1536 results found
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Purchase order creation
Can we add and feature to create a Purchase order In dext which can be inegrated to Xero as well as approvalMax for proper Audit trail.
3 votes -
Auto forward from email folder
I am currently working with a clients who has a large amount of invoices. One feature I think would be fantastic would be the ability for them to drag and drop emails into a folder in their gmail that automatically sends to dext. Unfortunately, auto forwarding isn't suitable as it forwards all of their discourse with their suppliers, fulfilment partners etc. Therefore, we end up with 1,000's of items in dext that are just email conversations.
This would be super useful and very easy to explain to a client of any size.Thanks!
3 votes -
Individual Payment Methods Linked to Credit Card Account
Hi Can something be set up to allow individual payment methods to be linked to a particular credit card using Xero integration.
Multiple company credit cards have been set up as individual payment methods, however they can't be linked using dext (unless I'm not doing this properly).
Whereas; I can set the payment method default for my own user (only person using dext) as any one of the credit cards but can't set them up as separate payment methods.
eg: 3 wholesalers I use, one of them I use visa (lower fees) and the other I use the company amex…
3 votes -
Client Selection Screen Request
Good morning!
I have a request to change back the client selection process. Not sure why you changed the pop-out screen to select a client. We at Quick Action Accounting liked it better the way it was. The current method adds another step to our process. Not a fan! Love Dext just not the latest update. Thanks for listening.3 votes -
Multipage image or not? Give me a notification please
Would be great if there was an indicator on the image screen that this image is multi paged. The scroll bar is thin and we sometimes assume we've seen all the information we need so we don't think there is more. We have to actively remember to always scroll every image even though 75% for us don't need scrolling.
3 votes -
Dext Prepare - no more scrolling on right side
Would be great if the fields on the right side were all visible and no need to scroll all the way down to see all the fields. Would save time.
3 votes -
Primary columns
In the settings menu, I have to unclick boxes for primary columns that I don't want to see, EVERY TIME I SIGN IN. These should be defaults. I shouldn't have to change them every time. Same for the expense reports. I have to do it there too.
3 votes -
Notify user when integration is expired
Notifiy user when integration with accounting software has expired and needs to be connected again.
3 votes -
Auto flag incoming mailbox submissions / lost/missing receipt workflow
Hi there,
We have a scenario which i think alot of business might face. Lost and missing receipts.
Staffa are required to fill out a Lost/Missing receipt form and then submit it to dext.
Were currently in the process of creating a digital form in power apps that will collect the info in microsoft teams and on submission will submit a pdf to dext via the organisations email in address, or maybe another one specifically for this purpose.
in time well have it come from the users dext email in address but at the moment theres no way to add…
3 votes -
Detail order
I think the order of the Amount info on the "Item Details" page needs to be in a different order.
I think it should be (from top to bottom):
Net Amount
Tax Amount
Total AmountSo it matches how most invoices received are shown.
3 votes -
Record of partial PO matching
When an invoice is partially matched to a purchase order, a record of this should be pushed through to Xero (using the notes section on the PO), rather than only updating when fully billed.
3 votes -
Fix secondary tax issue: Dext flipping Tax 1 and Tax 2 when posting to QBO
Dext is flipping Tax 1 (ex. 5%) and Tax 2 (ex. 7%) when posting to QBO if Tax 1 amount is greater than Tax 2 amount (for instance, if there are non-taxable items in a transaction that cause the total tax to be different from the expected 12%). Dext is assuming the order should change in this situation and overriding the user input and user tax code mapping settings, posting the wrong tax amounts to QBO.
3 votes -
Inport fetch uber eats receipts expnses
Inport uber eats expenses
3 votes -
Import multiple Sales invoices via a single csv file
Import Multiple Sales invoices at once via a multi column csv file
3 votes -
Date quick selection
Date selection. When selecting a date for a few years back, say 3 years back, need to click 36 times and on top of it, calendar size changes from month to month. Could you display year at bottom thet we could scroll and select?
3 votes -
3 votes
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Ability to export images/PDF files with an item ID
Ability to export images/PDF files with an item ID
3 votes -
search by document reference
allow search by document reference
3 votes -
Streamlining uploads
It would be so helpful if you can add arrows/toggle feature on the front page for "Payment" as you do for "Category" and "Class" so I can make the edit on the front page rather than going into each upload. Thanks.
3 votes -
Google Drive uploads
Would like to be able to upload via Google Drive or Microsoft SharePoint, not just DropBox. A lot of clients use these platforms.
3 votes
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