1647 results found
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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 -
Restrict chart of accounts available for User expense claim submission
Restrict the category options available for selection when users are submitting expense claims.
4 votes -
Penny adjustments to tax
Penny adjustments to tax
4 votes -
Bank statements in PDF form
With the introduction of VAULT it would be nice for DEXT to extract clients bank statements in PDF form, directly from a business account! As chasing clients takes time and delays month end checks.
4 votes -
DATE FORMAT & DATE SORTING
Include a variety of date formats to set a default from. For example, dd-mm-yy, yy-mm-dd, mm-dd-yy, yyyy-mm-dd, etc. OR dd/mm/yy, yy/mm/dd, mm/dd/yy, yyyy/mm/dd, etc. Currently, Dext can only sort by dd-mm-yyyy which is not helpful. A format of yyyy-mm-dd will sort by year, then month., then day.
4 votes -
Automatic reconciliation of supplier statement if all statement lines match
I'm reviewing each one, but when line items are all matched, there is nothing really more to do than reconcile/archive. If the line items are all matched, why do I need to see it?
My vision would be to be able to run an "Aged Payables" (exportable) report in Dext which is checked against the same report run in QBO or Xero automatically. As part of my monthly and year end processes, I check Aged Payables to check everything is correctly shown but it would be great if this report from Dext could have a column confirming the period end…
4 votes -
USER ADMINS CANNOT PUBLISH TO ACCOUNTING SOFTWARE
URGENT! I want my clients that are business owners to be user admins but not publish to the accounting software as our clients hit all kinds of buttons and mess things up. Previously they were “expense approvers” that could be selected to not publish. This is very important for myself and other dext users.
4 votes -
Bookmark Next Item in feed
When signing out of Dext . Bookmark the next invoice in Costs & Sales to continue later from that invoice
4 votes -
Bills to autopublish to accounting software as draft whilst in Approvals workflow
We currently use ApprovalMax for approvals - bills publish from Dext to Xero as "Awaiting Approval" which are then automatically loaded to ApprovalMax for the approvals process. Switching to Dext approvals would be amazing however there doesn't seem to be a way to have the bill publish to Xero until after the approvals process is complete. Please could this be considered as an idea
4 votes -
AI description suggestions
I just wanted to leave feedback about your AI feature, for suggesting the description for expenses. The AI adds 'for the office' for no apparent reason, which I think should be changed. Many expenses don't apply to an office. The company I'm currently working on is construction, and when it pulls a description, for example "paint and brushes", it will add 'for the office' at the end and I always have to remove it.
4 votes -
Handle Stripe emails attaching invoice and receipt (both in PDF)
Be able to accept emails that attach both an invoice and receipt in PDF. Stripe sends emails like this routinely, and if Dext doesn't accept emails with two attachments, then user must manually remove one of the attachments before sending. Stripe is a major payment processer for the vast number of online software subscriptions services in North America, so many customers get email from their suppliers (sent via Stripe) that contain both invoice and receipt. The service providers typically cannot control how these emails are configured or where they go, so it would be incredibly helpful if Dext could accept…
4 votes -
expense claim due date
It would be nice to have the option to enter a due date for expense claims so that when we publish them as a Bill to QBO, the report date AND the due date will publish. Currently the publish date is both the bill date and the due date.
4 votes -
Manual match is needed for when not automatically detected
In the Costs Publishing screen, please add the option to manually match a receipt with an already recorded expense because sometimes it doesn't automatically recognize the match
4 votes -
Reports by Customer
Reporting by customer so I can pull all invoices or transactions attributed to each customer.
4 votes -
Merge Expense Claims
Merging Expense's clams
I have Expense claim opened and there are expenses claimed by Sean - one is with TYPE: Auto and other Regular. I would like to merge it under one but it is not possible. It would be really useful feature. Thank you.4 votes -
Control which clients can have access to paid features on partner accounts
Block specific clients from accessing paid features on the partner's account.
Control which clients can access and used paid features such as:
BSE
LIX
Supplier statements
BoostsSometimes a client will use this YET the partner is billed unknowingly...
I have had this requested so many times across my partner base!4 votes -
Increase the automatic refresh from Xero to Dext
Increase automatic refresh for 48 hours
4 votes -
Customer Column
When I click on PDF Preview, or Export the PDF version of an Expense Report, I'd like to be able to view the Customer column. At the moment it's only visible on CSV which is not the ideal format for me.
4 votes
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