1609 results found
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Notes for Browser Upload
I would like there to be a field for notes when upload to dext through the Browser, by drag and drop or select files. This feature is available in the app and through email uploads, but i would like my clients to be able to give notes for better classification on the browser as well. It could be done as a feature that you can turn on or off for clients that need it vs those that don't.
1 vote -
Add a new supplier to Invoice Fetch
We use UK Leasing Solutions (part of BNP Paribas) to lease all our computer equipment. I get many invoices per month from them and I have to login to download them each time. Can this supplier be added to Invoice Fetch please.
1 vote -
Statement Processing - Columns
When a statement is processed, the incorrect column can be picked up, especially the invoice reference number. Eg, the order number instead. Having a new feature to "map" the matching would be excellent.
1 vote -
Tax Adjustment in Inbox
Being able to edit the taxes on the screen. So often clients mix items on bills that could have many different tax rate and using the create line items adds soooooo much time on to process I hate using it. Especially food related bills as some foods have GST and PST, some only GST and some exempt.
1 vote -
Reading shipping address to inform class selection
Pull the shipping address to allow automation to assign a class to the transaction based on shipping address.
We have multiple location utilizing the same service provider and this is the one step preventing me from fully automating many transactions
1 vote -
Bank status in practice insights
We bulk bought licences and are transferring clients onto Dext. We have noticed that several of the bank accounts have disconnected as clients have not noticed they need refreshing. You can use 'insights' to see which clients have documents to process, it would be helpful to see a report there that gives the status of bank accounts so we can scroll down the list and just see whether any bank feeds need attention so it can be done before a total disconnect
1 vote -
Description column in Supplier view
In the suppliers section could we please have an additional column in the overview view for description so we can set up a description from here without clicking in to the supplier individually?
1 vote -
Add Mileage Tracking in Portugal
Allow for mileage tracking to work for companies in Portugal. We don't need any calculations, just the basic functionality of identifying the car being used, who is driving, the reason for the trip, and the distance traveled.
1 vote -
Supplier/Customer notes/updates/info section
It would be really good if Supplier (and maybe Customers) had an extra text field, like the Description one, but unlike Description, wouldn't enter that text into each new document uploaded to that Supplier, and would just be a reference, visible at least under Suppliers, possibly also in individual invoices (maybe a hover-able word such as NOTES, which displays the notes when you hover your mouse, or an expandable one, or something like that.)
Specifically in our case, we would like a way to keep track of information about specific companies, such as:
"FYI: VITAL to pay on time -…1 vote -
Uber Eats Integration
"My Uber Eats account is on their new passwordless system. Your 'Fetch' connection, which requires a username and password, is no longer compatible.
When will Dext Commerce be upgrading the Uber Eats integration to use Uber's official Reporting API and OAuth connection, which is Uber's secure, approved method for third-party apps?"
1 vote -
Sorting categories
Sort Categories that do not have a code in order of:
- Current assets
- Long-term assets
- Current liabilities
- Long-term liabilities
- Equity
- Income
- Cost of sales
- Expenses
- Other income
- Other expenses
The gl is synced with QBO. My client will not add codes. I could be trying to code something to Interest and will have no idea whether the account that I'm looking at is interest income or interest expense without looking up in QuickBooks.1 vote -
CSV export to include PUBLISH TO data for each transaction
When extracting data in CSV format users should be able to select PUBLISH TO as an option. We have Purchases Classic Expense Claims & Bank Accounts and we specifically need to see which have been published to Bank Accounts and which have been published to Purchases. There is no way of getting this information.
The current available option of selecting Paid or Not Paid does not give us the information we need
1 vote -
Puchase Order Number Extraction in Dext Sales
Purchase Order extraction for Sales items isn't currently available in Dext. Can this be?
1 vote -
Multi-Coded Contacts - Show line item value, add filters for line item amount
In Multi-Coded Contacts, it only shows the total transaction amount, instead of the line item. There are often transactions that have a few cents coded as GST Free for rounding purposes (done by Dext Bookkeeping), but this flags the transaction as multi-coded. I have to go to Xero to see that it's only the one line item for a few cents that caused this.
Would prefer to see the line item amount in the workflow check. Even better if we could filter out transactions under a certain amount.1 vote -
Get a notification when a client turns on LIX and also alerts when bundle almost used
is it possible to get a notification when a client turns on LIX as they need to charge effectively for the extra cost incurred on their subscription? clients are turning it on and its eating into PM+M's LIX bundle
alerts when bundles almost used as well will be amazing!
1 vote -
Export line details into Cash Book layout CSV
Hi Dext,
can we please add line details / amounts into Cash Book layout of CSV when exporting Expense Claims? At the moment, this format takes only total amounts of receipts.
A number of our clients doesn't use software, so spreadsheet is used often. Workings with CSVs showing 3+ lines for receipts is not viable.1 vote -
Restrict available Customers/Projects in dropdown list
Instead of simply putting the greyed out i symbol by sub-customers/projects, it would be helpful to be able to toggle off the Parent Customer name in the dropdown list. Despite the symbol, the Parent customer is routinely selected by users which leads to billable charges not getting onto invoices.
1 vote -
Export Receipts in Bank Transaction Order
Dear DEXT Team,
I hope this email finds you well. I am a regular DEXT user and really appreciate your service.
I would like to request a new feature: the ability to export receipts in the same order as bank transactions.
Currently, it would be very helpful if receipts could be exported sequentially according to the bank transaction order. This would make reconciliation and accounting processes much more streamlined and efficient.
Thank you for considering this feature request. I look forward to your response.
Best regards,1 vote -
Sync approval and paid status for expenses in Xero
I get bombarded with questions from our employees whether an expense has been approved or paid yet. We do not use the Dext approval process so approval status would also be great but the main thing would be to have up to date status updates being pulled from Xero
1 vote -
To give the option on sales - sales order or to tax invoice
Good day
I would like to suggest, that Dext give the option to create from a purchase order to Sales order or to a tax invoice.1 vote
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