1609 results found

1. Persist the sort order in Approvals

   If you sort the approvals list by any header category and then open a specific line, when you hit the back button the sort is lost. You then have to re-sort the field again. It would be useful if the back button actually took you back to exactly where you were so you could just continue.

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   0 comments  ·  Improve an existing feature  ·  Delete…  ·  Admin →

2. Add a dropdown within an invoice to select users to approve the invoice

   Add functionality to send invoices for approval to users in the dropdown selection within the invoice. This is useful for us as our approval system is based on who placed the order rather than the supplier name

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3. View the document reference in approvals

   It would be helpful to see the document reference in the approvals screen as is sapparent in entry and archive screens. In such cases that I need a specific invoice approved the approver is unable to see the reference and may have to open multiple documents to find the correct one.

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4. Send images in bulk for Paperwork Match

   Please can you consider having the ability to send matched paperwork over in bulk
   When we filter out all the documents with a paperwork match it would be a huge time saver to be able to send the images across in bulk instead of having to click into each one several tiomes to get it sent over

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5. Configurable Rounding Method for Tax Calculation

   Problem statement:
   Difference in rounding method leads to small but problematic differences in tax calculation.

   Proposed Solution:
   Add a setting to supplier rules and/or item details to configure Dext to use the rounding method used by the supplier.

   Context:
   I'm seeing frequent cases where the tax calculated by Dext differs by a penny or so from the tax calculated by the retailer on a receipt. This has to be dealt with before publishing. Line items can be edited to solve the problem, but this invariably results in accounting entries that do not match the original document.

   These two error messages are generated:
   - Line item totals are greater than the item total.
   - Line item tax is greater than the item tax.

   It's clear that this is happening because the receipt retailer and Dext are using different methods to deal with rounding to the nearest penny for the tax amount, resulting in a total tax amount that is off by a penny or two in either direction.

   Dext is using line-item rounding , like this:
   - For each line item; apply the tax rate to the line item amount, and then apply rounding rules to that result to get the line item tax amount.
   - Then total the line item tax amounts to get the total tax amount.

   The receipt retailer (i.e. supplier) is using global rounding, like this:
   - Add the line item amounts to get a total net taxable amount.
   - Apply the tax rate to the net taxable amount, and then apply rounding rules to that result to get the total tax amount.

   A configurable setting on the item and/or the supplier could be toggled to use the same rounding method used by the supplier. This would bring the calculated tax amount back into alignment.

   Problem statement:
   Difference in rounding method leads to small but problematic differences in tax calculation.

   Proposed Solution:
   Add a setting to supplier rules and/or item details to configure Dext to use the rounding method used by the supplier.

   Context:
   I'm seeing frequent cases where the tax calculated by Dext differs by a penny or so from the tax calculated by the retailer on a receipt. This has to be dealt with before publishing. Line items can be edited to solve the problem, but this invariably results in accounting entries that do not match the original document.

   These two error messages… more

   5 votes

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6. Separate Vault email address

   Enable a separate mail-in email address for Vault only items.

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7. Users should be assigned ROLES so that workflows can be created according to role

   Roles should be able to be assigned to standard users, and workflows created around that. These roles should be bespoke (e.g. Submitter, Approver level 1, Approver level 2, approver Level 3 etc) Then workflows can be created so that someone with Approver Level 1 would have their expenses approved by someone at approver Level 2 etc.

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8. Approvals Exceptions

   Be able to Turn approvals off for a specific user by having an exceptions heading under the Apply to heading so you have a choice of either applying the rule to specific criteria or setting specific criteria to be exempt from the rule.

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9. Rearrange document

   Change page order of bills with multiple attachments. I have a bill from a tradie who has attached proof of purchases. I want to display the tradie invoice first followed by the materials bills but cannot rearrange the order

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10. US mileage

    US Dext Users drive cars, too ;)

    5 votes

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11. Lists

    Can you please put lists on the side again? Time consuming / many clicks to try and find the payment methods in the new environment.

    Also please don't make me sign into another platform / password to create this idea. I have a Dext account and I should be able to do it from there. Thanks

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12. Improved Autocategorisation

    The Autocategorisation fails to be correct on the most basic of documents. Improve the AI that reads the documents and applies them to a better category.

    The current AI is too unpolished to be of any use, for example: a parking company, with "Parking" in the name, has a receipt in Dext. It's a parking ticket. Dext Autocategorisation has categorised this to the "Subscriptions" account. Not sure how it has come to that conclusion at all.

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13. Instant message on duplicate entry

    There are occasions when uploading an invoice that it turns out to be a duplicate but no message to that effect is received. It would be useful in every instance that there is a duplicate that a message popped up stating that. Also the short directions on how/where to locate the duplicate. It is a rare event so the user will need directions to locate the file.

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14. Supplier statements and MYOB

    Sync supplier statements with MYOB.

    5 votes

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15. More options to customize user roles - eg. give non-Admins access to Bank Feed/Request Paperwork

    I only just realized that an "Expense Approver" user can't see any of the Bank Feed info, or use any of the Request Paperwork functionality?? This would be a huge benefit to my clients (especially the ones who have their own company credit cards), but I don't want to make them all Admins just so they can have access to paperwork matching features, and I don't want to have to go through the Paperwork Match feature (which doesn't work that well) and figure out for them which things are missing when it would be way easier for them to know at a glance which ones are actually missing and which ones are Dext failing to make a match.
    Other user role options that would be really really helpful:
    - Allow any type of User to set supplier automation rules, even if it's just for their own items.
    - Allow automation rules to be set per supplier, instead of per user type

    I only just realized that an "Expense Approver" user can't see any of the Bank Feed info, or use any of the Request Paperwork functionality?? This would be a huge benefit to my clients (especially the ones who have their own company credit cards), but I don't want to make them all Admins just so they can have access to paperwork matching features, and I don't want to have to go through the Paperwork Match feature (which doesn't work that well) and figure out for them which things are missing when it would be way easier for them to know… more

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16. Time stamped approval on PDF export

    Can the name of approver and time of approval be included in the PDF export of an expense report? This will eliminate manual signing on the report.

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17. Sales extraction of both Invoice number and Reference number seperatly

    Extraction and publishing of Customer Invoice reference numbers through to Xero.
    Currently Dext only allows for the Invoice reference number to be extracted/Entered.
    When pushing items through to Xero it places the Invoice number as the invoice number and Reference number but does not allow for the user to enter this into Dext.

    Specifically the PO numbers received from customers need to be on our invoice and statements

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18. Note indicator

    I think it would be really useful to have the "Note" tab change colour or indicate in some way when a note is in there. That way it could alert the user to check the notes before processing a document.

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19. Viewing source doc when setting supplier rules/splitting lines

    When setting supplier rules and/or creating the line splits, being able to view the source document. Either showing the (scrollable) document in the background, or being able to move the window out of the way

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20. Supplier Account Number

    Allow dext to read a supplier account number on bills. I have one supplier who delivers to 3 of our sites. They bill each site separately with a specific account number on each bill. Currently dext is unable to match the bills to the supplier as there is no facility to match with an account number.

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