1647 results found
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AI Assist: Invoice Total from Lines Extracted
Add functionality for AI guidance to add the lines of an invoice in costs and sales (already a feature), then use the total of these extracted lines to become the subtotals, tax and total of the invoice. For example, guidance splits a document based on project, add the items (this gives the unit value), adds the qty from the document, giving the line totals, then the guidance could elect this to populate/overwrite the totals extracted from the document
1 vote -
payment method auto expense claims
When auto Expense claim is used, bring in the default payment method for that user for the claim
1 vote -
Allow AI Guidance to override Auto-Publish
It would be extremely helpful to have an option for AI Guidance to prevent an item from being auto-published when the guidance identifies that the invoice should not be published.
For example, we would like to use AI Guidance to flag invoices that belong to another site or should otherwise be reviewed, and have the invoice remain unpublished even if the supplier is set to Auto-Publish.
At the moment, AI Guidance can identify and flag these invoices, but the Auto-Publish setting takes priority and the invoice is still published.
Having a “Do not publish” / “Prevent auto-publish” action within AI…
1 vote -
Duplicate workflow and detection criteria
There are 2 aspects here - the first is that there should be a user-initiated workflow to request approval of an automatically flagged "duplicate".
- Admins have no ready way to know what is sitting in the duplicate bin waiting for action and what has been effectively discarded and re-attempted by the user.
- Capturing the request would attach context about how the distinct transactions relate to one another, should they be subsequently queried
- Users have an un-actionable "duplicate" alert - they can't resolve it and they can't generally know who to ask out-of-band.
The second aspect is that existing receipt duplicate…
1 vote -
Export approval history into Xero with Invoice / Rename approval stages
It'd be great to be able to rename approval stages so auditors can know in what capacity someone is approving the expense (ie rather than Stage 1, you could have "Budget holder", instead of Stage 2, "Department head" etc) and also have that approval history exported in a separate document and attached to the invoice when submitting to Xero.
1 vote -
1 vote
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Dext App Photos - Improve Capture of Bills and Receipts
Check the MYOB Assist App Capture a Receipt function to take or upload a photo of a receipt or bill. It is an advanced system that is simpler and quicker to use then the Dext capture system. One click opens the photo capture screen, it will then identify and frame the bill or receipt, regardless of the size of the document eg can frame long receipts as a single photo, and automatically captures it with out needing to click a shutter button. Also has a + Page option to easily capture multi-page bills. Would love to see Dext adopt this…
1 vote -
dext solo - filter transaction summary by multiple rental properties
when you go to reports>transaction summary there is a filter option in the top right corner to filter by rental property. currently you can only select one property at a time.
can you make the filter to allow multi-selections i.e. to select property 1, property 2 but not property 3. the selections will then adjust the report on screen and the export file at reports>transaction summary>export
1 vote -
dext solo - filter transaction summary by property owner
when you go to reports>transaction summary there is a filter option in the top right corner to filter by rental property.
it would be very useful to have a drop down filter to select the property owner (in jointly held properties) and then be able to export the report, which will contain the same rich level of detail as the main dext solo account holder gets when generating the same export at reports>transaction summary>export. the columns in the beneficial interest export are not as good e.g. it does not show the property name, total amount, total share, the source (costs,…
1 vote -
Dext Solo - Beneficial interest filter by owner
in reports > transaction summary
where you have the filter to select a specific rental property, it would be very useful if there was also a filter to select a specific owner. this will allow us to export the transaction summary (with detailed transactions if needed) with the same level of detail that the main 'dext solo' account holder gets when doing reports>transaction summary>export.currently, the beneficial interest report doesnt show the same split of 'amount' and 'total share' or the specific rental properties for each line as it does for the main holder.
1 vote -
Enhance Paperwork Match to update transaction details in Xero
Current behaviour: only attaches the document image, no financial data is sent
Requested change: when matching, also update
• tax rate
• category/account
• full codingGoal: avoid needing to republish items just to correct coding
1 vote -
Sync QBO Bank Feed to Dext
If QBO bank transactions synced to Dext Bank feed, then I could request paperwork from clients through the Dext app. Alternatively, improving the Dextension paperwork requests could work. Currently, it's not possible to request paperwork through the Dext App from bank transactions in QBO.
1 vote -
Dext AI Assist Automatically Applied Suggestions Feedback
When I'm reviewing the history of AI assist suggestions, I would like if there is an option to flag the suggestion as incorrect and provide feedback for the AI assist to be more accurate in the future. Currently, this is available for suggestions before they are manually applied, but not an option for suggestions that are automatically applied.
1 vote -
Costs Report - track COGS and operating costs from supplier invoices
I know Dext currently offers Expense Claims for employee reimbursements. I'd like to suggest a similar feature for supplier costs.
Like Expense Claims, it would be linked to a user, but instead of creating a reimbursement request, it would track COGS and operating costs from supplier invoices throughout each reporting period.
The feature would display a live running total of costs, remaining budget, and supporting invoices, giving department leaders real-time visibility over their spending without creating a reimbursement workflow.
1 vote -
When Accounting users are in approval workflow have warning come up prior to approving all steps
Currently, Accounting Practice users even if standard users, can by accident double click when approving and thereby have the system skip the entire approval process. I suggest that there be a warning come up and ask if they are trying to skip approval process prior to this happening.
1 vote -
Dext Solo Bank Payments
Recently I went to match 2 bank receipts to 1 sales invoice to find out this isn't a feature that is Dext has integrated yet. This is something that would be so useful in order to ensure invoices have been fully paid/matched.
1 vote -
MTD Tax reporting
In MTD - for the Transaction summary report. the date range doesn't include tax dates only normal months etc or Tax years. but not tax quarters to do a comparative between the transactions and the return itself.
1 vote -
Sage 100 Contractor Integration
Hi, submitting this feature request for DEXT to add integration with Sage 100 Contractor. We have just transitioned to Sage 100 Contractor for our accounting and job-costing workflows, and this integration will be very beneficial for us (and other users) who rely heavily on Sage 100's job-costing, AP/AR, and project-based accounting structure.
1 vote -
Search with multiple criteria
When performing searches within Dext I want the ability to search for multiple items by name ("Supplier 1" + "supplier 2") or field (e.g. select multiple suppliers by multi select). This would eliminate the number of searches needed.
1 vote -
Stop publishing of certain items
Make it so any item with a specific flag cannot be published.
When you are waiting on my info (job tracking, rechargable?) I don't want a particular item to be published, but there is currently no wait to restrict this.1 vote
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