1584 results found
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Bank match icon in app
The ability to see bank matches in the mobile app like many other competitors do. Makes it easier to request approval on the fly with our dispatching team. This has been requested by our entire field operations team. We’d love to see it come to life.
4 votes -
Customise flags practice-wide for all clients
Would be great to customise flags practice-wide for all clients. We want a standardised approach, especially for the apprentices. Great feature but would make more sense practice-wide than changing it on individual client basis
4 votes -
Spending limits per category for expense claims for employees
I have had one client I have recently onboarded onto Dext and one thing they mentioned regarding expense claims seemed interesting.
They currently do their expenses manually and employees only claim £X per day on certain expenses such as evening meals whilst working away. They put the full invoice/receipt on their expenses claim, but in terms of an amount they only claim the limit of £15. A feature where you could set spending limits per category for each employee (With potentially the option to do granular levels for each employee and the option to do a blanket approach across the…
4 votes -
Approval of invoices without Class
If one of our users forgets to code an invoice to a specific class, the invoice is published straight to our account's software without any approval bypassing vital checks. I would like to see an option in the approval process for a 'no class' i.e. if the class field is left blank it still can be send to an administrative approver - currently the option is 'all class' but if no class is picked this rule doesn't apply and invoices are just published bypassing any approval process, deeming the feature irrelevant.
Alternatively, the invoice could be stopped from being published…
4 votes -
Rejection's Without Reason
Edit to workflow so that when an approver rejects an item, they are required to put in a reason.
i see a lot of items getting rejected without a reason being given, so im having to reach out to the rejecter for an explanation on why it was rejected and what needs to be changed.
For the sake of clarity, i think there should be an option to make a approver require a reason for rejection/cancellation in order to reject/cancel.
this would provide training opportunities for the processer, so that the same mistakes are not being made over and over.
4 votes -
Exporting Document History into QBO with Invoice
Currently, documents coming from Dext to QBO once published only include the invoice itself. It would be helpful if Dext could also capture the document's history as an additional page that effectively captures the "audit trail" for that document within the QBO pdf. It could include the Notes that were tagged to that invoice along the approval process as well.
4 votes -
A/P for QBO Simple Start
Simple Start has had accounts payable functionality for quite a while now. We need to be able to publish bills and vendor credits from Dext.
4 votes -
Ability to sort on 'Match' within Costs inbox
It would be great to have the 'Match' field at the top of the 'Costs inbox' to sort items by match first. I know you can filter but that takes additional steps and excludes non-match items. Majority of other headers are selectable so adding this would be great. Screenshot attached showing field.
4 votes -
Mileage Claim - Multiple Entries
All user to enter multiple mileage claims without defaulting back to the cost inbox after each entry
4 votes -
Amazon personal account restrictions
Having a “Send to Dext” button for business purchases would be a real game-changer for small businesses trying to separate personal from business expenses.
4 votes -
Ability to merge items in the app
We can currently select multiple items in the mobile app. However we are limited to add. To expense report or archive as the only actions for the selected items. Please add the option to merge the items together.
4 votes -
Data health and insights for MYOB
Make available the data checks and insights for MYOB data
4 votes -
Push notifications for mobile device when Approval requested
It would be great if we could enable push notifications to your mobile device when an invoice requires your approval. Currently, there are only the email notifications but all of my team mostly completes their approvals while they are on the road via their mobile applications.
4 votes -
Health Score display on Data Health TAB
When on the data health tab, you have to go back to the overview tab to see the score. this doesn't really make sense. the data health score should be visible perhaps as attached, enabling a view of the data halth as you proceed through the items.
4 votes -
Export the Approvals list screen and add other columns to the screen as a CSV so that this can be used for reporting and accruals
Have the "Export" tool that is available on the other screens on the "Approvals" screen plus add other columns of data as well.
4 votes -
Customizing the Details tab
It would be great if we could customize the details tab with a few of the fields. Product/service seems to be a reoccurring issue for my clients thinking they need to populate something here as it is on the details screen. So they add things like the word 'supplies' but it is not necessary. It would be great if we could remove it from the screen I do not use. thanks Jill Smith Saved by the Bookkeeper.
4 votes -
POS Z-reports for sales
Upload Z-Reports from the POS
4 votes -
Find duplicates across multiple businesses
Many of my client's have multiple businesses and often upload the same invoice to two or more entities resulting in double payments. It would be great to be able to group individual entities and search for duplicates across the group.
4 votes -
Approve more than just invoices
Add the ability to approve more than just invoices. We rely heavily on purchase orders, and purchase order matching for our business, and would love to see this added to Dext's approvals, along with the ability to approve new suppliers. This could link to data already captured in Dext, and be share amongst Vault, Bills, and Approvals to give a cohesive picture.
4 votes -
Supermarket receipts
Hi. I often go through the supermarket receipts e.g. Tesco which don't have VAT breakdown on them. When the client buys cleaning products, it would be useful to have an option to open a small calculation spreadsheet to work out the VAT amount on those cleaning products. it would also be useful if one could save this with the original receipt as a record of how the VAT was worked out.
4 votes
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