1648 results found
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Add payment date to invoices paid via Direct Debit
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 -
Show categories for suggested matches on bank rec screen
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 -
Separate Vault email address
Enable a separate mail-in email address for Vault only items.
3 votes -
Copy folder structure
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 -
Mileage new region (Singapore)
Turn on Mileage Claims feature for Singapore Region
3 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.
3 votes -
Assign Account Managers to Users/ Schools (groups) - Inbox can be filtered by account Manager
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 -
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.
3 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.
3 votes -
Restrict chart of accounts available for User expense claim submission
Restrict the category options available for selection when users are submitting expense claims.
3 votes -
Feedback for AI extractions and suggested descriptions
Most of the time information extracted from invoices is correct but it would be useful to flag when the AI gets it wrong so improvements can be made. Google offers a "feedback on these results" feature and Dext should too.
Examples of the AI extraction getting it wrong seen this week:
1. Invoices marked as duplicates when they are unique invoices and should be processed
2. Suggested descriptions which are incorrect
3. Extracted supplier name incorrect (matching neither company name or bank account holder)
4. Credit notes are not identified and processed as invoices
5. Invoice number not identified and…3 votes -
Extract VAT based on Currency
I hope this message finds you well. We’ve been experiencing an issue with VAT handling on receipts for non-GBP payments in Dext.
When we upload receipts in non-GBP currencies, Dext appears to automatically read and include the VAT. While this is helpful for GBP transactions, it creates complications for non-GBP payments, as we then have to manually adjust the VAT to zero before exporting to Xero.
We would like to know if there’s a way to automate the VAT treatment for non-GBP payments so that VAT is set to zero by default, or if supplier-specific rules can be applied to…
3 votes -
Save supplier rules with line items where some lines will have negative amounts (for contra accounts)
Be able to save supplier rules with negative line items. We use contra accounts.
3 votes -
Consolidated Invoice Import
Some Suppliers give us a consolidate invoice where the invoice contains multiple invoice numbers. Note this is not a statement. It would be good if dext was able to recognise the multiple invoice numbers and associated bill for import
3 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…
3 votes -
Allow photos of bank statements for extraction
Since DEXT is all about the ease of uploading photos of receipts, I would like to request that photos of bank statements for the extraction tool be an option. I am currently having to print the photos the client has uploaded, scan them, and then upload the scanned documents for extraction. In doing this, the quality of the photo is lost, and then the document often gets rejected.
3 votes -
Delete permanently from submission history
Hi,
We would really like to see an option to DELETE PERMANENTLY FROM THE SUBMISSION HISTORY. The reason for this is a privacy issue for us as a bookkeeping firm. When working back and forth through different clients it's a pretty easy mistake to drag and drop a receipt to the wrong client account, or email a reciept to the wrong client account. The issue is we cannot permanently delete the submission so therefore there is a privacy issue with submission history. Please allow a feature to Submission History that allows us to permanently delete a submission. Thanks.
3 votes -
Dext Supplier Statements request paperwork Auto email reminder
Have the ability to set up automatic email reminders for missing invoices already requested and not yet received
3 votes -
Supplier request emails
Would like to have the supplier request email from the client name instead of from Dext as this could go into the spam inbox and never be received
3 votes -
Dextension for Firefox
As we use Xero in 2 browsers at one time due to needded 2 related client files, we do not Dextension for Firefox please
3 votes
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