260 results found
-
transactions in bank need to show all currencies
Transactions are not showing the different currencies.
1 vote -
Move Archived Documents
I would like to to move documents to/from the cost archive to/from the sales archive, without having to unarchive then move the document then re archive it.
1 vote -
Merge Archived documents
It would be nice to be able to merge archived documents, so when the payment receipt is summited after the transaction is posted I can attach it without having to unarchive the posted transaction.
1 vote -
Expense claim - Mileages - commute adjustment
Make it possible to adjust for commute mileage when creating a mileage journey
2 votes -
Allow user to add an new items to an Expense Claim directly from the mobile app without going through Costs
Please allow a user to add an NEW items to an Expense Claim directly from the mobile app without going through Costs. A user has an expense receipt in their hand at point of payment, so why not allow them to choose the Expense Claim to assign it to via the mobile APP before submission. It makes no sense to put it in the Costs Inbox first and then have to move it. Just let the user specify that it's an Expense Claim in the App!
2 votes -
show tax and customer on approval screen for expense claims
It would be very helpful for reviewing an expense claim if we could select the fields we would like to see when reviewing. This is available for regular expenses but should be extended to expense claims. I have to open each expense to see the taxes/tax code and the customer assigned to each receipt.
1 vote -
presets for line items/smart split
when doing line items and smart split rules I am doing the same splits over and over on different transactions. It would be great to be able to make some presets for line items so i can just click one thing in rather than having to repeat the same 30 clicks over and over again.
1 vote -
Be able to pull duration of invoices into the description, such as utility bills
It would be useful if water bills could have the description automatically read as the date of supply such as if an invoice was for 15/08/25 to 14/09/25 it would automatically put this on the description, rather than just water rates
1 vote -
Expanding Customer Rules
Able to set up prepopulated fields for bank accounts published to for sales customers rules as well as suppliers.
1 vote -
Move to Vault - Sort Folders
When moving an item from the costs inbox to Vault, folders in Vault are sorted chronologically based on creation date. For ease of use, this should default to alphabetical.
1 vote -
Billable Y/N added into the costs inbox table
add into the costs inbox selectable view : Billable yes/no toggle.
1 vote -
Approval process path not resetting
We have approval pathways that, for certain specific suppliers, goes to one person then to a second approver. Generally all other suppliers go to the second authoriser straight away.
If there are invoices that have been first authorised, waiting on the second authoriser, and I add a new supplier into the approval pathway for the double approval process, any invoice that has been previously authorised by person number 1 and not number 2, goes back to the inbox and has to be sent for person number 1 to authorise again.
Would like to suggest that once an invoice is approved,…
1 vote -
Hide Tax Codes from my QBO List
Let me hide some of the tax codes. So my team only sees the ones they need. Right now they see a lot that they don't need but my finance team does outside of Dext.
1 vote -
GL rules
Assign a business unit to a category / GL code. Example - BU Finance will automatically populate if I select GL code 417
1 vote -
Expand Folder View in Vault
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 -
Accept one document per page on the sales or have it as optional
dext extension chrome - please change to accept one document per page on the sales or have it as optional
1 vote -
Mobile app submission modes
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 -
Create a % split rule for Personal and Business use where you can decide to discard the Personal amount
Create a % split rule for Personal and Business use where you can decide to discard the Personal amount so only the business % is now the total GBP amount published.
For example you can say mobile supplier is 70% business split so only 70% of the cost is processed as business use.
Workaround: manual edit the total amount.
1 vote -
Assign Trips to Clients
The mileage isn't useful for my business at all. As we do field work for multiple clients using a company car, I don't need to claim mileage: I need to be able to assign all of our trips to different clients. Then at the end of the month, export the trips and totals per client for billing. Any chance we could get that? We were recommended Dext by another similar company but they said they never use mileage for that reason. I love the functionality of Everlance with the auto-track, tags, and reporting, but it doesn't support multiple users linked…
1 vote -
Additional building ability in Activity Stats report e.g. Q on Q, M on M, averages across x mths, column for total of other columns.
Additional building ability in Activity Stats report e.g. Q on Q, M on M, averages across x mths, column for total of other columns.
10 votes
- Don't see your idea?