286 results found
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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 -
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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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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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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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 -
Recent PDF viewer changes are not good
Hi! I just want to pass on some feedback. The most recent change to how pdf files are displayed is far from good. Copying details is far less precise and slows the processing down. Please fix it or revert to the previous version. Thanks
1 voteHello all,
Thanks for your feedback!
We’ve made enhancements to the new PDF viewer, allowing you to easily select and copy text from files.
Best regards,
The Dext Product Team
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employee expense categorization limits
To improve employee experience for expense submission and reports it would be great if we could adjust settings so that they could see either limited categories for expenses or none at all - same with classes. I do not expect our employees to know our finance classes and it is a time consuming experience for them to scroll through the entire chart of accounts looking for 'meals' or such. I instruct them not to bother categorizing, as between Dext and the finance team we got it, but they still email asking what category to select out of the long list…
79 votesHi everyone,
Thank you for your feedback!
We’ve just released a new update that gives you more control over what your users can see in Dext.
Admins can now limit the visibility of specific categories, payment methods, properties, and more.
To make managing access even easier, Admins can now preview which groups a user belongs to, and see exactly which list items are visible to them.
You can configure this in Business Settings > Lists > List Visibility.
This update is designed to give you greater flexibility and help keep things streamlined for your team.
All the best,
The Dext Product Team
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Sort columns in Approvals
Please provide a sort option in Approvals
5 votesThanks for your feedback!
You can now use column sorting in the Approvals tab in Costs / Sales / Expense claims.
If you have further ideas for improvements, please continue to submit UserVoice tickets!
From the Product team @ Dext
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Improved Expenses View of Dashboard
Improve dashboard view on EXPENSE CLAIMS to mirror Costs 1) by including INVOICE number / Document Reference for cross matching 2) for enabling NARROW view.
Especially valuable when checking statements with MULTIPLE invoices from same supplier2 votes -
Searching Bank Statements by Source ID
A feature to find submitted bank statements by source ID. Say you have a lot of bank feeds and don't know where a duplicate document is, it says the ID number when pointing out the duplicate exists so searching said ID should bring you to the submitted statement, maybe an advanced setting.
Either that or the duplicate notification also tells you where the original transaction is located
1 voteHi everyone,
Thanks for your feedback!
We’ve now updated the rejection error to include more detail on where the original document is located. In addition, you can now search by Source ID in the Collected and Processed sections of the Bank workspace.
All the best,
The Dext Product Team
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Notification
The Dext App icon should have an annunciator (dot) indicating that there are outstanding Paperwork Requests.
1 voteHello,
Thanks for your feedback!
Please note that notification behaviour is controlled by your device’s settings. If you’d like to enable or customise how notifications appear for the Dext app, you can do so by going to your phone’s notification settings and adjusting them specifically for Dext or other apps.
When a paperwork request is sent, users will see a notification dot with the number of unread paperwork requests and item messages.
Best regards,
The Dext Product Team
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