1500 results found
-
Internal Delay Index
We'd like to see an Internal Delay Index, positioned as the internal equivalent of the existing Delay Days metric.
Delay Days today measures how long it takes clients to upload documents
Internal Delay Index would measure how long staff take to process documents once they are available
Specifically:
Start point: date the document is uploaded into Dext
End point: date the document is published into Xero
Output: average internal processing time
This would allow us to clearly attribute delays to either the client or the internal bookkeeping team and drive internal accountability.
2 votes -
Spending limits per category for expense claims for employees
I have had one client I have recently onboarded onto Dext and one thing they mentioned regarding expense claims seemed interesting.
They currently do their expenses manually and employees only claim £X per day on certain expenses such as evening meals whilst working away. They put the full invoice/receipt on their expenses claim, but in terms of an amount they only claim the limit of £15. A feature where you could set spending limits per category for each employee (With potentially the option to do granular levels for each employee and the option to do a blanket approach across the…
2 votes -
Change invoice date after item has been approved
It would be useful to be able to adapt the date of the invoice once an invoice has been approved but before it is published. This is particularly useful when month end has been locked in Xero but invoices are still awaiting approval in Dext for that month so they can be redated the following month.
2 votes -
Prevent accidental selection of Sales Inbox on app
The Sales button is right next to the Camera button on the App. So it is very easy to accidentally tap that button instead of the Camera button, which then sends all subsequent scans to the Sales Inbox when they were intended for the Costs Inbox. While there is a way to move the items to the correct Inbox, there seems to be no way to trigger Dext to re-extract the fields using the Supplier rules.
How about asking for confirmation when switching Inboxes?
2 votes -
Exporting Document History into QBO with Invoice
Currently, documents coming from Dext to QBO once published only include the invoice itself. It would be helpful if Dext could also capture the document's history as an additional page that effectively captures the "audit trail" for that document within the QBO pdf. It could include the Notes that were tagged to that invoice along the approval process as well.
2 votes -
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.
2 votes -
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.
2 votes -
Global ability to turn off "Supplier Statement Extraction" by default
I know that it's possible to make sure that an individual supplier has statement extraction turned off. I know it's possible to bulk edit existing suppliers so the supplier statement extraction is turned off.
But I feel like there should be an ability to toggle whether "Supplier statement extraction" feature is On or Off for new suppliers created. If "Off" is selected, then new suppliers that are created have the feature turned off by default rather than on.Currently, I have turned off supplier statements, but then I get a new supplier, move the statement to the "Statements" folder, then…
2 votes -
Multi currency prepayments
Your new prepayments feature is great but won't process multi currency prepayments. Dext already converts to GBP from currency. Can we have the feature please
2 votes -
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 moment2 votes -
Reject Invoices - Seperate Section
Please have a seperate section where the reject invoices are stored. Now, the rejected invoices come to the inbox. It would be good if there is different section for rejected invoices to be in, from where you could request approval for them.
2 votes -
Supplier Statement Settlements
Suggestion:
Add an option in Supplier Statement Settlements for Dext to recognise invoices that are currently in Draft status in Xero.Details:
When reconciling supplier statements, Dext currently identifies only Approved invoices in Xero. However, many users (including us) upload or sync supplier invoices to Xero as Drafts first, pending review or approval. Because these draft invoices are not recognised, Dext incorrectly reports them as missing, even though they are already present in Xero.Proposed Improvement:
Introduce a setting or toggle that allows Dext to include Draft invoices when matching supplier statements to Xero records. This would:Reduce manual checks…
2 votes -
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.
2 votes -
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
2 votes -
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.
2 votes -
Customer Aliases
Supplier Aliases has been released now but it would be brilliant if this was available for Customer Aliases. We have clients that use a specific invoicing system and there can be variations of the same limited company name. It would be a big help if Customer Aliases was available to avoid creating duplicate contacts.
2 votes -
Bank feed reminder option
I receive an email to reconnect my bank feed, 1 day before it expires which is too short notice. Is there a way to add an additional reminder, say 1 week before it expires?
2 votes -
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,
Robbie2 votes -
Ability to sort on 'Match' within Costs inbox
It would be great to have the 'Match' field at the top of the 'Costs inbox' to sort items by match first. I know you can filter but that takes additional steps and excludes non-match items. Majority of other headers are selectable so adding this would be great. Screenshot attached showing field.
2 votes -
Prefill location and category line item extraction
Category & location should be pre-filled based on selected category/location from the initial review page prior to selecting "Extract line items". This will allow you to pick the category/location that applies to most/all line items. This feature exists already when pre-selecting category/location prior to selecting "create line items".
2 votes
- Don't see your idea?