1636 results found
-
Auto Select Page Layout
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 -
Ability to Capture and Sync Balance Due (Not Just Invoice Total)
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 -
Bank feed reminder option
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 -
Return to inbox setting after publishing, instead of viewing the next item
Provide a setting that allows users to return to the Inbox after publishing an item, rather than the next item detail.
1 vote -
Carbon footprint from mileage claims
To provide the calculation of carbon footprint of mileage claims to support ESG reporting.
1 vote -
Admin publishing adjustments/Closing Dates
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 -
More settings on the app
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 -
Refresh integration on the app! Please add it back agsin
Refresh integration feature in the app, not just desktop. Please add this feature back to the app
1 vote -
Bulk sync with accounting software
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 -
Advanced Search - partial characters
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"
1 vote -
Mileage claims - dartford crossing
I use the Dartford crossing twice a day.
I have a registered account for my cars.
There is no daily receipt available only a monthly statement that is produced several weeks in arrears.
This lag will delay claims and hold up client recharge.
Also, the statement will have very many journeys not all of which will be claimable.
A work around is needed. My journey necessitates using the crossing and the mileage calculator reflects this route. The use of the crossing is implied.Presume this is an issue with tolls generally.
1 vote -
Amazon Business Canada - Fetch Invoices with GST/HST Numbers
Amazon Business Canada fetching is not bringing in the actual Invoices, Dext is making their own Invoices which don't include all the details needed by the CRA. Please fetch the actual official Amazon Invoices.
1 vote -
transactions in bank need to show all currencies
Transactions are not showing the different currencies.
1 vote -
Move Archived Documents
I would like to to move documents to/from the cost archive to/from the sales archive, without having to unarchive then move the document then re archive it.
1 vote -
Merge Archived documents
It would be nice to be able to merge archived documents, so when the payment receipt is summited after the transaction is posted I can attach it without having to unarchive the posted transaction.
1 vote -
Amazon API portal not fetching the correct invoice format
The Amazon Business (UK) API is automatically fetching my purchases, but it's inconsistent whether it fetches the invoice (correct behaviour) or the purchase order (incorrect behaviour). Please make it consistently fetch the VAT invoice.
3 votes -
User Permissions to limit adding new users
Right now if a user is added as Standard they are quite limited. But making them a User Admin allows them to add and remove other users.
Our auditors see this as a control issue; Xero has similar set permission roles, but allows you to check a box for allowing that person to add or remove users.
While Dext could do a lot of granular things with permissions as seen in all the suggestions. Having an overall control to choose which users can add or remove other users is fundamental for financial control.
Thanks,
Robbie2 votes -
Ability to sort on 'Match' within Costs inbox
It would be great to have the 'Match' field at the top of the 'Costs inbox' to sort items by match first. I know you can filter but that takes additional steps and excludes non-match items. Majority of other headers are selectable so adding this would be great. Screenshot attached showing field.
1 vote -
Prefill location and category line item extraction
Category & location should be pre-filled based on selected category/location from the initial review page prior to selecting "Extract line items". This will allow you to pick the category/location that applies to most/all line items. This feature exists already when pre-selecting category/location prior to selecting "create line items".
1 vote -
choice of financial years in Dext Solo
HMRC MTD for IT allows you to change the financial year from 6 April - 5 April, to 1 April - 31 March. As per HMRC, you opt for one or the other, and then it remains that way. Yet in Dext Solo, you cannot change this financial year. The only option given is 6 April - 5 April. Please allow Solo to change the year just as HMRC allows you to change the year. Solo should reflect that option too.
1 vote
- Don't see your idea?