1621 results found
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Update 'Add payment method' modal in item 'Details'
In 'Lists' >> 'Payment Methods', customers can specify 'Name', 'Reference', 'Auto-Publish', 'Publish to' and 'Bank account'.
On the item 'Details' >> 'Add payment method', customers can only specify the 'Name', 'Reference' and 'Bank account'.
1 vote -
Client Configuration - Tax Settings
Tax Complexity - Telling Dext which client uses what tax rates (GST/HST, QST, PST, State Tax, etc.)
1 vote -
Accept one document per page on the sales or have it as optional
dext extension chrome - please change to accept one document per page on the sales or have it as optional
1 vote -
Be able to COPY previous transactions - especially for LINE DETAILS
Use a previously entered transaction as a template for another transaction. As an example we quite often have transactions that need to be allocated in the exact same proprtion as a previously entered one but every single time we need to start from scratch and enter them line by line. Usres should be able to either copy a previous transaction or create x numbers of lines, all wit the same descrption and a % or $$ amount specified.
1 vote -
Ability to change default Cost Approvals view from Assigned to me to All items
Not needing to click All items every time I want to view what I've submitted for approval would be very helpful.
2 votes -
Mobile app submission modes
Make the photo receipt input be the default on the last used setting (capture method) or single/combined for longer receipts, as one button.
1 vote -
Telecommunication
The "Telecommunications" type of industry can be included in the selection under the Business Profile.
1 vote -
Ability to automatically archive or delete Delivery Tickets, Exchange Tickets, & Pro Bills
Right now it seems the only way to process invoices for one of our major suppliers (a delivery company) is to download what they sent to our Dext email, delete it from Dext, & re-upload it as One page per document. But then we have the invoice (page one), along with the delivery tickets, exchange tickets, & pro bills associated with each line of the invoice. These can generally be deleted for the purpose of accounting & it would be best for that to be automated, but automatic archiving would be fine, too.
1 vote -
Per-User Visibility Controls for Expense Documents
It should be possible to specify which other users' documents a given user can view/manage (as opposed to the current "all or nothing" setup).
Let me give you a concrete example. Let’s say I have the following users in my Dext account:
- Payables – Department A
- Payables – Department B
- Payables – Administration
- User 1 – Director of Department A
- User 2 – Director of Department B
- User 3 – Accounting Technician
- User 4 – Administrative AssistantI’d like the permissions to be as follows:
- User 1: can submit/view their own expenses plus…
29 votes -
Dropdown Attendee Selection for Meal Expenses
When coding meal expenses in Dext, users should be required to select attendees from a dropdown list populated with the current company user list (synced with Dext).
This is essential for compliance, as documentation of meal attendees is required for tax deductions and audit purposes.
Manual entry leads to errors and inconsistent naming, making audit preparation difficult and increasing risk. Expensify has this feature, and our team found it very effective.
Please consider adding this as a required field for all “Meals & Entertainment” expenses.
1 vote -
MYOB Pro
Ability to connect MYOB PRO
1 vote -
Supplier Statement Coding
Can you please add a column within the supplier statements to code directly from the details tab instead of having to go into each invoice to code and come back to supplier statements afterward?
1 vote -
Ability to have OCR (Optical Character Recognition) of text in pdfs that do not have selectable text.
Here’s an example of our workflow for a vendor that submits pdf invoices that have text that is not selectable:
1. Type was changed from "Other" to "Invoice" by User because the OCR system could not read the word "INVOICE".
2. Supplier name was set to "[Name of vendor]" by User because the OCR system could not read the lines under "REMIT TO:".
3. Tax was set to "GST" by User because the OCR system could not read the word GST at line 114.
4. Category was set to "Shipping and Delivery" by User because the OCR system could not…1 vote -
Practice users notifications for expense claims and invoices approvals
At the moment, when we have an approval process set up where the first step involves our internal practice users, they do not receive any email notifications when there is something pending their approval. We’ve confirmed this behavior with your support team, and understand that currently only external users receive such notifications.
This limitation makes it difficult for our internal team to stay on top of approvals, as the only way to know if action is required is by logging into the platform daily to check manually.
It would be extremely helpful if internal users could also receive email notifications…1 vote -
Supplier statement does not recognize credit memos/invoices
Love the supplier statement but it never matches my credit invoices despite them being in dext. It is searching for the positive value and not the credit value even if the statement shows them as a credit amount.
2 votes -
Send request for rejected invoice re-submission to vendor via dext
On invoice rejections, have an option similar to the supplier statements to request a revision or resubmission. Having this in dext and the ability to send it to any email address for your contact would allow us to confirm that when an item is rejected it was requested to be corrected on a certain date, and sent to a certain user. This way when a vendor comes looking for payment we have all the details with the rejection and the vendor can attach the revision right to the original to be approved again.
Could also be applied to needed supplementary…
3 votes -
Duplicate review including original document history
On the duplicate review screen we can see the two invoices, but now that approvals are available in Dext, there is no way for the reviewer to see if the original was rejected and what the rejection reason was to ensure whatever criteria was fixed. If for instance, an invoice was rejected because it was missing information or a PO number, there is currently no flag on that review page to indicate that the original was rejected so when it is confirmed that it is the same invoice, the new submission is also now attached and automatically archived and never…
3 votes -
expense claim cover sheet signatures
In the expense claim submission process, can you add a step that adds digital signatures to the PDF coversheet?
By virtue of the employee submitting the claim, I would like that to add their digital signature to the cover sheet, then when the manager approves it should add their signature. So when the expense claim is approved and finalized, the PDF export shows a signed coversheet.
Also, if an expense claim gets sent back to the employee for further edits, their original signature is removed and is blank until the correct edits have been made.
3 votes -
VAT Status for Zoho Books UAE when creating supplier
When creating a new supplier in Dext for the Zoho books integration, the VAT status needs to be set before you can publish a bill. This is because the supplier has to have a tax status applied before it will accept an bills from Dext.
Currently, I have to click publish, which creates an error in dext but still creates a supplier, then go into zoho > vendors > set the VAT status/scheme and then go back to dext so it accepts the bill.
1 vote -
Expense claim - Mileages - commute adjustment
Make it possible to adjust for commute mileage when creating a mileage journey
2 votes
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