195 results found
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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
1 vote -
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.1 vote -
Enhance Paperwork Match to update transaction details in Xero
Current behaviour: only attaches the document image, no financial data is sent
Requested change: when matching, also update
• tax rate
• category/account
• full codingGoal: avoid needing to republish items just to correct coding
1 vote -
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.
1 vote -
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 -
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.
3 votes -
MTD Tax reporting
In MTD - for the Transaction summary report. the date range doesn't include tax dates only normal months etc or Tax years. but not tax quarters to do a comparative between the transactions and the return itself.
1 vote -
Search with multiple criteria
When performing searches within Dext I want the ability to search for multiple items by name ("Supplier 1" + "supplier 2") or field (e.g. select multiple suppliers by multi select). This would eliminate the number of searches needed.
1 vote -
Add group daily option for approval email notifications
Add the option to group by day for items to be approved. Hourly emails are too frequent for some.
2 votes -
Update Approval Flow
When selecting what can be edited by an approver, it would be nice to have a "select all" option.
2 votes -
Dext Payments and Supplier Shield checks
Issue this feature to Australian users ASAP.
1 vote -
Supplier Statements & Requesting Paperwork
Would like to have the ability to "Request Paperwork" multiple times for the same outstanding invoices needed. Once requested once, the list disappears and we cannot even export the ones still needed to excel at that point to remind the client, especially if they had missed some.
1 vote -
Advanced Search to include searching by line item
It would be very helpful if the Advanced Search feature included the ability to search by line items. In my case, it would be helpful to search by class when a cost has multiple line items allocated to different classes.
7 votes -
Supplier statement order
When i look at supplier statements I like to look in alphabetical order but it never stays that way. Could there be a sort by or filter for Supplier Statements?
1 vote -
Recognise similar field names in csv imports for Payroll Payments
It would be beneficial if Dext could recognise similar worded fields/columns in payroll import files and assign them correctly. We use BrightPay as our payroll where the fields are named as follows:
Payment bank account name = Account Name
Payment bank sort code = Sort Code
Payment bank account number = Account Number
Net pay = Amount
Payment bank reference = ReferenceThis would remove the need to edit the csv reduce the chance of human error when renaming the fields/columns.
Alternatively, a direct API connection to BrightPay would be the perfect scenario.
1 vote -
Make the “Create New Supplier” warning more visible
When Dext suggests creating a new supplier, the current warning is quite small and can easily be missed. This increases the risk of users accidentally creating duplicate suppliers instead of matching the document to an existing supplier.
It would be helpful if this warning was made much more prominent, for example by using a larger pop-up, stronger colour contrast, or a clearer confirmation message before the new supplier is created.
1 vote -
Additional Fetch Connections
Fetch connections for Anthropic, Cursor, ChatGPT
2 votes -
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.
1 vote -
Owner notification email wording for adding new users
I think the wording for your notification email which is sent to the account owner when a new user is added, should be changed...it is confusing - it suggests that the 'email-in' address should be changed by the owner....It should be a more simplified email that says a new user has been added to your Dext account, if you did not instruct this then please contact us now. If this was you, please ignore. If you wish to pass these details onto your new user, here are their email-in details.
2 votes -
Allow for more than 5 (user) approvals in each stage
Allow for more than 5 (user) approvals in each stage or add a facility of "Group of approval" instead of users
1 vote
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