1609 results found
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Allow Supplier Statement Requests to Be Sent to the Dext User
The Request paperwork feature in Bank Transactions allows you to send requests directly to a Dext user, making it quick and easy to chase missing documents.
It would be great if Supplier Statements worked the same way.
In many cases, the invoice isn’t missing from the supplier; it’s just missing from Dext because the client hasn’t uploaded or forwarded it. At the moment, I have to manually enter the client’s name and email address every time I send a request.
Having the same Dext user recipient option as Bank Transactions would save time, create consistency across Dext, and make Supplier…
1 vote -
Signature devis ou facture en raison de la tva 10 % avec la me,tion legal
Signature devis ou facture en raison de la tva 10 % avec la me,tion legal
1 vote -
Allow for more than 5 (user) approvals in each stage
Allow for more than 5 (user) approvals in each stage or add a facility of "Group of approval" instead of users
1 vote -
A separate inbox for PO's and estimates
A separate inbox for PO's and estimates that when an invoice comes in we can match it to a PO, quote or estimate that has already been sent through but does not clog up our inbox.
1 vote -
Expense claims for a client
I'm a small business owner and I want to be able to generate expense claims that I can charge back to my clients. I'd like to add costs to an expense report, and generate that as a PDF report (with images) to forward to my client. These expense costs will also be claimed back from business. Not all expenses on my business claim will be claimed back from my client, so I can't just use the same report. From what I understand I can't have the same cost residing in two different expense claims at the same time, which creates…
1 vote -
Use Bank statement to auto populate/assign payment date to post to
Use uploaded bank statements to assign a payment date to transactions (rather than posting the payment date as the same date the invoice was raised). This would work for software which does not support bank reconciliation. As Dext already suggests correlating transactions on the bank statement, this could be extended to posting payment dates.
1 vote -
Allow DEXT payments to execute payment runs earlier than 9 am
Payment runs are processed automatically at 9 am on the execution date, which can take a couple of hours to show in the supplier's bank account. It would be ideal to allow for payments to be processed earlier than 9 am or at a chosen time so that the payment reaches the supplier before the start of the working day.
1 vote -
HMRC Submission feature for MTD-IT clients
We have received a response from the Dext team stating that the HMRC submission feature for MTD-IT submissions is available only to clients who are set up as Business Admin users. This feature is not accessible to clients who are assigned Standard User roles.
As a practice, we have added our client as a Standard User. Changing their role to a Business Admin user could expose us to certain risks, such as the potential deletion of important data. Additionally, it would allow access to features like line extraction, supplier statement extraction, and other functionalities that incur additional charges to the…1 vote -
View invoices awaiting approval in Xero
Ability to view in Xero, invoices that are awating approval or in draft in Dext. This means we don't have to jump between systems or download extra reports to view.
1 vote -
Create Purchase order in Dext
Create the option to create a purchase order in Dext, and then a PO Approval Process. If PO is found when invoice is uploaded have it automatically match and ask user if PO should be closed or stay open for other invoices.
1 vote -
Transcripts for Dext Certification
It would be extremely helpful if a transcript could be provided with each video in the Dext Certification courses. Having access to the transcript would allow learners to refer back to key concepts after completing the certification and apply the learning more effectively in their day-to-day work.
I personally create detailed notes from my training, and transcripts would make it much easier to capture important information accurately. Once the certification is completed, access to the videos may not always be readily available, so having a written reference would provide ongoing value and help reinforce the learning long after the course…
1 vote -
audit history for changes to approval workflow
When creating and changing approval workflows, there needs to be some sort of audit trail where you can see who made changes and when
1 vote -
Support for UAE TRN number extraction
UAE requires that all invoices submitted to Federal Tax Authority contain the vendors Tax Registration Number (TRN). Can Dext support the extraction of tax related data so this can be posted to Zoho / Xero when creating a new Vendor or posting a bill or expense
1 vote -
Archive both bank and invoice at the same time
Would it be possible for Dext solo to archive both the bank and the cost invoice at the same time if matched?
1 vote -
Ability to set multi coded contacts based on contact name
Ability to set multi coded contacts based on contact name e.g. Amazon always varies so I don't want to see anything from that supplier any more.
1 vote -
When Paperwork is "Unavailable", set the category to personal
When a client says, following a "Request for Paperwork", that the Paperwork is "Unavailable", then the category should automatically be set to "Personal" (and a warning could be given to the client to this effect).
1 vote -
Invoice amount to match bank after CIS Been taken off
when we have CIS deductions on our invoice and match it with our bank the invoice is showing as it not a 100% match as its missing what we were deducted from cis
1 vote -
set user name as the default supplier for mileage
Allow us to set the 'default supplier' for mileage to the user's name, rather than a generic 'mileage' supplier please.
1 vote -
Don't add Dext history PDF in QBO when splitting items
Dext is now adding a PDF of the item history to items published to QBO, along with the receipt. There’s no reason I would ever want that extra PDF, and the client and accountant reviewing the item wouldn't either. It would actually confuse some of them. Plus, many clients use payment platforms to pay their bills, where the platform attaches all images from the bill into the platform. No one wants to see that history PDF there either. I think Dext should either stop this from happening, or at least allow us the option to turn it off. Stopping it…
1 vote -
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
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