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  1. We can currently select multiple items in the mobile app. However we are limited to add. To expense report or archive as the only actions for the selected items. Please add the option to merge the items together.

    2 votes

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    1 comment  ·  Admin →
  2. Is there an ability to publish customer invoices or supplier bills that total to NIL due to the offset of discounts or grants. For example we are a charity that receive a 100% discount on all invoices from Microsoft under their nonprofit grants and discounts program. We are required under the accounting standards to record both the cost and discount received to arrive at a NIL bill. But i cannot get Dext to do this and so i am doing this manually each week on every bill we have. Its soooo frustrating and makes Dext almost redundant because i need…

    2 votes

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  3. I’d like to suggest a usability improvement regarding the layout of the main interface. When scrolling down through the list of invoices on Desktop, the top section (including the Inbox, Export, Filters, etc.) remains quite large and takes up significant vertical space.

    As a result, the area dedicated to viewing and interacting with invoices is too small, making it difficult to navigate and work efficiently.

    Would it be possible to minimize or collapse the top section when scrolling down, or at least reduce its height dynamically? This would greatly improve the user experience, especially for those working on smaller screens…

    2 votes

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    1 comment  ·  Admin →
  4. Scan directly to the Vault from the Mobile App. Similar to Costs and Sales.

    2 votes

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  5. It would be good of we could add a PO number to the individual Lines to enable multiple PO's to be processed against 1 invoice. Currently only 1 PO is aloud per invoice.

    2 votes

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  6. Make available the data checks and insights for MYOB data

    2 votes

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  7. I would love if there was a place to add notes to documents that are not visible to the client for internal tracking/informational purposes!

    2 votes

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  8. Please add an option to schedule sending approval request at a later time to avoid interrupting approvers after office work time.

    2 votes

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  9. We have clients with multiple companies who receive email notifications that ask them to authorise cost invoices but it doesn't tell them which company to go to. It would be very helpful if the notification email could include a company name.

    2 votes

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    1 comment  ·  Admin →
  10. It would be great if we could enable push notifications to your mobile device when an invoice requires your approval. Currently, there are only the email notifications but all of my team mostly completes their approvals while they are on the road via their mobile applications.

    2 votes

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  11. Build integrations with Job Management softwares for Tradespeople and building and construction clients. Specifically softwares like Fergus, Simpro, Buildertrend and Service Mate

    2 votes

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  12. Amazon API - bills imported from Amazon Business - to have Supplier rules as any other supplier purchase documents.

    2 votes

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  13. 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

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    1 comment  ·  Admin →
  14. Provide employees payroll number to aid with building quotes.

    2 votes

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  15. 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

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  16. 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

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  17. When on the data health tab, you have to go back to the overview tab to see the score. this doesn't really make sense. the data health score should be visible perhaps as attached, enabling a view of the data halth as you proceed through the items.

    2 votes

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  18. Longer file names are obscured by the limited column width. Would be helpful to be able to customise the width to display extra information as needed.

    2 votes

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  19. We are using Dext along with Landmark KeyPrime which doesn't support cloud integrations. Project 2 is used for importing "enterprise" codes which would be helpful to be able to import

    2 votes

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  20. 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

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