102 results found
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create practice default workflows
Allow the ability to create whole practice level workflows. Example, my practice i want all clients to have the same 2 step approval for each purchase. i don't want to have to set up per client the same thing.
1 vote -
Mobile app to scan as pdf
When jpeg files are published in Kashflow, they have to be downloaded to view. If scanned as pdf this is not the case. Please include option in app to scan as a pdf.
1 vote -
Matching bill with agreement
If we have saved a master agreement with Dext, so system can review those agreement commercial part by using AI and verify that bill before posting
1 vote -
Comments and commentary
Hello,
I'd love if you could please add:
1. When sending a bill to approval via Dext, to make commentary on the item, so the approver can see it. This would greatly reduce the need to do approvals outside of the app.
2. When exporting the approved items, the ability to see the comments placed on each item. This feature is not present, so once exported, you still need to review the comments on Dext. It would simplify and make the process more efficient, particularly for reporting purposes.
3. When exporting, it would be great to have the ability to…1 vote -
Invoice fetch support for Deel (deel.com)
Invoice fetch support for Deel (deel.com)
1 vote -
Lock date for individual suppliers
Are you able to put in a lock date for individual suppliers to stop other team members posting invoices for specific suppliers
1 vote -
Remove PDF viewer toolbar in the footer.
The PDF viewer toolbar doesn't seem to move and gets in the way of footers. It is very common to receive bills with useful information in the footer. Most of our hotel invoices have the majority of required company information there.
1 vote -
Accessibility settings - color
When the option to use the previous version is removed, the only option for the visual appearance is the extremely bright white color scheme. I find this stressful and ******* the eyes. No other website I use has this effect.
I would like to have the option to change the color scheme to something more similar to the old version which was much less bright.
2 votes -
Extract UK VAT Numbers
As UK VAT Numbers have recently been added to the workspace. It hasn't been available to extract in PDF or CSV format. If it was able to, this would be of great help!
1 vote -
Make the 'Customer' field mandatory when submitting via the Mobile app
On the phone app, prompt the user to choose a customer, making it mandatory to upload the picture
1 vote -
Better visibility of items awaiting approval
I'd love to be able to see number of items awaiting approval from the dashboard page showing all clients (alongside the columns showing costs items, sales items, expense claims). I will check in Dext before running accounts payable within Xero, to ensure everything is included - but I am missing items that have been sent for approval and not yet approved.
I know it is visible when I click into the individual client, but it would be great to see it at the top level1 vote -
Auto Select Page Layout
When scanning invoice into Dext that Dext can auto select page layout e.g. if the document is landscape Dext auto corrects to show in landscape
1 vote -
Dual integrations setup - defaults for Costs/Sales
Be able to choose the default integration by section - Cost vs. Sales.
2 votes -
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.
2 votes -
Expense date, payment date and payment methods
1 Ability to mark bills as paid, as well as the date + payment method
2. Currently, can only enter payments on Expenses → doesn't allow differentiating between date expense was incurred and date of payment.1 vote -
Return to inbox setting after publishing, instead of viewing the next item
Provide a setting that allows users to return to the Inbox after publishing an item, rather than the next item detail.
1 vote -
Ability to change default Cost Approvals view from Assigned to me to All items
Not needing to click All items every time I want to view what I've submitted for approval would be very helpful.
2 votes -
More settings on the app
The app is very limited in terms of settings that I can setup on the app. Please increase the settings available on the app. For example, organisation settings.
1 vote -
Mileage claims - dartford crossing
I use the Dartford crossing twice a day.
I have a registered account for my cars.
There is no daily receipt available only a monthly statement that is produced several weeks in arrears.
This lag will delay claims and hold up client recharge.
Also, the statement will have very many journeys not all of which will be claimable.
A work around is needed. My journey necessitates using the crossing and the mileage calculator reflects this route. The use of the crossing is implied.Presume this is an issue with tolls generally.
1 vote -
Hide "Customer" in cost view
We are integrated with QBO and it was recently pointed out to me that for privacy reasons we need to be able to hide the "Customer" view from staff.
We have employees that need to submit expenses and currently they are able to view the full customer list in QBO.
1 vote
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