333 results found
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adding mexican whatsapp submisson
Add the mexico code +52 to the whatsapp feature
1 voteThanks this has been corrected
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Auto-categorise line items based from key words
It would be useful to have the ability to auto-categorise supplier invoice line items based on keywords.
For example, if a supplier invoice includes a line item containing words such as “shipping” or “carriage”, it would be helpful if Dext could recognise those keywords based on rules set by the user. That specific line could then be automatically coded to the appropriate GL code, rather than relying on the total cost or manual coding.
1 voteHello,
Dext AI Assist can now create, update, and group line items on your documents. For more information, we recommend this article: https://help.dext.com/en/articles/500051-what-is-dext-ai-assist
Best,
The Dext Product Team
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AI process and Categorise by Extracted lines
Give AI Feature the ability to categorise by the extracted items. Invoices from some suppliers will often have line items that need to be split by either the category (GL account its posted to) that may be by $ value or its description. In the case of Xero it might also allow secondary categories to change depending on the line extracted.
1 voteHello,
Dext AI Assist can now create, update, and group line items on your documents. For more information, we recommend this article: https://help.dext.com/en/articles/500051-what-is-dext-ai-assist
Best,
The Dext Product Team
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Improve contrast between text and background for approvals
The text that appears in costs awaiting approval is such a light coloured grey its very difficult to read. The text should be darker, or an option available to make it more visible.
There is no reason the text needs to be such a light grey, it could be black the same as the labels or a darker grey. I have a vision impairment and need more contrast to be able to effectively read the information I am trying to approve.
That there is not an accessibility option available in either the app or the web version of Dext in…
2 votesHi there,
We have made this fix - the colour contrast on the item detail page when the item is in the approval tab has now been improved.
Thank you so much for taking the time to make the request.
Warm regards,
Dext Product Team
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Ability to Remove Single Invoices from a Batch to 1 Supplier in Dext Payments
While removing invoices not bulked together with other invoices for the same supplier, it would be beneficial to have the ability to remove individual invoices from these bulks while keeping the other invoices on the payment run. This would reduce the need to create other payment runs and reduce time spent on another approvals process.
1 vote -
Allow for partially paid invoices to be paid on payment runs with the remaining outstanding balance
After trialling our first payment run, we noticed Payments does not allow for partially paid invoices to be included. These could have overpayments assigned to them or even just credit notes.
It should be possible to include partially paid invoices by including only the outstanding balance. For security, when these are added to the payment runs, it should come with a warning; even when approvers are checking the runs it should require their sign-off prior to complete approval.
2 votes -
Planned dates for payment runs
Allow to set a future date for payment runs. This can help with cash flow planning and allow multiple runs to be signed off that stretch over a number of weeks/months.
i.e. If you create a payment run on the 12th of the month but you want to pay it on the 25th of the month
3 votes -
Enable Client Access to Reports in Dext Solo
Clients using Dext Solo currently cannot access their own reports—only partners have this capability. Many of my clients see Making Tax Digital as an opportunity to gain real‑time visibility into their income and expenses. However, without direct access to their reports, clients are unable to benefit from these valuable insights.
6 votesHi all,
This is now live.
We recommend taking a look at this article for more details: https://help.dext.com/en/articles/661644-how-to-enable-client-submissions-in-dext-solo
All the best,
The Dext Team
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Missing Electric Mileage Rates
In the mileage feature to claim back Government official rates - you are missing the second rate for company cars that are electric. Home charging is 0.07p, but from a public charger it is 0.14p. Can you update your software to show this.
6 votes -
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.
14 votesHello everyone,
This feature is now available in the latest version of the app for both iOS and Android.
The Dext Product Team
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update certification for long time Dext users
Update the certification, so you can skip the videos, I already know how to do all these tasks I just want to get the certification, not being able to skip videos, being forced to do tasks I already know how to do is not a good use of mine or teams time. There's needs to be a different option to get certified if you have been using Dext for a while.
1 vote -
Prepayments
The new prepayment feature is game-changing. Although it does need improvement, an option to split the cost over the days in which the document covers would be great (for example, is 30 day invoice period split evenly across two months, halves the amount in each period). Currently, it's not splitting the expense correctly and is a little inconsistent with the dates on the journals. The idea is really good, just needs tweaking to work to its best ability.
3 votes -
Packing slips added to cost bills.
Hello Dext Product Team,
I hope you’re doing well. Our firm has been using Dext extensively to process and manage supplier invoices and related documentation. Overall, we’ve found the platform invaluable for streamlining our accounts payable workflow, but I’d like to suggest a feature that would further enhance its efficiency and accuracy:
Current Challenge
Packing slips and cost bills arrive separately: We receive PDFs of packing slips (proof of delivery) and supplier cost bills as distinct documents.Manual matching: At present, our team must manually identify which packing slip corresponds to each cost bill—often by comparing invoice dates, purchase order…
2 votesHello everyone,
Dext AI Assist is now live and ready to use. It helps automate more of the bookkeeping work you already do in Dext:
- Automatically apply the correct VAT treatment to documents
- Categorise documents using context, beyond supplier rules
- Reduce repetitive data corrections
- Keep you fully in control of what automation is applied
AI Assist can also support your workflow for matching bills and packing slips by scanning line items and other item details, then applying a specific coloured flag for your review.
We’d encourage you to give it a try and see how it fits into your workflow. A good place to start is this section of our Help Centre:
- https://help.dext.com/en/collections/1204759-dext-ai-assist
The Dext Team
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WhatsApp-based submission method
I propose adding a WhatsApp-based submission method to Dext, allowing clients to send documents directly to a dedicated Dext WhatsApp number within a group chat. This group chat would include the client, their accountant/bookkeeper, and the Dext WhatsApp number. Documents sent to the group would be automatically received and processed by Dext’s system.
Feature Details:
Dedicated Dext WhatsApp Number: Dext provides a verified WhatsApp Business number for document submissions.
Group Chat Setup: Clients and their accountants create a WhatsApp group including the Dext number.
Document Submission: Clients send documents (e.g., receipts, invoices in PDF, image, or other supported formats) to…
1 voteHi everyone,
Thanks for your feedback!
You can now submit documents via WhatsApp. For more information on how the integration works, please refer to this Help Centre article:
https://help.dext.com/en/articles/402584-adding-documents-via-whatsapp
All the best,
The Dext Product Team
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Update 'Add payment method' modal in item 'Details'
In 'Lists' >> 'Payment Methods', customers can specify 'Name', 'Reference', 'Auto-Publish', 'Publish to' and 'Bank account'.
On the item 'Details' >> 'Add payment method', customers can only specify the 'Name', 'Reference' and 'Bank account'.
1 vote -
Dropdown/search box location
I just want to provide feedback that the dropdown/search item menu is popping up on the upper left hand corner of my screen instead of directly below the box I am selecting, which is significantly slowing down my workflow for selecting and clicking the item I want. Please review and move back to where it was originally. Thanks!
3 votesThanks for raising this. If you get this issue again please reach out to support it is a bug and not intended.
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Add the field Total amount (GBP) to the mobile app
So you can edit the extracted converted amount before its published on your mobile.
1 voteHi everyone,
Thanks for your feedback.
We’ve now added base currency totals to the Mobile app on both Android and iOS. To access the update, please make sure you’re using the latest version of the Dext app.
All the best,
The Dext Product Team
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CSV Exports
Dear Dext, Can you please create a report showing line item, unit price, quantity, net amount, product name and the total cost. Or maybe more options for what to be included/excluded when exporting a report?
Thank you!1 voteHi everyone,
Thanks for your feedback!
You can now customise CSV exports by choosing what columns to include in the custom export format. Just go to Business settings → Exports → CSV exports.
All the best,
The Dext Product Team
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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 voteHi Louise,
We have just launched AI Assist, which helps automate more of the bookkeeping work you already do in Dext:
- Automatically apply the correct VAT treatment to documents
- Categorise documents using context, beyond supplier rules
- Reduce repetitive data corrections
- Keep you fully in control of what automation is applied
AI Assist can also support your workflow around descriptions, for example by helping apply consistent description rules, or by adding additional text alongside the original description where needed. You can also use the “Specific workflow” option in the Suppliers menu. This will appear at the top of the item 'Details' page as a reminder for whoever is reviewing the item.
We’d encourage you to give Dext AI Assist a try and see how it fits into your workflow. A good place to start is this section of our Help Centre:
- https://help.dext.com/en/collections/1204759-dext-ai-assist
The Dext Team
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Flag or Review checkbox in approvals inbox
Ability to flag or mark reviewed in the approval inbox invoices for final approval.
As a QB Desktop user so many times we do a final accounting review of the invoice prior to publishing and then an error occurs and the document is not published. If we could either flag items held in final approval that need dates changed, etc. before publishing for month/year end cut offs or mark as reviewed we would not need to review every document again to try and push through again.
Firm level users can not be added to the approval workflow so adding this…
1 voteGood news,
You can now flag items in the cost, sales and expense claim approval tabs.
Enjoy
Anna
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