222 results found
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Number of active workflows on the Client List as an optional column
Like an extra button in a column (similar to the healthscore button) that says number of open and active workflows. Ideally hyperlinked to take you through to the workflows section within the client. Would increase visibility on the client list dashboard. Requested by Tasnia
2 votes -
Invoice amount to match bank after CIS Been taken off
when we have CIS deductions on our invoice and match it with our bank the invoice is showing as it not a 100% match as its missing what we were deducted from cis
1 vote -
set user name as the default supplier for mileage
Allow us to set the 'default supplier' for mileage to the user's name, rather than a generic 'mileage' supplier please.
1 vote -
Don't add Dext history PDF in QBO when splitting items
Dext is now adding a PDF of the item history to items published to QBO, along with the receipt. There’s no reason I would ever want that extra PDF, and the client and accountant reviewing the item wouldn't either. It would actually confuse some of them. Plus, many clients use payment platforms to pay their bills, where the platform attaches all images from the bill into the platform. No one wants to see that history PDF there either. I think Dext should either stop this from happening, or at least allow us the option to turn it off. Stopping it…
1 vote -
Supplier Statement Extraction monthly usage (client block)
I'm so frustrated right now.
One of my clients uploaded a bunch of costs, then moved them to supplier statements. That used a whole bunch of my supplier statement credits (the ones that are limited and pooled across all my clients) because it automatically extracted them (when they aren't even supplier statements!) and now I have to individually download each one and upload it back to costs because you can't just send them back.I want two things
1. Block clients from being able to use my credits (so no extraction without my approval)
2. The ability to move supplier…3 votes -
Rejection's Without Reason
Edit to workflow so that when an approver rejects an item, they are required to put in a reason.
i see a lot of items getting rejected without a reason being given, so im having to reach out to the rejecter for an explanation on why it was rejected and what needs to be changed.
For the sake of clarity, i think there should be an option to make a approver require a reason for rejection/cancellation in order to reject/cancel.
this would provide training opportunities for the processer, so that the same mistakes are not being made over and over.
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?
6 votes -
Offline mode for expense claims and expenses
Hi Dext team,
I would like to suggest a few improvements based on real field usage.
Many users complete expense reports during “dead time” such as flights, trains, airports, hotels, or areas with unstable internet access. It would therefore be extremely useful to have a true offline mode allowing users to:
- access existing reports,
- create/edit expenses,
- attach receipts,
- and synchronize everything automatically once back online.Expense reporting is already time-consuming, so being able to optimize these moments would significantly improve the user experience.
A few additional ideas:
- easier multi-day trip grouping,
- smarter mileage detection,…1 vote -
Approval Override Comments to sync with Xero
Approval Override Comments to sync with Xero
1 vote -
Date selection for bank feed
For MTD we need to upload bank feeds from specific dates, when linking bank, can we select the date we want the bank feed to upload into Dext. For many clients who are now subject to MTD, when linked, we get 2 years of historical transactions. This is not correct as the data should not be visible and nothing we can do about it. There may be a breach of data...
1 vote -
Advanced Search - partial characters
Search function in Archive be improved to show results with the partial characters of the data being searched. For example, I was searching "13295" but there was no results because the exact reference number was "00013295"
8 votes -
Turn off vault for clients
As vault will be a fee-based add on, DEXT should allow clients to choose if they want to allow access to this. I recently had a staff of a client use vault quietly when he should have been using inbox for his normal expenses. DEXT does not currently allow me as admin to prevent him from doing this.
2 votes -
Approval date to be added as column in the Archive list
It would be good to be able to add a column into the Archive List which shows when an item has been approved. We rely on the Archive for payment runs i.e. published between prior payment run and today, would tell us that we need to pay these invoices. However as we have workflows which push invoices to "archive" when they've been approved, means we are trusting that everything in Archive has been approved via workflow. Turns out there are exceptions that slipped through the net. This was because a user manually archived the invoice without an approval. Either can…
1 vote -
Departments link with brightbooks
We use Brightbooks for accounts and integrate from Dext
There is a feature on Brightbooks where we assign purchase invoices to a department, our departments are locations of jobs where we do work. We manually assign the purchase invoices after they come across from Dext,
i see in Dext there is a option for departments but this department function does not show the departments/divisions we have in Brightbooks.
It would be very efficient if we could assign purchase cost to the department at dext entry level rather than having to do it again in Brightbooks
1 vote -
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
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