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  1. 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.

    3 votes

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    1 comment  ·  Admin →
  2. Scan directly to the Vault from the Mobile App. Similar to Costs and Sales.

    3 votes

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  3. Make available the data checks and insights for MYOB data

    3 votes

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    1 comment  ·  Admin →
  4. it would be great to be able to change the layout of the overview page, to allow for the workflows to sit at the top for easy viewing that there is workflows to be completed.

    3 votes

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  5. It would be very helpful to be able to export the mileage claims to excel.

    3 votes

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  6. I'm now locked out of my Connect app at a client because my firm converted the sign in to SSO.

    3 votes

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  7. 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.

    3 votes

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  8. 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.

    3 votes

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  9. Build integrations with Job Management softwares for Tradespeople and building and construction clients. Specifically softwares like Fergus, Simpro, Buildertrend and Service Mate

    3 votes

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

    3 votes

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    1 comment  ·  Admin →
  11. Add an option to specify payment date for invoices paid via direct debit. These are effectively paid when processed, but need to have the payment recorded from Dext when it will be taken, not date of invoice.

    3 votes

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    1 comment  ·  Admin →
  12. 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.

    3 votes

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  13. Longer file names are obscured by the limited column width. Would be helpful to be able to customise the width to display extra information as needed.

    3 votes

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  14. Add the option to send requests for documents direct to suppliers for them to upload to Dext Vault. This could be part of a new supplier onboarding process, or ad-hoc when documents expire.

    3 votes

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  15. Enable client messaging for bank transactions.
    When an unidentifiable bank transaction appears on the bank feeds (such as a cheque payment) then it would be brilliant to be able to message the client via their app to ask what it was for, in the same way you can do for invoices.

    3 votes

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    1 comment  ·  Admin →
  16. When suggested matches appear on the reconciliation screen, show the category which the invoice is assigned in the green box, as there is no easy way to see the category without manually finding the invoice.

    3 votes

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  17. Add the ability to copy folder structures or add a template for how folders can be organised. We are in the process of moving our supplier insurances to the Dext Vault to better manage these, and are having to create the folder structure manually for each one. The ability to copy or create from template would speed up this process significantly and ensure consistency across all sub-folders.

    3 votes

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  18. Be able to add the company logo instead of having the company avatar be the first letter of the company name (`A for example)

    3 votes

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    1 comment  ·  Admin →
  19. Turn on Mileage Claims feature for Singapore Region

    3 votes

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  20. Users and/ or Schools should be able to be grouped by having an "account manager" assigned. In my team there are 3 people who look after the checking and publishing in Dext, based on which user submitted the entry, and the school they are located. The inbox has hundreds of entries, 2/3 of which are for another team meamber. It would be great if the Costs inbox (and I suppose Sales could work the same way) could be filtered so that I only see the entries that I need to deal with.

    The alternative would be that User Admins should…

    3 votes

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