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  1. If a supplier was to have regular invoices for the same amount, would it be possible to set multiple condition rules on an amount basis, rather than just rules for the supplier in general?

    For example if multiple HPs was to be taken for multiple vehicles from the same supplier, but the monthly payments stay the same and need split line items to contain correct VAT treatment (10%)

    This would remove manual time when bookkeeping.

    1 vote

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  2. Would be a good idea to be able to have a Bank Statement Extraction only subscription to be able to export line items into a csv. This could either be billed on a page basis or a monthly subscription cost for unlimited pages

    1 vote

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  3. Could the Supplier Statement section within Dext be able to pick up if the invoice within the creditors list of the accounting software does not contain an attachment and be able to request?

    2 votes

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  4. Would it be possible to manually mark invoices within Supplier statements as reconciled, if for instance there is an amount on the creditors list in the accounting software that relates to multiple invoice lines on the statement?

    Another instance this would be useful is if there is a match but the date of the invoice in the accounting software is slightly out to the supplier statement date

    2 votes

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  5. Would it be possible for Dext's Supplier statements section to be able to pick up any items posted as an expense within the accounting software as this would assist with duplication errors? Or is this currently only based on the creditors list?

    1 vote

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  6. Have the ability to set up automatic email reminders for missing invoices already requested and not yet received

    3 votes

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  7. To be able to add the filename as a column in the inbox

    2 votes

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  8. Supplier rules for document type. Sometimes the system doesn't recognize the type and we have to manually edit it. It should always be an "invoice" for specific vendors.

    1 vote

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  9. Would like to have the supplier request email from the client name instead of from Dext as this could go into the spam inbox and never be received

    3 votes

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  10. Approvals to remain in the Costs 'inbox'. To enable cvs uploads to our accounting package, the work is duplicated if we need to export from the costs inbox as well as the approvals folder. totals e.g. credit card are then harder to crosscheck given they straddle two exports. We will discontinue with the approval function until this is resolved.

    1 vote

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  11. Permissions that restrict a user from being able to access the sales module

    1 vote

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  12. IT WOULD BE GREAT IF WE COULD ADD EMAIL ADDRESSES TO SUPPLIERS SO THAT WE CAN SEND DOCUMENT REQUEST FORMS DIRECT FROM THE STATEMENTS FACILTY

    1 vote

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  13. Can we get notifications whenever an item is approved?

    1 vote

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  14. LOVE, LOVE, LOVE the date feature "set to ___". Please also do that for the due date.

    6 votes

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    1 comment  ·  Admin →
  15. It would be really awesome if archived supplier statements could be linked to their respective suppliers in the system. This way, I could easily review them without having to search through a long list. There’s already a feature for invoices, so it would be great to have the same functionality for statements as well.

    2 votes

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    1 comment  ·  Admin →
  16. Ability to filter by Projects in the Approvals view so when exporting documents you can do it per project

    9 votes

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  17. Ability to set a rule and action on Amazon Import (or all extractions)
    Example : If Payment Method = xyz Then Delete Receipt
    I have receipts flowing from one amazon business account to more than business. Lots of duplication and manual deleting. A rule would automate that (for me ithe bank card used indicates which business it applies to ... but there is no means to direct them to the correct DEXT business based on that.

    1 vote

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  18. 2 votes

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  19. I would like the ability to leave the check reference blank without auto-filling AND the mark the check with the "to print" status in Dext. Then when publishing to Quickbooks Online, the check would be labeled as "to print". All you have to do is click "Print Checks" in Quickbooks and the check would be listed there.

    Right now I have to manually go into QB, erase the long RB reference number, select the check "to print", and then go print. The way it is now, this step could be forgotten and someone could go unpaid!

    I think this could…

    1 vote

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  20. create ability to amend "document type" in the supplier statement feature

    2 votes

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