98 results found
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Expanding Customer Rules
Able to set up prepopulated fields for bank accounts published to for sales customers rules as well as suppliers.
1 vote -
Move to Vault - Sort Folders
When moving an item from the costs inbox to Vault, folders in Vault are sorted chronologically based on creation date. For ease of use, this should default to alphabetical.
1 vote -
Billable Y/N added into the costs inbox table
add into the costs inbox selectable view : Billable yes/no toggle.
1 vote -
Approval process path not resetting
We have approval pathways that, for certain specific suppliers, goes to one person then to a second approver. Generally all other suppliers go to the second authoriser straight away.
If there are invoices that have been first authorised, waiting on the second authoriser, and I add a new supplier into the approval pathway for the double approval process, any invoice that has been previously authorised by person number 1 and not number 2, goes back to the inbox and has to be sent for person number 1 to authorise again.
Would like to suggest that once an invoice is approved,…
1 vote -
Hide Tax Codes from my QBO List
Let me hide some of the tax codes. So my team only sees the ones they need. Right now they see a lot that they don't need but my finance team does outside of Dext.
1 vote -
Allow 'clear publishing data' of approved items
Once items are approved, allow the 'clear publishing data' option. Otherwise, for errors that need to be corrected, the item needs to be rejected and then re-approved.
1 vote -
Invoice Fetch support for Anthropic and Elicit
Please can I request you add support for some new suppliers in Invoice Fetch?
I'd love to set up Invoice Fetch for:
- Anthropic (AI company, supplier for my Claude subscription https://www.anthropic.com/ )
- Elicit (AI research assistant https://elicit.com/ )
Thank you!1 vote -
GL rules
Assign a business unit to a category / GL code. Example - BU Finance will automatically populate if I select GL code 417
1 vote -
Purchase Order
I like that Dext can extract a PO number, but sometimes they aren't always numbers. Can you make this a more open field?
Also, now that you have the extracted PO number, this function doesn't work if you merge items. I merge our sales order confirmation with our invoices once recieved. However, I loose the purchase order function when this happens.
1 vote -
Expand Folder View in Vault
Dext Vault: Would like to have an Expand Folder View so we can see the folder name and all the files in it in the same screen view.
1 vote -
Accept one document per page on the sales or have it as optional
dext extension chrome - please change to accept one document per page on the sales or have it as optional
1 vote -
Mobile app submission modes
Make the photo receipt input be the default on the last used setting (capture method) or single/combined for longer receipts, as one button.
1 vote -
Supplier Statement Coding
Can you please add a column within the supplier statements to code directly from the details tab instead of having to go into each invoice to code and come back to supplier statements afterward?
1 vote -
Add supplier code when creating new vendors in Dext
When manually adding a supplier, there is no code, it is only available when importing a CVS files. can this option be also given when adding a supplier manually.
1 vote -
Create a % split rule for Personal and Business use where you can decide to discard the Personal amount
Create a % split rule for Personal and Business use where you can decide to discard the Personal amount so only the business % is now the total GBP amount published.
For example you can say mobile supplier is 70% business split so only 70% of the cost is processed as business use.
Workaround: manual edit the total amount.
1 vote -
Assign Trips to Clients
The mileage isn't useful for my business at all. As we do field work for multiple clients using a company car, I don't need to claim mileage: I need to be able to assign all of our trips to different clients. Then at the end of the month, export the trips and totals per client for billing. Any chance we could get that? We were recommended Dext by another similar company but they said they never use mileage for that reason. I love the functionality of Everlance with the auto-track, tags, and reporting, but it doesn't support multiple users linked…
1 vote -
Navigate on the exact page placement you have been before
It would be great if after using the "Back" button on a browser you are navigated on the exact page placement you have been before. For example, you were searching for a supplier name starting with "S" >> you move to a different page, and after clicking on the "Back" button you are navigated back to the top of the supplier list instead of the where you were previously.
2 votes -
Additional building ability in Activity Stats report e.g. Q on Q, M on M, averages across x mths, column for total of other columns.
Additional building ability in Activity Stats report e.g. Q on Q, M on M, averages across x mths, column for total of other columns.
10 votes
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