195 results found
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Duplicate review including original document history
On the duplicate review screen we can see the two invoices, but now that approvals are available in Dext, there is no way for the reviewer to see if the original was rejected and what the rejection reason was to ensure whatever criteria was fixed. If for instance, an invoice was rejected because it was missing information or a PO number, there is currently no flag on that review page to indicate that the original was rejected so when it is confirmed that it is the same invoice, the new submission is also now attached and automatically archived and never…
8 votes -
Why are approved expense claims still editable?
Our employees that are standard users are still able to edit, delete, archive, unarchive expense claims that were already approved and published. this is defeating the purpose as it creates chaos after publishing. Please change it so that once an expense claim is approved, it cannot be edited/archived/unarchived, etc.
1 vote -
Work in progress from an agreed quote or estimate
To be able to only partly invoice items from a quote and leave the rest as un-invoiced, to be invoiced further down the line.
1 vote -
When checking for duplicates invoices, check only supplier name and document reference number.
When checking for duplicated invoices, Dext ignores the amount but report whenever there are two or more invoices from the same supplier with the same reference number.
This way duplicated invoices with differring amounts will get picked up. At the moment these invoices slips through the cracks.
1 vote -
Ability to sort on 'Match' within Costs inbox
It would be great to have the 'Match' field at the top of the 'Costs inbox' to sort items by match first. I know you can filter but that takes additional steps and excludes non-match items. Majority of other headers are selectable so adding this would be great. Screenshot attached showing field.
4 votes -
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.
3 votes -
Notify (not identify) if there are missing invoices based on trends in cost analysis in Insights
Notify (not identify) if there are missing invoices based on trends in cost analysis in Insights
1 vote -
Turn on Smart Suggestions "auto apply Smart Suggestions" at a supplier rule level
This can only be done at the business settings level for the entire file. It would be good if this could be turned on at the individual supplier rule level instead
1 vote -
Rental Statement Extraction For Limited Companies
Rental Statement Extraction For Limited Companies
1 vote -
Search by $ amount should not be "comma aware"
Often times, book-keepers are using the search function for a specific amount.
However, for example, "$1,234.56" and "$1234.56" should return the same results.Other platforms seem to offer this feature. It just makes sense.
1 vote -
Amazon Business invoice extraction
"Amazon Business" connection is not extracting the "Document Reference" field correctly. Please remove the disabling of the field extraction and allow the extractions to resume.
1 vote -
Automatically filter/void payment reminders
We have some suppliers who automatically issue invoices to our Dext invoicing email. This includes them sending payment reminders. Dext should be able to identify if the related invoice has been received and processed, and if so automatically archive or delete the reminder.
1 vote -
Global ability to turn off "Supplier Statement Extraction" by default
I know that it's possible to make sure that an individual supplier has statement extraction turned off. I know it's possible to bulk edit existing suppliers so the supplier statement extraction is turned off.
But I feel like there should be an ability to toggle whether "Supplier statement extraction" feature is On or Off for new suppliers created. If "Off" is selected, then new suppliers that are created have the feature turned off by default rather than on.Currently, I have turned off supplier statements, but then I get a new supplier, move the statement to the "Statements" folder, then…
2 votes -
Zoho Books - VAT extracted amount or mixed rate
When matching bills sometimes the VAT amount on an invoice has some items as standard rated and some as zero rated. Dext correctly works out the total VAT element but doesn't let you publish as 'extracted amount' like it does when working with Quickbooks. It has the error message Complete the Tax field for all line items and make sure their total amount matches the one of the item.' We are forced to use a fix VAT rate (I have temporarily created a mixed rate VAT rate of 10%).
So rather than using line items (which come at an unnecessary…
1 vote -
Reload date and timestamp
As all background data is updated every 48 hours it would be beneficial to see time and date of the most recent update on the Load page for all lists that auto loads.
1 vote -
50% VAT restriction
I can see others have already suggested similar changes, I would like to add the VAT of 50% restriction be added to the system so it understands that part of that one line item will only be paying 50% and therefore the "out by" line doesn't reflect it being out by the restricted VAT amount.
The "publish" button is greyed out and won't publish this unless I change the 50% restriction and then edit again in QBO.
1 vote -
Allow to publish Non-QBO generated PO to QBO "Vendor PO" field
Right now, DEXT only allow to match PO with an existing open PO in QBO. That doesn't work for non-QBO generated POs. Strongly request to have option to publish the extracted PO number to QBO like the document number does.
1 vote -
Allow Mileage to be added by a Standard User Role
Add a new permission option for a Standard User to be able to add mileage for another User, eg. a PA for the CEO, so that it's not necessary to move the Standard User to an Admin.
1 vote -
QBO subcustomers and customers way of appearance
Currently, when a project is pulled from QBO as a subcustomer it does not line right below the customer in question, rather than in alphabetical row.
Ideally, clients should be able to decide how the list of subcustomers and customer will appear in Dext . In alphabetical order or the subcustomer right after the relevant customer.
1 vote -
Choose Payment Dates Before Publishing
When choosing the 'Paid' option on a cost invoice before publishing, it would be beneficial to be able to choose the payment date? Sometimes this is different to the invoice date. That way, the payment transaction will hit the correct statement when reconciling the method of payment account
1 vote
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