317 results found
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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 -
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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Rental Statement to COSTS
We have been submitting Rental Statements via email and direct upload to Costs so as to extract the fees as Costs. 10 days ago, due to the chnage in your Solo, these are now automativlly bee-ing sent to SALES, and we are having to manually move these to COSTS which is adding an extra step and not warranted, and makes it cumbersome. Can you review this so that when I email to the costs email, it actually goes into the costs section and not automatically into Sales. I do not want to have to move these manually
1 voteHello,
Thanks for your feedback!
Rental statements are now available in both the Costs and Sales sections.
All the best,
The Dext Product Team
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Flags on expense claim items
It is currently not possible to view flagged items or flag an item once an expense claim has been sent for approval. We can see and select flags on items before they are sent for approval and once they have been approved but not during the approval workflow. It would be very handy to have this added so that flags can be viewed or added during the approval workflow.
1 voteGood news,
You can now flag Expense Claims after they've been sent for approval.
Enjoy
Anna
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1 vote
Hello,
Thanks for your feedback!
We've implemented AI image detection, as shown in the attached screenshot. We also recommend utilising the Bank Match feature for validating expenses.
More improvements are on the way, so keep an eye out!
Best regards,
The Dext Product Team
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publish Sales document's images to KashFlow
When publishing sales from dext to kashflow that an image is published also and is attached in kashflow
1 voteHello everyone,
Thanks for your feedback!
This improvement is now live. You can publish sales documents with their attachments directly to KashFlow.
All the best,
The Dext Product Team
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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!!
1 voteHi Jesse,
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 by updating the supplier based on the payment method or other item details.
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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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 manager3 votesHi everyone,
Thanks for your feedback!
You can now star any clients you have access to, regardless of whether you’re the account manager.
All the best,
The Dext Product Team
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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 votesHi all,
Thanks for your feedback!
You can now import Projects 2 from a CSV file, just like you can with Projects 1.
All the best,
The Dext Product Team
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Enable CIS for Sales/Purchases in Solo
I was told by technical support that CIS only works if you are integrated with an accounting package ?
If this is true, then we will definitely need both CIS deducted and suffered in Solo.1 voteHello,
Thanks for your feedback!
This is now live. You can enable the Construction Industry Scheme (CIS) for self-employed (Solo) clients from "Business settings" >> "Construction Industry Scheme (CIS) ">> "Enable CIS."
Best regards,
The Dext Product Team
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Supplier Statement Uploads
Supplier statements can only be uploaded/moved to the 'Supplier Statement' tab if the document is in PDF, which isn't always the case. Could this perhaps be subject to change in the future, allowing for image uploads?
7 votes
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