1647 results found

1. Sending Document Back to Previous Approver

   Currently, rejecting a document sends it back to the beginning of the process, however it would be nice if instead of sending it back to the originator when "questioning" an expense, you could send it back to any previous approver for that document as well. There are instances where I don't disagree with how the document is captured, but I have a question about the invoice for the first-level approver and no mechanism within Dext to send it back to that person and have them add Notes or Comments to clear up any confusion.

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2. 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.

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3. Line Item extraction that has the Item Code or number

   Line Item extraction that has the Item Code or number

   This could help with material pricing if extractable in Excel or having an ability to integrated with programs such as Service titan

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4. Add Approver in Approvals line field for sorting and available in all reports

   Add Approver in Approvals line field for sorting and available in all reports to allow filtering by Approver and running reports by Approver.

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5. User Permissions to limit adding new users

   Right now if a user is added as Standard they are quite limited. But making them a User Admin allows them to add and remove other users.

   Our auditors see this as a control issue; Xero has similar set permission roles, but allows you to check a box for allowing that person to add or remove users.

   While Dext could do a lot of granular things with permissions as seen in all the suggestions. Having an overall control to choose which users can add or remove other users is fundamental for financial control.

   Thanks,
   Robbie

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6. 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.

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7. Mileage Claim - Multiple Entries

   All user to enter multiple mileage claims without defaulting back to the cost inbox after each entry

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8. 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.

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9. Powerful feature: Invoice-Level Amount Variance Detection in Statement Reconciliation

   In the current Statement Reconciliation feature, Dext matches invoices from the supplier statement with invoices pulled from Xero. While it checks for missing or unmatched invoices, it does not compare the invoice amount from the statement against the actual amount of the corresponding invoice in Xero (shown in the "Due" column).

   This becomes a challenge when there's a variance in the amounts—for example:

   - A revised invoice was issued by the supplier, but the statement reflects the old amount.
   
   - The invoice in Xero shows $1,100, but the statement lists $1,000 (or vice versa).
   

   Currently, the system only shows the total statement amount vs. the total matched invoice amount in Xero, and highlights the difference in an orange box. However, it doesn’t identify which individual invoice is causing the variance, unless it is completely missing or unmatched.

   A powerful enhancement would be:

   - To compare invoice amounts line by line, not just totals.
   
   - To flag variances at the invoice level (e.g., in red font or with a warning label like “Variance Detected”).
   
   This would help users immediately identify discrepancies, especially when working with suppliers who issue frequent revised invoices.
   

   Adding this functionality will greatly improve the efficiency and accuracy of the reconciliation process.

   In the current Statement Reconciliation feature, Dext matches invoices from the supplier statement with invoices pulled from Xero. While it checks for missing or unmatched invoices, it does not compare the invoice amount from the statement against the actual amount of the corresponding invoice in Xero (shown in the "Due" column).

   This becomes a challenge when there's a variance in the amounts—for example:

   - A revised invoice was issued by the supplier, but the statement reflects the old amount.
   
   - The invoice in Xero shows $1,100, but the statement lists $1,000 (or vice versa).
   

   Currently, the system only shows the… more

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10. Enable Bank Match for Partial Amounts or Variance Tolerance

    Currently, the Bank Match feature in Dext only allows matching when the invoice amount and the bank transaction amount are exactly the same. However, in real-world scenarios, this isn’t always the case. For example:

    An invoice is for $1,000, but the bank feed shows $1,050 due to a credit card surcharge.
    
    An invoice is for $1,000, but the bank feed shows $950 because the supplier offered a discount at the time of payment.
    

    In both these cases, the match is still valid — it's just that the final payment amount differs slightly from the invoice total. It would be extremely helpful if the Bank Match feature could:

    - Detect potential matches based on supplier name, even when the amounts differ slightly;
    
    - Show a flag or suggestion that this could be a match with a variance;
    
    - Possibly allow manual confirmation or adjustments within a defined tolerance.
    

    This would significantly improve the efficiency of the reconciliation process and reduce manual effort in identifying these common, legitimate variances.

    Currently, the Bank Match feature in Dext only allows matching when the invoice amount and the bank transaction amount are exactly the same. However, in real-world scenarios, this isn’t always the case. For example:

    An invoice is for $1,000, but the bank feed shows $1,050 due to a credit card surcharge.
    
    An invoice is for $1,000, but the bank feed shows $950 because the supplier offered a discount at the time of payment.
    

    In both these cases, the match is still valid — it's just that the final payment amount differs slightly from the invoice total. It would be extremely… more

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11. 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.

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12. Data health and insights for MYOB

    Make available the data checks and insights for MYOB data

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13. Schedule "Request approval" time

    Please add an option to schedule sending approval request at a later time to avoid interrupting approvers after office work time.

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14. add a company name to email notifications

    We have clients with multiple companies who receive email notifications that ask them to authorise cost invoices but it doesn't tell them which company to go to. It would be very helpful if the notification email could include a company name.

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15. 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.

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16. Enable the Mileage feature in New Zealand

    Adding vehicles and adding Mileage claims enable for New Zealand users.

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17. 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.

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18. 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.

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19. 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.

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20. POS Z-reports for sales

    Upload Z-Reports from the POS

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