1536 results found
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Send/Tag users on a document (Improve Item Messaging)
The ability to communicate with any user on a document. Right now you can only send a message (that usually is missed) to the submitter. It would be nice to have the ability to tag other users using the “@“ function. As an accountant my staff could tag me with a question on it as well. Bill.com has this function when leaving a note.
16 votes -
create invoices and quotes on dext
Possibility to create invoice and quotes on Dext
16 votes -
QBO: Show Parent Class: Subclass in Dext
Can you make a change so that the parent class code is combined with the sub-class code with a colon in the dropdown menu? For example, I want to see this "Prog-ILP:class A"
Right now, there is no way to tell which class code is connected to the parent class, especially of the parent class have the same name as one of the sub-classes.
16 votes -
Publishing items with both positive and negative line items
I would like to send both positive and negative line items to my integration.
When published to the integration - the negative line item is published with positive amount and is added to the total amount - so the totals between RB & the integration don't match.
16 votes -
Move to xe.com for conversion rates
Hi, you currently convert items based on the conversion rate of ECB however this is less accurate than xe.com and makes it more difficult to manage these items for me as every item requires review and updating
16 votes -
Requesting Paperwork in SUpplier Statements
The ability to add in an email address (and maybe recipient name) into the suppliers in DEXT, so that they automatically appear when requesting paperwork through Supplier Statements e.g. below
15 votes -
Ability to pull over documents from an email inbox
Ability to pull over documents from an email inbox similar to a supplier Fetch connection. The system scans the users inbox and pulls over items to their Dext Prepare account.
15 votes -
Include bank balance in the bank transaction feed
Include bank balance in the bank transaction feed
15 votes -
Option to add types to the "Document Type field"
Create and add new document types to the Type field on the item details page.
15 votes -
Meals and Entertainment Tax Code, Changing Tax Codes Within 'Extracted Tax'
We use a M&E 5% tax code in QBO that assigns 50% of the tax to an ITC and the other 50% to an expense account. We have to use the 'Extracted Amount' tax in Dext as there is always a tip on these expenses which has no GST. When using the 'Extracted Amount' it would be much easier if within that we could then assign the two tax options 'GST/HST/TPS' and 'PST/QST/TVQ' to whatever tax codes we want. At the moment I can only do this by adding line items which is very cumbersome.
15 votes -
Set up Vendors/Customers details directly in Dext
Be able to add new customer/vendor data (address, phone, email) directly in Dext as we are processing the payments. And then have that information passed over to the accounting software profile setup (QBO, Xero, etc)
15 votes -
Ability to search through items within the Mobile app
should be able to search receipts from mobile device
15 votes -
Add "Date" to merging logic for items with type "Invoice"
Can you please add Date as a merging criteria to the invoices? Some Australian invoices have the same Invoice number and same amount (mobile operator for example) but different date and they are merged incorrectly
15 votes -
Account timezone setting
My timezone isn't UTC however all the timestamps in my account are in UTC which is useless to me
15 votes -
Mileage maps with more than one stop
When using the mileage feature it would be useful if the map could show stops on the way i.e. as when using add destination on the google maps app
14 votes -
QBO Tags (Custom Fields)
Need to be able to use Tags from QBO on supplier expenses. Please add this from QBO integration.
14 votes -
Send an email notification to the recepients of Item Messaging
The user who receives Item messaging via Mobile app to receive an email notification as well.
14 votes -
14 votes
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Line item extraction: Automatic categorisation based on key words
Can you add a feature where certain line items on invoices (e.g. "Shipping" or "Freight") are automatically coded to a different Category/Account when automatically extracting line items?
e.g. Invoice for $100 broken up to $90 goods and $10 freight. The invoice was issued by a supplier with the "Extract line items" function turned on in DEXT.
The invoice was disaggregated to:
Description | Category | Total
Goods | Cost of sales | $90
Freight | Freight expense | $10In this instance, DEXT has picked up the key word 'freight' and has automatically coded it to 'freight expense'. For all…
14 votes -
14 votes
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