1648 results found
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create an email address for submitting auto split documents
create an email address for submitting auto split documents
3 votes -
Copy and Paste Smart Split rules
Hi, would it be possible to copy Smart Split Rules to paste into another suppliers account?
3 votes -
Highlight where extracted data has come from.
It would be useful if you could possibly highlight where certain bits of data have been picked up from. E.g. the date/amount/invoice number on the photo of the receipt/invoice would be highlighted. This would just make it easier when checking through a lot of invoices before publishing.
3 votes -
sync updates made on sales/expenses in Xero to Dext
2 way sync between Dext and Xero. It is common that once we post documents to Xero we then edit/update them in Xero. It would be helpful if the edit was also reflected in Dext or vice versa . This would be helpful as then when exports are made from Dext they will reflect Xero exported reports.
3 votes -
More Bespoke Line Item Extraction
I wonder if we can talk about Dext doing a more bespoke extraction - to pick up the bvat entires too please. Some lines are a mix of income & expendiures, such as winnings and costs, some with and some without vat, so it would be great if Dext could pick up these breakdowns too instead of the whole total for the line. It is very niche to horse racing - but we act for A LOT of clients in this sector, so this would be a game changer for us.
3 votes -
Ability to set up commissions in Sales items
Ability to set up commissions in Sales items. For example cases, where a broker gets commission (which is cost for the client) for the client's Sale.
3 votes -
Please add the markup in quickbooks automatically when the toggle switch to Billable is on. For example, in quickbooks when there is a Bima
Please add the markup in quickbooks automatically when the toggle switch to Billable is on. For example, in quickbooks when there is a Bima
3 votes -
Ability to match a Purchase Order's Line items to the Line Items of documents in Dext Prepare.
Ability to match a Purchase Order's Line items to the Line Items of documents in Dext Prepare.
3 votes -
Make the sales analysis exportable
Make the sales analysis exportable
3 votes -
Add "Customer Remittance" as an option for a Sales Item type.
Add "Customer Remittance" as an option for a Sales Item type.
3 votes -
3 votes
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Supplier Line Item Template
Setting up a template for recurring suppliers wherein line items need to be entered so that efforts are not doubled by entering the same line items 2-3 times a month. For recurring supplier invoices wherein the amounts vary biweekly but the corresponding accounts for each line item don't change.
3 votes -
Receipt download name should have vendor name and amount
I would like an option in Dext to have receipts, when downloaded, automatically named something other than just a random number. Ideally it would be the vendor name and the amount. For example, "HomeDepot_123.45". Maybe adding the date would be helpful too. Hubdoc does this and it is much easier to find what we need whenever we need to download receipts. It will also be very helpful for our client who has billable expenses because then the attachments will be named and he'll be more easily able to verify that they are the correct receipts. Right now we are having…
3 votes -
Automatically send Paperwork Requests to Clients for Transactions/Items without a Match.
The bank transactions are automatically synced on Dext, so we want to be able to activate the Paperwork Request on Dext so it will atomically be requested from the employees
3 votes -
Reject a submission/request revision
As an administrator and financial controller, I need to be able to 'send back' a submission to a user, from within the interface. Right now, if someone submits an order confirmation instead of a receipt, I have to d/l the confirmation, delete it from Dext, and email the submitter asking them to correct the documentation.
3 votes -
Publish items as "Tax Inclusive" to QuickBooks Online
Currently, items arrive as "Tax Exclusive" in QBO regardless if "Extracted Amount" or a specific Tax Rate is selected in Dext, which we need to manually alter in QBO afterward. It would be helpful to be able to publish items as Tax Inclusive.
3 votes -
iOS Base Currency Adjustment
On iOS you can’t adjust the base currency so it’s difficult/impossible to Publish foreign transactions as you need to make sure they correctly matched to the bank statement. Can you add an additional line with the case currency so you can change it similar to the way you can on the web version? It would make the need to login online less necessary.
3 votes -
3 votes
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Payment Method - DIRECT DEBIT
It would be great if there was an option for a payment method of "Direct Debit", so invoices are separated from the invoices that are awaiting payment.
3 votes -
3 votes
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