1609 results found
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Send images in bulk for Paperwork Match
Please can you consider having the ability to send matched paperwork over in bulk
When we filter out all the documents with a paperwork match it would be a huge time saver to be able to send the images across in bulk instead of having to click into each one several tiomes to get it sent over5 votes -
Sort Approval by Next Approver
To be able to sort approvals via next approver would assist multiple users in our organisation to simply find their own invoices to approve.
19 votes -
Exporting Purchase Order Numbers in CSV Files
You should be able to export the purchase order numbers that are extracted from the invoices. This is vital information to the business that needs to be retained with the invoice information.
22 votes -
Tax Return Box for replacement of domestic items
Self explanatory - so we can separate out appropriate cost of replacement items to ensure maximum deductions for clients. Most clients will tend to include these in repairs
1 vote -
Bank transactions Audit trail/history
Bank transactions Audit trail/history to show where the bank transaction came from (bank feed or bank statement upload) and when it was imported, which user coded which transaction line, which property it related to, what date/time it was updated and what code was selected. Also should record subsequent changes. This should look exactly like the 'history' tab that appears on the right hand side when looking at cost items which is really good. this is really useful to see any changes.
2 votes -
Property Income Bulk Edit Category and Rental Property
When bulk editing under the costs, bank and sales areas to add the ability to select which property the items relate to. Currently you can only bulk update the category. You have to select the property for each item.
1 vote -
Provisioning and Deprovisioning users
Would like to be able to provision users from Azure and the account be created and email validated without having to manually create users in the platform.
Also if eventually account is disabled in Azure then the account should be disabled also in Dext.
1 vote -
Health Score display on Data Health TAB
When on the data health tab, you have to go back to the overview tab to see the score. this doesn't really make sense. the data health score should be visible perhaps as attached, enabling a view of the data halth as you proceed through the items.
4 votes -
Employee checks
Check that employee details in Xero are complete, eg
. missing Tax File Number
. missing super details
. no leave setup (if Permanent or part time)
. Leave balance in excess or one years accruals
. Negative Leave Balances
. no pay runs for employee for a period of greater than X months
. terminated employees in last x months
. new employees in last x months1 vote -
Merge Document Tags
Add the ability to merge tags when duplicates are created.
1 vote -
Ability to resize columns
Longer file names are obscured by the limited column width. Would be helpful to be able to customise the width to display extra information as needed.
3 votes -
Edit more fields from the Inbox, instead of the Item Details page
I would like the main page to allow us to not only choose to view any of ALL columns but allow us to also change the data in any column such that we can work only from the main page and hide the columns that we know are most likely accurate extracted data.
1 vote -
Line Item Detail visible to approver
Line item detail should be visible from the approval window and not require the approver to send back to the inbox to open that detail. Only to have to resubmit and move back to approval window to approve.
9 votes -
Approval "if not" Criteria & Delegation to other approver
Approval to include "if not" criteria.
Approval Re-assign function to other approver.14 votes -
Extraction percentage complete for bank statements
Don't understand why you can submit 3 statements at the same time, but only two process quickly and the 3rd one takes FOREVER! Would be helpful to know percentage of completion indicated so I can determine if I should just do manually if it's going to hake hours.
1 vote -
Company Name in the report
Could you put the Company name in the expenses claim and sales report? We can view the report from the staff but don't know from which company. We have a lot of the companies in the Dext. Enclosed attached file for your easy reference. Thanks.
1 vote -
1 vote
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Global Supplier Rule Editing Across Clients
Just wanted to throw in a little feedback that I think could seriously level up the workflow for those of us juggling multiple clients.
Right now, if a bunch of clients use the same supplier, we have to hop into each individual client file to tweak supplier rules. It gets pretty repetitive—especially when it's the exact same rule adjustment across the board.
Would love to see a feature that lets us manage supplier rules globally—so if, say, multiple clients all use Staples or Rogers, we could adjust that one supplier rule once, and apply it across any clients that have…
2 votes -
Dext Solo bank account
Upload one bank statement for multiple income sources .
0 votes -
YouTube connection in Commerce
Connect Commerce to YouTube so ad / premium revenue can be automatically pulled through. This will save us a lot of time on content creation clients.
1 vote
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