1690 results found
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Extract Location/Tracking category on XERO
To be able to Read "delivery Address" on invoices and choose the location automatically on XERO.
this will enable us to auto publish invoices rather than going to each one individually and check the delivery location and choose the relevant location
this will help us on a MAJOR level.
70 votesOur AI team have been working on this feature and we hope to share more details soon. Thanks for the feedback.
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Option to disable publishing notifications
Option to disable the pop-up notifications letting you know an items has been published
66 votesSorry this has taken so long to explore, we will look to add an option to suppress or make them not cover the view when working quickly. Thanks for the feedback.
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More edit options in approvals
Currently you cannot edit VAT rates and classes in the approvals section. Therefore if these need updating, you have to reject the invoice and send it back to the inbox to adjust, which is very time consuming. It would be great if there were the options to edit more categories in the approvals section.
64 votes -
Supplier statements via email
You could add a feature to send supplier statements via email as well.
64 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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Transfer items between users & accounts
I would like to be able to move incorrectly uploaded items from one user to another within an account or within different ones. This is particularly key for my clients with multiple entities
64 votes -
Duplicate Detection & Supplier Statements
Dext couldn't identify duplicate delivery notes, and sometimes failed identifying duplicate invoices. I would suggest Dext to improve duplicate detection. Also, for the new Supplier Statement function, I hope document references could be kept when moving items from Costs to Supplier Statements, so we can search for statement.
62 votes -
Put Different Colour Flags
To put different colour flag for the items in the Inbox so users wouldn’t have to go through all the invoice sitting DEXT inbox and check what belongs to them.
61 votes -
Pay vendors directly from Dext
Send payment to a vendor from a bill/invoice! Like bill.com or Melio
59 votesWe are working on this - Please share your interest
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Disable payment method extraction & auto-creation for certain clients
I would like to be able to prevent certain client's items from auto-creating a new payment method.
My client writes the cheque number on the invoice, and ALL of these cheques are showing up as new payment methods
For some of our clients we only process our client's bills so Payment Methods are confusing & distracting. For others we have specific payment accounts that we'd like to be able to set up and use but all the extra payment methods being created, especially from all the personal cards, make it much harder to use the system
57 votes -
Ability to Customize/Add Extraction Fields
The ability to add or customize what data is extracted by the software, and being able to add the relevant fields.
54 votes -
Line item tax mapping
Map specific taxes to be associated with line items.
53 votes -
52 votes
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Publish bank statements directly to the accounting software
Being able to directly publish bank statements upon having them extracted.
51 votes -
Approvers to see archive of what they've approved
For cost approvals, it would be good for approvers to see the archive of what they've approved, even when another user has submitted them, without the approver being given access to see all items
50 votes -
Extract data from xls and xlsx files
Extract data from receipts/invoices that comes to Receipt Bank as xls or xlsx files i.e. excel tables.
49 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.
48 votes -
Bulk Edit Supplier & Customer names on the invoices in the Inbox
I would like to be able to edit Supplier & Customer names of the invoices in my Inbox in bulk, just like the Categories and Customers
47 votes -
Add favourites/Filter categories in both the Mobile/Web app
In the mobile app can you filter accounts or sort by most used or last used in app. It would be handy not to have to scroll through entire list when I always use just a couple accounts when scanning in a receipt
45 votes -
Per-User Visibility Controls for Expense Documents
It should be possible to specify which other users' documents a given user can view/manage (as opposed to the current "all or nothing" setup).
Let me give you a concrete example. Let’s say I have the following users in my Dext account:
- Payables – Department A
- Payables – Department B
- Payables – Administration
- User 1 – Director of Department A
- User 2 – Director of Department B
- User 3 – Accounting Technician
- User 4 – Administrative AssistantI’d like the permissions to be as follows:
- User 1: can submit/view their own expenses plus…
44 votes -
Simultaneous Advanced search for Inbox & Archive
Can you please make it so that when you use Advanced search there's an option to search both the Inbox & Archive? This would make it so much easier to find items within accounts
44 votes
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