166 results found
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Extract Quantity
Extract the quantity of items within the invoice on the main ‘Item Details’ Page separately from the line items
2 votes -
Customer statements/ Separate workspace for customer's batch deposit slips
Please add an option to upload deposit slips under Sales Workspace. We use Sales Inbox for invoices only. We want customer statements/deposit slips in separate inbox just like supplier statements in Costs workspace.
3 votes -
Ignore Payment confirmations
For a lot of our clients, the payment confirmation from Ignition gets published to Dext along with the Invoice. It would be useful to add a feature which ignores the payment confirmation, like the one attached. Other providers have already solved this issue.
1 vote -
Approval Workflow Conditions
for approval workflow, if you can add between certain amount and under certain amount as new conditions, that would be great! Thank you
9 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.
1 vote -
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.1 vote -
Addcomment on invoices awaiting approval
I've noticed that invoice approvals are sometimes delayed for valid reasons, such as awaiting further clarification or documentation. Currently, we have no way to add a comment while the invoice is still pending approval—comments can only be added after an invoice is either approved or rejected.
This limitation creates unnecessary follow-up work, as we have to chase approvers directly to find out the reason for the delay. If there were an option to add a comment or note while the invoice is still pending, it would:
Allow approvers to provide context if they need more time or information
Reduce back-and-forth…
5 votes -
Client Comments VS AI Auto Apply
Currently if you have AI auto apply description turned on and the client adds a comment while uploading the receipt their comment is deleted.
Would be great if there was another box where the client comment remains but we can still have the auto AI description turned on.
1 vote -
Display the currency of a supplier as set up in QBO
QBO suppliers can only have one currency, and unless we edit the supplier name there is no way to identify what currency the supplier is set up as in Dext. If the transaction currency chosen doesn't match the supplier currency, QBO will do an automatic conversion when it publishes which then requires manual fixing.
If Dext would just display this currency (and also identify if a different one is chosen!) it would reduce the currency errors.
Setting a supplier rule doesn't totally fix it given the currency can be over-written, and often we will have multiple versions of a supplier…
1 vote -
Flag a cost bill to: wrong company name
Built-in control that would flag or block a cost based on the invoice being billed to a different company name.
Given the rise in invoice fraud and email compromise scams this feature would definitely be helpful.
1 vote -
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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Use of home allowance calculator (UK)
Allow user to select calculation method:
-Simplified expenses, based on the hours of business use per month/flat rate.
-User enters annual totals (or uploads receipts/invoices) for domestic bills (heating, electric, mortgage interest, home insurance, repairs, cleaning, rent, council tax etc) and also enters the details of number of rooms in the house and the number of rooms used for the business, then the number of total hours each room is used for during a month, then the number of business hours the room is used for.the tool will suggest a reasonable allowance claim, which can be recorded as a…
1 vote -
Thumbnail view in Inbox
I'm wishing for a thumbnail view option in the Inbox. Case in point, I am looking at a list of documents from Vendor 1 (filtered list). And i know some of them are just statements or advertisements while others are invoices. A thumbnail view would let me see what is in the doc without manually clicking View image each time.
2 votes -
Bulk sort category in Solo
Solo - bulk sort category in bank feed transactions.
3 votes -
Approval from Inbox without request
Should be able to approve a cost invoice from the initial review page without "request" assuming the user has the permission. This would eliminate extra steps of going from review to approval pages.
1 vote -
Integrate with Pheonix agdata
The client is requesting to integrate with Pheonix agdata as this is the major tool they used for their accounting.
2 votes -
PO to Sales Order (Sage50)
When publishing m a PO under sales in Dext to Sage50, it automatically creates it as a sales invoice. It would be ideal to have this publish in Sage as sales order. Sage already has a seemless way to covert a sales orders to sales invoices once our jobs are ready to ship. Having this solution in where dext publishes a po to Sage as sales order will help improve manual entries of our POs into Sage 50 from he onset.
2 votes -
Calculate Tax on Extracted Line Items Based on Totals
Can we have a supplier rule where tax is added to line items based on the the Net and Tax totals. Essentially Tax/Net=Tax% and then multiply each line item by the Tax%.
1 vote -
Restrict users to default setting on publishing
Our default publishing setting is draft (we use Xero). Have just found out that users, regardless if they are only standard users, can change that and publish to awaiting approval. This bypasses the second approval in Xero. Not a good accounting control.
1 vote -
Query invoices
It would be good if we could query purchase invoices directly in Dext - for example, if we have been overcharged, we could query the cost on the invoice directly to the supplier
1 vote
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