185 results found
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Upload to Xero 'Files' / 'Documents'
Upload into the Xero files (renamed documents) module within xero, ideally to the correct Xero folder OR host/mirror Xero files within the Dext vault.
1 vote -
Less Information when Approving bills
My Guys sees alot of information when approval bill making it difficult for them to see the main areas what I want them to see when approving. So just want a customise tab where I can only show - customer , amount, item used and date thats it to them so that they look at it quickly and carefully
1 vote -
Generating a report for pending approvals in excel
While generating the report, I would like to have a dedicated Approval Status column showing the current approval level and approver details.
For example, if there are three approval levels and Level 1 has already approved the request, the report should display:
Level 1: Approved by [Approver Name]
Level 2: Pending with [Approver Name]
Level 3: Pending with [Approver Name]This will clearly indicate which approvals have been completed and which approvers are currently pending action.
1 vote -
Allow PO numbers to be a reportable field
Dext extracts the PO number from invoices but this cannot currently be reported on. Please could this be made a reportable field?
2 votes -
Bank reconciliation on Dext Solo
To enable us to check that bank transactions have been uploaded correctly we need to be able to check postings to the bank or at least see the bank balance figure on screen
3 votes -
Annotation
Bonjour,
Pouvoir annoter un document déposé dans Dext, sans devoir l'annoter AVANT/APRÈS la publication dans Dext.
Merci!
3 votes -
Dext Solo - report backup
You need to be able to drill down into the categories on a report to see what has been posted there. At the moment there is just a list of numbers you ought to be able to see all the data that was on the bank statement specifically the payee details. How on earth are you check that things have been posted to the correct category without this feature.
3 votes -
AI Assist: Invoice Total from Lines Extracted
Add functionality for AI guidance to add the lines of an invoice in costs and sales (already a feature), then use the total of these extracted lines to become the subtotals, tax and total of the invoice. For example, guidance splits a document based on project, add the items (this gives the unit value), adds the qty from the document, giving the line totals, then the guidance could elect this to populate/overwrite the totals extracted from the document
1 vote -
Mileage for Ireland
Enable Mileage tracking for Ireland
3 votes -
1 vote
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Dextension paperwork report
It would be great to be able to attach the Dextension PDF or CSV paperwork report to the email sent to clients, rather than the list of transactions just being in the body of the email. It looks like a dog's dinner and is really hard to read. Being able to attach the PDF would be better.
5 votes -
Toggle Customers Showing in Dext
The ability to toggle customers on and off to show in Dext just like categories. When employees are entering receipts we don't want them to see the entire customer list.
2 votes -
Allow publishing of bill payments
Allow publishing of bill payments
Currently we can publish vendor bills to our accounting software. However when Dext receives a payment receipt for an existing bill, there is no mechanism to publish the payment and mark the bill as paid.2 votes -
Costs Report - track COGS and operating costs from supplier invoices
I know Dext currently offers Expense Claims for employee reimbursements. I'd like to suggest a similar feature for supplier costs.
Like Expense Claims, it would be linked to a user, but instead of creating a reimbursement request, it would track COGS and operating costs from supplier invoices throughout each reporting period.
The feature would display a live running total of costs, remaining budget, and supporting invoices, giving department leaders real-time visibility over their spending without creating a reimbursement workflow.
1 vote -
Customer address on Sales invoices in Dext Solo
I would like to suggest adding the ability to remove or hide the customer address field on sales invoices in Dext Solo.
From a UK compliance perspective, a customer address is not universally required on invoices. In many cases - particularly B2C work or where the customer is clearly identifiable by name - the inclusion of a full postal address is not necessary for HMRC compliance.
At present, the address is tied to the contact record and automatically appears on invoices, with no option to suppress it. This creates a few practical issues:
Many sole traders do not collect or…
3 votes -
Dext Solo Bank Payments
Recently I went to match 2 bank receipts to 1 sales invoice to find out this isn't a feature that is Dext has integrated yet. This is something that would be so useful in order to ensure invoices have been fully paid/matched.
1 vote -
Sage 100 Contractor Integration
Hi, submitting this feature request for DEXT to add integration with Sage 100 Contractor. We have just transitioned to Sage 100 Contractor for our accounting and job-costing workflows, and this integration will be very beneficial for us (and other users) who rely heavily on Sage 100's job-costing, AP/AR, and project-based accounting structure.
1 vote -
Spending limits per category for expense claims for employees
I have had one client I have recently onboarded onto Dext and one thing they mentioned regarding expense claims seemed interesting.
They currently do their expenses manually and employees only claim £X per day on certain expenses such as evening meals whilst working away. They put the full invoice/receipt on their expenses claim, but in terms of an amount they only claim the limit of £15. A feature where you could set spending limits per category for each employee (With potentially the option to do granular levels for each employee and the option to do a blanket approach across the…
4 votes -
Stop publishing of certain items
Make it so any item with a specific flag cannot be published.
When you are waiting on my info (job tracking, rechargable?) I don't want a particular item to be published, but there is currently no wait to restrict this.1 vote -
Running the Dext Connect App as a service
Enable the app to run as a service so we could have this on a server and working even if nobody is signed in.
13 votes
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