1500 results found
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Schedule "Request approval" time
Please add an option to schedule sending approval request at a later time to avoid interrupting approvers after office work time.
2 votes -
Move inbox items to supplier statement from the Mobile app
Provide the ability to move inbox items to supplier statements via the app
2 votes -
multilingual documents uploaded to Vault
I deal with a number of documents (loan agreements/contracts) which are made in 2 languages (one English, one not). Tried to upload it to Vault, it is recognized and summarized nicely, but the summary was made in Russian instead of English, with no option to change that except Google-translate the summary back to English :) it'd be good to set default language (e.g. English) for recognition of multilingual documents
2 votes -
Amazon API import - Amazon Business - supplier rules
Amazon API - bills imported from Amazon Business - to have Supplier rules as any other supplier purchase documents.
2 votes -
Allow split to be based on how much tax is charged (to split between account with tax and account without tax) rather than percentage or amo
I have a lot of receipts for my restaurant clients that have a combination of taxed and non-taxed items on the same receipt. Non taxed is always food purchases. Taxed items is frequently either packaging materials or cleaning supplies. I would like to have a split option that can recognize how much tax was charged,(eg. 13.00 HST) and know that on this bill, 100+tax is packaging (113.00) and the remainder is Food (non taxed).
2 votes -
Add Product/Service field to columns so can include in export of Costs
Include Product/Service in Export.
I am trying to export my Costs inbox to a spreadsheet which includes enough fields for me to import to our CRM system but when I export entries from DEXT I can't work out how to add Product Service as one of the fields2 votes -
Bicycle Mileage
To be able to add bicycle mileage to Dext
2 votes -
provide number of employees in xero payroll
Provide employees payroll number to aid with building quotes.
2 votes -
Add product and services to approvals workflows
I need products and services instead of categories as workflow options, can we please add this?? :) We don't use categories and to get our main approval work flow set up, I'm going to have to use 1 category and it really doesn't work for us as a whole. Products and services were solely to ensure projects would work via QBs but then over here aren't included in workflow approvals.
2 votes -
Ability to have the "Costs" page as my default landing page in Dext when visiting a client's profile.
I used to switch clients and immediately be in the "Costs" page. Now I have to do extra clicks to get there as it is going to the Overview page. I would like to be able to set the default landing page for clients.
2 votes -
Export bank transactions and statements in Zoho CSV format
Have template for Zoho users to export the bank transaction in that format aswel from the drop down button.
2 votes -
Bank transactions Audit trail/history
Bank transactions Audit trail/history to show where the bank transaction came from (bank feed or bank statement upload) and when it was imported, which user coded which transaction line, which property it related to, what date/time it was updated and what code was selected. Also should record subsequent changes. This should look exactly like the 'history' tab that appears on the right hand side when looking at cost items which is really good. this is really useful to see any changes.
2 votes -
Global Supplier Rule Editing Across Clients
Just wanted to throw in a little feedback that I think could seriously level up the workflow for those of us juggling multiple clients.
Right now, if a bunch of clients use the same supplier, we have to hop into each individual client file to tweak supplier rules. It gets pretty repetitive—especially when it's the exact same rule adjustment across the board.
Would love to see a feature that lets us manage supplier rules globally—so if, say, multiple clients all use Staples or Rogers, we could adjust that one supplier rule once, and apply it across any clients that have…
2 votes -
Supplier Statemnets Zoho books
The invoices that are already within Zoho books do not show up in the supplier statement. These were posted previously into Zoho books and were not processed through Dext. Can we get a function to look at the invoices in Zoho books to reconcile a Statement in Dext.
2 votes -
Fix issue with Adjustment of Attachment Preview in QBO
The QBO attachment preview takes up too much of the page. The adjustment feature is faulty, and it is frustrating trying and failing to minimize so that the actual transaction can be viewed.
2 votes -
Hide inactive QBO customers in Dext
The 'Customer' drop-down field on Cost items shows inactive customers from
QBO. Hide the inactive customers from the drop-down.2 votes -
Allow bill number on expense claims
Expense claims - allow for Bill number on expense claims when processing through to software rather than showing as RB no.
2 votes -
Updated date feature
When inputting an unrecognizable date instead of Dext automatically setting the date to today's instead (similar to the suppliers feature) it could say 'unknown date' as the setting to the current date can beome confusing.
2 votes -
POS Z-reports for sales
Upload Z-Reports from the POS
2 votes -
submission reminders
an option to set up reminders to client either via emails or push notifications for submission/ uploading bookkeeping information to dext on a monthly/weekly basis.
2 votes
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