1647 results found
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payment method auto expense claims
When auto Expense claim is used, bring in the default payment method for that user for the claim
1 vote -
Allow AI Guidance to override Auto-Publish
It would be extremely helpful to have an option for AI Guidance to prevent an item from being auto-published when the guidance identifies that the invoice should not be published.
For example, we would like to use AI Guidance to flag invoices that belong to another site or should otherwise be reviewed, and have the invoice remain unpublished even if the supplier is set to Auto-Publish.
At the moment, AI Guidance can identify and flag these invoices, but the Auto-Publish setting takes priority and the invoice is still published.
Having a “Do not publish” / “Prevent auto-publish” action within AI…
1 vote -
Adding an auto-publish indicator in the archive table
As we rely more on the auto publish feature - it would be great on the archive view if we could filter by auto publish so we can give the documents that we haven't touched a quick once over in list view. If we wanted to do this currently we'd have to check in each individual one if its been auto-published or not and this is time consuming. I understand the need to trust in the auto-publish but it is a learning tool and we want confidence to trust it by reviewing in the beginning.
12 votes -
Add ability to bulk publish approved expense claims to bookkeeping software
Currently can only click into and publish individual claims, which is very time consuming
12 votes -
Set default Claim supplier to be a certain value when adding new staff
Currently the default is "Use the name of the user", and must be adjusted manually for each new staff
12 votes -
Set default of Auto Expense claims to "Yes" for new added staff
Currently set to "No", and must be adjusted manually for each new added staff
12 votes -
Separate permissions for staff to create expenses claims and add items to existing claims
Permissions are currently together; we want to ensure staff are not creating ad hoc claims but can add items to auto-generated claims only.
11 votes -
Duplicate workflow and detection criteria
There are 2 aspects here - the first is that there should be a user-initiated workflow to request approval of an automatically flagged "duplicate".
- Admins have no ready way to know what is sitting in the duplicate bin waiting for action and what has been effectively discarded and re-attempted by the user.
- Capturing the request would attach context about how the distinct transactions relate to one another, should they be subsequently queried
- Users have an un-actionable "duplicate" alert - they can't resolve it and they can't generally know who to ask out-of-band.
The second aspect is that existing receipt duplicate…
1 vote -
Export approval history into Xero with Invoice / Rename approval stages
It'd be great to be able to rename approval stages so auditors can know in what capacity someone is approving the expense (ie rather than Stage 1, you could have "Budget holder", instead of Stage 2, "Department head" etc) and also have that approval history exported in a separate document and attached to the invoice when submitting to Xero.
1 vote -
1 vote
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Dext App Photos - Improve Capture of Bills and Receipts
Check the MYOB Assist App Capture a Receipt function to take or upload a photo of a receipt or bill. It is an advanced system that is simpler and quicker to use then the Dext capture system. One click opens the photo capture screen, it will then identify and frame the bill or receipt, regardless of the size of the document eg can frame long receipts as a single photo, and automatically captures it with out needing to click a shutter button. Also has a + Page option to easily capture multi-page bills. Would love to see Dext adopt this…
1 vote -
dext solo - filter transaction summary by multiple rental properties
when you go to reports>transaction summary there is a filter option in the top right corner to filter by rental property. currently you can only select one property at a time.
can you make the filter to allow multi-selections i.e. to select property 1, property 2 but not property 3. the selections will then adjust the report on screen and the export file at reports>transaction summary>export
1 vote -
dext solo - filter transaction summary by property owner
when you go to reports>transaction summary there is a filter option in the top right corner to filter by rental property.
it would be very useful to have a drop down filter to select the property owner (in jointly held properties) and then be able to export the report, which will contain the same rich level of detail as the main dext solo account holder gets when generating the same export at reports>transaction summary>export. the columns in the beneficial interest export are not as good e.g. it does not show the property name, total amount, total share, the source (costs,…
1 vote -
Dext Solo - Beneficial interest filter by owner
in reports > transaction summary
where you have the filter to select a specific rental property, it would be very useful if there was also a filter to select a specific owner. this will allow us to export the transaction summary (with detailed transactions if needed) with the same level of detail that the main 'dext solo' account holder gets when doing reports>transaction summary>export.currently, the beneficial interest report doesnt show the same split of 'amount' and 'total share' or the specific rental properties for each line as it does for the main holder.
1 vote -
MTD PDF export
When viewing an MTD submission, it would be good to have a PDF export option, so that this can be sent to clients for approval, and saved internally for anyone without Dext access to see
2 votes -
Locking transaction on Dext Solo once been submitted to HMRC so client can not change it
Locking transaction on Dext Solo once been submitted to HMRC so client can not change it
2 votes -
SALES INVOICE - Multi currency
Please add the ability to easily change the currency when creating a Sales Invoice.
With France's new mandatory e-invoicing requirements coming into effect, many businesses invoice clients worldwide in different currencies (USD, GBP, CHF, etc.). The current process is not intuitive. It would be extremely helpful to have a simple currency selector on the Sales Invoice screen that allows users to choose the invoice currency while keeping their accounting base currency unchanged.
This would make Dext a much stronger solution for international businesses operating from France.3 votes -
Enhance Paperwork Match to update transaction details in Xero
Current behaviour: only attaches the document image, no financial data is sent
Requested change: when matching, also update
• tax rate
• category/account
• full codingGoal: avoid needing to republish items just to correct coding
1 vote -
Sync QBO Bank Feed to Dext
If QBO bank transactions synced to Dext Bank feed, then I could request paperwork from clients through the Dext app. Alternatively, improving the Dextension paperwork requests could work. Currently, it's not possible to request paperwork through the Dext App from bank transactions in QBO.
1 vote -
Dext AI Assist Automatically Applied Suggestions Feedback
When I'm reviewing the history of AI assist suggestions, I would like if there is an option to flag the suggestion as incorrect and provide feedback for the AI assist to be more accurate in the future. Currently, this is available for suggestions before they are manually applied, but not an option for suggestions that are automatically applied.
1 vote
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