1836 results found

1. 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.

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2. Single Touch Payroll

   Identify where Single Touch Payroll has been filed for all pay runs or where there is a lodgement error

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3. Superannutaion Payments

   Identify where there are super payment batches in Xero that have not been approved or processed by the due date.

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4. 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.

   2 votes

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5. 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 months

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6. Merge Document Tags

   Add the ability to merge tags when duplicates are created.

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7. 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.

   2 votes

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8. 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.

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9. Auto supplier based on payment method

   My firm exclusively looks after NPOs and we love Dext! It would be really cool if we could have an option for when a payment method is extracted it auto sets the supplier. Many NPO's have volunteers and staff purchase for them for reimbursement later. Dext can (after setting it up) already show me when it's a personal card used but it would really help ensure we catch it it it also changed the supplier to the payment method person. Just 1 more field needed to set a supplier as default when this card number is used. Thanks!!

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10. Ability to Star clients without being an account manager

    in the old version, the option to star a client has always been there and easily accessible.
    in the new version, only account managers can do that. I'd like to be able to star clients again as a non-account manager

    3 votes

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11. 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.

    3 votes

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12. Allow CSV import to projects 2

    We are using Dext along with Landmark KeyPrime which doesn't support cloud integrations. Project 2 is used for importing "enterprise" codes which would be helpful to be able to import

    2 votes

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13. Approval "if not" Criteria & Delegation to other approver

    Approval to include "if not" criteria.
    Approval Re-assign function to other approver.

    5 votes

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14. 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.

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15. A way to lock the payment method on a standard user account so employees dont have access to card numbers.
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16. 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 that supplier in their list. Something like a "global supplier rule editor" would save a ton of time and cut down on double-handling.

    Appreciate you considering it—would be a huge win for multi-client setups that use the same suppliers with same terms, categories, etc.

    Cheers!

    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… more

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17. Dext Solo bank account

    Upload one bank statement for multiple income sources .

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18. 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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19. Ability to turn off features not being used by a company such as sales/bank...

    Ability to turn off features not being used by a company such as sales/bank/certain details not needed in a cost, to make the platform more refined and easier for users.

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20. Configurable Rounding Method for Tax Calculation

    Problem statement:
    Difference in rounding method leads to small but problematic differences in tax calculation.

    Proposed Solution:
    Add a setting to supplier rules and/or item details to configure Dext to use the rounding method used by the supplier.

    Context:
    I'm seeing frequent cases where the tax calculated by Dext differs by a penny or so from the tax calculated by the retailer on a receipt. This has to be dealt with before publishing. Line items can be edited to solve the problem, but this invariably results in accounting entries that do not match the original document.

    These two error messages are generated:
    - Line item totals are greater than the item total.
    - Line item tax is greater than the item tax.

    It's clear that this is happening because the receipt retailer and Dext are using different methods to deal with rounding to the nearest penny for the tax amount, resulting in a total tax amount that is off by a penny or two in either direction.

    Dext is using line-item rounding , like this:
    - For each line item; apply the tax rate to the line item amount, and then apply rounding rules to that result to get the line item tax amount.
    - Then total the line item tax amounts to get the total tax amount.

    The receipt retailer (i.e. supplier) is using global rounding, like this:
    - Add the line item amounts to get a total net taxable amount.
    - Apply the tax rate to the net taxable amount, and then apply rounding rules to that result to get the total tax amount.

    A configurable setting on the item and/or the supplier could be toggled to use the same rounding method used by the supplier. This would bring the calculated tax amount back into alignment.

    Problem statement:
    Difference in rounding method leads to small but problematic differences in tax calculation.

    Proposed Solution:
    Add a setting to supplier rules and/or item details to configure Dext to use the rounding method used by the supplier.

    Context:
    I'm seeing frequent cases where the tax calculated by Dext differs by a penny or so from the tax calculated by the retailer on a receipt. This has to be dealt with before publishing. Line items can be edited to solve the problem, but this invariably results in accounting entries that do not match the original document.

    These two error messages… more

    1 vote

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