1525 results found
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Include expense date on the line items in an Expense Claim sent to QBO
I would like to be able to include the date an expense was incurred when I publish Expense Claims to QBO. This is especially important at quarter and year-end when I need to ensure that expenses are captured in the correct accounting period for filing GST/HST returns.
1 vote -
Timesheets & Invoicing
A big ask, but our consulting company has a need for a complex timesheet app (billable, non billable, multiple projects) that we can use for payroll and invoicing (ie. integrate with quickbooks). Just looked at Harvest and they have both expensing, invoicing and timesheet features. Would be cool if Dext had this capability so we wouldn't have to use a whole other app.
2 votes -
UI Suggestion for Improved Usability When Scrolling
I’d like to suggest a usability improvement regarding the layout of the main interface. When scrolling down through the list of invoices on Desktop, the top section (including the Inbox, Export, Filters, etc.) remains quite large and takes up significant vertical space.
As a result, the area dedicated to viewing and interacting with invoices is too small, making it difficult to navigate and work efficiently.
Would it be possible to minimize or collapse the top section when scrolling down, or at least reduce its height dynamically? This would greatly improve the user experience, especially for those working on smaller screens…
2 votes -
View the document reference in approvals
It would be helpful to see the document reference in the approvals screen as is sapparent in entry and archive screens. In such cases that I need a specific invoice approved the approver is unable to see the reference and may have to open multiple documents to find the correct one.
4 votes -
Holding Zone for Supplier Statements Before Extraction
Could you consider adding a holding zone (a kind of "purgatory" area) within the Supplier Statements section for incoming statements to be reviewed before extraction or archiving?
They could then facilitate the use of a dedicated email address (e.g., company@statementholdingzone.dext.cc) for receiving supplier statements. From this holding area, the accountant could then choose to:
• Send to archive – for simple statements such as single-payment summaries, or
• Send for extraction – for multi-invoice statements that need matching.This would not only improve workflow and accuracy but also address the issue of statement email allocation and the additional processing…
1 vote -
Default or Priority Contact for Paperwork Requests
Is it possible to categorise users within an account by hierarchy or priority? When requesting paperwork, it would be really useful if Dext automatically selected the primary contact (for example, the main client) by default.
Currently, the system seems to classify contacts alphabetically or by username, which can result in the wrong person being selected when multiple users are linked to the same account. Being able to mark one user as the default recipient for paperwork requests would help avoid accidental sends and improve accuracy.
1 vote -
Supplier default sync
The ability to sync supplier defaults (in particular default 'categories') from DEXT to Quickbooks online (and Sage, Xero etc) would be a very useful tool as it would avoid having the update the default codes on 2 different systems.
1 vote -
Export Payment List
I would like to be able to export all lists in the list section. Today I was wishing I could export the payment methods list. But everything under the lists section should be exportable.
2 votes -
Allow Approvals for Vault documents
Allow Workflow approvals in Vault documents
1 vote -
PO Matching auto set Customer & Product/Service
We know that PO matching works, however it doesn't set the customer and Product/Service as seen on the PO in QuickBooks Online. Is this something that will be addressed?
1 vote -
Mobile App Approvals to have the assigned to me tab
On the mobile app, it would be very helpful to have two tabs for the "assigned to me" and the "all items" as you see on the web version. Currently there is nothing that easily shows who the next approver is in the mobile app. Additionally, notifications on the mobile app when new invoices need approved.
1 vote -
Bulk edit suppliers - Mark as paid" toggle
The suppliers can be edited in bulk, however, the "Mark as paid" toggle is not part of the bulk settings at the moment
Please add it to the bulk edit1 vote -
Expense Claim - Automatically send email to finance to process payment
Currently, once the HOD has approved the claim, the HOD needs to export and email the claim to finance to process. Good if we can set a function that presets finance email address so once the claim is approved, an export of the report and receipts are sent to finance for processing
1 vote -
Detailed Info on Users of a Frim/Company
As a firm owner/admin, we would like to have access to detailed info on my firm's user activity/settings, ie. if they've enabled 2FA, what are their trusted devices? etc.
1 vote -
Short Cut Key for Request Approval
Please assign a keyboard shortcut for the ‘Request approval’ function in the item details page.
1 vote -
setting separate smart rules for alias suppliers
It would be beneficial to be able to set separate smart rules for alias suppliers [eg: main phone with Telstra is 100% business, 2nd phone is also Telstra but 70% business & 30% personal]
2 votes -
Integrations with Job management softwares
Build integrations with Job Management softwares for Tradespeople and building and construction clients. Specifically softwares like Fergus, Simpro, Buildertrend and Service Mate
3 votes -
Data health and insights for MYOB
Make available the data checks and insights for MYOB data
3 votes -
Export cost table with payment date
Currently it is possible to export cost invoices in a Custom CSV Export.
However, it is not possible to add the payment date to this table once the cost has been matched with a payment.
It should be an option to add a column to the Custom CSV Export for the payment date.
1 vote -
Recently accessed organizations in Search bar
It might be a great improvement if Dext could include recently accessed organizations in the search panel in a future update. This would make it easier to reopen organizations you’ve just worked on without having to search for them again.
Hopefully, that’s something they consider in the next upgrade!1 vote
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