222 results found
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Dext Solo - bank rules split transactions
allow splitting of bank transactions within a rule. for example, a single payment to vodafone, create a rule that allows to split this across multiple income sources, rental properties etc. this is a good way to ensure consistency with personal portion of expenses, without using the 'disallowed' feature. i would rather have a rule to say for all vodaphone payments, 40% is business, 60% is private. or 20% for self employment business 1, 20% for self employment business 2, then 60% is personal.
1 vote -
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 -
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 -
Use Bank statement to auto populate/assign payment date to post to
Use uploaded bank statements to assign a payment date to transactions (rather than posting the payment date as the same date the invoice was raised). This would work for software which does not support bank reconciliation. As Dext already suggests correlating transactions on the bank statement, this could be extended to posting payment dates.
1 vote -
Secondary tax extraction for documents in foreign currency
With secondary tax extraction enabled, two tax lines are present if the document is in home currency. When the currency is switched to foreign currency, that option disappears. There are many vendors that invoice in USD but charge Canadian taxes and we still need the two tax lines on foreign currency documents.
2 votes -
HMRC Submission feature for MTD-IT clients
We have received a response from the Dext team stating that the HMRC submission feature for MTD-IT submissions is available only to clients who are set up as Business Admin users. This feature is not accessible to clients who are assigned Standard User roles.
As a practice, we have added our client as a Standard User. Changing their role to a Business Admin user could expose us to certain risks, such as the potential deletion of important data. Additionally, it would allow access to features like line extraction, supplier statement extraction, and other functionalities that incur additional charges to the…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.
3 votes -
audit history for changes to approval workflow
When creating and changing approval workflows, there needs to be some sort of audit trail where you can see who made changes and when
1 vote -
Allowing clients to add their own bank accounts, but not permitting them to make any changes.
Accountants do not have access to clients’ bank account so clients should be able to add their own bank accounts directly. However, this access must be limited to prevent clients from carrying out any further bank-related actions.
In particular, clients should not be able to match bank transactions to invoices, costs, or perform any reconciliation activities, as this remains the responsibility of the accountant.
So, could you consider one of the following options, please:
Updating the standard user role to allow clients to add bank accounts only, without granting any additional bank-related permissions; or
Creating a new user type with…2 votes -
Bank Accounts - Allow Default Selection or Remember Last Selected
When accessing Bank > Transactions with multiple accounts connected, the system always defaults to the same account and reverts to it after navigating away. It'd be great to either have the ability to set a default bank account, or for the system to remember the last selected account across sessions.
In our case, it auto selects our international account whilst the transaction bank account with the payment cards should be defaulted to instead.
3 votes -
Ability to set multi coded contacts based on contact name
Ability to set multi coded contacts based on contact name e.g. Amazon always varies so I don't want to see anything from that supplier any more.
1 vote -
When Paperwork is "Unavailable", set the category to personal
When a client says, following a "Request for Paperwork", that the Paperwork is "Unavailable", then the category should automatically be set to "Personal" (and a warning could be given to the client to this effect).
1 vote -
Pending approval
Can we turn off users seeing an invoice awaiting approval if there are still approvers that need to approve before it gets to their turn to approve. Our less tech savvy boss is getting very frustrated that he gets a list of invoices awaiting approval through on his phone app but they are still awaiting the first approver to approve.
3 votes
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