1657 results found
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Change layout of overview
it would be great to be able to change the layout of the overview page, to allow for the workflows to sit at the top for easy viewing that there is workflows to be completed.
2 votes -
Bank match within 1-2% of the expense amount
Submitted receipts sometimes don't include credit card processing fees (such as when they are charged at the payment terminal, not POS). Fuzzy logic/matching could be implemented for receipts to match to a bank item where the payment amount is within 1-2% of the expense amount.
8 votes -
Notes for Bookkeepers - not visible to client
I would love if there was a place to add notes to documents that are not visible to the client for internal tracking/informational purposes!
2 votes -
PO matching and import to xero
Ecom business, we use Dext to Xero, and receive circa 30 supplier stock invoices every day. Experience has shown we can not trust supplier invoices to be at our agreed prices etc so we need to validate each one, which is very labour intensive. It would be a huge improvement if the Dext PO matching feature could be enhanced to enable automated bill importing to Xero when the Supplier, PO ref and Value all agree. This would automate the import of 80% of our invoices, leaving a small number needing manual intervention.
30 votes -
Schedule "Request approval" time
Please add an option to schedule sending approval request at a later time to avoid interrupting approvers after office work time.
2 votes -
Expense Claims
Let user enter Location field value for Expense Claims before publishing to QBO. Currently Dext lets users enter Location for individual receipts which are added to Expense Claims, but each Expense Claim is published as a Bill in QBO and only one Location is allowed per Bill entry (not at individual line item like Classes). So the Location field is always blank when Dext publishes an Expense Claim to QBO. Dext allows user to select a default Location value in the supplier rule for the corresponding supplier -- it should use this as a default for Expense Claims and let…
1 vote -
Approval-Can the notes provided by the approver be added to the description field on the bill.
When an approver provides notes at the approval stage, can these notes be added to the memo field which then transfer to quickbooks.
1 vote -
Move inbox items to supplier statement from the Mobile app
Provide the ability to move inbox items to supplier statements via the app
1 vote -
multilingual documents uploaded to Vault
I deal with a number of documents (loan agreements/contracts) which are made in 2 languages (one English, one not). Tried to upload it to Vault, it is recognized and summarized nicely, but the summary was made in Russian instead of English, with no option to change that except Google-translate the summary back to English :) it'd be good to set default language (e.g. English) for recognition of multilingual documents
2 votes -
Export report of mileage claims
It would be very helpful to be able to export the mileage claims to excel.
3 votes -
Large and multi use Description
If you add a description within the supplier rules, you are then unable to add an additional description to a particular bill. for example, the supplier rule may describe "to be approved by ?" Then, when a bill is sent to Dext, that person may type #note Approved #note. This approval is not visible because there is already a description feeding from the supplier rules. We need to be able to see both comments. Thanks!
1 vote -
Cost connections - EasyShip please!
We spend a lot of time every month extracting cost information directly from Easyship and it would be great if Dext could do this via Invoice Fetch.
1 vote -
SSO for Dext Connect
I'm now locked out of my Connect app at a client because my firm converted the sign in to SSO.
3 votes -
KPI Matrix for each client
I like the health scoring that is done across the firms and all clients, but I would like to build widgets of health scoring by the client. We would like to present these dashboards as reporting to the client to give the high level visibility of our value to them. Most clients have no concept of the amount of paper pushing/processing is done to keep their books in perfect condition. In the future we are hoping that we can automate these KPI to develop automated subscription billing based on processing & efficiency scoring. Having Dext auto-bill to our clients for…
1 vote -
Bulk migrate Clients from Prepare to Solo
Be able to go through your entire Client list and bulk edit Prepare clients to Solo that meet the Solo requirements
1 vote -
Publish a PAYMENT to existing customer invoice
Payment to an OS invoice whn the backup submitted is an EFT, etc
1 vote -
Add a feature to Dextension that scans ones inbox for bills/invoices
It would be great to have a feature on Dextension that enables it to search ones inbox for all attachments such as bills/invoices/receipts from suppliers that are saved as contacts in ones Xero account from ones inbox and forward them to Dext.
When one logs into their email (Gmail, Outlook or other), a prompt comes up asking if Dextension can be allowed to search for the paperwork upon which it runs a scan and automatically forwards anything matching the criteria to one's Dext inbox.
1 vote -
pending invoice reminder for individual staff
Pending Recieved Invoices - a space where we are able to make note of payments that are yet to be sent to us (ie. I purchase something online but only received a shipping invoice so I had to email or wait for deliver) That way it serves as a notice to the accounts team that it is being followed up and If the payment is still outstanding you can see it and follow up the company
1 vote -
add a company name to email notifications
We have clients with multiple companies who receive email notifications that ask them to authorise cost invoices but it doesn't tell them which company to go to. It would be very helpful if the notification email could include a company name.
3 votes -
Allow for tiered approvals
Allow for more detailed approval tiers, ie Manager approval for everything but Capital items within a certain subset of the chart of accounts which should be allowed to be defined without a limit (ie more than 40). Detailed outline example Over $2000 for the subset of accounts outlined in the rule would require an additional Executive approval but costs below $2000 for this account subset would stay within Manager approval limit
1 vote
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