1578 results found
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Pull In Matched Purchase Order Details
When a QuickBooks Online (QBO) purchase order is matched with a bill in Dext, the link is successfully added back into QBO. However, none of the purchase order details are carried over into Dext.
As a result, we still need to manually open the purchase order in QBO to confirm key information such as the associated customer/project and the product/service codes.
It would be very helpful if Dext could pull in this information directly from the matched purchase order, since the link between the two already exists. This would streamline the review process and reduce the need for manual cross-referencing.
8 votes -
Client Comments VS AI Auto Apply
Currently if you have AI auto apply description turned on and the client adds a comment while uploading the receipt their comment is deleted.
Would be great if there was another box where the client comment remains but we can still have the auto AI description turned on.
1 vote -
Display the currency of a supplier as set up in QBO
QBO suppliers can only have one currency, and unless we edit the supplier name there is no way to identify what currency the supplier is set up as in Dext. If the transaction currency chosen doesn't match the supplier currency, QBO will do an automatic conversion when it publishes which then requires manual fixing.
If Dext would just display this currency (and also identify if a different one is chosen!) it would reduce the currency errors.
Setting a supplier rule doesn't totally fix it given the currency can be over-written, and often we will have multiple versions of a supplier…
1 vote -
Add group daily option for approval email notifications
Add the option to group by day for items to be approved. Hourly emails are too frequent for some.
1 vote -
Approval date to be added as column in the Archive list
It would be good to be able to add a column into the Archive List which shows when an item has been approved. We rely on the Archive for payment runs i.e. published between prior payment run and today, would tell us that we need to pay these invoices. However as we have workflows which push invoices to "archive" when they've been approved, means we are trusting that everything in Archive has been approved via workflow. Turns out there are exceptions that slipped through the net. This was because a user manually archived the invoice without an approval. Either can…
1 vote -
Departments link with brightbooks
We use Brightbooks for accounts and integrate from Dext
There is a feature on Brightbooks where we assign purchase invoices to a department, our departments are locations of jobs where we do work. We manually assign the purchase invoices after they come across from Dext,
i see in Dext there is a option for departments but this department function does not show the departments/divisions we have in Brightbooks.
It would be very efficient if we could assign purchase cost to the department at dext entry level rather than having to do it again in Brightbooks
1 vote -
Update Approval Flow
When selecting what can be edited by an approver, it would be nice to have a "select all" option.
1 vote -
Commerce Lite
Hello!
We really need to have the ability not to automatically pull in the document reference. The time wasted by having to delete that from each sale and expense is ridiculous. There's no way I'm the only one who sees that.
Also, every single Stripe transaction, I can't have any rule auto-load. Apparently, I can set the category, but that does me no good when I still have to go in, change the vendor, and then change it back to Stripe so what I want to see shows up.
You have this wonderful feature that should help us save time,…
1 vote -
Exporting data health checks
Want to be able to export data health checks into a nicer document format (not a CSV) but also for more of the checks. I.e. ABN validation tool in APAC can't be exported. Perhaps a report builder area where you can tick sections of data health checks that you want exporting into a document to then share with clients.
1 vote -
Be able to handle bigger Xero clients on Dext Data Health & Insights
Be able to handle bigger Xero clients on Dext Data Health & Insights
1 vote -
healthscore overview show the checks in my custom healthscore
Where we have the heathscore panel in the overview screen, ideally the checks listed in the panel would reflect the checks that are in the practice custom healthscore.
1 vote -
Create a little icon on the healthscore % box where the connection has expired.
On dext data health there is the option to disconnect data health but not delete the client data. Where this option is used, it would be good to see that the percentage is now static at the date of disconnect on the main client list. Either by icon or by greying it out whilst still being able to see the last percentage.
1 vote -
Bulk edit user
It would be very handy to be able to bulk edit the user field and assign a user. This is very important now with the list visibility filter as if their name isn't on the invoice, they can't see or edit
1 vote -
Flag a cost bill to: wrong company name
Built-in control that would flag or block a cost based on the invoice being billed to a different company name.
Given the rise in invoice fraud and email compromise scams this feature would definitely be helpful.
1 vote -
Dext Solo Report
Make it so that the SA103F transaction review report actually picks up on the supplier name of a item in the inbox instead of just the description. It makes it hard to do a transactions review when the transactions are just labelled -
1 voteHi Noa,
Thanks for sharing this.
This is already in our backlog, and we’ll get back to you as soon as we have an update.
Best,
The Dext Team
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Improve contrast between text and background for approvals
The text that appears in costs awaiting approval is such a light coloured grey its very difficult to read. The text should be darker, or an option available to make it more visible.
There is no reason the text needs to be such a light grey, it could be black the same as the labels or a darker grey. I have a vision impairment and need more contrast to be able to effectively read the information I am trying to approve.
That there is not an accessibility option available in either the app or the web version of Dext in…
1 vote -
Custom payment date
Would it be possible to add an option, when posting an invoice, to mark it as paid with a custom payment date (different from the invoice date)?
In many cases, invoices are issued on one date but paid later, and it’s important for us to reflect the actual payment date accurately rather than defaulting to the invoice date.
This would really help ensure more accurate reporting and reconciliation on our end.
Please let me know if this can be considered or if there’s a workaround in the meantime. Thanks!
1 vote -
Use of home allowance calculator (UK)
Allow user to select calculation method:
-Simplified expenses, based on the hours of business use per month/flat rate.
-User enters annual totals (or uploads receipts/invoices) for domestic bills (heating, electric, mortgage interest, home insurance, repairs, cleaning, rent, council tax etc) and also enters the details of number of rooms in the house and the number of rooms used for the business, then the number of total hours each room is used for during a month, then the number of business hours the room is used for.the tool will suggest a reasonable allowance claim, which can be recorded as a…
1 vote -
Bank reconciliation on Dext Solo
To enable us to check that bank transactions have been uploaded correctly we need to be able to check postings to the bank or at least see the bank balance figure on screen
1 vote -
Dext Solo - report backup
You need to be able to drill down into the categories on a report to see what has been posted there. At the moment there is just a list of numbers you ought to be able to see all the data that was on the bank statement specifically the payee details. How on earth are you check that things have been posted to the correct category without this feature.
2 votes
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