1658 results found
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Property Income Bulk Edit Category and Rental Property
When bulk editing under the costs, bank and sales areas to add the ability to select which property the items relate to. Currently you can only bulk update the category. You have to select the property for each item.
1 vote -
Provisioning and Deprovisioning users
Would like to be able to provision users from Azure and the account be created and email validated without having to manually create users in the platform.
Also if eventually account is disabled in Azure then the account should be disabled also in Dext.
1 vote -
Health Score display on Data Health TAB
When on the data health tab, you have to go back to the overview tab to see the score. this doesn't really make sense. the data health score should be visible perhaps as attached, enabling a view of the data halth as you proceed through the items.
3 votes -
Employee checks
Check that employee details in Xero are complete, eg
. missing Tax File Number
. missing super details
. no leave setup (if Permanent or part time)
. Leave balance in excess or one years accruals
. Negative Leave Balances
. no pay runs for employee for a period of greater than X months
. terminated employees in last x months
. new employees in last x months1 vote -
Merge Document Tags
Add the ability to merge tags when duplicates are created.
1 vote -
Ability to resize columns
Longer file names are obscured by the limited column width. Would be helpful to be able to customise the width to display extra information as needed.
2 votes -
Edit more fields from the Inbox, instead of the Item Details page
I would like the main page to allow us to not only choose to view any of ALL columns but allow us to also change the data in any column such that we can work only from the main page and hide the columns that we know are most likely accurate extracted data.
1 vote -
Auto supplier based on payment method
My firm exclusively looks after NPOs and we love Dext! It would be really cool if we could have an option for when a payment method is extracted it auto sets the supplier. Many NPO's have volunteers and staff purchase for them for reimbursement later. Dext can (after setting it up) already show me when it's a personal card used but it would really help ensure we catch it it it also changed the supplier to the payment method person. Just 1 more field needed to set a supplier as default when this card number is used. Thanks!!
1 vote -
Line Item Detail visible to approver
Line item detail should be visible from the approval window and not require the approver to send back to the inbox to open that detail. Only to have to resubmit and move back to approval window to approve.
5 votes -
Approval "if not" Criteria & Delegation to other approver
Approval to include "if not" criteria.
Approval Re-assign function to other approver.9 votes -
Extraction percentage complete for bank statements
Don't understand why you can submit 3 statements at the same time, but only two process quickly and the 3rd one takes FOREVER! Would be helpful to know percentage of completion indicated so I can determine if I should just do manually if it's going to hake hours.
1 vote -
Company Name in the report
Could you put the Company name in the expenses claim and sales report? We can view the report from the staff but don't know from which company. We have a lot of the companies in the Dext. Enclosed attached file for your easy reference. Thanks.
1 vote -
1 vote
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Global Supplier Rule Editing Across Clients
Just wanted to throw in a little feedback that I think could seriously level up the workflow for those of us juggling multiple clients.
Right now, if a bunch of clients use the same supplier, we have to hop into each individual client file to tweak supplier rules. It gets pretty repetitive—especially when it's the exact same rule adjustment across the board.
Would love to see a feature that lets us manage supplier rules globally—so if, say, multiple clients all use Staples or Rogers, we could adjust that one supplier rule once, and apply it across any clients that have…
2 votes -
Dext Solo bank account
Upload one bank statement for multiple income sources .
0 votes -
YouTube connection in Commerce
Connect Commerce to YouTube so ad / premium revenue can be automatically pulled through. This will save us a lot of time on content creation clients.
1 vote -
Ability to turn off features not being used by a company such as sales/bank...
Ability to turn off features not being used by a company such as sales/bank/certain details not needed in a cost, to make the platform more refined and easier for users.
7 votes -
Configurable Rounding Method for Tax Calculation
Problem statement:
Difference in rounding method leads to small but problematic differences in tax calculation.Proposed Solution:
Add a setting to supplier rules and/or item details to configure Dext to use the rounding method used by the supplier.Context:
I'm seeing frequent cases where the tax calculated by Dext differs by a penny or so from the tax calculated by the retailer on a receipt. This has to be dealt with before publishing. Line items can be edited to solve the problem, but this invariably results in accounting entries that do not match the original document.These two error messages…
4 votes -
Reques documents from suppliers to be stored in the Vault
Add the option to send requests for documents direct to suppliers for them to upload to Dext Vault. This could be part of a new supplier onboarding process, or ad-hoc when documents expire.
3 votes -
intelligence checks for zoho
Work flow intelligence checks for Zoho
1 vote
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