1536 results found
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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 -
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 -
Turn off the conversion rare to base currency
The amount that FIXER provides never matches what our credit card provider or our bank uses. IT would be nice to turn the auto conversion off and force users to enter the real cost.
2 votes -
Document Archive
Similar to the costs archive, it would be beneficial to have the option to archive documents (without deleting them), and to automatically archive older versions of a document. We would benefit from two immediate use-cases with this feature;
1. Being able to maintain records from a supplier/client who is no longer current who we still require records for, and
2. Enables iterations of documents with annual renewals (e.g. insurances) where a document can be replaced with a new version and the existing copy is archived.2 votes -
User Permissions
Be able to add users to the Dext account with Vault access only. We have an internal contract administrator who would be using Vault for managing contractor insurances etc, who doesn't need access to other parts of Dext.
2 votes -
Person posting from QBO
The person logged in to Dext should be the same one as the person publishing to QBO. It makes it easier to know who did the work.
2 votes -
Reorganizing the Details tab to show matchs
I would like to suggest on the item details tab that you move the notification that there is a match higher up on the screen. It is out of view until I scroll down on the page. I generally work from the top to the bottom and it is frustrating when I see there is a match after populating the details. This would be really helpful I think
2 votes -
Automatically Create Folders for Suppliers
We require insurance certificates of currency from the majority of our suppliers. It would be helpful if a file structure could be created for suppliers in Dext, based on the Suppliers List under Costs for these to be stored in.
2 votes -
Approval Workflow
Adding supplier to approval workflow needs simplfying - when new supplier has to be added to an exisitng workflow, why does everything go back in to costs workspace to then be re-added to approval workflow - very clunky
2 votes -
feature for the expenses summary report
can DEXT automatically set gst free for foreign receipts
2 votes -
edit document reference in cost inbox
Able to to edit the document reference in the cost inbox rather than clicking on the transaction
2 votes -
Reverse transactions
Being able to reverse bank transactions from statement... i want the option to have my debits show up as credits and vice versa
2 votes -
Add projects from the mobile app
Be able to add projects from the mobile app at the same time as adding a new receipt in case we forgot. Either that or add a choice of "add new project" in zapier to integrate with our existing time tracking app
2 votes -
View a Teams client list
It would be great if the team could see the client list for their team in the dashboard, rather thank "my clients" and "all clients"
2 votes -
assign the account not just based on supplier, but also on email content (e.g. if supplier = DHL AND cotains "Duty" --> Add account "duties"
Ability to assign the account not just based on the extracted supplier, but also on email content (e.g. if supplier = DHL AND cotains "Duty" --> Add account "duties")
2 votes
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