166 results found
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Allow Approvals for Vault documents
Allow Workflow approvals in Vault documents
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 -
Bank feed reminder option
I receive an email to reconnect my bank feed, 1 day before it expires which is too short notice. Is there a way to add an additional reminder, say 1 week before it expires?
2 votes -
Sage 50 Canada Departments
Sage 50 Canada does not sync with the Departments set up in Sage. This makes it a big inconvenience to post the expenses. I still have to post them directly in sage so i can put the expense to the appropriate department. In DEXT, i can only archive now as i need departments and there is no option for this. I suggest you make this an option in Canada so my DEXT and Sage can work together again.
Thank you,
3 votes -
CSV export to include PUBLISH TO data for each transaction
When extracting data in CSV format users should be able to select PUBLISH TO as an option. We have Purchases Classic Expense Claims & Bank Accounts and we specifically need to see which have been published to Bank Accounts and which have been published to Purchases. There is no way of getting this information.
The current available option of selecting Paid or Not Paid does not give us the information we need
1 vote -
Puchase Order Number Extraction in Dext Sales
Purchase Order extraction for Sales items isn't currently available in Dext. Can this be?
1 vote -
Sync approval and paid status for expenses in Xero
I get bombarded with questions from our employees whether an expense has been approved or paid yet. We do not use the Dext approval process so approval status would also be great but the main thing would be to have up to date status updates being pulled from Xero
1 vote -
To give the option on sales - sales order or to tax invoice
Good day
I would like to suggest, that Dext give the option to create from a purchase order to Sales order or to a tax invoice.1 vote -
Customer Return Material Authority (RMA)
Ability to extract data from customer Return Material Authority (RMA) in Zendesk to create AR Credit memo in SAP Business One
1 vote
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