176 results found
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Commerce Lite
Hello!
We really need to have the ability not to automatically pull in the document reference. The time wasted by having to delete that from each sale and expense is ridiculous. There's no way I'm the only one who sees that.
Also, every single Stripe transaction, I can't have any rule auto-load. Apparently, I can set the category, but that does me no good when I still have to go in, change the vendor, and then change it back to Stripe so what I want to see shows up.
You have this wonderful feature that should help us save time,…
1 vote -
Exporting data health checks
Want to be able to export data health checks into a nicer document format (not a CSV) but also for more of the checks. I.e. ABN validation tool in APAC can't be exported. Perhaps a report builder area where you can tick sections of data health checks that you want exporting into a document to then share with clients.
1 vote -
Be able to handle bigger Xero clients on Dext Data Health & Insights
Be able to handle bigger Xero clients on Dext Data Health & Insights
1 vote -
healthscore overview show the checks in my custom healthscore
Where we have the heathscore panel in the overview screen, ideally the checks listed in the panel would reflect the checks that are in the practice custom healthscore.
1 vote -
Create a little icon on the healthscore % box where the connection has expired.
On dext data health there is the option to disconnect data health but not delete the client data. Where this option is used, it would be good to see that the percentage is now static at the date of disconnect on the main client list. Either by icon or by greying it out whilst still being able to see the last percentage.
1 vote -
Bulk edit user
It would be very handy to be able to bulk edit the user field and assign a user. This is very important now with the list visibility filter as if their name isn't on the invoice, they can't see or edit
1 vote -
Extended Color Flags to Expense Claims
Different color flags extended to Expense Claims, mirroring the new color flags in Costs, for users who need items to retain their flags after moving them.
2 votes -
Automatically add invoice number to descriptions
It would be great if you could add support for dynamic field tokens in the description field — so it can automatically pull in details like the invoice number (e.g., {{InvoiceNumber}}).
We’re a construction company working on a cost-plus basis. We attach all cost invoices to the client’s invoice and include each invoice number in the description to make things easier for clients to follow.
6 votes -
Improve contrast between text and background for approvals
The text that appears in costs awaiting approval is such a light coloured grey its very difficult to read. The text should be darker, or an option available to make it more visible.
There is no reason the text needs to be such a light grey, it could be black the same as the labels or a darker grey. I have a vision impairment and need more contrast to be able to effectively read the information I am trying to approve.
That there is not an accessibility option available in either the app or the web version of Dext in…
1 vote -
Exporting Document History into QBO with Invoice
Currently, documents coming from Dext to QBO once published only include the invoice itself. It would be helpful if Dext could also capture the document's history as an additional page that effectively captures the "audit trail" for that document within the QBO pdf. It could include the Notes that were tagged to that invoice along the approval process as well.
4 votes -
PO Matching auto set Customer & Product/Service
We know that PO matching works, however it doesn't set the customer and Product/Service as seen on the PO in QuickBooks Online. Is this something that will be addressed?
5 votes -
Additional Fetch Connections
Fetch connections for Anthropic, Cursor, ChatGPT
1 vote -
Publish Bills to QBO at line item level to capture cost specific dates and "Locations"
I want to be able to publish each cost from an employee's expense claim separately to QBO because I want to record "Locations" and the date of each cost in QBO. The "Location" information is important for internal reporting, but the date of each cost is critical for accurate Canada Revenue Agency GST quarterly reporting.
1 vote -
Mileage tracking South Africa
We urgently need mileage tracking in South Africa.
1 vote -
Message icons change to reflect message status
On the main screen, you can enable the display of Notes/Messages which gives you an icon on the far right if you have recorded a note or sent a message to a client. My suggestion would be that the message icon changes (or changes colour) to indicate whether the message has been read and a different icon (or colour) if a reply has been posted. Much like WhatsApp and any other messaging interface really.
2 votes -
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.
1 vote -
Solo - bulk edit and sort transactions in reports
It would save some time to bulk edit in the reports rather than having to go back into bank transactions and filtering date and category. Also if there was a sort button the filter by description and amount.
1 vote -
Include Property Allocation Column in Transaction Summary Download
Add a column to the transaction summary download in Dext Solo that displays the property each transaction is assigned to. This would make it easier to identify any income or expenses that have not been allocated to a specific property.
2 votes -
Line Item Group Extraction
Business Settings> List> Line Item Group
1. Allow manual creation of more than 30 line items
2. Allow CSV import of more than 30 line items
3. Allow csv import template to include corresponding Catergory:
ColA: Group Name
Col B: Catergory5 votes -
Turbo Charge Cost Connections
I like the concept of Cost Connections, which gets your invoice for you and loads it for processing. There are two problems with it, and this handles one of them. If I want to add a cost connection, I have to go and try to see if my supplier is supported. Since you have a list of suppliers for each account, could a search be done against the names to tell you when you have a supported vendor? It would make this feature much more useful. Many times, I have no idea that I could get the invoice automatically. The…
1 vote
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