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  1. Currently the app will wait for a connection to Dext, then load current inbox data before loading the camera to take photos of receipts. This takes 5-10 seconds on a good wifi or 5G connection.

    When the wifi and mobile data is turned off, the app can instantly load the camera.

    The delay when loading the Dext app to quickly scan a receipt is frustrating and unnecessary.

    The app could connect and load data in the background while allowing the user to add documents or load the camera.

    Further, there is no guarantee that the internet connection will stay available…

    2 votes

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    1 comment  ·  Admin →
  2. Please add the feature where we can sync our scanned documents as Purchase Orders into QBO.

    Now we can only sync them into Bills.

    2 votes

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    1 comment  ·  Admin →
  3. Retain Original Email Trail after merging documents.

    2 votes

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  4. Sub-Item/Product needed in QBO Inventory. We are a dealership that enters a vehicle as a primary inventory asset and then adds various parts for that vehicle as inventory asset items nested under that primary inventory item. This feature is available in QBO but not in Dext. A drop down bar beneath the new product name to select which existing inventory item the new item belongs with would solve this problem.

    2 votes

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  5. I have several Dext Prepare accounts. I'm trying to add a document via Dextextension - I'm allowed to select to submit to Dext and choose Costs, but it doesn't ask me which account I'm uploading to. I've checked all of my accounts and I don't see the document in any of them.

    2 votes

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    1 comment  ·  Admin →
  6. NOT TO CREATE A NEW SUPPLIER CARD FILE WHEN PUBLISHING A DOCUMENT AS VISA PAYMENT

    2 votes

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  7. Please allow us to add a payment reference to an Invoice/Receipt/Bill when publishing it as paid.

    Allow us to assign a Default Payment Reference to a Payment Method that then pre-populates the Payment Reference for All Bills using that specific Payment Method, the user can then manually update each invoice if a change needs to be made or can add a Payment Reference when editing the Invoice.

    When the user submits a document as paid to their accounting package it uses this Payment Reference as the Payment Reference for the payment created in their accounting package, this will help the…

    2 votes

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  8. When I click on PDF Preview, or Export the PDF version of an Expense Report, I'd like to be able to view the Customer column. At the moment it's only visible on CSV which is not the ideal format for me.

    2 votes

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  9. Sales invoice customer name extraction. When Dext processes a new sales invoice it checks whether the customer name is existing or new. If it's existing then Dext automatically populates the customer name field. If it's new then Dext suggests that the customer name is populated with the customer name on the invoice. We then have to manually review the list of sales invoices with no customer name, open the invoice record and accept the customer name. Dext will then populate the customer name field. We have many clients (plumbers, joiners, service engineers etc) who work for new clients everyday. If…

    2 votes

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  10. Brakes Foodservice Invoice Fetch

    2 votes

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  11. "remove the Document Owner" as a criterion for the Duplicate feature with regards to "Receipt" as the type of document.

    2 votes

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  12. Restrict basic user to accessing dext via website... allow basic user to login & submit document via app only. T

    2 votes

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  13. Document reference should be published for Credit notes as well as invoices to accounting software instead of your item ID which is meaningless in the client accounting software

    2 votes

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  14. In detail practice insights, such as a list of each client and the features they are or are not using (e.g. supplier rules, payment methods, etc.).

    2 votes

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  15. Add Bank deposit as a transaction type

    2 votes

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  16. There is a huge problem right now with PO matching within Dext. The partial match of an invoice with a PO doesn't work properly.

    If a PO is 1000 $ and I have an invoice of 500$ for this PO, I still need to match my invoice and remain open, because I'm going to receive future invoices related to the same PO later. However, right now, the PO matching doesn't work with partial amount.

    ***NOTE : PO match is not equal to PO being closed. I'm not talking about the PO being close, I'm talking about PO being matched and…

    2 votes

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  17. Provide calculation of GST and publishing of GST only when both GST and PST are present on an invoice.

    The extracting and calculating seem to be already in place and correct. It's a matter of publishing.
    The proposed function is when a 2nd tax is NOT active (PST) and the user uses the GST/PST BC extraction method, that it will only publish the GST amount (5%) and the PST amount (7%) will be added to the expense, NOT the GST (tax) amount.
    This will calculate the taxes properly when both taxes are present.
    This will allow the user to create…

    2 votes

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  18. Previously coded transactions -- it'd be awesome to either show it with the newest on top, or sortable!

    2 votes

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    1 comment  ·  Admin →
  19. Allow the publishing of expenses from web browser to Sage 50. This will allow Mac users to publish, rather than rely on windows PC access.

    2 votes

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    1 comment  ·  Admin →
  20. Can we add and feature to create a Purchase order In dext which can be inegrated to Xero as well as approvalMax for proper Audit trail.

    2 votes

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