1584 results found
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Ignore Payment confirmations
For a lot of our clients, the payment confirmation from Ignition gets published to Dext along with the Invoice. It would be useful to add a feature which ignores the payment confirmation, like the one attached. Other providers have already solved this issue.
1 vote -
Toggle Customers Showing in Dext
The ability to toggle customers on and off to show in Dext just like categories. When employees are entering receipts we don't want them to see the entire customer list.
1 vote -
Allow publishing of bill payments
Allow publishing of bill payments
Currently we can publish vendor bills to our accounting software. However when Dext receives a payment receipt for an existing bill, there is no mechanism to publish the payment and mark the bill as paid.1 vote -
Offline mode for expense claims and expenses
Hi Dext team,
I would like to suggest a few improvements based on real field usage.
Many users complete expense reports during “dead time” such as flights, trains, airports, hotels, or areas with unstable internet access. It would therefore be extremely useful to have a true offline mode allowing users to:
- access existing reports,
- create/edit expenses,
- attach receipts,
- and synchronize everything automatically once back online.Expense reporting is already time-consuming, so being able to optimize these moments would significantly improve the user experience.
A few additional ideas:
- easier multi-day trip grouping,
- smarter mileage detection,…1 vote -
Approval Override Comments to sync with Xero
Approval Override Comments to sync with Xero
1 vote -
Date selection for bank feed
For MTD we need to upload bank feeds from specific dates, when linking bank, can we select the date we want the bank feed to upload into Dext. For many clients who are now subject to MTD, when linked, we get 2 years of historical transactions. This is not correct as the data should not be visible and nothing we can do about it. There may be a breach of data...
1 vote -
Client Comments VS AI Auto Apply
Currently if you have AI auto apply description turned on and the client adds a comment while uploading the receipt their comment is deleted.
Would be great if there was another box where the client comment remains but we can still have the auto AI description turned on.
1 vote -
Display the currency of a supplier as set up in QBO
QBO suppliers can only have one currency, and unless we edit the supplier name there is no way to identify what currency the supplier is set up as in Dext. If the transaction currency chosen doesn't match the supplier currency, QBO will do an automatic conversion when it publishes which then requires manual fixing.
If Dext would just display this currency (and also identify if a different one is chosen!) it would reduce the currency errors.
Setting a supplier rule doesn't totally fix it given the currency can be over-written, and often we will have multiple versions of a supplier…
1 vote -
Approval date to be added as column in the Archive list
It would be good to be able to add a column into the Archive List which shows when an item has been approved. We rely on the Archive for payment runs i.e. published between prior payment run and today, would tell us that we need to pay these invoices. However as we have workflows which push invoices to "archive" when they've been approved, means we are trusting that everything in Archive has been approved via workflow. Turns out there are exceptions that slipped through the net. This was because a user manually archived the invoice without an approval. Either can…
1 vote -
Departments link with brightbooks
We use Brightbooks for accounts and integrate from Dext
There is a feature on Brightbooks where we assign purchase invoices to a department, our departments are locations of jobs where we do work. We manually assign the purchase invoices after they come across from Dext,
i see in Dext there is a option for departments but this department function does not show the departments/divisions we have in Brightbooks.
It would be very efficient if we could assign purchase cost to the department at dext entry level rather than having to do it again in Brightbooks
1 vote -
Commerce Lite
Hello!
We really need to have the ability not to automatically pull in the document reference. The time wasted by having to delete that from each sale and expense is ridiculous. There's no way I'm the only one who sees that.
Also, every single Stripe transaction, I can't have any rule auto-load. Apparently, I can set the category, but that does me no good when I still have to go in, change the vendor, and then change it back to Stripe so what I want to see shows up.
You have this wonderful feature that should help us save time,…
1 vote -
Exporting data health checks
Want to be able to export data health checks into a nicer document format (not a CSV) but also for more of the checks. I.e. ABN validation tool in APAC can't be exported. Perhaps a report builder area where you can tick sections of data health checks that you want exporting into a document to then share with clients.
1 vote -
Be able to handle bigger Xero clients on Dext Data Health & Insights
Be able to handle bigger Xero clients on Dext Data Health & Insights
1 vote -
healthscore overview show the checks in my custom healthscore
Where we have the heathscore panel in the overview screen, ideally the checks listed in the panel would reflect the checks that are in the practice custom healthscore.
1 vote -
Create a little icon on the healthscore % box where the connection has expired.
On dext data health there is the option to disconnect data health but not delete the client data. Where this option is used, it would be good to see that the percentage is now static at the date of disconnect on the main client list. Either by icon or by greying it out whilst still being able to see the last percentage.
1 vote -
Bulk edit user
It would be very handy to be able to bulk edit the user field and assign a user. This is very important now with the list visibility filter as if their name isn't on the invoice, they can't see or edit
1 vote -
Flag a cost bill to: wrong company name
Built-in control that would flag or block a cost based on the invoice being billed to a different company name.
Given the rise in invoice fraud and email compromise scams this feature would definitely be helpful.
1 vote -
Dext Solo Report
Make it so that the SA103F transaction review report actually picks up on the supplier name of a item in the inbox instead of just the description. It makes it hard to do a transactions review when the transactions are just labelled -
1 voteHi Noa,
Thanks for sharing this.
This is already in our backlog, and we’ll get back to you as soon as we have an update.
Best,
The Dext Team
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Use of home allowance calculator (UK)
Allow user to select calculation method:
-Simplified expenses, based on the hours of business use per month/flat rate.
-User enters annual totals (or uploads receipts/invoices) for domestic bills (heating, electric, mortgage interest, home insurance, repairs, cleaning, rent, council tax etc) and also enters the details of number of rooms in the house and the number of rooms used for the business, then the number of total hours each room is used for during a month, then the number of business hours the room is used for.the tool will suggest a reasonable allowance claim, which can be recorded as a…
1 vote -
Bank reconciliation on Dext Solo
To enable us to check that bank transactions have been uploaded correctly we need to be able to check postings to the bank or at least see the bank balance figure on screen
1 vote
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