1667 results found
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Approval-Can the notes provided by the approver be added to the description field on the bill.
When an approver provides notes at the approval stage, can these notes be added to the memo field which then transfer to quickbooks.
1 vote -
Move inbox items to supplier statement from the Mobile app
Provide the ability to move inbox items to supplier statements via the app
1 vote -
multilingual documents uploaded to Vault
I deal with a number of documents (loan agreements/contracts) which are made in 2 languages (one English, one not). Tried to upload it to Vault, it is recognized and summarized nicely, but the summary was made in Russian instead of English, with no option to change that except Google-translate the summary back to English :) it'd be good to set default language (e.g. English) for recognition of multilingual documents
1 vote -
Export report of mileage claims
It would be very helpful to be able to export the mileage claims to excel.
1 vote -
Large and multi use Description
If you add a description within the supplier rules, you are then unable to add an additional description to a particular bill. for example, the supplier rule may describe "to be approved by ?" Then, when a bill is sent to Dext, that person may type #note Approved #note. This approval is not visible because there is already a description feeding from the supplier rules. We need to be able to see both comments. Thanks!
1 vote -
Cost connections - EasyShip please!
We spend a lot of time every month extracting cost information directly from Easyship and it would be great if Dext could do this via Invoice Fetch.
1 vote -
SSO for Dext Connect
I'm now locked out of my Connect app at a client because my firm converted the sign in to SSO.
1 vote -
KPI Matrix for each client
I like the health scoring that is done across the firms and all clients, but I would like to build widgets of health scoring by the client. We would like to present these dashboards as reporting to the client to give the high level visibility of our value to them. Most clients have no concept of the amount of paper pushing/processing is done to keep their books in perfect condition. In the future we are hoping that we can automate these KPI to develop automated subscription billing based on processing & efficiency scoring. Having Dext auto-bill to our clients for…
1 vote -
Bulk migrate Clients from Prepare to Solo
Be able to go through your entire Client list and bulk edit Prepare clients to Solo that meet the Solo requirements
1 vote -
Publish a PAYMENT to existing customer invoice
Payment to an OS invoice whn the backup submitted is an EFT, etc
1 vote -
Add a feature to Dextension that scans ones inbox for bills/invoices
It would be great to have a feature on Dextension that enables it to search ones inbox for all attachments such as bills/invoices/receipts from suppliers that are saved as contacts in ones Xero account from ones inbox and forward them to Dext.
When one logs into their email (Gmail, Outlook or other), a prompt comes up asking if Dextension can be allowed to search for the paperwork upon which it runs a scan and automatically forwards anything matching the criteria to one's Dext inbox.
1 vote -
pending invoice reminder for individual staff
Pending Recieved Invoices - a space where we are able to make note of payments that are yet to be sent to us (ie. I purchase something online but only received a shipping invoice so I had to email or wait for deliver) That way it serves as a notice to the accounts team that it is being followed up and If the payment is still outstanding you can see it and follow up the company
1 vote -
Test idea 1
Test comment 1
1 vote -
Allow for tiered approvals
Allow for more detailed approval tiers, ie Manager approval for everything but Capital items within a certain subset of the chart of accounts which should be allowed to be defined without a limit (ie more than 40). Detailed outline example Over $2000 for the subset of accounts outlined in the rule would require an additional Executive approval but costs below $2000 for this account subset would stay within Manager approval limit
1 vote -
Attach a copy of the PDF invoice to Sage 50 Accounts Professional
When processing the purchase invoice on Sage 50 Accounts Professional from Dext it would be very useful to be able to attach a copy of the purchase invoice from Dext
1 vote -
Expense Claim as approver edit expense and split expense
Expense claims as the first approver I was to split an expense.
1 vote -
Bringing Customer assignment on Cost line items across to Xero
You can already assign a different customer to each line item in a cost item, however, very frustrating that this is then not mapped when published to Xero - so you have to enter them all again. I have invoiced with over a hundred different line items each for a different customer and I want to be able to assign them to the customer only once.
1 vote -
Fetch shipping address
Pull the shipping address when the Amazon Business is fetched. Then Dext can code the location or class by the address.
1 vote -
Better search response
Try this on your sample accounts - Put Equipment Rentals and Meals and Entertainment in your category list. Now, try to enter a transaction by typing the word meals into the category bar. See what happens? Meals is not the first choice, even though it is spelled completely and 'ment' comes after 'meal' in the alphabetizing. I run into this scenario with several combinations constantly. Insurance is another one - 'fines' comes up first if I type 'ins'. This is clearly a problem in the search bar not alphabetizing correctly. It's frustrating because I'm constantly having to arrow down to…
1 vote -
Allow split to be based on how much tax is charged (to split between account with tax and account without tax) rather than percentage or amo
I have a lot of receipts for my restaurant clients that have a combination of taxed and non-taxed items on the same receipt. Non taxed is always food purchases. Taxed items is frequently either packaging materials or cleaning supplies. I would like to have a split option that can recognize how much tax was charged,(eg. 13.00 HST) and know that on this bill, 100+tax is packaging (113.00) and the remainder is Food (non taxed).
1 vote
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