1689 results found
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Airbnb/VRBO/OwnerRez on e-commerce lite
You already have Airbnb for cost fetch, why not Airbnb, VRBO, and possibly OwnerRez for ecommerce income fetch? that would open up a market for short-term rental accounting to use Dext for sales receipt collection
1 vote -
Supplier Quotes
Add a Supplier Quotes document section such that these can be directly imported into a purchase order within Xero
1 vote -
Dext tag visibility on hot bar
Include tags next to client name on hot bar on Dext (like on Xero)
1 vote -
Only Allowing Certain Senior Staff Members Delete Flows
A feature where only certain staff members are allowed to delete flows to stop flows being deleted where they should not be
1 vote -
Аllow Expense Claim to be published to credit card payable (not just Accounts Payable as a "Bill")
Currently, Expense Claim will be published to Accounts Payable (in QB desktop in our case) as "Bill". It would be super helpful to allow an Expense Claim to be published to "Credit Card Payable" because it groups all the costs submissions by month (auto expense claim at end of month in our case) in one claim and staff only needs to click "Request Approval" once every month (rather than for each cost claim). Approver only needs to approve in one click. Our staff likes this auto expense claim function. However, Expense Claim can only be published to Accounts Payable. We…
1 vote -
Allow employee users to be able to submit items that aren't for an expense claim but not give access so they can see everything submitted
When you have auto expense claims set up so anything an employee uploads is automatically collated into an expense report for them. However, we also need employees to be able to add expenses into Dext that aren't part of a personal expense claim. We are currently asking them to forward their expenses via email to the main Dext email in address so we can then process these and publish to Xero. Can there be the option so that employees can use the app and website log in to add items into Dext that aren't for their personal expenses, for example…
1 vote -
Export 0 total value items to CSV
Hi, can you allow us to export purchase invoices from archive to include documents with no total figure? This is currently not allowed and many of our clients would upload unnecessary data which we would archive with no total.
1 vote -
Expense Claims
Let user enter Location field value for Expense Claims before publishing to QBO. Currently Dext lets users enter Location for individual receipts which are added to Expense Claims, but each Expense Claim is published as a Bill in QBO and only one Location is allowed per Bill entry (not at individual line item like Classes). So the Location field is always blank when Dext publishes an Expense Claim to QBO. Dext allows user to select a default Location value in the supplier rule for the corresponding supplier -- it should use this as a default for Expense Claims and let…
1 vote -
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 -
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 -
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 -
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
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