1609 results found
-
Payment Method Tracker
Is there a way Dext can identify or we can identify Direct Debit paid invoices to those that need to be paid and go onto a payment run? So you have a Credit Card Paid item and Direct Debit paid item (list) and a To be paid Item list
3 votes -
Retain Original Email Trail after merging documents.
Retain Original Email Trail after merging documents.
3 votes -
Dextension Drag & Drop to support multiple page PDFs as a single DEXT item
Enable multiple page PDF uploads as a single DEXT item for Dextension drag & drop feature
3 votes -
Customer Column
When I click on PDF Preview, or Export the PDF version of an Expense Report, I'd like to be able to view the Customer column. At the moment it's only visible on CSV which is not the ideal format for me.
3 votes -
Sales invoice customer name extraction
Sales invoice customer name extraction. When Dext processes a new sales invoice it checks whether the customer name is existing or new. If it's existing then Dext automatically populates the customer name field. If it's new then Dext suggests that the customer name is populated with the customer name on the invoice. We then have to manually review the list of sales invoices with no customer name, open the invoice record and accept the customer name. Dext will then populate the customer name field. We have many clients (plumbers, joiners, service engineers etc) who work for new clients everyday. If…
3 votes -
Remove the Document Owner as a criterion for the Duplicate feature with regards to "Receipt" as the type of document.
"remove the Document Owner" as a criterion for the Duplicate feature with regards to "Receipt" as the type of document.
3 votes -
Selecting extracted tax codes for each supplier
Currently, you set your default tax codes in the integration (we are using sage 50). This means when you use extracted tax, any left over amount always goes to T0 (our 0% rated tax codes). This works in most cases, however when looking at payment processing, water suppliers etc. They have may portion of there which is taxable and a portion that is tax exempt. The current system puts that tax exempt portion into our 0% rated tax code rather than our exempt tax code. I am then having to go into Sage 50 and manually change the tax codes.
…
3 votes -
MYOB integration additional destination options
Please add the following options for MYOB integration
1) Default "publish to destination for costs" to include purchases
2) Default "publish to destination for sales" to include Sales3 votes -
Bulk categorization at time of upload
When I use the 'Multiple' option in the Dext app for uploading receipts, it would be nice to set the category for an entire group of photos. That's what I thought I was doing when I used that option, but only just realized today that it is only categorizing the first photo of the series! Some way to group and categorize items would save lots of time.
3 votes -
PIN most-used currency at top of list
Many clients have multi-currency and DEXT doesn't always pick that up automatically (nor can I set a rule - example UBER which can be used on travel)... when I have to manually adjust currency, it gives me a list of basically the whole world. I mainly use USD - is there any way we can allow use to "pin" the most-used currencies (e.g. USD) at the top to reduce keystrokes??
3 votes -
Document reference on credit notes
Document reference should be published for Credit notes as well as invoices to accounting software instead of your item ID which is meaningless in the client accounting software
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 -
Read Customer data
Have Dext read Customer info and allocate so its not manual, ie if customer info is on invoice that it reads and allocates
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
- Don't see your idea?