime which doesn't support cloud integrations. Project 2 is used for importing "enterprise" codes which would be helpful to be able to import
2 votes -
Due date flip date
LOVE, LOVE, LOVE the date feature "set to ___". Please also do that for the due date.
6 votes -
Split Expense Tax
When splitting an expense, sometimes we're taking one Amazon receipt total and splitting to two transactions because Amazon billed each item separately. We are given the option to choose a category, then input the total amount and the tax amount. We should be able to choose a tax type rather than a tax amount. I shouldn't have to calculate the tax amount myself before inputting it here if the tax is straight HST.
1 vote -
Improved Expenses View of Dashboard
Improve dashboard view on EXPENSE CLAIMS to mirror Costs 1) by including INVOICE number / Document Reference for cross matching 2) for enabling NARROW view.
Especially valuable when checking statements with MULTIPLE invoices from same supplier2 votes -
Allow employee users to be able to submit items that aren't for an expense claim but not give access so they can see everything submitted
When you have auto expense claims set up so anything an employee uploads is automatically collated into an expense report for them. However, we also need employees to be able to add expenses into Dext that aren't part of a personal expense claim. We are currently asking them to forward their expenses via email to the main Dext email in address so we can then process these and publish to Xero. Can there be the option so that employees can use the app and website log in to add items into Dext that aren't for their personal expenses, for example…
1 vote -
Export 0 total value items to CSV
Hi, can you allow us to export purchase invoices from archive to include documents with no total figure? This is currently not allowed and many of our clients would upload unnecessary data which we would archive with no total.
1 vote -
Bookmark Next Item in feed
When signing out of Dext . Bookmark the next invoice in Costs & Sales to continue later from that invoice
4 votes -
Change layout of overview
it would be great to be able to change the layout of the overview page, to allow for the workflows to sit at the top for easy viewing that there is workflows to be completed.
1 vote -
Penny adjustments to tax
Penny adjustments to tax
4 votes -
Expense Claims
Let user enter Location field value for Expense Claims before publishing to QBO. Currently Dext lets users enter Location for individual receipts which are added to Expense Claims, but each Expense Claim is published as a Bill in QBO and only one Location is allowed per Bill entry (not at individual line item like Classes). So the Location field is always blank when Dext publishes an Expense Claim to QBO. Dext allows user to select a default Location value in the supplier rule for the corresponding supplier -- it should use this as a default for Expense Claims and let…
1 vote -
Reques documents from suppliers to be stored in the Vault
Add the option to send requests for documents direct to suppliers for them to upload to Dext Vault. This could be part of a new supplier onboarding process, or ad-hoc when documents expire.
2 votes -
Supplier Statemnets Zoho books
The invoices that are already within Zoho books do not show up in the supplier statement. These were posted previously into Zoho books and were not processed through Dext. Can we get a function to look at the invoices in Zoho books to reconcile a Statement in Dext.
2 votes -
Approval-Can the notes provided by the approver be added to the description field on the bill.
When an approver provides notes at the approval stage, can these notes be added to the memo field which then transfer to quickbooks.
1 vote -
Move inbox items to supplier statement from the Mobile app
Provide the ability to move inbox items to supplier statements via the app
1 vote -
multilingual documents uploaded to Vault
I deal with a number of documents (loan agreements/contracts) which are made in 2 languages (one English, one not). Tried to upload it to Vault, it is recognized and summarized nicely, but the summary was made in Russian instead of English, with no option to change that except Google-translate the summary back to English :) it'd be good to set default language (e.g. English) for recognition of multilingual documents
1 vote -
Export report of mileage claims
It would be very helpful to be able to export the mileage claims to excel.
1 vote
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