1647 results found
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Train tickets - extracting journey details
A lot of our clients travel by train and we are finding that there are a lot of items being flagged as duplicates which are not. e.g. they buy 2 singles for the same day separately because its cheaper. We have removed any auto-merging and manually review them all now. It has left some clients concerned about what may have been merged previously so we are going back through old records. If you could include the date of the journey and to and from, single or return it would be really helpful to check for missing items and give our…
1 vote -
Mileage claims - dartford crossing
I use the Dartford crossing twice a day.
I have a registered account for my cars.
There is no daily receipt available only a monthly statement that is produced several weeks in arrears.
This lag will delay claims and hold up client recharge.
Also, the statement will have very many journeys not all of which will be claimable.
A work around is needed. My journey necessitates using the crossing and the mileage calculator reflects this route. The use of the crossing is implied.Presume this is an issue with tolls generally.
1 vote -
Amazon Business Canada - Fetch Invoices with GST/HST Numbers
Amazon Business Canada fetching is not bringing in the actual Invoices, Dext is making their own Invoices which don't include all the details needed by the CRA. Please fetch the actual official Amazon Invoices.
1 vote -
transactions in bank need to show all currencies
Transactions are not showing the different currencies.
1 vote -
Move Archived Documents
I would like to to move documents to/from the cost archive to/from the sales archive, without having to unarchive then move the document then re archive it.
1 vote -
Merge Archived documents
It would be nice to be able to merge archived documents, so when the payment receipt is summited after the transaction is posted I can attach it without having to unarchive the posted transaction.
1 vote -
choice of financial years in Dext Solo
HMRC MTD for IT allows you to change the financial year from 6 April - 5 April, to 1 April - 31 March. As per HMRC, you opt for one or the other, and then it remains that way. Yet in Dext Solo, you cannot change this financial year. The only option given is 6 April - 5 April. Please allow Solo to change the year just as HMRC allows you to change the year. Solo should reflect that option too.
1 vote -
show tax and customer on approval screen for expense claims
It would be very helpful for reviewing an expense claim if we could select the fields we would like to see when reviewing. This is available for regular expenses but should be extended to expense claims. I have to open each expense to see the taxes/tax code and the customer assigned to each receipt.
1 vote -
Auto-response to acknowledge receipt
Add a "auto-response" when documents are sent to a specific email address to acknoldge receipt.
Eg, when a supplier emails directly to Dext they will receive an automatic response saying something like "Thank you, your email has been received by the company"1 vote -
presets for line items/smart split
when doing line items and smart split rules I am doing the same splits over and over on different transactions. It would be great to be able to make some presets for line items so i can just click one thing in rather than having to repeat the same 30 clicks over and over again.
1 vote -
Be able to pull duration of invoices into the description, such as utility bills
It would be useful if water bills could have the description automatically read as the date of supply such as if an invoice was for 15/08/25 to 14/09/25 it would automatically put this on the description, rather than just water rates
1 vote -
Expanding Customer Rules
Able to set up prepopulated fields for bank accounts published to for sales customers rules as well as suppliers.
1 vote -
Gross Unit Price Entry mode
When extracting line items from invoices/receipts where only gross prices are shown it would be very useful to be able to enter the gross unit price directly so that Dext automatically calculates the net and the VAT amounts without having to calculate manually.
Dext could show Unit price ex VAT or Unit price including VAT. This would enable faster entry when only gross prices are available and it would reduce calculation errors from manual VAT splits. I do hope this suggestions is given due consideration as I believe it would be a very useful feature1 vote -
Add back default autopublish settings across all clients
There used to be an option to by default block autopublish rules for different document types across all clients. For example, to stop statements from following autopublish rules as if they were an invoice. I've just learned this has been removed, so could something like this please be added back?
1 vote -
Add a New Project via Item Details
Costs->Costs Inbox
When reviewing a receipt or invoice, add a quicklink to add a new project (already exists for Add Category, Add Payment Method, and Set Supplier Rules).
1 vote -
Zapier - identify ready to publish items and trigger auto-publish
It would be great to have a feature in zapier to identify the ready to publish items in dext and trigger the publish action to xero.
1 vote -
Move to Vault - Sort Folders
When moving an item from the costs inbox to Vault, folders in Vault are sorted chronologically based on creation date. For ease of use, this should default to alphabetical.
1 vote -
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 -
Supplier Tracking
Is it possible to show spend with each supplier on a daily/ weekly/ monthly chart?
1 vote
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