1647 results found
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Bank transactions from Excel
Currently Dext only allows bank statements to be in pdf. However, some banks don't offer bank statements but allow downloading of transactions in Excel or XML format. I would like to be able to upload these into bank transactions but currently Dext only allows uploading of pdf documents.
1 vote -
Insert a line within line splitting
Need to be able to insert a line withing line splitting for supplier rules.
1 vote -
Integration to SAGE X3 for OCR
We already use DEXT as an OCR for our company with XERO. WE are migrating to SAGE X3 and would like to request possible to integrate to SAGE X3.
1 vote -
notifications when team members are not approving purchases or doing actions in a certain timeframe
the ability to notify team leaders or managers if team members are not actioning things sitting for a team awaiting payment. Gives them the option to re assign to a new employee or understand the employee who isn't doing the right thing
1 vote -
create practice default workflows
Allow the ability to create whole practice level workflows. Example, my practice i want all clients to have the same 2 step approval for each purchase. i don't want to have to set up per client the same thing.
1 vote -
Bulk Edit on Tax Box in Expense Claims
I would like to be able to Bulk Edit the Tax box within an Expense Claim please. It would save so much time on a large claim where most of the transactions are foreign currency. It's already available in the main section, so should be an easy fix to roll out in Expenses Claims. Thanks
1 vote -
Mobile app to scan as pdf
When jpeg files are published in Kashflow, they have to be downloaded to view. If scanned as pdf this is not the case. Please include option in app to scan as a pdf.
1 vote -
Matching bill with agreement
If we have saved a master agreement with Dext, so system can review those agreement commercial part by using AI and verify that bill before posting
1 vote -
Comments and commentary
Hello,
I'd love if you could please add:
1. When sending a bill to approval via Dext, to make commentary on the item, so the approver can see it. This would greatly reduce the need to do approvals outside of the app.
2. When exporting the approved items, the ability to see the comments placed on each item. This feature is not present, so once exported, you still need to review the comments on Dext. It would simplify and make the process more efficient, particularly for reporting purposes.
3. When exporting, it would be great to have the ability to…1 vote -
Invoice fetch support for Deel (deel.com)
Invoice fetch support for Deel (deel.com)
1 vote -
Lock date for individual suppliers
Are you able to put in a lock date for individual suppliers to stop other team members posting invoices for specific suppliers
1 vote -
Dual Integration Support - Consistent Data
We use two integrations from Dext, being Xero and ApprovalMax for Xero, with certain costs being routed through each channel respectively. Per recent communications with Support "the merging function doesn’t currently recognize when the details are the same if they come from ApprovalMax."
As all three platforms (Dext, Xero, and AM) rely on the same source of truth being Xero there should be a higher level of data integrity maintained between all three, rather than there being effectively three separate ledgers.
This would also mean that inventory items (which currently work between Dext and Xero), would then also transfer between…
1 vote -
Extract UK VAT Numbers
As UK VAT Numbers have recently been added to the workspace. It hasn't been available to extract in PDF or CSV format. If it was able to, this would be of great help!
1 vote -
Make the 'Customer' field mandatory when submitting via the Mobile app
On the phone app, prompt the user to choose a customer, making it mandatory to upload the picture
1 vote -
Expense Claim PDF export
I would like for there to be an option to edit/filter what is put onto an expense PDF/Export. For example, the ability to remove tax / net value, and only display gross values.
1 vote -
Auto Select Page Layout
When scanning invoice into Dext that Dext can auto select page layout e.g. if the document is landscape Dext auto corrects to show in landscape
1 vote -
Ability to Capture and Sync Balance Due (Not Just Invoice Total)
Currently, Dext only captures and sends the invoice total to QuickBooks Online. For outgoing invoices, this creates issues when a customer has already made a partial payment, since the balance due is often different from the total. This forces manual adjustments inside QuickBooks for nearly every invoice.
I would like to request an enhancement that allows Dext to:
Recognize and extract the Balance Due field (when present on an invoice).
Provide a setting or toggle so users can choose whether to publish the Total or the Balance Due to QuickBooks.
This improvement would reduce manual work, eliminate errors, and make…
1 vote -
Return to inbox setting after publishing, instead of viewing the next item
Provide a setting that allows users to return to the Inbox after publishing an item, rather than the next item detail.
1 vote -
Carbon footprint from mileage claims
To provide the calculation of carbon footprint of mileage claims to support ESG reporting.
1 vote -
Bulk sync with accounting software
Currently you have to go into each client and click the Sync button. Please could we have a global Sync button, so you can do all the work for the day, then just one click for all clients to sync with the accounting software.
1 vote
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