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1914 results found

  1. The ability to add "Class" as a main field in an Expense Report

    5 votes

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  2. 2 votes

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  3. 1 vote

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  4. Have the option to log in with a Microsoft SSO

    5 votes

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  5. I would like the ability to add a ‘sticky note’ to the image in Dext to provide more background info that someone searching the document might need after the fact. I don’t care if it’s visible in Sage or QBO, but its sometimes nice to draw attention to a change or a formula error or adding error on something submitted by staff so that whomever is approving the invoices gets the full picture....description field is not visible when I export a pdf list to my CEO to show what’s being paid on a particular pay period so that doesn’t help…

    2 votes

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  6. I would like to be able to notify users that their info is incomplete when I’m working in Dext. I would like more ways to indicate follow-up on the main inbox screen....there is only one flag - I’d like to have a visible note field below it or beside it to say what’s missing or what’s needed
    Backups to OneDrive or wherever should include the category code/project/etc - if not, we’re just backing up an image of the receipt/invoice which is not very helpful if you are looking something up years later or if you ever discontinue using Dext.

    2 votes

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  7. Ability to publish the Sales Receipts type of documents to section Sales Receipts in QBO.

    1 vote

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  8. 1 vote

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  9. Ability to enter purchase no for each invoice as required in MYOB - currently with no option available, MYOB is just autonumbering it

    6 votes

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  10. Extract payments from bank statement.
    Allow them to be coded up manually with say Account no. Then export each coded transaction to the relevant account in Sage as a SA. This then allows user to match SA against invoices in Sage

    2 votes

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  11. Integration with Approval Max needs improvement. If an invoice is rejected in Approval Max it should let the relevant Dext User know.

    1 vote

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  12. 1) The combobox is tiny. 2) The search matches any characters... so if we search for customer abbreviations "ABC" or "ARN" it will find any customer with any of those letters. That's not helpful. Fuzzy search terms should at least be space delimited, so acronyms/abbreviations only match a sequence of characters, not any characters in the entire string.

    3 votes

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  13. The Advanced Search feature should show up on the search function as soon as you go into the supplier list, not once you go into the archive view for a specific supplier. It would be nice to search ALL entries for a particular date range either by all users or a particular user. You can do it once you go into a specific supplier archive view and just remove the supplier name at the top, put in the date range, and user name but it should be easier to find than that. I would like to be able to search…

    6 votes

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    1 comment  ·  Admin →
  14. 3 votes

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  15. Activity Stats Dashboard enable a 5 year summary. So clients listed and then year 1, 2, 3, 4 ,5 with activity stats and turnover.

    3 votes

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  16. 1 vote

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  17. To be able to manually rearrange, add or delete pages from a pdf once uploaded. For example, merging files does that, but you can't control which page goes first, and sometimes you may need to delete or replace a page or whole document but to retain the other data associate with the invoice/etc. Using a third party tool to do it and then delete and replace the file in Dext seems an extra step that could be avoided.

    8 votes

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  18. Add the following fields for bulk editing:
    1. Category. Right now there are only Products/ Service
    2. Paid
    3. Paid by
    4. Which bank account it is deposited into.

    4 votes

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    1 comment  ·  Admin →
  19. If an invoice has both zero-rated and 20% VAT it won't pick that up.

    3 votes

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  20. Restrict Basic users from being able to unarchive items and Expense reports.

    5 votes

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    1 comment  ·  Admin →
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