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  1. When I’m searching in Dext in Archives or Current expenses, every time you click on a transaction and then close it, Dext goes back to the top of the latest input – and then you need to scroll all the way back again to get where you were. This can be very frustrating and a fix for it would be great!

    44 votes

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  2. Sometimes employees incur legitimate, reimbursable out-of-pocket expenses where no receipt is available (e.g., small-dollar items or situations where receipts aren’t issued). Many companies allow these exceptions under their expense policies.

    Currently, Dext requires a document upload for every expense, which forces awkward workarounds (writing details on paper, taking a photo, and uploading it). This adds friction and doesn’t reflect real-world workflows.

    It would be helpful if Dext allowed users to enter a “No Receipt” line item within an Expense Claim (clearly flagged for review and approval) or to create a no-receipt expense (similar to mileage claims) where the amount, date,…

    40 votes

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  3. The "Mark as Rebillable" feature needs to apply the global markup % defined in QBO. Right now a transaction will publish to QBO as rebillable, but the global markup % defined in QBO doens't apply to the transation

    40 votes

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  4. I would like to receive a notification when items are merged.

    40 votes

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    Under Review  ·  1 comment  ·  Admin →
  5. Option to hide fields that aren’t used by the client - eg. none of our clients use Customer or Product/Service fields. I’d prefer to be able to switch them off rather than say “just ignore those”

    38 votes

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  6. As it stands I am currently having the individually code the line items and then calculated the GST on each and then publish, hardly the concept of Receipt Bank at all. Can you please automatically apply supplier rules to line items when I manually create them. If I need to I'll adjust them anyway but pre-filling them will save me time for a number of them.

    38 votes

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  7. Ecom business, we use Dext to Xero, and receive circa 30 supplier stock invoices every day. Experience has shown we can not trust supplier invoices to be at our agreed prices etc so we need to validate each one, which is very labour intensive. It would be a huge improvement if the Dext PO matching feature could be enhanced to enable automated bill importing to Xero when the Supplier, PO ref and Value all agree. This would automate the import of 80% of our invoices, leaving a small number needing manual intervention.

    36 votes

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  8. Have the option to extract the tax code with Line item extraction.

    35 votes

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  9. Add an option to edit the email message for requesting paperworks in supplier statements

    33 votes

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  10. 33 votes

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  11. Could we please customise the invite message we send to our clients?

    We want to make sure they have all the info they need prior to starting using the app, but at the moment the message they get is rather short and it requires further explanation

    33 votes

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  12. Option to Flag items via the Dext Mobile app

    32 votes

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  13. Would like to be able to have invoice date and payment date fields, as otherwise it defaults to invoice date and we have to change it every time in Xero. It would be also good to be able to set up in a Supplier rule or Account settings, whether you would like the Paid Date to default the Invoice Date, Due Date or Today's Date.

    31 votes

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    Hi,

    Thanks for your feedback. We will look at options for how we might either provide a payment date field of improve the way that payment date is populated in Xero to make this more convenient. We'll provide an update via email when next steps are decided. Thanks for taking the time to make this suggestion.

    Kind regards,

    The Dext Product Team

  14. Integrate with MYOB Acumatica / Advanced

    31 votes

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  15. Can you please add either a separate use privilege level, or a toggle on existing ones, to prevent users making changes on items - view only privileges

    31 votes

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  16. it is not possible to hide the sections that are not in use e.g Sales & Bank.

    29 votes

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  17. Please could we have more options within the payment methods section. In particular, it would be really helpful to be able to archive old payment methods, rather than keeping or deleting them, and to merge duplicate payment methods.

    29 votes

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  18. Ability to create and save a filter used regularly. EG: I always filter the list to those under my name as the User. Would be great to save this for quick access everyday. Still need to see the full list though so wouldn't want the tasks to be restricted unless filter is applied.

    29 votes

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  19. The ability to integrate with several different accounts/companies within a given integration. For instance integrating one Dext account with two or more accounts in Xero, QBO, etc.

    29 votes

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  20. I would love Receipt Bank to be able to publish invoices to Xero when the tax rate (GST or VAT) is more than the actual cost or it is a tax only expense.

    For example:
    GST is $900 and the actual cost is $300
    or the invoice is VAT only (100% tax)

    29 votes

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