1584 results found

1. Pending approval

   Can we turn off users seeing an invoice awaiting approval if there are still approvers that need to approve before it gets to their turn to approve. Our less tech savvy boss is getting very frustrated that he gets a list of invoices awaiting approval through on his phone app but they are still awaiting the first approver to approve.

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2. Customer statements/ Separate workspace for customer's batch deposit slips

   Please add an option to upload deposit slips under Sales Workspace. We use Sales Inbox for invoices only. We want customer statements/deposit slips in separate inbox just like supplier statements in Costs workspace.

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3. Whatsapp - multiple entities

   When submitting through whatsapp you get one dext chat to submit to. However if you run multiple businesses it is impossible to submit them all in the same chat. Dext needs a separate chat per business!

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4. 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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5. Bulk sort category in Solo

   Solo - bulk sort category in bank feed transactions.

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6. whatsapp

   The WhatsApp submission is working for our clients, but when they upload a document, no option to give a note to it is available - could this be added? For example, if they have various branches, to note to which branch it belongs.

   3 votes

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7. List visibility - hide all categories and all taxes from upload screen

   I need to receive receipts from standard users allocated to a project with a short description and would like their experience to be as simple as possible - to clear the upload screen I would like to show only project and description, and hide completely categories and taxes.

   If all the categories are hidden in the main list - the option disappears on upload - but then I can’t access them myself...

   When I clear the unique selection, it automatically selects all categories instead of none, would it be possible to change that ?

   Thank you in advance.

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8. 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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9. Add Profit in Solo

   Dext Solo
   It would be great if the tax report showed the profit for the year
   All clients need to know 'how much have I made'
   We need to do a manual calculation at the moment

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10. AI suggest line item categories

    Automatically suggest accounts based on line items.

    For example - A pet shop wants to track expenses per department. You create either purchase expense codes in QB or Xero, or tracking categories and tell Dext if you want it to suggest account or tracking. It then looks for things in the line items and suggests the most relevant code/tracking for each one... For example, "dog food" will allocate to "dog" tracking.

    Or a builder, for wood purchased, to suggest "materials" as the expense.

    Relevant to the business type chosen (retail, construction, etc)

    3 votes

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11. sort supplier list by not in accounting software

    Ability to sort supplier list by "suppliers IN accounting software" versus "suppliers NOT SHOWING in accounting software" so that these can be addressed quickly and easily.

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12. Category List search function

    Provide the ability to search for a Category in the category list to toggle on or off. Our list is 3900 categories and it's time consuming to scroll through the list to get to the bottom

    3 votes

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13. 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.

    3 votes

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14. 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

    3 votes

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15. Hide "Customer" in cost view

    We are integrated with QBO and it was recently pointed out to me that for privacy reasons we need to be able to hide the "Customer" view from staff.

    We have employees that need to submit expenses and currently they are able to view the full customer list in QBO.

    3 votes

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16. Hide Bank Accounts

    User would like the ability to hide bank feeds from the Accounting Ledger (e.g. Xero, MYOB).

    3 votes

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17. Send request for rejected invoice re-submission to vendor via dext

    On invoice rejections, have an option similar to the supplier statements to request a revision or resubmission. Having this in dext and the ability to send it to any email address for your contact would allow us to confirm that when an item is rejected it was requested to be corrected on a certain date, and sent to a certain user. This way when a vendor comes looking for payment we have all the details with the rejection and the vendor can attach the revision right to the original to be approved again.

    Could also be applied to needed supplementary documentation such as insurance, statutory declarations, and any clearances required to release payment.

    On invoice rejections, have an option similar to the supplier statements to request a revision or resubmission. Having this in dext and the ability to send it to any email address for your contact would allow us to confirm that when an item is rejected it was requested to be corrected on a certain date, and sent to a certain user. This way when a vendor comes looking for payment we have all the details with the rejection and the vendor can attach the revision right to the original to be approved again.

    Could also be applied to needed supplementary… more

    3 votes

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18. 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

    3 votes

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19. 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

    3 votes

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20. Vault from mobile app

    Scan directly to the Vault from the Mobile App. Similar to Costs and Sales.

    3 votes

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    Under Review  ·  AdminStephen Edginton (Admin, Dext) responded

    This is planned, thanks for raising