1647 results found
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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.
5 votes -
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.
5 votes -
Supplier statements and MYOB
Sync supplier statements with MYOB.
5 votes -
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…
5 votes -
Expense report reference number
I would love to be able to change the reference number on the reports to make the submission for approval by our client even better
5 votes -
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.
5 votes -
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.
5 votes -
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
5 votes -
Merge Contact from within Precision
Where duplicate contacts have been identified, users have requested the ability to merge these from within Precision (xBert currently do this)
5 votes -
Resubmit for extraction for line items
when i change the supplier rules to extract line item, there should be an option to rescan the existing invoice and perform line extraction. now i have to delete the invoice and reupload once more
5 votes -
Check for Duplicates after supplier change
Hi. I urgently need this implemented as it i an almost weekly occurance now. It is costing me time..lots of time!!
I would like for the invoices to be checked for doubles AFTER you change the supplier. I have alot of extraction errors on the supplier and have paid multiple invoices twice as it only checks for duplicate invoices on the initial supplier. it seems like something that should be included already, but apparently not. Can you also give us the ability to delete suppliers. (again due to incorrect extractions. even if they are archived in XERO i can not…
5 votes -
Clients with multiple companies
I have some clients with more than 1 company and they often upload a receipt to the wrong company. It would be very handy if a receipt could be moved to another company, the same way it can be moved to Sales/Costs
5 votes -
Match delivery note to invoice
Match delivery note to invoice.
5 votes -
Multiple Accountant/Bookkeepers Invited
It would be very helpful to be able to invite more than one accountant/bookkeeper user as they are not always the same firm/person, but may still need access with the client's business showing on their client list so staff members can access documents.
5 votes -
Microsoft Business Central connection
make available a connection to Microsoft Business Central
5 votes -
Publish image/attachment of Sales items to MYOB
Ability to send image/attachment or Sales items when published to MYOB.
5 votes -
Request Paperwork for Direct users
Add the option Request Paperwork for Direct users at Dext.
5 votes -
Expense Approver to have their own Individual Inbox
Hi, we currently have a Dext subscription that we use for staff expense claims, and we've set up specific users for approval. However, all expenses for approval are currently being routed to one inbox (expense list). Is there a way to configure this so that each approval user has their own individual inbox, ensuring that only expenses assigned to them are visible for approval?
5 votes -
Being able to adjust VAT manually when entering various lines on an invoice
Being able to to adjust vat boxes in line entry would make life easier and quicker as I have a supplier who seems to round up whilst dext rounds down making invoices 1p out on many occasion - sometimes dext wont publish it at all till its correct and sometimes it will publish but changes the figures about to allocate it where it thinks best - either way I have to double up on the work and do manual change in Sage 50
5 votes -
Extract item types for Sales documents.
Extract item types for Sales documents.
5 votes
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