222 results found
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Matching receipts to bank transactions accurately
At the moment Dext is mismatching a lot of bank transactions to the wrong receipts, making it unreliable. It often converts a different currency into pounds, and as long as the amount and date relatively match it matches the receipt - which can be from a completely different supplier. This misleads people into thinking they have supplied a receipt for a specific bank transactions when they haven't, rendering the matching feature unreliable.
That's because currently bank matching works primarily with amount and timing. Could a supplier match be added please to ensure less errors are happening? Attached a few examples.…3 votes -
Duplicate workflow and detection criteria
There are 2 aspects here - the first is that there should be a user-initiated workflow to request approval of an automatically flagged "duplicate".
- Admins have no ready way to know what is sitting in the duplicate bin waiting for action and what has been effectively discarded and re-attempted by the user.
- Capturing the request would attach context about how the distinct transactions relate to one another, should they be subsequently queried
- Users have an un-actionable "duplicate" alert - they can't resolve it and they can't generally know who to ask out-of-band.
The second aspect is that existing receipt duplicate…
1 vote -
Export approval history into Xero with Invoice / Rename approval stages
It'd be great to be able to rename approval stages so auditors can know in what capacity someone is approving the expense (ie rather than Stage 1, you could have "Budget holder", instead of Stage 2, "Department head" etc) and also have that approval history exported in a separate document and attached to the invoice when submitting to Xero.
1 vote -
Dext App Photos - Improve Capture of Bills and Receipts
Check the MYOB Assist App Capture a Receipt function to take or upload a photo of a receipt or bill. It is an advanced system that is simpler and quicker to use then the Dext capture system. One click opens the photo capture screen, it will then identify and frame the bill or receipt, regardless of the size of the document eg can frame long receipts as a single photo, and automatically captures it with out needing to click a shutter button. Also has a + Page option to easily capture multi-page bills. Would love to see Dext adopt this…
1 vote -
Ability to have more than 1 person in a workflow
We have more than 1 person and a lot of handing over in our processes rather than 1 person doing the work and 1 person reviewing it. We have people doing different parts of the process but we would like it if we could have them on the same workflow. It would be good to be able to send a workflow for review without having all the checks done.
20 votes -
Dates in workflows
Allow better tailoring of dates when creating workflows.
Being able to select the date range e.g. payroll for the current month and CIS returns being 6th to the 5th of the following month2 votes -
Solo - option to link bank feed from a specific date
It would be good if the client could have the option to choose a date from when they would like the bank feed to start. When a client starts part year or first year it can take quite a while to scroll down and bulk edit transactions not needed or from previous year and if a clients bank feed gets disconnected, where they have to start a brand new connection, this has to be categorised as duplicates or will still show as to review in the reports section.
3 votes -
dext solo - filter transaction summary by multiple rental properties
when you go to reports>transaction summary there is a filter option in the top right corner to filter by rental property. currently you can only select one property at a time.
can you make the filter to allow multi-selections i.e. to select property 1, property 2 but not property 3. the selections will then adjust the report on screen and the export file at reports>transaction summary>export
1 vote -
dext solo - filter transaction summary by property owner
when you go to reports>transaction summary there is a filter option in the top right corner to filter by rental property.
it would be very useful to have a drop down filter to select the property owner (in jointly held properties) and then be able to export the report, which will contain the same rich level of detail as the main dext solo account holder gets when generating the same export at reports>transaction summary>export. the columns in the beneficial interest export are not as good e.g. it does not show the property name, total amount, total share, the source (costs,…
1 vote -
Dext Solo - Beneficial interest filter by owner
in reports > transaction summary
where you have the filter to select a specific rental property, it would be very useful if there was also a filter to select a specific owner. this will allow us to export the transaction summary (with detailed transactions if needed) with the same level of detail that the main 'dext solo' account holder gets when doing reports>transaction summary>export.currently, the beneficial interest report doesnt show the same split of 'amount' and 'total share' or the specific rental properties for each line as it does for the main holder.
1 vote -
Whatsapp - multiple entities
When submitting through whatsapp you get one dext chat to submit to. However if you run multiple businesses it is impossible to submit them all in the same chat. Dext needs a separate chat per business!
4 votes -
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 -
When Accounting users are in approval workflow have warning come up prior to approving all steps
Currently, Accounting Practice users even if standard users, can by accident double click when approving and thereby have the system skip the entire approval process. I suggest that there be a warning come up and ask if they are trying to skip approval process prior to this happening.
1 vote -
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 -
List Visibility - Dual Integrations
When choosing which accounts (etc) to limit, there needs to be an option to choose which Integration to work with. We use Dext>ApprovalMax>QBO and this is not working at all. Clients are not able to select any category/accounts at all.
1 vote
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