1705 results found
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Add a new supplier to Invoice Fetch
We use UK Leasing Solutions (part of BNP Paribas) to lease all our computer equipment. I get many invoices per month from them and I have to login to download them each time. Can this supplier be added to Invoice Fetch please.
1 vote -
Statement Processing - Columns
When a statement is processed, the incorrect column can be picked up, especially the invoice reference number. Eg, the order number instead. Having a new feature to "map" the matching would be excellent.
1 vote -
Statement Processing - Incorrect Type
At present, if a statement item is incorrectly categorised, you can't change it. Eg, toggle a credit note to an invoice. You are stuck and have to check the accounting software manually.
Would it be possible to add this feature?
1 vote -
Supplier Statement Options
You should be able to move the Supplier statements to costs or sales or merge documents. If something is moved her accidentally, you currently have to download it and readd it to the correct spot which is time consuming and super annoying. Also why can't we merge documents. if multiple pages were added we currently can't merge them and again this is super annoying. The supplier Statements section should have all the same features as Cost and Sales
1 vote -
Tax Adjustment in Inbox
Being able to edit the taxes on the screen. So often clients mix items on bills that could have many different tax rate and using the create line items adds soooooo much time on to process I hate using it. Especially food related bills as some foods have GST and PST, some only GST and some exempt.
1 vote -
Reading shipping address to inform class selection
Pull the shipping address to allow automation to assign a class to the transaction based on shipping address.
We have multiple location utilizing the same service provider and this is the one step preventing me from fully automating many transactions
1 vote -
Bank status in practice insights
We bulk bought licences and are transferring clients onto Dext. We have noticed that several of the bank accounts have disconnected as clients have not noticed they need refreshing. You can use 'insights' to see which clients have documents to process, it would be helpful to see a report there that gives the status of bank accounts so we can scroll down the list and just see whether any bank feeds need attention so it can be done before a total disconnect
1 vote -
There needs to be options for Motorcycles, Bicycles and walking in the Mileage section.
The Mileage section in the UK only permits 'Car' and 'Van'. Motorcycle, Bicycle and walking are all valid claims, yet are not listed. Can you make this happen?
1 vote -
Missing Electric Mileage Rates
In the mileage feature to claim back Government official rates - you are missing the second rate for company cars that are electric. Home charging is 0.07p, but from a public charger it is 0.14p. Can you update your software to show this.
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.
1 vote -
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.
1 vote -
Description column in Supplier view
In the suppliers section could we please have an additional column in the overview view for description so we can set up a description from here without clicking in to the supplier individually?
1 vote -
Job Costing
Would love a job costing system suitable for construction that works with Xero & also allows the input of timesheets by site teams.
1 vote -
QBO, take into consideration the tax rate on the product and service, not only the default tax rate
Integration QBO.Default tax on costs is a combined one : GST/PSt QC .Secondary tax extraction toggle is ON. An item is marked as billable and product and service is assigned on it. The product and service has a tax rate assigned on it in QBO and it is GST.When we publish the item it appears with two taxes in QBO. That is expected behaviour because of the tax settings.The user, though, is expecting just the GST to be published as the product and service assigned has a GST only on it in QBO.
We are already advised to turn off…
1 vote -
Bulk sort category in Solo
Solo - bulk sort category in bank feed transactions.
1 vote -
Add Mileage Tracking in Portugal
Allow for mileage tracking to work for companies in Portugal. We don't need any calculations, just the basic functionality of identifying the car being used, who is driving, the reason for the trip, and the distance traveled.
1 vote -
Supplier/Customer notes/updates/info section
It would be really good if Supplier (and maybe Customers) had an extra text field, like the Description one, but unlike Description, wouldn't enter that text into each new document uploaded to that Supplier, and would just be a reference, visible at least under Suppliers, possibly also in individual invoices (maybe a hover-able word such as NOTES, which displays the notes when you hover your mouse, or an expandable one, or something like that.)
Specifically in our case, we would like a way to keep track of information about specific companies, such as:
"FYI: VITAL to pay on time -…1 vote -
Renaming documents title when downloaded based on contents of the document
The ability to rename document based on the contents of bills. Fo example, once a a bill has been published, this will be renamed based on contact name, date and amount (ex. Adobe010120255000). This feature helps us easily identify the document once we download, instead of naming this as I guess the document reference number in Dext.
1 vote -
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.
1 vote -
Global ability to turn off "Supplier Statement Extraction" by default
I know that it's possible to make sure that an individual supplier has statement extraction turned off. I know it's possible to bulk edit existing suppliers so the supplier statement extraction is turned off.
But I feel like there should be an ability to toggle whether "Supplier statement extraction" feature is On or Off for new suppliers created. If "Off" is selected, then new suppliers that are created have the feature turned off by default rather than on.Currently, I have turned off supplier statements, but then I get a new supplier, move the statement to the "Statements" folder, then…
1 vote
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