14 results found
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Attaching fuel receipts to mileage expense claims
It would be really helpful to have the option to attach fuel receipts to mileage expense claims. This is mainly for VAT purposes—HMRC requires fuel receipts as evidence when reclaiming VAT on mileage, so being able to upload or link them directly to the mileage claim would make things much easier.
Right now, you cannot attach fuel receipts as a back up for the VAT reclaim. You can only add it as a separate line with the full receipt value and then adjust it once it has been processed into the accounting software. As this is not very convenient, we…
7 votes -
Dual integrations setup - defaults for Costs/Sales
Be able to choose the default integration by section - Cost vs. Sales.
2 votes -
Two-way sync with QBO
Use Xenett (previously Auto Review) - part of review, can mass merge of accounts, do changes in QBO. Brings up if duplicate suppliers, automatically does changes and merge there. Then come into Dext. Managed to get two-way sync.
1 vote -
Full description from commerce needs to be displayed on the PDF
Have transaction fees broken out as part of the sales transaction. Full description from commerce needs to be displayed on the PDF created to ensure proper coding.
1 vote -
Rebate Calculation
For not-for-profit and charity clients, the rebate calculation would be incredibly helpful. It would remove the need to reclassify sales tax in the accounting software.
1 vote -
Date format based on user's location
Ability to choose how the date format is presented in Dext for different users, eg. for US based users (not used to it), a business can have people in different locations with different expectations.
1 vote -
Flag what currency the supplier is (multi-currency)
Flag what currency the supplier is (multi-currency).
1 vote -
Client Configuration - Tax Settings
Tax Complexity - Telling Dext which client uses what tax rates (GST/HST, QST, PST, State Tax, etc.)
1 vote -
Dropdown Attendee Selection for Meal Expenses
When coding meal expenses in Dext, users should be required to select attendees from a dropdown list populated with the current company user list (synced with Dext).
This is essential for compliance, as documentation of meal attendees is required for tax deductions and audit purposes.
Manual entry leads to errors and inconsistent naming, making audit preparation difficult and increasing risk. Expensify has this feature, and our team found it very effective.
Please consider adding this as a required field for all “Meals & Entertainment” expenses.
1 vote -
MYOB Pro
Ability to connect MYOB PRO
1 vote -
Ability to have OCR (Optical Character Recognition) of text in pdfs that do not have selectable text.
Here’s an example of our workflow for a vendor that submits pdf invoices that have text that is not selectable:
1. Type was changed from "Other" to "Invoice" by User because the OCR system could not read the word "INVOICE".
2. Supplier name was set to "[Name of vendor]" by User because the OCR system could not read the lines under "REMIT TO:".
3. Tax was set to "GST" by User because the OCR system could not read the word GST at line 114.
4. Category was set to "Shipping and Delivery" by User because the OCR system could not…1 vote -
Practice users notifications for expense claims and invoices approvals
At the moment, when we have an approval process set up where the first step involves our internal practice users, they do not receive any email notifications when there is something pending their approval. We’ve confirmed this behavior with your support team, and understand that currently only external users receive such notifications.
This limitation makes it difficult for our internal team to stay on top of approvals, as the only way to know if action is required is by logging into the platform daily to check manually.
It would be extremely helpful if internal users could also receive email notifications…1 vote -
VAT Status for Zoho Books UAE when creating supplier
When creating a new supplier in Dext for the Zoho books integration, the VAT status needs to be set before you can publish a bill. This is because the supplier has to have a tax status applied before it will accept an bills from Dext.
Currently, I have to click publish, which creates an error in dext but still creates a supplier, then go into zoho > vendors > set the VAT status/scheme and then go back to dext so it accepts the bill.
1 vote -
Test idea 1
Test comment 1
1 vote
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