1657 results found
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Category List search function
Provide the ability to search for a Category in the category list to toggle on or off. Our list is 3900 categories and it's time consuming to scroll through the list to get to the bottom
2 votes -
Addcomment on invoices awaiting approval
I've noticed that invoice approvals are sometimes delayed for valid reasons, such as awaiting further clarification or documentation. Currently, we have no way to add a comment while the invoice is still pending approval—comments can only be added after an invoice is either approved or rejected.
This limitation creates unnecessary follow-up work, as we have to chase approvers directly to find out the reason for the delay. If there were an option to add a comment or note while the invoice is still pending, it would:
Allow approvers to provide context if they need more time or information
Reduce back-and-forth…
1 vote -
Extract UK VAT Numbers
As UK VAT Numbers have recently been added to the workspace. It hasn't been available to extract in PDF or CSV format. If it was able to, this would be of great help!
1 vote -
Merging duplicate invoices and receipts
Several software providers issue both an invoice and a receipt for the same cost. The documents are identical apart from being labelled either 'invoice' or 'receipt.' Can these be automatically merged since they are duplicates?
20 votes -
Edit/Override Missing Invoices From the Extracted Data of the Supplier Statement
Edit/Override Missing Invoices From the Extracted Data of the Supplier Statement
Please add the ability to manually edit supplier statement entries and override extracted fields such as type and total amount when data extraction is incorrect. When I upload a supplier statement, sometimes it would read an amount as a credit type. It would be nice to override this amount to an invoice type, so it can properly find the invoice associated with it.
2 votes -
Import PO numbers into Quickbooks Desktop
Please add the ability to change the data that imports to Quickbooks desktop from the description to the PO or the ability to automatically add the PO number in that description. This information is crucial for payment and accounting processes but currently needs to be manually added in every invoice.
1 vote -
In the Approvals section of costs inbox, have a quicklink button through to set up new approval workflows
When you go into Approvals for the first time, there is a button to take you through to setting them up in Settings. But once you have something to approve, there is no longer a quick link to setting up more. Can we have a quick link button?
1 vote -
Add Approver in Approvals line field for sorting and available in all reports
Add Approver in Approvals line field for sorting and available in all reports to allow filtering by Approver and running reports by Approver.
1 vote -
Customer Aliases
Supplier Aliases has been released now but it would be brilliant if this was available for Customer Aliases. We have clients that use a specific invoicing system and there can be variations of the same limited company name. It would be a big help if Customer Aliases was available to avoid creating duplicate contacts.
2 votes -
Make the 'Customer' field mandatory when submitting via the Mobile app
On the phone app, prompt the user to choose a customer, making it mandatory to upload the picture
1 vote -
Better visibility of items awaiting approval
I'd love to be able to see number of items awaiting approval from the dashboard page showing all clients (alongside the columns showing costs items, sales items, expense claims). I will check in Dext before running accounts payable within Xero, to ensure everything is included - but I am missing items that have been sent for approval and not yet approved.
I know it is visible when I click into the individual client, but it would be great to see it at the top level1 vote -
Job number in itemised lines
When the lines have been itemised, and your in the itemized screen. If there's more than one line, we can add the category one time and the job number one time and it'll automatically fill in the lines below. Right now we're having to cut and paste each line. Thank you!
1 vote -
Expense Claim PDF export
I would like for there to be an option to edit/filter what is put onto an expense PDF/Export. For example, the ability to remove tax / net value, and only display gross values.
1 vote -
Select Columns to show in Approval Tab
Would be great to be able to add additional columns on the Approvals Tab - similar to what is available on the 'Inbox' tab. Would make reviewing correct allocations of costs much quicker.
5 votes -
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 -
Expense date, payment date and payment methods
1 Ability to mark bills as paid, as well as the date + payment method
2. Currently, can only enter payments on Expenses → doesn't allow differentiating between date expense was incurred and date of payment.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
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