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  1. It would be great if you could add support for dynamic field tokens in the description field — so it can automatically pull in details like the invoice number (e.g., {{InvoiceNumber}}).

    We’re a construction company working on a cost-plus basis. We attach all cost invoices to the client’s invoice and include each invoice number in the description to make things easier for clients to follow.

    1 vote

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  2. Several software providers issue both an invoice and a receipt for the same cost. The documents are identical apart from being labelled either 'invoice' or 'receipt.' Can these be automatically merged since they are duplicates?

    10 votes

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  3. 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.

    1 vote

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  4. When you go into Approvals for the first time, there is a button to take you through to setting them up in Settings. But once you have something to approve, there is no longer a quick link to setting up more. Can we have a quick link button?

    1 vote

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  5. Supplier Aliases has been released now but it would be brilliant if this was available for Customer Aliases. We have clients that use a specific invoicing system and there can be variations of the same limited company name. It would be a big help if Customer Aliases was available to avoid creating duplicate contacts.

    2 votes

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  6. I'd love to be able to see number of items awaiting approval from the dashboard page showing all clients (alongside the columns showing costs items, sales items, expense claims). I will check in Dext before running accounts payable within Xero, to ensure everything is included - but I am missing items that have been sent for approval and not yet approved.
    I know it is visible when I click into the individual client, but it would be great to see it at the top level

    1 vote

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  7. When the lines have been itemised, and your in the itemized screen. If there's more than one line, we can add the category one time and the job number one time and it'll automatically fill in the lines below. Right now we're having to cut and paste each line. Thank you!

    1 vote

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  8. I would like for there to be an option to edit/filter what is put onto an expense PDF/Export. For example, the ability to remove tax / net value, and only display gross values.

    1 vote

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  9. Would be great to be able to add additional columns on the Approvals Tab - similar to what is available on the 'Inbox' tab. Would make reviewing correct allocations of costs much quicker.

    3 votes

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  10. When scanning invoice into Dext that Dext can auto select page layout e.g. if the document is landscape Dext auto corrects to show in landscape

    1 vote

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  11. Currently, Dext only captures and sends the invoice total to QuickBooks Online. For outgoing invoices, this creates issues when a customer has already made a partial payment, since the balance due is often different from the total. This forces manual adjustments inside QuickBooks for nearly every invoice.

    I would like to request an enhancement that allows Dext to:

    Recognize and extract the Balance Due field (when present on an invoice).

    Provide a setting or toggle so users can choose whether to publish the Total or the Balance Due to QuickBooks.

    This improvement would reduce manual work, eliminate errors, and make…

    1 vote

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  12. I receive an email to reconnect my bank feed, 1 day before it expires which is too short notice. Is there a way to add an additional reminder, say 1 week before it expires?

    1 vote

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  13. 1 Ability to mark bills as paid, as well as the date + payment method
    2. Currently, can only enter payments on Expenses → doesn't allow differentiating between date expense was incurred and date of payment.

    1 vote

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  14. Provide a setting that allows users to return to the Inbox after publishing an item, rather than the next item detail.

    1 vote

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  15. To provide the calculation of carbon footprint of mileage claims to support ESG reporting.

    1 vote

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  16. When month end or year end is closed in Quickbooks, Dext will still override the bill date of anything in process. Would be amazing to have either a close out lock for anything prior to that closing date (and ability to change the invoice date to the current period) or the ability to have an admin priviledge granted to change the date/description with a note to adjust this.

    Currently we need to take an approved invoice out of approvals, edit the date, leave a note about why we edited the date, re-send it for approval, and then go approve it…

    1 vote

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  17. The app is very limited in terms of settings that I can setup on the app. Please increase the settings available on the app. For example, organisation settings.

    1 vote

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  18. Refresh integration feature in the app, not just desktop. Please add this feature back to the app

    1 vote

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  19. Currently you have to go into each client and click the Sync button. Please could we have a global Sync button, so you can do all the work for the day, then just one click for all clients to sync with the accounting software.

    1 vote

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  20. Search function in Archive be improved to show results with the partial characters of the data being searched. For example, I was searching "13295" but there was no results because the exact reference number was "00013295"

    3 votes

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