Hello Dext Product Team,

I hope you’re doing well. Our firm has been using Dext extensively to process and manage supplier invoices and related documentation. Overall, we’ve found the platform invaluable for streamlining our accounts payable workflow, but I’d like to suggest a feature that would further enhance its efficiency and accuracy:

Current Challenge
Packing slips and cost bills arrive separately: We receive PDFs of packing slips (proof of delivery) and supplier cost bills as distinct documents.

Manual matching: At present, our team must manually identify which packing slip corresponds to each cost bill—often by comparing invoice dates, purchase order numbers, or line-item details—before pushing to Sage 50.

Time and error risk: This manual step is time-consuming and increases the risk of mismatches or duplicate postings when bills and slips aren’t clearly linked.

Proposed Feature: Packing Slip–Bill Matching
Document Tagging: Allow users to tag uploaded packing slips with unique identifiers (e.g., PO number, supplier invoice number, or SKU codes).

Automated Matching Engine: When a cost bill is uploaded, Dext would scan for matching tags (or line-item details) among existing packing slips and present suggested pairings.

Review & Confirm: The user can review automated matches side-by-side (slip vs. bill), make adjustments if needed, and then confirm which slip attaches to which bill.

One-Click Posting: Once linked, both documents would post together to Sage 50 (or other accounting integrations) as a single transaction, with both images attached.

Benefits
Efficiency: Eliminate manual cross-referencing so that bills and slips get matched in seconds, not minutes.

Accuracy: Reduce the risk of posting the wrong slip with a bill or missing a slip entirely.

Audit Trail: Maintain a clear, auditable link between each cost bill and its delivery confirmation.

Improved Controls: Strengthen internal controls by ensuring every bill has supporting delivery documentation before payment.

We believe this capability would address a common pain point for many Dext users—particularly in wholesale, distribution, and manufacturing sectors—and set your platform apart as the most seamless end-to-end AP solution.

Thank you for considering this enhancement. Please let me know if you’d like any additional details, sample workflows, or screenshots of our current process. We’re happy to collaborate in any way to help make this feature a reality.

Warm regards,

Melissa Jackson
Account Manager