1705 results found
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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.
2 votes -
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.
10 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?
2 votes -
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 -
Admin publishing adjustments/Closing Dates
When month end or year end is closed in Quickbooks, Dext will still override the bill date of anything in process. Would be amazing to have either a close out lock for anything prior to that closing date (and ability to change the invoice date to the current period) or the ability to have an admin priviledge granted to change the date/description with a note to adjust this.
Currently we need to take an approved invoice out of approvals, edit the date, leave a note about why we edited the date, re-send it for approval, and then go approve it…
1 vote -
More settings on the app
The app is very limited in terms of settings that I can setup on the app. Please increase the settings available on the app. For example, organisation settings.
1 vote -
Refresh integration on the app! Please add it back agsin
Refresh integration feature in the app, not just desktop. Please add this feature back to the app
1 vote -
Bulk sync with accounting software
Currently you have to go into each client and click the Sync button. Please could we have a global Sync button, so you can do all the work for the day, then just one click for all clients to sync with the accounting software.
1 vote -
Advanced Search - partial characters
Search function in Archive be improved to show results with the partial characters of the data being searched. For example, I was searching "13295" but there was no results because the exact reference number was "00013295"
5 votes -
Train tickets - extracting journey details
A lot of our clients travel by train and we are finding that there are a lot of items being flagged as duplicates which are not. e.g. they buy 2 singles for the same day separately because its cheaper. We have removed any auto-merging and manually review them all now. It has left some clients concerned about what may have been merged previously so we are going back through old records. If you could include the date of the journey and to and from, single or return it would be really helpful to check for missing items and give our…
1 vote -
Mileage claims - dartford crossing
I use the Dartford crossing twice a day.
I have a registered account for my cars.
There is no daily receipt available only a monthly statement that is produced several weeks in arrears.
This lag will delay claims and hold up client recharge.
Also, the statement will have very many journeys not all of which will be claimable.
A work around is needed. My journey necessitates using the crossing and the mileage calculator reflects this route. The use of the crossing is implied.Presume this is an issue with tolls generally.
1 vote
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