142 results found
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Export Receipts in Bank Transaction Order
Dear DEXT Team,
I hope this email finds you well. I am a regular DEXT user and really appreciate your service.
I would like to request a new feature: the ability to export receipts in the same order as bank transactions.
Currently, it would be very helpful if receipts could be exported sequentially according to the bank transaction order. This would make reconciliation and accounting processes much more streamlined and efficient.
Thank you for considering this feature request. I look forward to your response.
Best regards,1 vote -
A/P for QBO Simple Start
Simple Start has had accounts payable functionality for quite a while now. We need to be able to publish bills and vendor credits from Dext.
1 vote -
User Permissions to limit adding new users
Right now if a user is added as Standard they are quite limited. But making them a User Admin allows them to add and remove other users.
Our auditors see this as a control issue; Xero has similar set permission roles, but allows you to check a box for allowing that person to add or remove users.
While Dext could do a lot of granular things with permissions as seen in all the suggestions. Having an overall control to choose which users can add or remove other users is fundamental for financial control.
Thanks,
Robbie2 votes -
Line Item extraction that has the Item Code or number
Line Item extraction that has the Item Code or number
This could help with material pricing if extractable in Excel or having an ability to integrated with programs such as Service titan
1 vote -
Notification on approver's comment
When the approver approved invoice with comment, it will be helpful if Dext can send notification via email about the comment.
The same feature when invoice get rejected it will notify the submitter via email, but this feature is to notify there is a comment on the approved invoice.
1 vote -
Prefill location and category line item extraction
Category & location should be pre-filled based on selected category/location from the initial review page prior to selecting "Extract line items". This will allow you to pick the category/location that applies to most/all line items. This feature exists already when pre-selecting category/location prior to selecting "create line items".
2 votes -
Include expense date on the line items in an Expense Claim sent to QBO
I would like to be able to include the date an expense was incurred when I publish Expense Claims to QBO. This is especially important at quarter and year-end when I need to ensure that expenses are captured in the correct accounting period for filing GST/HST returns.
1 vote -
Holding Zone for Supplier Statements Before Extraction
Could you consider adding a holding zone (a kind of "purgatory" area) within the Supplier Statements section for incoming statements to be reviewed before extraction or archiving?
They could then facilitate the use of a dedicated email address (e.g., company@statementholdingzone.dext.cc) for receiving supplier statements. From this holding area, the accountant could then choose to:
• Send to archive – for simple statements such as single-payment summaries, or
• Send for extraction – for multi-invoice statements that need matching.This would not only improve workflow and accuracy but also address the issue of statement email allocation and the additional processing…
1 vote -
Default or Priority Contact for Paperwork Requests
Is it possible to categorise users within an account by hierarchy or priority? When requesting paperwork, it would be really useful if Dext automatically selected the primary contact (for example, the main client) by default.
Currently, the system seems to classify contacts alphabetically or by username, which can result in the wrong person being selected when multiple users are linked to the same account. Being able to mark one user as the default recipient for paperwork requests would help avoid accidental sends and improve accuracy.
1 vote -
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?
1 vote -
Mobile App Approvals to have the assigned to me tab
On the mobile app, it would be very helpful to have two tabs for the "assigned to me" and the "all items" as you see on the web version. Currently there is nothing that easily shows who the next approver is in the mobile app. Additionally, notifications on the mobile app when new invoices need approved.
1 vote -
Bulk edit suppliers - Mark as paid" toggle
The suppliers can be edited in bulk, however, the "Mark as paid" toggle is not part of the bulk settings at the moment
Please add it to the bulk edit1 vote -
Short Cut Key for Request Approval
Please assign a keyboard shortcut for the ‘Request approval’ function in the item details page.
1 vote -
setting separate smart rules for alias suppliers
It would be beneficial to be able to set separate smart rules for alias suppliers [eg: main phone with Telstra is 100% business, 2nd phone is also Telstra but 70% business & 30% personal]
2 votes -
Export cost table with payment date
Currently it is possible to export cost invoices in a Custom CSV Export.
However, it is not possible to add the payment date to this table once the cost has been matched with a payment.
It should be an option to add a column to the Custom CSV Export for the payment date.
1 vote -
Send request for rejected invoice re-submission to vendor via dext
On invoice rejections, have an option similar to the supplier statements to request a revision or resubmission. Having this in dext and the ability to send it to any email address for your contact would allow us to confirm that when an item is rejected it was requested to be corrected on a certain date, and sent to a certain user. This way when a vendor comes looking for payment we have all the details with the rejection and the vendor can attach the revision right to the original to be approved again.
Could also be applied to needed supplementary…
3 votes -
Bank transactions from Excel
Currently Dext only allows bank statements to be in pdf. However, some banks don't offer bank statements but allow downloading of transactions in Excel or XML format. I would like to be able to upload these into bank transactions but currently Dext only allows uploading of pdf documents.
1 vote -
Insert a line within line splitting
Need to be able to insert a line withing line splitting for supplier rules.
1 vote -
Enable Bank Match for Partial Amounts or Variance Tolerance
Currently, the Bank Match feature in Dext only allows matching when the invoice amount and the bank transaction amount are exactly the same. However, in real-world scenarios, this isn’t always the case. For example:
An invoice is for $1,000, but the bank feed shows $1,050 due to a credit card surcharge. An invoice is for $1,000, but the bank feed shows $950 because the supplier offered a discount at the time of payment.In both these cases, the match is still valid — it's just that the final payment amount differs slightly from the invoice total. It would be extremely…
2 votes -
Bulk Edit on Tax Box in Expense Claims
I would like to be able to Bulk Edit the Tax box within an Expense Claim please. It would save so much time on a large claim where most of the transactions are foreign currency. It's already available in the main section, so should be an easy fix to roll out in Expenses Claims. Thanks
1 vote
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