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  1. I just want to provide feedback that the dropdown/search item menu is popping up on the upper left hand corner of my screen instead of directly below the box I am selecting, which is significantly slowing down my workflow for selecting and clicking the item I want. Please review and move back to where it was originally. Thanks!

    3 votes

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  2. Add the ability to further specify which invoices incur line item extraction. We need this from some invoices from a specified supplier, but not all. All invoices needing the detailed split are above x value. Line item extraction could be set to trigger when a threshold value is reached, that would be great.

    2 votes

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  3. Love the supplier statement but it never matches my credit invoices despite them being in dext. It is searching for the positive value and not the credit value even if the statement shows them as a credit amount.

    2 votes

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  4. On invoice rejections, have an option similar to the supplier statements to request a revision or resubmission. Having this in dext and the ability to send it to any email address for your contact would allow us to confirm that when an item is rejected it was requested to be corrected on a certain date, and sent to a certain user. This way when a vendor comes looking for payment we have all the details with the rejection and the vendor can attach the revision right to the original to be approved again.

    Could also be applied to needed supplementary…

    2 votes

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  5. On the duplicate review screen we can see the two invoices, but now that approvals are available in Dext, there is no way for the reviewer to see if the original was rejected and what the rejection reason was to ensure whatever criteria was fixed. If for instance, an invoice was rejected because it was missing information or a PO number, there is currently no flag on that review page to indicate that the original was rejected so when it is confirmed that it is the same invoice, the new submission is also now attached and automatically archived and never…

    2 votes

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  6. There is no motorbike option for the mileage feature.
    We have car and van. But we should have other vehicles regularly used.

    2 votes

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  7. In the current Statement Reconciliation feature, Dext matches invoices from the supplier statement with invoices pulled from Xero. While it checks for missing or unmatched invoices, it does not compare the invoice amount from the statement against the actual amount of the corresponding invoice in Xero (shown in the "Due" column).

    This becomes a challenge when there's a variance in the amounts—for example:

    - A revised invoice was issued by the supplier, but the statement reflects the old amount.
    
    - The invoice in Xero shows $1,100, but the statement lists $1,000 (or vice versa).
    

    Currently, the system only shows the…

    2 votes

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  8. Assign a business unit to a category / GL code. Example - BU Finance will automatically populate if I select GL code 417

    1 vote

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  9. I like that Dext can extract a PO number, but sometimes they aren't always numbers. Can you make this a more open field?

    Also, now that you have the extracted PO number, this function doesn't work if you merge items. I merge our sales order confirmation with our invoices once recieved. However, I loose the purchase order function when this happens.

    1 vote

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  10. We have more than 1 person and a lot of handing over in our processes rather than 1 person doing the work and 1 person reviewing it. We have people doing different parts of the process but we would like it if we could have them on the same workflow. It would be good to be able to send a workflow for review without having all the checks done.

    1 vote

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  11. Having a “Send to Dext” button for business purchases would be a real game-changer for small businesses trying to separate personal from business expenses.

    1 vote

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  12. Dext Vault: Would like to have an Expand Folder View so we can see the folder name and all the files in it in the same screen view.

    1 vote

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  13. Dext Vault: Dext Vault in the Folders View and inside a folder, have a column with a Summary icon we can hover over and read (similar to how we can do that with Notes and Messages).

    1 vote

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  14. In 'Lists' >> 'Payment Methods', customers can specify 'Name', 'Reference', 'Auto-Publish', 'Publish to' and 'Bank account'.

    On the item 'Details' >> 'Add payment method', customers can only specify the 'Name', 'Reference' and 'Bank account'.

    1 vote

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  15. dext extension chrome - please change to accept one document per page on the sales or have it as optional

    1 vote

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  16. Make the photo receipt input be the default on the last used setting (capture method) or single/combined for longer receipts, as one button.

    1 vote

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  17. It should be possible to specify which other users' documents a given user can view/manage (as opposed to the current "all or nothing" setup).

    Let me give you a concrete example. Let’s say I have the following users in my Dext account:
    - Payables – Department A
    - Payables – Department B
    - Payables – Administration
    - User 1 – Director of Department A
    - User 2 – Director of Department B
    - User 3 – Accounting Technician
    - User 4 – Administrative Assistant

    I’d like the permissions to be as follows:

    • User 1: can submit/view their own expenses plus…
    1 vote

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  18. Can you please add a column within the supplier statements to code directly from the details tab instead of having to go into each invoice to code and come back to supplier statements afterward?

    1 vote

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  19. In the expense claim submission process, can you add a step that adds digital signatures to the PDF coversheet?

    By virtue of the employee submitting the claim, I would like that to add their digital signature to the cover sheet, then when the manager approves it should add their signature. So when the expense claim is approved and finalized, the PDF export shows a signed coversheet.

    Also, if an expense claim gets sent back to the employee for further edits, their original signature is removed and is blank until the correct edits have been made.

    1 vote

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  20. Make it possible to adjust for commute mileage when creating a mileage journey

    1 vote

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