1690 results found
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Option to turn On/OFF the category and sub category relation in Dext and QBO
Seems that when user are apllying a Category in the Mobile app, the full name of the Category and subcategory does not show and they are not able to make difference in the subcategories. A toggle for an option to turn on and off the relation will be helpful in this case
9 votes -
Autopublish per user
I'd like to be able to autopublish all except for items uploaded by one particular user as all of their items will need to be added to Expense Reports.
Another alternative would be to prioritize adding items to Effortless Expense Reports to happen before the act of autopublishing.
9 votes -
Select Columns to show in Approval Tab
Would be great to be able to add additional columns on the Approvals Tab - similar to what is available on the 'Inbox' tab. Would make reviewing correct allocations of costs much quicker.
8 votes -
Supplier statement does not recognize credit memos/invoices
Love the supplier statement but it never matches my credit invoices despite them being in dext. It is searching for the positive value and not the credit value even if the statement shows them as a credit amount.
8 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 -
Edit expense claims after approval
Need the ability to edit expense claims after they have been approved. There are times when publishing fails due to the details listed on the expense claim (e.g. date is for a period that is locked, or claim supplier name is rejected). The only way to correct is by rejecting, changing, resubmitting for approval, & approving. This causes the approver to get approval notification again, which is not ideal.
8 votes -
Ability to turn off features not being used by a company such as sales/bank...
Ability to turn off features not being used by a company such as sales/bank/certain details not needed in a cost, to make the platform more refined and easier for users.
8 votes -
date swap on due date linked to date swap on invoice date
Now that you have an easy clickable date swap - why can't you ALSO have a quick click date swap on the due date??
8 votes -
Allow Over typing the Tax/VAT Amount
Please can you program the Tax Amount so that it can be over typed when using tax amounts - sometimes the tax amount is not 20%, for example, and to save having to use separate line items with different tax codes, it would be simpler to over type the tax amount. Some software like sage does allow the tax amount to be different to the calculated rate.
Using the Extracted Value is not always an option to over type the VAT because often the ivoice wont publish when the Extract Amount tax code.
many thanks
8 votes -
Adding per diem costs to expense reports
When travelling, staff have per diem costs - these don't have receipts and are fixed costs per meal or day. They don't need to provide receipts for these. Would be great to be able to add these costs to an employee's expense report as currently we have to add them later in Xero and they are easily missed.
8 votes -
Attach supporting invoice to Expense Report
I wish to attach the underlying invoice to the expense report in Dext so that when it integrates with QBO, I have the expense report and the underlying invoice together.
8 votes -
Email-in clarity and auto-split option
Automatic split email in option. Just have the email in option to be auto split to stop 2 emails being required. Also, make it clearer what single/multiple means for email-in as many of my clients are confused as there is no detail.
8 votes -
Split payment
Allow invoices to be paid using more than one account. Eg. if an invoice was paid part by bank and part by cash. It would be useful as I can't upload the same invoice twice and split the payment!
8 votes -
Secondary Tax extraction for unintegrated clients
Secondary tax extraction for unintegrated Dext Accounts.
This can be applied for Canadian users andBritish Columbia where PST applies.8 votes -
Ability to export images/PDF files with a specific file name format for example - MM-DD-YYYY_Vendor_Amount
Ability to export images/PDF files with a specific file name format for example - MM-DD-YYYYVendorAmount
8 votes -
Totals when selecting invoices from supplier
Hi It would be REALLY handy when your in DEXT and your about to pay a supplier ... I check all uinvoices and then go to list view ... A RUNNING TOTAL would be so handy so I can select the invoices see a total pay then screen shot and send as remittance then archive .. At moment I have to select ----> .. export---> save CSV----> total up CSV---> screen shot----> pay vai bacs----- Go back to dext then it looses the list ----> publish-----Upload Remitance screen shot----> email supplier its a chew on !!! Many thanks Leo
8 votes -
flag missing bank statement pages instead of rejecting the whole file
Flag where there are missing bank statement pages (don't extract that statement only) instead of rejecting the whole file
8 votes -
Download Item History and Audit Trail logs as a report
Download and Extract Item History and Audit Trail logs as a report
8 votes -
When uploading pdfs purchase invoices, be able to select the order in which they process.
When uploading pdfs purchase invoices, be able to select the order in which they process.
8 votes -
negative smart split lines
Ability to add negative smart split lines - both for percentages and fixed amounts - this would be very helpful if you need to set rules for discounts.
8 votes
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