1648 results found
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Bills to autopublish to accounting software as draft whilst in Approvals workflow
We currently use ApprovalMax for approvals - bills publish from Dext to Xero as "Awaiting Approval" which are then automatically loaded to ApprovalMax for the approvals process. Switching to Dext approvals would be amazing however there doesn't seem to be a way to have the bill publish to Xero until after the approvals process is complete. Please could this be considered as an idea
2 votes -
Exception rule to suppliers/accounts in Approvals
In the workflow, we need to be able to select a cost account, but perhaps exclude some suppliers as these should go for approval to someone else.
The ideal exclusion should be allowed by selecting the supplier account specifically.
Otherwise, there should be a way to select all suppliers and manually deselect the ones to exclude. This does not seem possible at the moment.2 votes -
Expense report reporting issue
Expense reports - make the copy that exports to the employee and also QuickBooks Online match the line items detail inputted. Very inconvenient for them not to match.
2 votes -
Expense claim - Special user privilege just to submit receipts for claim
As we aim to encourage all employees to submit their claims through Dext, we’ve encountered a challenge: the lowest access level currently requires users to input extensive information, such as GL and Class. It would be beneficial to create a new user type specifically for claim submission, allowing users to submit claims without needing to see or enter these detailed accounting details. This would streamline the process and enhance user experience.
2 votes -
Allow more "Projects" and flexibility.
Hi, can you please allow us to be able to create our own excel output sheet. The data input can be extracted from line items and each "input column" can be added on the list similar to how projects are added. For example, if i could rename the "projects" list and use it as "departments", I should be able to input the department as a line item. when it comes to exporting the file, i should be able to choose which items on the list I want in the excel fine plus the order of it.
2 votes -
MYOB INVOICE - Item Type
Having DEXT send Purchase invoices to MYOB in ITEM format not service or professioanal
2 votes -
Dextension for MYOB
With the introduction for Dextension, how can MYOB users get these features added?
2 votes -
Highlight if no attachment on invoice from Accounting Software within Supplier Statement in Dext
Could the Supplier Statement section within Dext be able to pick up if the invoice within the creditors list of the accounting software does not contain an attachment and be able to request?
2 votes -
Manually mark invoices lines as included on Supplier Statements
Would it be possible to manually mark invoices within Supplier statements as reconciled, if for instance there is an amount on the creditors list in the accounting software that relates to multiple invoice lines on the statement?
Another instance this would be useful is if there is a match but the date of the invoice in the accounting software is slightly out to the supplier statement date
2 votes -
To be able to add the filename as a column in the inbox
To be able to add the filename as a column in the inbox
2 votes -
Approvals remain in cost inbox
Approvals to remain in the Costs 'inbox'. To enable cvs uploads to our accounting package, the work is duplicated if we need to export from the costs inbox as well as the approvals folder. totals e.g. credit card are then harder to crosscheck given they straddle two exports. We will discontinue with the approval function until this is resolved.
2 votes -
EMAILS FOR STATEMENTS
IT WOULD BE GREAT IF WE COULD ADD EMAIL ADDRESSES TO SUPPLIERS SO THAT WE CAN SEND DOCUMENT REQUEST FORMS DIRECT FROM THE STATEMENTS FACILTY
2 votes -
Show Supplier Statements on Supplier
It would be really awesome if archived supplier statements could be linked to their respective suppliers in the system. This way, I could easily review them without having to search through a long list. There’s already a feature for invoices, so it would be great to have the same functionality for statements as well.
2 votes -
When I switch from old to new the attachments go from 94% to 77%. 77% is too small to read!!!!
Please increase the size of the attachments to the 90% range.
2 votes -
give ability to amend "document type" in supplier statement section to change from invoice to credit note etc
create ability to amend "document type" in the supplier statement feature
2 votes -
Permissions to colleagues regarding expense claims
Ons must be able to set up collegues as users with limited access on related partner companies to be able to only submit expense claims.
2 votes -
Document count
In the old version a count of documents were given when draggin and dropping a bunch of invoices to Add Document. This doesn't appear to be the case in the new version. This count helps me to ensure all the documents I wanted uploaded were successfully uploaded.
2 votes -
Refresh Dext for updated paperwork request report
Having processed items in Dext and reconciled in Xero its laborious to get to the refresh integration option in order to create an updated paperwork request report. Would be great to have a sync button when wanting a current list of unreconciled bank transactions in Xero. Also the option to include bank lines where there is an item in Dext that might not be a valid VAT invoice. I keep order confirmations in Dext as a reminder that they've uploaded the incorrect paperwork and still need to upload the valid VAT invoice.... but then that bank line is not currently…
2 votes -
Paperwork Request - amend order in pdf
I need to sort by bank and then date order (oldest to newest) but there is no option to do this unless I extract to csv and manually amend. I also noticed that bank lines were missing if Dext thought there was an item waiting to be processed that matched - but the document uploaded was not a valid VAT invoice so I still want to include that bank line in the paperwork request document.
2 votes -
Search QBO for transaction matches manually
Make it so we can search QBO for transaction matches manually. Then if Dext hasn't found a transaction match but the transaction is already in QBO it can still be sent to the transaction.
2 votes
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