1634 results found
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Billable Y/N added into the costs inbox table
add into the costs inbox selectable view : Billable yes/no toggle.
1 vote -
Approval process path not resetting
We have approval pathways that, for certain specific suppliers, goes to one person then to a second approver. Generally all other suppliers go to the second authoriser straight away.
If there are invoices that have been first authorised, waiting on the second authoriser, and I add a new supplier into the approval pathway for the double approval process, any invoice that has been previously authorised by person number 1 and not number 2, goes back to the inbox and has to be sent for person number 1 to authorise again.
Would like to suggest that once an invoice is approved,…
1 vote -
Provide the option to do multiple splits from one bill
Bills can only be split one at a time by indicating the new category, total amount, and tax amount. However some of the suppliers will provide a list of bills in one document, which requires multiple splits, and invoice number updates. It would be great to include an option to add additional splits to the initial bill with an add button on the split screen, as well as the option to update the bill number to remove the need to update it afterwards.
1 vote -
Supplier Tracking
Is it possible to show spend with each supplier on a daily/ weekly/ monthly chart?
1 vote -
Remove PDF viewer toolbar in the footer.
The PDF viewer toolbar doesn't seem to move and gets in the way of footers. It is very common to receive bills with useful information in the footer. Most of our hotel invoices have the majority of required company information there.
1 vote -
User defaults added in User section
Set up User Defaults in the same screen that holds their email address, phone number, manager etc.
When users are set up there is a field where we can enter theirManager (for approvals). Why can we also not add their user defaults in the same screen. E.g. the default bank account or default school/ cost centre? Users should not have to go into Business Settings - Lists - Bank Accounts etc.
1 vote -
Hide Tax Codes from my QBO List
Let me hide some of the tax codes. So my team only sees the ones they need. Right now they see a lot that they don't need but my finance team does outside of Dext.
1 vote -
Sage 50 Canada Departments
Sage 50 Canada does not sync with the Departments set up in Sage. This makes it a big inconvenience to post the expenses. I still have to post them directly in sage so i can put the expense to the appropriate department. In DEXT, i can only archive now as i need departments and there is no option for this. I suggest you make this an option in Canada so my DEXT and Sage can work together again.
Thank you,
1 vote -
Allow 'clear publishing data' of approved items
Once items are approved, allow the 'clear publishing data' option. Otherwise, for errors that need to be corrected, the item needs to be rejected and then re-approved.
1 vote -
Invoice Fetch support for Anthropic and Elicit
Please can I request you add support for some new suppliers in Invoice Fetch?
I'd love to set up Invoice Fetch for:
- Anthropic (AI company, supplier for my Claude subscription https://www.anthropic.com/ )
- Elicit (AI research assistant https://elicit.com/ )
Thank you!1 vote -
GL rules
Assign a business unit to a category / GL code. Example - BU Finance will automatically populate if I select GL code 417
1 vote -
Purchase Order
I like that Dext can extract a PO number, but sometimes they aren't always numbers. Can you make this a more open field?
Also, now that you have the extracted PO number, this function doesn't work if you merge items. I merge our sales order confirmation with our invoices once recieved. However, I loose the purchase order function when this happens.
1 vote -
Exclude/Dismiss Data Health Checks
Bring the Exclusions and Dismiss options into data health checks where they're currently not available. The Exclusions in particular being super useful, with a lot of folks asking when they'll be able to exclude certain suppliers from checks like the ABN validation tool (or at least dismiss the alerts that pop up frequently).
1 vote -
Support Etsy USA
Please add support for Etsy USA version, not just UK.
1 vote -
Two-way sync with QBO
Use Xenett (previously Auto Review) - part of review, can mass merge of accounts, do changes in QBO. Brings up if duplicate suppliers, automatically does changes and merge there. Then come into Dext. Managed to get two-way sync.
1 vote -
Full description from commerce needs to be displayed on the PDF
Have transaction fees broken out as part of the sales transaction. Full description from commerce needs to be displayed on the PDF created to ensure proper coding.
1 vote -
Expand Folder View in Vault
Dext Vault: Would like to have an Expand Folder View so we can see the folder name and all the files in it in the same screen view.
1 vote -
Rebate Calculation
For not-for-profit and charity clients, the rebate calculation would be incredibly helpful. It would remove the need to reclassify sales tax in the accounting software.
1 vote -
Date format based on user's location
Ability to choose how the date format is presented in Dext for different users, eg. for US based users (not used to it), a business can have people in different locations with different expectations.
1 vote -
Flag what currency the supplier is (multi-currency)
Flag what currency the supplier is (multi-currency).
1 vote
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