1679 results found
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Bank Feeds and Bank Match
- bank feed - colour the transactions who go to inbox, with attached documents
- match transactions from multiple accounts, bank feed and costs to review
4 votes -
costs upgrade
add insurance and accounting option to costs
1 vote -
Duplicate Item Review by End User
Allow the End User to determine whether a duplicate expense entry is correct or not. With the current set up, the End User is unable to get similar looking expenses into the system and it's quite frustrating needing to wait for the Admin to review and approve. First they must notify the Admin that they are having this issue, then the Admin needs to approve the duplicate item, at which point the End User needs to return to the app to complete the data entry. This process is extremely inefficient.
There can be two layers of review for duplicates if…
5 votes -
Add Reference Number to Purchase Order Detail
Can you add the reference number on the Purchase Order tab
2 votes -
Note indicator
I think it would be really useful to have the "Note" tab change colour or indicate in some way when a note is in there. That way it could alert the user to check the notes before processing a document.
4 votes -
Extracting multiple Direct Debit payments from invoices.
It would be great if you could add an invoice and separate the future direct debit payments, which would automatically update onto Xero.
Thank you!
1 vote -
Select a publishing destination for a document type
Publishing rules based on a document type
1 vote -
Project Defaults to also apply to Sales
project user defaults to also apply to sales items uploaded by specific users.
Currently Dext only apply project defaults for users to apply to costs.
1 vote -
Pay Employees' Expense Reports from Dext
I would like to set up employees in Dext and automatically pay them (via a connection to our bank account) through Dext.
22 votesWe are working on this with Dext Payments
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The POS invoices (eg. from Bunnings) line items are Tax inclusive. We should be able to publish these line wih correct tax code to Xero. Cur
The POS invoices (eg. from Bunnings) line items are Tax inclusive. We should be able to publish these line wih correct tax code to Xero. Currently if no tax column is available line items then he they are published as GST Fee expenses in Xero.
We should be able to select lines are Tax inclusive or exclusive.
2 votes -
Mutliple Simultaneous file storage ability
Can you please add the ability to connect multiple file storage connections at one time?
1 vote -
Select Cost Codes for items in accounts integrated with Sage 50
Sync with Sage 50 Cost Codes
1 vote -
Notes added under details tab
Under details the description maps to QBO but there should be a notes section also that does not map to QBO that stays in Dext. I know there is a notes tab but there is no way to know if someone has added a note or not it is not a helpful tab. It could be if there was a flag to show there was a note or if the note was moved to the details tab. It would be super helpful to have a spot for the expense approver to add a note in an easy to see spot.…
2 votes -
Return Item ID numbers to top of Receipts on Export of pdfs
Back in the early days of Dext (when it was Receipt Bank) the Item ID was printed on the top of the Receipt. Can we have this feature back please - turning the Item Headers on in PDF exports is not useful/looks awful.
1 vote -
Supplier Products List Extraction and Price Checker
A price checker feature that automatically notifies you when a billed price differs (higher, lower) than the agreed product price would be great. The price checker would compare the extracted line items from bills against your pre-loaded price list.
0 votes -
9 votes
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Service Date on Sales Invoices
Good Morning,
I hope this email finds you well. I am reaching out regarding a request concerning the dates on our sales invoices.
As part of our accounting processes utilizing software like QuickBooks, one of our valued clients has requested the inclusion of two distinct dates on their sales invoices:
- Document Date
- Service Date
To accommodate this request and ensure accurate record-keeping, we kindly ask if it's possible to add an additional line labeled "Service Date” on sales invoices.
We believe this adjustment will streamline our invoicing process and enhance clarity for our clients. Your assistance in implementing this change…
2 votes -
New Tab for Past Transactions
A tab for Previous Transactions would be very powerful. We can see how the transaction was coded. QBO has it.
2 votes -
Include Sub-Account column when exporting Bank Transactions data
When viewing Bank Transactions, I have the Sub-Account Column showing so I can identify which card made the purchase. When I export the list to Excel, the only columns in the spreadsheet are Date, Description, Debit, Credit, and Balance. It would be helpful to include all columns when exporting that data - particularly the Sub-Account so that we can easily filter the spreadsheet by card user.
1 vote -
Comments on flows
be able to leave a comment per line of each section of a flow as well as one comment for the whole section.
1 vote
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