70 results found

1. Multiple Supplier rules for one supplier

   The ability to set multiple supplier rules for a single supplier.

   262 votes

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   Under Review  ·  15 comments  ·  Delete…  ·  Admin →

2. US date formats

   Can you please add the option to have dates in the MM/DD/YYYY format used by the US market as opposed to DD/MM/YYYY

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   225 votes

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   Under Review  ·  15 comments  ·  Delete…  ·  Admin →

3. Make fields mandatory before publishing

   Option to make fields mandatory such as the customer or class field in order for the item to be ready for publishing

   185 votes

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   Under Review  ·  31 comments  ·  Delete…  ·  Admin →

4. Dext API Access

   It'd be great to have API access - please update me when this becomes available

   183 votes

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   10 comments  ·  Delete…  ·  Admin →
   Under Review  ·  dominic.pote responded

   Hi,

   Thank you for your patience on this request, we are discussing this internally.

   However you can use Zapier to Connect Dext Prepare to an accounting software that is not currently supported via our API, help centre article here: https://help.receipt-bank.com/hc/en-us/articles/360033470294-How-Dext-Prepare-and-Zapier-can-work-together

   Best Regards,
   Dom

5. Description before uploading in website

   I'm surprised this isn't a feature yet. When you are adding a document online via the webpage there is no area to give a description for the document before uploading or even right after. You have to wait for it to be processed, then go into it and leave a note. For someone who submits receipts & bills both on the phone & webpage it would be very nice to have that feature on the webpage. I am frequently submitting documents that I would like to leave a description for so my accounting team can then know where they might need to code a specific purchase without having to ask me later. You are able to do this on the phone app when submitting receipts so I'm not sure why it is not something you can do in the website as well.

   I'm surprised this isn't a feature yet. When you are adding a document online via the webpage there is no area to give a description for the document before uploading or even right after. You have to wait for it to be processed, then go into it and leave a note. For someone who submits receipts & bills both on the phone & webpage it would be very nice to have that feature on the webpage. I am frequently submitting documents that I would like to leave a description for so my accounting team can then know where they might… more

   160 votes

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   Under Review  ·  2 comments  ·  Delete…  ·  Admin →

6. Ability to export the supplier list and supplier rules

   Ability to export the supllier list from the supplier tab including the supplier rules set for each supplier and the last invoice submitted.

   Partner ideally wants to be able to see what category, tax rate and any other supplier rules are set against each supplier as well as details of the last entry.

   118 votes

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   12 comments  ·  Delete…  ·  Admin →
   Under Review  ·  Adminjames.carrington (Associate Product Manager, Dext) responded

   Hi,

   Thanks for taking the time to suggest this idea. We will be assessing the technical feasibility of this and will provide an update once we understand the possibilities for this request.

   Kind regards,

   The Dext Product team

7. New Integration: NetSuite

   Please add an integration with NetSuite

   108 votes

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   6 comments  ·  Delete…  ·  Admin →
   Under Review  ·  AdminStephen Edginton (Admin, Dext) responded

   We leverage Dext with Netsuite internally and will be exploring the interest for making this available. Please provide further details if this is of interest to you and your clients.

8. Clients to be able to view item messaging via the web app as well

   PPC clients to be able to view item messaging via the web app as well

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   101 votes

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   24 comments  ·  Delete…  ·  Admin →
   Under Review  ·  AdminStephen Edginton (Admin, Dext) responded

   We are reviewing how to make this better, thanks for the feedback

9. Manual approval request

   manual assignment for approval not on a workflow

   100 votes

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   Under Review  ·  22 comments  ·  Delete…  ·  Admin →

10. Be able to select bill terms instead of just due date

    Net terms not just due date

    74 votes

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    Under Review  ·  3 comments  ·  Delete…  ·  Admin →

11. Extract Location/Tracking category on XERO

    To be able to Read "delivery Address" on invoices and choose the location automatically on XERO.

    this will enable us to auto publish invoices rather than going to each one individually and check the delivery location and choose the relevant location

    this will help us on a MAJOR level.

    70 votes

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    2 comments  ·  Delete…  ·  Admin →
    Under Review  ·  AdminStephen Edginton (Admin, Dext) responded

    Our AI team have been working on this feature and we hope to share more details soon. Thanks for the feedback.

12. Supplier statements via email

    You could add a feature to send supplier statements via email as well.

    69 votes

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    5 comments  ·  Delete…  ·  Admin →
    Under Review  ·  AdminGeorgi Penev (Admin, Dext) responded

    Hi everyone,

    Thank you for voting on this idea.

    This request is in our backlog, and you’ll be notified once the task is completed.

    Best regards,

    The Dext Product Team

13. Option to disable publishing notifications

    Option to disable the pop-up notifications letting you know an items has been published

    66 votes

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    13 comments  ·  Delete…  ·  Admin →
    Under Review  ·  AdminStephen Edginton (Admin, Dext) responded

    Sorry this has taken so long to explore, we will look to add an option to suppress or make them not cover the view when working quickly. Thanks for the feedback. 

14. Pay vendors directly from Dext

    Send payment to a vendor from a bill/invoice! Like bill.com or Melio

    60 votes

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    2 comments  ·  Delete…  ·  Admin →
    Under Review  ·  AdminStephen Edginton (Admin, Dext) responded

    We are working on this - Please share your interest

15. Limit user privileges so that they cannot add a new supplier

    Please provide the option (toggle button) to prevent users from adding new suppliers.

    50 votes

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    Under Review  ·  2 comments  ·  Delete…  ·  Admin →

16. Notification when client uploads documents

    Notification when client uploads documents

    45 votes

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    Under Review  ·  1 comment  ·  Delete…  ·  Admin →

17. Rebillable Global Markup per QBO

    The "Mark as Rebillable" feature needs to apply the global markup % defined in QBO. Right now a transaction will publish to QBO as rebillable, but the global markup % defined in QBO doens't apply to the transation

    40 votes

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    Under Review  ·  6 comments  ·  Delete…  ·  Admin →

18. Send notification when items are merged

    I would like to receive a notification when items are merged.

    40 votes

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    Under Review  ·  1 comment  ·  Delete…  ·  Admin →

19. découpage automatique facture vente

    decoupage automatique des factures de "ventes"

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    33 votes

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    Under Review  ·  27 comments  ·  Delete…  ·  Admin →

20. Customisable email invite

    Could we please customise the invite message we send to our clients?

    We want to make sure they have all the info they need prior to starting using the app, but at the moment the message they get is rather short and it requires further explanation

    33 votes

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    4 comments  ·  Delete…  ·  Admin →
    Under Review  ·  AdminStephen Edginton (Admin, Dext) responded

    We will explore how to make this better thanks for the feedback