156 results found
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Split an agents statement into costs and sales
A single statement supplied to my business showing income and deductions can currently only be submitted to Sales OR COSTS - yet it contains both. If submitted to sales it is then rejected when submitted to costs.
Specific to the Statement category if the item in Costs is identified as a statement there should be the option to ‘Duplicate in Sales’ (and vice versa)1 vote -
Additional Approvers for Expense Claims based on Categories
Allow multiple approvers of an expense claim based on the category. Expense claims may include charges that are approved by others and should be routed to them for their approval.
1 vote -
Tactile Feedback When Taking Photos on Mobile App
It would be helpful for a small acknowledgement such as a small vibration when taking pictures of receipts using the app. It is too easy to miss whether the photo has been taken or not, and you often have to go back and forth between your documents and the review screen, especially with large piles of receipts.
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
3 votes -
Rename Field Names - No Sage Intacct integration so this is crucial!
I would love to have the ability to customize/rename the field names. Specifically "Project" and "Project 2". I am using these fields to allow my employees to enter important related to "Department" and "Class" which are needed in Sage Intacct.
Ideally I would LOVE an eventual Sage Intacct integration so that these fields were automatically linked and I didn't require a manual upload. But in the meantime I am having to configure Dext to ensure I get the info from my employees that are needed for Sage inputs. Having different verbiage between the two systems will be incredibly confusing for…
1 vote -
Feature Request – Product Unit Group Matching for Zoho Book Invoice Transfer
Feature Request – Product Unit Group Matching for Zoho Book Invoice Transfer
Hello DEXT Team,We are currently using DEXT to transfer invoices to Zoho Books. We noticed that during this process, product unit groups (units of measure) are not matched between DEXT and Zoho Books.
As a result, products that should be transferred with their correct unit group (e.g., “G”) are instead imported with default units (e.g., “PCS”), causing inconsistencies in our inventory and reporting.
We kindly request the addition of a feature to map or match product unit groups when transferring invoices to Zoho Books, so that the…
1 vote -
Add Approver in Approvals line field for sorting and available in all reports
Add Approver in Approvals line field for sorting and available in all reports to allow filtering by Approver and running reports by Approver.
3 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 -
Mileage Claim - Multiple Entries
All user to enter multiple mileage claims without defaulting back to the cost inbox after each entry
4 votes -
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 -
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.
3 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 -
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 -
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 -
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 -
Customer Aliases
Supplier Aliases has been released now but it would be brilliant if this was available for Customer Aliases. We have clients that use a specific invoicing system and there can be variations of the same limited company name. It would be a big help if Customer Aliases was available to avoid creating duplicate contacts.
2 votes
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