1584 results found
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Approval from Inbox without request
Should be able to approve a cost invoice from the initial review page without "request" assuming the user has the permission. This would eliminate extra steps of going from review to approval pages.
1 vote -
Calculate Tax on Extracted Line Items Based on Totals
Can we have a supplier rule where tax is added to line items based on the the Net and Tax totals. Essentially Tax/Net=Tax% and then multiply each line item by the Tax%.
1 vote -
Restrict users to default setting on publishing
Our default publishing setting is draft (we use Xero). Have just found out that users, regardless if they are only standard users, can change that and publish to awaiting approval. This bypasses the second approval in Xero. Not a good accounting control.
1 vote -
Additional Fetch Connections
Fetch connections for Anthropic, Cursor, ChatGPT
1 vote -
Publish Bills to QBO at line item level to capture cost specific dates and "Locations"
I want to be able to publish each cost from an employee's expense claim separately to QBO because I want to record "Locations" and the date of each cost in QBO. The "Location" information is important for internal reporting, but the date of each cost is critical for accurate Canada Revenue Agency GST quarterly reporting.
1 vote -
Mileage tracking South Africa
We urgently need mileage tracking in South Africa.
1 vote -
Query invoices
It would be good if we could query purchase invoices directly in Dext - for example, if we have been overcharged, we could query the cost on the invoice directly to the supplier
1 vote -
Owner notification email wording for adding new users
I think the wording for your notification email which is sent to the account owner when a new user is added, should be changed...it is confusing - it suggests that the 'email-in' address should be changed by the owner....It should be a more simplified email that says a new user has been added to your Dext account, if you did not instruct this then please contact us now. If this was you, please ignore. If you wish to pass these details onto your new user, here are their email-in details.
1 vote -
Notification to submitter once Auto Expense has been generated
At the moment only approvers get notified once an expense claim has been submitted for approval. I think it'll be helpful for user whose claim it is to get notified as well once an Auto-Expense claim has been generated, so that they know they need to review it and submit it to the approver. Employees need reminders like this to avoid expense claims sitting in limbo.
1 vote -
Solo - bulk edit and sort transactions in reports
It would save some time to bulk edit in the reports rather than having to go back into bank transactions and filtering date and category. Also if there was a sort button the filter by description and amount.
1 vote -
When paperwork matching in Costs, after matching the invoice to QuickBooks it stays on the invoice as Archived vs moving to the next invoice
When paperwork matching in Costs it would be nice to have the invoice go directly to Archived and the next invoice pop up instead of staying on the archived invoice. This adds an extra step by requiring a click on Next in the upper right.
1 vote -
extending table customisation to the Draft section
In 'draft invoices' there is no table customisation as in Sales Inbox. Therefore if you have multiple draft invoices for the same customer you cannot differentiate between different jobs without manually viewing each invoices. Being able to add the notes column where I put job numbers or references, would make things much easier
1 vote -
Supplier sorting via country
Hi,
I’d like to add more connections/suppliers in Dext, but I’ve noticed there are a large number to scroll through manually. Many of these appear to be US-only companies (e.g. Walmart), which makes it harder to quickly find relevant options.
Is there a way to filter suppliers by UK-based companies? Even being able to prioritise companies that operate in the UK (including global companies like Google) would be really helpful.
Having this kind of filter would make it much easier to discover connections I might not be aware of, as well as suppliers I already have accounts with and could…
1 vote -
Turbo Charge Cost Connections
I like the concept of Cost Connections, which gets your invoice for you and loads it for processing. There are two problems with it, and this handles one of them. If I want to add a cost connection, I have to go and try to see if my supplier is supported. Since you have a list of suppliers for each account, could a search be done against the names to tell you when you have a supported vendor? It would make this feature much more useful. Many times, I have no idea that I could get the invoice automatically. The…
1 vote -
Categorise suppliers with Payment Method
It would be beneficial to categorise suppliers with method of payment (i.e. Direct Debit, BACs, Card, Cash, etc). This can then be a filter option in the Payments module, and allow for faster production of payment runs with a significant reduction in errors.
1 vote -
Downloadable Monthly Statements for Wallet in Dext Payments
For monthly management accounts and year-end accounts production, it would be handy to have the ability to extract monthly statements for the wallet account.
1 vote -
Syncing Analysis Accounts from Sage Accounting SA
Feature Request: Syncing Analysis Accounts from Sage Accounting SA
In the attached screenshot from AutoEntry, you can see that these analysis fields are fully visible and selectable. However, in Dext, it appears we are limited to just Suppliers, Customers, Categories, and Tax settings.
As we use these fields to track our overheads and asset management, not having them in Dext creates a manual bottleneck for us. Is there a way to enable the syncing of these tracking/analysis fields, or is this a feature currently in the pipeline for the South African integration?
I’d love to make the switch to Dext,…
1 voteThis change should be possible, we'll investigate and update here when it's underway.
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Prepaid Expense journal dates
The Prepaid Expense feature is fantastic but there is one detail I would like to be able to change i.e. the date of the Prepayment Release journals. It would be great to have the option to have the date of these journals the same day of the month as the Prepayment Recognition journal. Currently the Prepayment Release journals are created on the last day of the month which is not ideal for running mid-month reports.
1 vote -
Flag Button On The Top Right Of Invoices
Once you've opened an invoice, there's the option to go back and flag the invoice on the top left, and there's the option to navigate back and forth between invoices on the top right.
It would be nice to have another flag button on the top right next to the arrows so you dont have to keep going across the screen.
1 vote -
AI Agent to read text within email
I would like to have the ability to set an AI Assist rule to have the AI Agent read the emails which are sent in to Dext with Invoices attached to pick up on specific key words which will either flag that invoice for being reviewed and processing differently or to push it to a separate automated workflow.
Worked example:
A client which has in-kind sponsorship agreements regularly received invoices for goods and services provided as a donation to the business in exchange for advertising at the business and other perks. The invoices provided for these services commonly do not…1 vote
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