70 results found
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More edit options in approvals
Currently you cannot edit VAT rates and classes in the approvals section. Therefore if these need updating, you have to reject the invoice and send it back to the inbox to adjust, which is very time consuming. It would be great if there were the options to edit more categories in the approvals section.
124 votes -
Manual approval request
manual assignment for approval not on a workflow
95 votes -
Sync approval status in Quickbooks
The accountants and owners need to see the approval status in QuickBooks as they do not use Dext. Currently this information does not transfer to QuickBooks and QuickBooks online has a spot for approval status. They should be able to open a bill in QB and see that it has been approved without any additional documentation.
25 votes -
Make bank feed available to standard users
We would like Dext to be able to function more like RAMP or BILL spend and expense from this standpoint: That the transactions hitting various bank and credit card accounts will display in a bank feed so the users are prompted to know which transactions they need to upload paperwork form. We would like to make this available to standard users, or at least create the ability for us to allow a users to see the bank feed WITHOUT giving them publishing rights. This way clients can be more proactive rather than waiting to receiving paperwork requests.
27 votes -
Dext Solo Report
Make it so that the SA103F transaction review report actually picks up on the supplier name of a item in the inbox instead of just the description. It makes it hard to do a transactions review when the transactions are just labelled -
1 voteHi Noa,
Thanks for sharing this.
This is already in our backlog, and we’ll get back to you as soon as we have an update.
Best,
The Dext Team
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Supplier statements via email
You could add a feature to send supplier statements via email as well.
70 votesHi 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
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Syncing Analysis Accounts from Sage Accounting SA
Feature Request: Syncing Analysis Accounts from Sage Accounting SA
In the attached screenshot from AutoEntry, you can see that these analysis fields are fully visible and selectable. However, in Dext, it appears we are limited to just Suppliers, Customers, Categories, and Tax settings.
As we use these fields to track our overheads and asset management, not having them in Dext creates a manual bottleneck for us. Is there a way to enable the syncing of these tracking/analysis fields, or is this a feature currently in the pipeline for the South African integration?
I’d love to make the switch to Dext,…
1 voteThis change should be possible, we'll investigate and update here when it's underway.
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Bulk submit for approval
Ability to check multiple in inbox and bulk submit for approval rather than clicking all individually
40 votes -
User Permissions to limit adding new users
Right now if a user is added as Standard they are quite limited. But making them a User Admin allows them to add and remove other users.
Our auditors see this as a control issue; Xero has similar set permission roles, but allows you to check a box for allowing that person to add or remove users.
While Dext could do a lot of granular things with permissions as seen in all the suggestions. Having an overall control to choose which users can add or remove other users is fundamental for financial control.
Thanks,
Robbie3 votes -
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 -
Vault from mobile app
Scan directly to the Vault from the Mobile App. Similar to Costs and Sales.
3 votesThis is planned, thanks for raising
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Filter by Project in Approvals
Ability to filter by Projects in the Approvals view so when exporting documents you can do it per project
9 votes -
Pay Employees' Expense Reports from Dext
I would like to set up employees in Dext and automatically pay them (via a connection to our bank account) through Dext.
22 votesWe are working on this with Dext Payments
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PO approval linked to invoices
Require approved PO for each invoice
3 votes -
Practice changing the client owner
Where the accountant practice pays for the Dext subscription, for the practice to be able to change the account owner without sending an email to the client. Most of the time we use Dext internally with clients uploading, they do not use Dext so sending an email causes further confusion as we pay for it
1 vote -
Pay vendors directly from Dext
Send payment to a vendor from a bill/invoice! Like bill.com or Melio
59 votesWe are working on this - Please share your interest
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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 -
Hide unused workspaces
it is not possible to hide the sections that are not in use e.g Sales & Bank.
29 votes -
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…
159 votes -
Bank Feeds and Bank Match
- bank feed - colour the transactions who go to inbox, with attached documents
- match transactions from multiple accounts, bank feed and costs to review
4 votes
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