1836 results found
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search in lists
Please have a search on each page for Lists on the web app ie. Payment methods, such as categories, payment methods, cases, products and services, etc.
1 vote -
Approval Conditions
Approval Ranges would be very useful for many of our clients.
Example: If the amount is greater than $100 and less than $15,000 User A must approve.
14 votes -
expenses report
There will be usefull to be able to a montly report of all expense for sole entrepreneur without using another software
1 vote -
Permissions to colleagues regarding expense claims
Ons must be able to set up collegues as users with limited access on related partner companies to be able to only submit expense claims.
2 votes -
Have a minimum limit for submission
Setting a minimum amount limit for cost submission
1 vote -
Allow Negative VAT Again
Please could you bring back being able to have negative VAT on purchases and sales. For example I cannot do purchase contra on a livestock auction invoice as the software simply doesn't allow negative VAT - I really don't want to have it split items out as it defeats the point of trying to save time.
1 vote -
Extracting invoices and statements from clients email addresses
The ability to enter a clients email address with their permission .
A function that will search the clients email address and Extract anything that says Tax invoices or statement.
For those clients that it is difficult to get them to forward their invoices.
1 vote -
Document count
In the old version a count of documents were given when draggin and dropping a bunch of invoices to Add Document. This doesn't appear to be the case in the new version. This count helps me to ensure all the documents I wanted uploaded were successfully uploaded.
2 votes -
Refresh Dext for updated paperwork request report
Having processed items in Dext and reconciled in Xero its laborious to get to the refresh integration option in order to create an updated paperwork request report. Would be great to have a sync button when wanting a current list of unreconciled bank transactions in Xero. Also the option to include bank lines where there is an item in Dext that might not be a valid VAT invoice. I keep order confirmations in Dext as a reminder that they've uploaded the incorrect paperwork and still need to upload the valid VAT invoice.... but then that bank line is not currently…
1 vote -
Feature labeling E-transfers received
Adding a feature showing an e-transfer was received by a client for either their NSF payment, a payment towards their loan or a payout of their loan would be appreciated.
1 vote -
Manual match is needed for when not automatically detected
In the Costs Publishing screen, please add the option to manually match a receipt with an already recorded expense because sometimes it doesn't automatically recognize the match
4 votes -
Lists
Can you please put lists on the side again? Time consuming / many clicks to try and find the payment methods in the new environment.
Also please don't make me sign into another platform / password to create this idea. I have a Dext account and I should be able to do it from there. Thanks
5 votes -
Paperwork Request - amend order in pdf
I need to sort by bank and then date order (oldest to newest) but there is no option to do this unless I extract to csv and manually amend. I also noticed that bank lines were missing if Dext thought there was an item waiting to be processed that matched - but the document uploaded was not a valid VAT invoice so I still want to include that bank line in the paperwork request document.
2 votes -
Search QBO for transaction matches manually
Make it so we can search QBO for transaction matches manually. Then if Dext hasn't found a transaction match but the transaction is already in QBO it can still be sent to the transaction.
2 votes -
Improved Autocategorisation
The Autocategorisation fails to be correct on the most basic of documents. Improve the AI that reads the documents and applies them to a better category.
The current AI is too unpolished to be of any use, for example: a parking company, with "Parking" in the name, has a receipt in Dext. It's a parking ticket. Dext Autocategorisation has categorised this to the "Subscriptions" account. Not sure how it has come to that conclusion at all.
4 votes -
Be able to turn on a warning if a receipt is not classed
I would like to be able to turn on a warning if a receipt is being published without being classed. Like we can with creating new suppliers.
1 vote -
SOA Checking improvement
Hi,
I just want to provide some feedback -- for the DEXT SOA function we would like to feedback on few things:
1. When sending out the email to request for missing invoice, can have the function to add cc and tailor the email title?
2. Some of our client is having different outlet (under the tracking categories) and there will be having few SOA for 1 supplier. Under this scenario, we are unable to match the SOA. Not sure if in future it will be possible to have the filter to match SOA function.1 vote -
date swap on due date linked to date swap on invoice date
Now that you have an easy clickable date swap - why can't you ALSO have a quick click date swap on the due date??
8 votes -
Reports by Customer
Reporting by customer so I can pull all invoices or transactions attributed to each customer.
1 vote -
Show unmatched bank transactions in Mobile App
See unmatched bank transaction in Mobile app (to prompt uploading reciept)
1 vote
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