1705 results found
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Better search response
Try this on your sample accounts - Put Equipment Rentals and Meals and Entertainment in your category list. Now, try to enter a transaction by typing the word meals into the category bar. See what happens? Meals is not the first choice, even though it is spelled completely and 'ment' comes after 'meal' in the alphabetizing. I run into this scenario with several combinations constantly. Insurance is another one - 'fines' comes up first if I type 'ins'. This is clearly a problem in the search bar not alphabetizing correctly. It's frustrating because I'm constantly having to arrow down to…
1 vote -
Allow split to be based on how much tax is charged (to split between account with tax and account without tax) rather than percentage or amo
I have a lot of receipts for my restaurant clients that have a combination of taxed and non-taxed items on the same receipt. Non taxed is always food purchases. Taxed items is frequently either packaging materials or cleaning supplies. I would like to have a split option that can recognize how much tax was charged,(eg. 13.00 HST) and know that on this bill, 100+tax is packaging (113.00) and the remainder is Food (non taxed).
2 votes -
More edit options in approvals
Currently you cannot edit VAT rates and classes in the approvals section. Therefore if these need updating, you have to reject the invoice and send it back to the inbox to adjust, which is very time consuming. It would be great if there were the options to edit more categories in the approvals section.
68 votes -
Add Product/Service field to columns so can include in export of Costs
Include Product/Service in Export.
I am trying to export my Costs inbox to a spreadsheet which includes enough fields for me to import to our CRM system but when I export entries from DEXT I can't work out how to add Product Service as one of the fields2 votes -
view previous coding - select code not just view
View previous coding in Dextension for QBO - instead of being able to just see past coding for the supplier - it would be nice to apply the code to the expense we are working on as well - would save time and make that function a better flow tool
1 vote -
Edit expense claims after approval
Need the ability to edit expense claims after they have been approved. There are times when publishing fails due to the details listed on the expense claim (e.g. date is for a period that is locked, or claim supplier name is rejected). The only way to correct is by rejecting, changing, resubmitting for approval, & approving. This causes the approver to get approval notification again, which is not ideal.
9 votes -
Awaiting Approval Reports
Ability to download a report for what is outstanding awaiting approval
6 votes -
Bicycle Mileage
To be able to add bicycle mileage to Dext
2 votes -
i want to pay a statement and have underlying invoices to be marked as paid
After reconciling a statement with invoices in DEXT.
I want to pay a statement and have underlying invoices to be marked as paid1 vote -
Quickbooks new Bill layout
On quickbooks online they have changed/modernised the Bill transaction.
It seems like Dextension does not display the attached document anymore on the new layout.If this could be changed, it would be awesome because the automatic display of the attachment is the best feature of Dextension by far!
Thank you!
1 vote -
Invoice approval quantity
On the approval screen where you have the line item breakdown to have unit price and quantity data visible to the reviewer to ensure the detail has been entered rather than just a quantity of 1 and the unit price being equal to the net invoice amount
1 vote -
mileage claims pull through reg number
For mileage claims, would it be possible to pull through the car reg number for the pdf output created? A partner requested it as it would help with reconciliation and they would replace Tripcatcher with Dext
1 vote -
Merge Multi Page Statements Into One Document
Supplier Statements - some statements are more than one page, with each as a separate PDF. Please add the ability to merge multiple PDFs into one statement document. This would be similar to the merge facility in Costs.
4 votes -
Amazon Freight
It would be great if you can integrate Amazon Freight for all countries.
1 vote -
Enable the Mileage feature in New Zealand
Adding vehicles and adding Mileage claims enable for New Zealand users.
2 votes -
View the document reference in approvals
It would be helpful to see the document reference in the approvals screen as is sapparent in entry and archive screens. In such cases that I need a specific invoice approved the approver is unable to see the reference and may have to open multiple documents to find the correct one.
4 votes -
provide number of employees in xero payroll
Provide employees payroll number to aid with building quotes.
2 votes -
Category Assign per document description
I would love to see an option for auto-categorization that uses certain words from a bill.
ie. when a subcontrator/vendor who charges mileage - the word "mileage" in his bill would then be used to categorize under travel, but when the same contractor bills "advertising" then auto categoriztion would pick this up as advertising&Promo category, etc. before auto-publishing1 vote -
Add product and services to approvals workflows
I need products and services instead of categories as workflow options, can we please add this?? :) We don't use categories and to get our main approval work flow set up, I'm going to have to use 1 category and it really doesn't work for us as a whole. Products and services were solely to ensure projects would work via QBs but then over here aren't included in workflow approvals.
2 votes -
Add payment date to invoices paid via Direct Debit
Add an option to specify payment date for invoices paid via direct debit. These are effectively paid when processed, but need to have the payment recorded from Dext when it will be taken, not date of invoice.
3 votes
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