260 results found
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Merging duplicate invoices and receipts
Several software providers issue both an invoice and a receipt for the same cost. The documents are identical apart from being labelled either 'invoice' or 'receipt.' Can these be automatically merged since they are duplicates?
156 votes -
Selective bank feed access for users
It would be very useful if there was an option to select which bank account feeds users have access to. Dext automatically syncs the bank accounts from Xero and there is no way to hide those which means users can see all this information although they only need access to specific bank account feeds.
73 votes -
Pull In Matched Purchase Order Details
When a QuickBooks Online (QBO) purchase order is matched with a bill in Dext, the link is successfully added back into QBO. However, none of the purchase order details are carried over into Dext.
As a result, we still need to manually open the purchase order in QBO to confirm key information such as the associated customer/project and the product/service codes.
It would be very helpful if Dext could pull in this information directly from the matched purchase order, since the link between the two already exists. This would streamline the review process and reduce the need for manual cross-referencing.
17 votes -
Add new staff to an Expense Claims approval workflow without restarting the workflow
It is frustrating to have to send all items back to the Inbox if a new staff member is added. Please update so that new staff can be added to the workflow without having to restart it for everyone else.
10 votes -
Additional flag colours
Please can more flag colours be added.
With the addition of AI Assist, we have been able to validate information way faster, however it would be great if we could use different colour flags to identify which checks an invoice or receipt has failed or passed. The five available colours are a bit limiting when running multiple check with AI Assist.
10 votes -
QBO Integration - Show Active Projects Only
Dext currently shows all QBO Projects regardless of status.
There are 4 possible QBO project statuses:
- not started
- in progress
- completed
- cancelledPlease show only not started and in progress Projects.
There is no way to customize this selection on Dext right now and it is clunky to have to see all historical Projects from the selection list, not to mention increased risk of error for user submissions.
21 votes -
Selectively Disable Approve Function in Costs Section Or allow move to Expense Reports
Give us the ability to disable the Approve function for those employees who only submit expense claims. Currently if they mistakenly choose Approve in the Cost window they cannot be moved to Expense reports. Or allow to us to move "approved costs" to an expense report.
5 votes -
Select Columns to show in Approval Tab
Would be great to be able to add additional columns on the Approvals Tab - similar to what is available on the 'Inbox' tab. Would make reviewing correct allocations of costs much quicker.
33 votes -
Per-User Visibility Controls for Expense Documents
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 AssistantI’d like the permissions to be as follows:
- User 1: can submit/view their own expenses plus…
69 votes -
Standard User - Restrict Approval Requests
Must be able to choose whether users can request approvals or not. Just like giving permission to publish to accounting software or create an expense claim. This is crucial. The current set up is causing havoc with clients. Items end up for approval and the bookkeepers don't know it is there because it has left the Inbox. Payments are getting missed.
3 votes -
Approver redirect
Allow an approver to redirect an item to a different approver. This helps with navigating as well as when expenses arrive at the wrong approvers inbox.
3 votes -
Bank transactions sub-account filter
We have a series of credit cards fed through one bank feed into Dext.
At the moment I can organise/ sort the bank feed list of transactions by sub-account but I cannot filter the list by sub-account (so that I only see transactions linked to a specific credit card). This means users need to scroll though a list of tens of transactions to find the ones linked to their card. It would be great if a sub-account filter could be added.16 votes -
Approvals - Bulk "Cancel Request" on approved items
My 'approvers' are finding this tool useful to enter the tracking/project and other queries I have on the documents. I have asked them to just add the details without approving, but you know how it is. Sometimes I will still need to edit the details afterward.
2 votes -
Option to add a note when dismissing paperwork request
When requesting paperwork to the mobile app in Dext for the unreconciled transactions, it would be a really useful tool to give the client the opportunity to add a note or a reason as to why they are dismissing the paperwork request for a specific transaction. I think it should be the option of "dismiss" and then "provide a reason" for this so we know why they have dismissed this and reconcile in Xero with that explanation as it gives us more confidence that the client has reviewed the transaction and can provide a reason as to why it has…
15 votes -
Show the Notes field in the Dext mobile app
The Notes field in Dext Costs is very useful for adding context and instructions to a cost item, particularly when the item is moving through an approval or review workflow.
Currently, Notes entered in the web version do not appear in the mobile app. This creates a gap for users who review or approve costs from their phones, as they cannot see important information that has been added to the item.
Please add the Notes field to the mobile app, ideally allowing mobile users to both view and add/edit notes.
This would be particularly valuable for businesses using Dext workflows,…2 votes -
Ensure QBO Audit Log Reflects Actual Dext Publisher (Not the Connector User)
Currently, when Dext is connected to QuickBooks Online (QBO), all transactions published from Dext are recorded in the QBO Audit Log under the user who originally established the connection — regardless of who actually performed the publishing within Dext. This creates a significant issue for audit trails and accountability.
For example, if an external accountant sets up the Dext–QBO integration, but the client processes and publishes all transactions thereafter, the QBO Audit Log will incorrectly show the accountant as having posted every transaction from Dext (and the audit log does not say this came from Dext, so makes it look…
3 votes -
SALES INVOICE - Multi currency
Please add the ability to easily change the currency when creating a Sales Invoice.
With France's new mandatory e-invoicing requirements coming into effect, many businesses invoice clients worldwide in different currencies (USD, GBP, CHF, etc.). The current process is not intuitive. It would be extremely helpful to have a simple currency selector on the Sales Invoice screen that allows users to choose the invoice currency while keeping their accounting base currency unchanged.
This would make Dext a much stronger solution for international businesses operating from France.3 votes -
Editing extracted line items during approval stage
The ability for an approver to edit document fields on a document that has been submitted for approval exists. However, the ability to edit the extracted line items at the bottom does not. It would be great if the approver could edit everything on the submission.
2 votes -
Sync QBO Bank Feed to Dext
If QBO bank transactions synced to Dext Bank feed, then I could request paperwork from clients through the Dext app. Alternatively, improving the Dextension paperwork requests could work. Currently, it's not possible to request paperwork through the Dext App from bank transactions in QBO.
2 votes -
Dext AI Assist Automatically Applied Suggestions Feedback
When I'm reviewing the history of AI assist suggestions, I would like if there is an option to flag the suggestion as incorrect and provide feedback for the AI assist to be more accurate in the future. Currently, this is available for suggestions before they are manually applied, but not an option for suggestions that are automatically applied.
1 vote
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