70 results found
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Allow DEXT payments to execute payment runs earlier than 9 am
Payment runs are processed automatically at 9 am on the execution date, which can take a couple of hours to show in the supplier's bank account. It would be ideal to allow for payments to be processed earlier than 9 am or at a chosen time so that the payment reaches the supplier before the start of the working day.
1 vote -
Dext Solo Report
Make it so that the SA103F transaction review report actually picks up on the supplier name of a item in the inbox instead of just the description. It makes it hard to do a transactions review when the transactions are just labelled -
1 voteHi Noa,
Thanks for sharing this.
This is already in our backlog, and we’ll get back to you as soon as we have an update.
Best,
The Dext Team
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Syncing Analysis Accounts from Sage Accounting SA
Feature Request: Syncing Analysis Accounts from Sage Accounting SA
In the attached screenshot from AutoEntry, you can see that these analysis fields are fully visible and selectable. However, in Dext, it appears we are limited to just Suppliers, Customers, Categories, and Tax settings.
As we use these fields to track our overheads and asset management, not having them in Dext creates a manual bottleneck for us. Is there a way to enable the syncing of these tracking/analysis fields, or is this a feature currently in the pipeline for the South African integration?
I’d love to make the switch to Dext,…
1 voteThis change should be possible, we'll investigate and update here when it's underway.
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Mobile App Approvals to have the assigned to me tab
On the mobile app, it would be very helpful to have two tabs for the "assigned to me" and the "all items" as you see on the web version. Currently there is nothing that easily shows who the next approver is in the mobile app. Additionally, notifications on the mobile app when new invoices need approved.
13 votes -
User Permissions to limit adding new users
Right now if a user is added as Standard they are quite limited. But making them a User Admin allows them to add and remove other users.
Our auditors see this as a control issue; Xero has similar set permission roles, but allows you to check a box for allowing that person to add or remove users.
While Dext could do a lot of granular things with permissions as seen in all the suggestions. Having an overall control to choose which users can add or remove other users is fundamental for financial control.
Thanks,
Robbie3 votes -
Vault from mobile app
Scan directly to the Vault from the Mobile App. Similar to Costs and Sales.
3 votesThis is planned, thanks for raising
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Practice changing the client owner
Where the accountant practice pays for the Dext subscription, for the practice to be able to change the account owner without sending an email to the client. Most of the time we use Dext internally with clients uploading, they do not use Dext so sending an email causes further confusion as we pay for it
1 vote -
Make bank feed available to standard users
We would like Dext to be able to function more like RAMP or BILL spend and expense from this standpoint: That the transactions hitting various bank and credit card accounts will display in a bank feed so the users are prompted to know which transactions they need to upload paperwork form. We would like to make this available to standard users, or at least create the ability for us to allow a users to see the bank feed WITHOUT giving them publishing rights. This way clients can be more proactive rather than waiting to receiving paperwork requests.
27 votes -
PO approval linked to invoices
Require approved PO for each invoice
3 votes -
Manual approval request
manual assignment for approval not on a workflow
100 votes -
Filter by Project in Approvals
Ability to filter by Projects in the Approvals view so when exporting documents you can do it per project
10 votes -
Supplier statements via email
You could add a feature to send supplier statements via email as well.
69 votesHi everyone,
Thank you for voting on this idea.
This request is in our backlog, and you’ll be notified once the task is completed.
Best regards,
The Dext Product Team
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Bills and Credits from same supplier
There is a problem in DEXT for QBO
When you have a supplier who provides a lot of invoices and credit notes at the same time Dext recognize them as set in default or in supplier rules.
It means that if default is Bill - then all credit memos are marked with error. I guess in time of AI it is not too difficult to teach Dext to make a switch between Bill and Credit Note in "Publish to"
It would save a tons of correction I have to do manually now. In QB desktop it was working as it…1 vote -
Bulk categorization at time of upload
When I use the 'Multiple' option in the Dext app for uploading receipts, it would be nice to set the category for an entire group of photos. That's what I thought I was doing when I used that option, but only just realized today that it is only categorizing the first photo of the series! Some way to group and categorize items would save lots of time.
3 votes -
Limit user privileges so that they cannot add a new supplier
Please provide the option (toggle button) to prevent users from adding new suppliers.
50 votes -
Bank Feeds and Bank Match
- bank feed - colour the transactions who go to inbox, with attached documents
- match transactions from multiple accounts, bank feed and costs to review
4 votes -
Pay Employees' Expense Reports from Dext
I would like to set up employees in Dext and automatically pay them (via a connection to our bank account) through Dext.
22 votesWe are working on this with Dext Payments
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Rebillable Global Markup per QBO
The "Mark as Rebillable" feature needs to apply the global markup % defined in QBO. Right now a transaction will publish to QBO as rebillable, but the global markup % defined in QBO doens't apply to the transation
40 votes -
Bank Match - more accurate transaction and item matches
The ability for the software to show more accurate matches for the Bank Match feature so it doesn't show more than one transaction per match.
2 votes -
Hide unused workspaces
it is not possible to hide the sections that are not in use e.g Sales & Bank.
29 votes
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