2 results found

1. Packing slips added to cost bills.

   Hello Dext Product Team,

   I hope you’re doing well. Our firm has been using Dext extensively to process and manage supplier invoices and related documentation. Overall, we’ve found the platform invaluable for streamlining our accounts payable workflow, but I’d like to suggest a feature that would further enhance its efficiency and accuracy:

   Current Challenge
   Packing slips and cost bills arrive separately: We receive PDFs of packing slips (proof of delivery) and supplier cost bills as distinct documents.

   Manual matching: At present, our team must manually identify which packing slip corresponds to each cost bill—often by comparing invoice dates, purchase order numbers, or line-item details—before pushing to Sage 50.

   Time and error risk: This manual step is time-consuming and increases the risk of mismatches or duplicate postings when bills and slips aren’t clearly linked.

   Proposed Feature: Packing Slip–Bill Matching
   Document Tagging: Allow users to tag uploaded packing slips with unique identifiers (e.g., PO number, supplier invoice number, or SKU codes).

   Automated Matching Engine: When a cost bill is uploaded, Dext would scan for matching tags (or line-item details) among existing packing slips and present suggested pairings.

   Review & Confirm: The user can review automated matches side-by-side (slip vs. bill), make adjustments if needed, and then confirm which slip attaches to which bill.

   One-Click Posting: Once linked, both documents would post together to Sage 50 (or other accounting integrations) as a single transaction, with both images attached.

   Benefits
   Efficiency: Eliminate manual cross-referencing so that bills and slips get matched in seconds, not minutes.

   Accuracy: Reduce the risk of posting the wrong slip with a bill or missing a slip entirely.

   Audit Trail: Maintain a clear, auditable link between each cost bill and its delivery confirmation.

   Improved Controls: Strengthen internal controls by ensuring every bill has supporting delivery documentation before payment.

   We believe this capability would address a common pain point for many Dext users—particularly in wholesale, distribution, and manufacturing sectors—and set your platform apart as the most seamless end-to-end AP solution.

   Thank you for considering this enhancement. Please let me know if you’d like any additional details, sample workflows, or screenshots of our current process. We’re happy to collaborate in any way to help make this feature a reality.

   Warm regards,

   Melissa Jackson
   Account Manager

   Hello Dext Product Team,

   I hope you’re doing well. Our firm has been using Dext extensively to process and manage supplier invoices and related documentation. Overall, we’ve found the platform invaluable for streamlining our accounts payable workflow, but I’d like to suggest a feature that would further enhance its efficiency and accuracy:

   Current Challenge
   Packing slips and cost bills arrive separately: We receive PDFs of packing slips (proof of delivery) and supplier cost bills as distinct documents.

   Manual matching: At present, our team must manually identify which packing slip corresponds to each cost bill—often by comparing invoice dates, purchase order… more

   2 votes

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   1 comment  ·  Request a new feature  ·  Delete…  ·  Admin →
   Completed  ·  AdminGeorgi Penev (Admin, Dext) responded

   Hello everyone,

   
   

   Dext AI Assist is now live and ready to use. It helps automate more of the bookkeeping work you already do in Dext:

   • Automatically apply the correct VAT treatment to documents
   • Categorise documents using context, beyond supplier rules
   • Reduce repetitive data corrections
   • Keep you fully in control of what automation is applied

   
   

   AI Assist can also support your workflow for matching bills and packing slips by scanning line items and other item details, then applying a specific coloured flag for your review.

   
   

   We’d encourage you to give it a try and see how it fits into your workflow. A good place to start is this section of our Help Centre:

   
   

   • https://help.dext.com/en/collections/1204759-dext-ai-assist

   
   

   The Dext Team

2. WhatsApp-based submission method

   I propose adding a WhatsApp-based submission method to Dext, allowing clients to send documents directly to a dedicated Dext WhatsApp number within a group chat. This group chat would include the client, their accountant/bookkeeper, and the Dext WhatsApp number. Documents sent to the group would be automatically received and processed by Dext’s system.

   Feature Details:

   Dedicated Dext WhatsApp Number: Dext provides a verified WhatsApp Business number for document submissions.

   Group Chat Setup: Clients and their accountants create a WhatsApp group including the Dext number.

   Document Submission: Clients send documents (e.g., receipts, invoices in PDF, image, or other supported formats) to the group chat. Dext’s system automatically detects, extracts, and processes these documents for accounting purposes.

   Confirmation Feedback: Upon successful receipt and processing, Dext sends a confirmation message to the group chat (e.g., “Document received and processed”).

   Clients can submit documents instantly via WhatsApp, a platform many already use daily, reducing friction compared to email or app-based uploads. The group chat enables accountants to monitor submissions, provide immediate guidance, and ensure documents are correctly formatted.

   I propose adding a WhatsApp-based submission method to Dext, allowing clients to send documents directly to a dedicated Dext WhatsApp number within a group chat. This group chat would include the client, their accountant/bookkeeper, and the Dext WhatsApp number. Documents sent to the group would be automatically received and processed by Dext’s system.

   Feature Details:

   Dedicated Dext WhatsApp Number: Dext provides a verified WhatsApp Business number for document submissions.

   Group Chat Setup: Clients and their accountants create a WhatsApp group including the Dext number.

   Document Submission: Clients send documents (e.g., receipts, invoices in PDF, image, or other supported formats) to… more

   1 vote

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Request a new feature  ·  Delete…  ·  Admin →
   Completed  ·  AdminGeorgi Penev (Admin, Dext) responded

   Hi everyone,

   Thanks for your feedback!

   You can now submit documents via WhatsApp. For more information on how the integration works, please refer to this Help Centre article:

   https://help.dext.com/en/articles/402584-adding-documents-via-whatsapp

   All the best,

   The Dext Product Team