102 results found
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Approval of invoices without Class
If one of our users forgets to code an invoice to a specific class, the invoice is published straight to our account's software without any approval bypassing vital checks. I would like to see an option in the approval process for a 'no class' i.e. if the class field is left blank it still can be send to an administrative approver - currently the option is 'all class' but if no class is picked this rule doesn't apply and invoices are just published bypassing any approval process, deeming the feature irrelevant.
Alternatively, the invoice could be stopped from being published…
1 vote -
Add Profit in Solo
Dext Solo
It would be great if the tax report showed the profit for the year
All clients need to know 'how much have I made'
We need to do a manual calculation at the moment2 votes -
Reject Invoices - Seperate Section
Please have a seperate section where the reject invoices are stored. Now, the rejected invoices come to the inbox. It would be good if there is different section for rejected invoices to be in, from where you could request approval for them.
2 votes -
Supplier Statement Settlements
Suggestion:
Add an option in Supplier Statement Settlements for Dext to recognise invoices that are currently in Draft status in Xero.Details:
When reconciling supplier statements, Dext currently identifies only Approved invoices in Xero. However, many users (including us) upload or sync supplier invoices to Xero as Drafts first, pending review or approval. Because these draft invoices are not recognised, Dext incorrectly reports them as missing, even though they are already present in Xero.Proposed Improvement:
Introduce a setting or toggle that allows Dext to include Draft invoices when matching supplier statements to Xero records. This would:Reduce manual checks…
2 votes -
Configurable Fetch URL
Would it be possible to implement a feature that allows the invoice retrieval URL to be configurable on a per-supplier basis?
For example, for Uber the system currently uses the following default endpoint to fetch invoices:
https://riders.uber.com/tripsHowever, in our case invoices need to be retrieved from:
https://riders.uber.com/trips?profile=FAMILYThis is due to our organisation using a shared business profile for all users. Without the ability to modify or parameterise the supplier URL (e.g. query string values such as profile), invoices for this profile cannot be fetched correctly.
Supporting a configurable or overrideable invoice source URL per supplier would resolve this…
1 vote -
Add new currency - XCG (Caribbean guilder)
Curaçao has switched from ANG to XCG this year, can the currency be added
1 vote -
Request for new Fetch connections
I'm requesting to add B&H Photo, Adorama, Sweetwater, and Musician's Friend/Guitar Center to the list of suppliers for Invoice Fetch
1 vote -
Publish certificates to Xero and allocate the next available invoice number
Upload the certificate to Dext, then tell Dext how much the invoice is for, and who it's for and the date, and then process to Xero, creating an invoice in Xero with those details, but also picking up the next available Xero invoice number, rather than the document reference that is in Dext.
1 vote -
I would like to publish Estimates and Purchase Orders to QBO
Ability to publish Estimate and Purchase orders to QBO
1 vote -
sort supplier list by not in accounting software
Ability to sort supplier list by "suppliers IN accounting software" versus "suppliers NOT SHOWING in accounting software" so that these can be addressed quickly and easily.
2 votes -
Allow separate workflow for reimbursable and non-reimbursable expense reports
We would like to be able to have a separate workflow for reimbursable and non-reimbursable expense reports because managers can approve purchases within their approval limits when made on their company VISA, but for reimbursable expenses everything needs to be approved by their manager because they are not allowed to approve payments to themselves.
1 vote -
Statement Processing - Columns
When a statement is processed, the incorrect column can be picked up, especially the invoice reference number. Eg, the order number instead. Having a new feature to "map" the matching would be excellent.
1 vote -
Statement Processing - Incorrect Type
At present, if a statement item is incorrectly categorised, you can't change it. Eg, toggle a credit note to an invoice. You are stuck and have to check the accounting software manually.
Would it be possible to add this feature?
1 vote -
Reading shipping address to inform class selection
Pull the shipping address to allow automation to assign a class to the transaction based on shipping address.
We have multiple location utilizing the same service provider and this is the one step preventing me from fully automating many transactions
1 vote -
Category List search function
Provide the ability to search for a Category in the category list to toggle on or off. Our list is 3900 categories and it's time consuming to scroll through the list to get to the bottom
2 votes -
Bank status in practice insights
We bulk bought licences and are transferring clients onto Dext. We have noticed that several of the bank accounts have disconnected as clients have not noticed they need refreshing. You can use 'insights' to see which clients have documents to process, it would be helpful to see a report there that gives the status of bank accounts so we can scroll down the list and just see whether any bank feeds need attention so it can be done before a total disconnect
1 vote -
Job Costing
Would love a job costing system suitable for construction that works with Xero & also allows the input of timesheets by site teams.
1 vote -
QBO, take into consideration the tax rate on the product and service, not only the default tax rate
Integration QBO.Default tax on costs is a combined one : GST/PSt QC .Secondary tax extraction toggle is ON. An item is marked as billable and product and service is assigned on it. The product and service has a tax rate assigned on it in QBO and it is GST.When we publish the item it appears with two taxes in QBO. That is expected behaviour because of the tax settings.The user, though, is expecting just the GST to be published as the product and service assigned has a GST only on it in QBO.
We are already advised to turn off…
1 vote -
Bulk sort category in Solo
Solo - bulk sort category in bank feed transactions.
1 vote -
Supplier/Customer notes/updates/info section
It would be really good if Supplier (and maybe Customers) had an extra text field, like the Description one, but unlike Description, wouldn't enter that text into each new document uploaded to that Supplier, and would just be a reference, visible at least under Suppliers, possibly also in individual invoices (maybe a hover-able word such as NOTES, which displays the notes when you hover your mouse, or an expandable one, or something like that.)
Specifically in our case, we would like a way to keep track of information about specific companies, such as:
"FYI: VITAL to pay on time -…1 vote
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