222 results found
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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.
65 votes -
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?
134 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.
15 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.
7 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.
6 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.
16 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…
67 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.
30 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.
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 -
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 -
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…
14 votes -
2 votes
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Firm-wide default tracking categories / company codes
When creating a new client in Dext, it would be really useful to have the option to set firm-wide default company codes (tracking categories).
At the moment, every time I create a new self-assessment client, I have to upload the same list of company codes and edit them again. As a bookkeeping firm, we use these codes across the majority of our self-assessment clients, so this is repetitive and time-consuming.
It would be great to have a master list of company codes at the practice level that is automatically applied to new clients, with the option to edit or override…
2 votes -
AI Assist guidance access within accounting practice
I would like to have the ability to limit which users within our accounting practice have access to create, maintain and delete guidance for individual clients. This is currently only available for shared guidance or Core guidance where only admins have access.
2 votes -
Admin publishing adjustments/Closing Dates
When month end or year end is closed in Quickbooks, Dext will still override the bill date of anything in process. Would be amazing to have either a close out lock for anything prior to that closing date (and ability to change the invoice date to the current period) or the ability to have an admin priviledge granted to change the date/description with a note to adjust this.
Currently we need to take an approved invoice out of approvals, edit the date, leave a note about why we edited the date, re-send it for approval, and then go approve it…
18 votes -
Locking transaction on Dext Solo once been submitted to HMRC so client can not change it
Locking transaction on Dext Solo once been submitted to HMRC so client can not change it
2 votes -
approval workflow order
It would be helpful to be able to order the approval workflow ie, define rule should be applied first - last.
2 votes -
Search by PO/Invoice Number in Approvals
Does what it says on the tin. You are able to search by PO or invoice number in the Inbox or Archieve yet this feature is turned off for Approvals
2 votes -
Review duplicates on Expense Claims
The “Review Duplicates” feature is currently restricted to users with admin permissions. In cases where internal employees use Dext solely to manage their own expenses and are restricted from accessing wider company data, they are unable to review duplicates despite needing this functionality.
It would be beneficial to either add “Review Duplicates” as a separate permission toggle, or include it within the standard user role permissions by default.2 votes
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