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  1. For Zoho Books bills, we have created some custom fields such as suggested payment date and how the payment will be made (direct debit, manual etc). There doesn't seem to be any option to populate these fields in Dext, so have to reopen them in Zoho to add these in. So I would like Dext to be able to pull any custom fields per the company on Zoho as well as the criteria requirements (such as drop down, or date)

    1 vote

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  2. Additional types of documents in sales section

    1 vote

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  3. It would be great if Dext could email us about recent features and enhancements so that we can be aware of things changing. This would enable us to adopt the changes in a timely manner.

    1 vote

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  4. Facility for CIS and Reverse charge suppliers to be processed through Dext, either from supplier, client or App.

    1 vote

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  5. Our employees that are standard users are still able to edit, delete, archive, unarchive expense claims that were already approved and published. this is defeating the purpose as it creates chaos after publishing. Please change it so that once an expense claim is approved, it cannot be edited/archived/unarchived, etc.

    1 vote

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  6. To be able to only partly invoice items from a quote and leave the rest as un-invoiced, to be invoiced further down the line.

    1 vote

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  7. I want there to be a column on the paperwork request button in QB using the Dextention that shows which sub-user account it is that had the transaction. In the transactions page in Dext, this is an option.

    1 vote

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  8. When checking for duplicated invoices, Dext ignores the amount but report whenever there are two or more invoices from the same supplier with the same reference number.

    This way duplicated invoices with differring amounts will get picked up. At the moment these invoices slips through the cracks.

    1 vote

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  9. I'm wishing for a thumbnail view option in the Inbox. Case in point, I am looking at a list of documents from Vendor 1 (filtered list). And i know some of them are just statements or advertisements while others are invoices. A thumbnail view would let me see what is in the doc without manually clicking View image each time.

    2 votes

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  10. Bonjour,

    Pouvoir augmenter la limite du nombre d'utilisateurs dans un Circuit de validation.
    Actuellement, la limite est de 5.
    (Nous avons la possibilité d'ajouter plusieurs étapes. Cependant, les utilisateurs ne sont pas toujours les mêmes : Selon le projet, la facture, l'acheteur initial.)

    Merci!

    1 vote

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  11. Bonjour,

    Pouvoir annoter un document déposé dans Dext, sans devoir l'annoter AVANT/APRÈS la publication dans Dext.

    Merci!

    3 votes

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  12. It would be helpful to be able to sort by flag colour - as you can with most other columns.

    2 votes

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  13. Notify (not identify) if there are missing invoices based on trends in cost analysis in Insights

    1 vote

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  14. This can only be done at the business settings level for the entire file. It would be good if this could be turned on at the individual supplier rule level instead

    1 vote

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  15. The client is requesting to integrate with Pheonix agdata as this is the major tool they used for their accounting.

    2 votes

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  16. When publishing m a PO under sales in Dext to Sage50, it automatically creates it as a sales invoice. It would be ideal to have this publish in Sage as sales order. Sage already has a seemless way to covert a sales orders to sales invoices once our jobs are ready to ship. Having this solution in where dext publishes a po to Sage as sales order will help improve manual entries of our POs into Sage 50 from he onset.

    2 votes

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  17. For Dext Solo - there are a lot of bank transactions that does not show a match but there is a match . And there are a lot of false matches where the amount is the same but the supplier or date is different .
    Every single bank transaction where is no match has to be checked manually againts the cost items. Altough Dext algoritm recognises as a possible match and even the green ''Suggestion '' button shows it , it is not revelead on the main banking page , we need to click on the item and scroll through…

    6 votes

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  18. On the main screen, you can enable the display of Notes/Messages which gives you an icon on the far right if you have recorded a note or sent a message to a client. My suggestion would be that the message icon changes (or changes colour) to indicate whether the message has been read and a different icon (or colour) if a reply has been posted. Much like WhatsApp and any other messaging interface really.

    2 votes

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  19. When accessing Bank > Transactions with multiple accounts connected, the system always defaults to the same account and reverts to it after navigating away. It'd be great to either have the ability to set a default bank account, or for the system to remember the last selected account across sessions.

    In our case, it auto selects our international account whilst the transaction bank account with the payment cards should be defaulted to instead.

    3 votes

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  20. Support for foreign property income in Dext Solo.

    3 votes

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