222 results found
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Default settings for sales
Be able to add a payment type to sales customers,
1 vote -
Dext Solo - don't hide the bank matches
For Dext Solo - there are a lot of bank transactions that does not show a match but there is a match . And there are a lot of false matches where the amount is the same but the supplier or date is different .
Every single bank transaction where is no match has to be checked manually againts the cost items. Altough Dext algoritm recognises as a possible match and even the green ''Suggestion '' button shows it , it is not revelead on the main banking page , we need to click on the item and scroll through…6 votes -
Add the ability to transfer Supplier statement from the Cost space to the Supplier statement space through the Mobile app
Add the ability to transfer Supplier statement from the Cost space to the Supplier statement space through the Mobile app
1 vote -
Shared Document URL - Access for existing users
Image sharing
Allow sharing of source document images with exports
Include links to the images of source documents when you export items as a CSV file, PDF file or share them via email.This feature is really useful but opens all documents for potential access via the internet by guessing URLs.
As a IS27001 business we can not have this enabled, the link however is useful to staff.
Add a feature so can be Public, Off, Logged in Users only.
This way no existing functionality is broken and the system is more secure.
1 vote -
Approvals workflow limit should be increased to 100 at least
Hi there
Could I have a limit of 50 approvers increased please.
We are a company of over 30 offices and we need more capacity than just 50 approval workflows.
I would like this limit to be increased to 100 at least as I have 17 new approval workflows to set up at the moment and no availability .Thank you
1 vote -
Move Extract by Email Address to Create User Menu
Could editing the Extract by Email Address be added to the User Creation menu?
We always shorten this email address, so we have to send a follow-up email to let the user know the new address. The extra email could be eliminated if Extract by email was moved to the Review and invite screen.
2 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.
1 vote -
Customise flags practice-wide for all clients
Would be great to customise flags practice-wide for all clients. We want a standardised approach, especially for the apprentices. Great feature but would make more sense practice-wide than changing it on individual client basis
5 votes -
Items Under Approval to be shown under the supplier
Hi when an Item is in approval flow, you cant see the item under the supplier if you call the supplier and look for all the items for that supplier. It does not appear in the inbox for supplier. It is really misleading. Please leave the items under inbox until and it gets published or create an 'Under Approval' section within supplier and park the invoices there which are waiting for approval. Currently the invoice vanishes from supplier view when it moves from inbox to waiting for approval stage.
1 vote -
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…
2 votes -
Viewing invoice when adding line split in supplier set up
It would be helpful when you are adding split line items to a supplier settings if you could view an invoice at the same time, i.e I had a new supplier invoice and wanted to add regular split amounts but as there are multiple lines I cannot remember all the figures that needed to be in each line. If I could view the invoice then I could have added the line items alot quicker and easier rather than having to write down the figures and enter them.
2 votes -
Add notes to bank transcation
It would be great if we could add notes on Dext Solo to bank transactions, where there are no receipts, but the client has told us what they are. This would be great for our bookkeeping records.
4 votes -
Automated Employee Credit Card Reminder Notifications
Dext currently provides the ability to send reminder notifications to employees regarding outstanding credit card transactions and receipts. However, these reminders must be initiated manually and cannot be scheduled based on predefined filters or criteria.
Recommendation:
Introduce a workflow automation feature that enables administrators to schedule recurring reminder notifications (daily, weekly, fortnightly, or monthly) based on selected filter criteria, such as:Outstanding receipts.
Missing documentation.
Specific employees or departments.
Transaction age thresholds.Benefits:
Reduces manual administrative effort.
Improves employee compliance with receipt submission requirements.
Ensures timely collection of supporting documentation.
Provides a more scalable solution for organisations with multiple cardholders.…2 votes -
Custom CSV file setup for different accounting platforms
Provide a service to create a custom CSV export file for accounting platforms other than the standard ones. As a private club we use Jonas Club Management which only allows for CSV batch uploads with a very specific format. We also need the ability to identify a posting date or date of record that may be different than the invoice date. e.g. We receive an April invoice in July and need it to be posted to the GL in July rather than April without having to change the invoice date.
1 vote -
Line item detail visible to approver
I see that this issue is considered resolved, but the line item detail only shows the first few words of the description, with no apparent way to see all of it without cancelling, reading in Costs, then re-approving. Plus, I need to be able to see which tax code was chosen, not just how much tax in on that line. I have a client where there are two distinct codes that both yield 13% tax, but it matters which one they choose.
1 vote -
Supplier statement extraction
If there invoices missing in both Xero and Dext, please can you just allow us to upload those missing invoices straight from the statement in Dext.
There could be tickboxes next to each invoice line which we can tick and then hit an 'upload' button to send them to Xero.
2 votes -
Deductions from income for letting fees etc
When you upload a statement it allows you to add in a negative line on a "sales invoice" so that you can reconcile back to the amount actually received. However, when you create a sales invoice from scratch it doesn't seem to allow negative numbers in any of the boxes. Can this be changed to allow this as it is much easier than adding on a sales invoice, then a purchase invoice and matching both against a bank transaction. Thanks
1 vote -
"Move to": improve hierarchy on taskbar
The recent change means too many clicks - move it up at least one level, i.e. move to sales and move to statements would sit directly within the actions header.
1 vote -
payment method auto expense claims
When auto Expense claim is used, bring in the default payment method for that user for the claim
1 vote -
Allow AI Guidance to override Auto-Publish
It would be extremely helpful to have an option for AI Guidance to prevent an item from being auto-published when the guidance identifies that the invoice should not be published.
For example, we would like to use AI Guidance to flag invoices that belong to another site or should otherwise be reviewed, and have the invoice remain unpublished even if the supplier is set to Auto-Publish.
At the moment, AI Guidance can identify and flag these invoices, but the Auto-Publish setting takes priority and the invoice is still published.
Having a “Do not publish” / “Prevent auto-publish” action within AI…
1 vote
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