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  1. I love that you've added different coloured flags. It would be great if the orange/red flag that was the original had the option to be turned on or off as well. I don't need different coloured flags at the moment, but I'd love to change the colour of the one flag I'm using to something other than red. I know I can turn on another colour and just use that, but it means I have to select from a dropdown each time instead of it just being the one colour I've made available.

    1 vote

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  2. Your new prepayments feature is great but won't process multi currency prepayments. Dext already converts to GBP from currency. Can we have the feature please

    2 votes

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  3. 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.

    2 votes

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  4. Please assign a keyboard shortcut for the ‘Request approval’ function in the item details page.

    2 votes

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  5. In the expense claim submission process, can you add a step that adds digital signatures to the PDF coversheet?

    By virtue of the employee submitting the claim, I would like that to add their digital signature to the cover sheet, then when the manager approves it should add their signature. So when the expense claim is approved and finalized, the PDF export shows a signed coversheet.

    Also, if an expense claim gets sent back to the employee for further edits, their original signature is removed and is blank until the correct edits have been made.

    5 votes

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  6. We have Purchase orders in Xero that have tracking categories assigned. It would be great if these tracking categoies could be automatically assigned in Dext when matching to purchae invoices in Dext to the Purchase orders that are in Xero.

    1 vote

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  7. 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,
    Robbie

    3 votes

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  8. We do business in Australia and Papua New Guinea. The WhatsApp integration for inputting receipts into Dext would be perfect, however the PNG phone code is not available (+675).

    1 vote

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  9. 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…

    3 votes

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  10. I am using dext bank statement extraction for my clients and then using the Xero csv export to import into Xero. However, the Payee column in Dext isn't available and have to manually manipulate to upload into Xero properly.

    1 vote

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  11. If you sort the approvals list by any header category and then open a specific line, when you hit the back button the sort is lost. You then have to re-sort the field again. It would be useful if the back button actually took you back to exactly where you were so you could just continue.

    5 votes

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  12. I would like there to be a field for notes when upload to dext through the Browser, by drag and drop or select files. This feature is available in the app and through email uploads, but i would like my clients to be able to give notes for better classification on the browser as well. It could be done as a feature that you can turn on or off for clients that need it vs those that don't.

    1 vote

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  13. 1 vote

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  14. Being able to edit the taxes on the screen. So often clients mix items on bills that could have many different tax rate and using the create line items adds soooooo much time on to process I hate using it. Especially food related bills as some foods have GST and PST, some only GST and some exempt.

    1 vote

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  15. In the suppliers section could we please have an additional column in the overview view for description so we can set up a description from here without clicking in to the supplier individually?

    1 vote

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  16. Allow for mileage tracking to work for companies in Portugal. We don't need any calculations, just the basic functionality of identifying the car being used, who is driving, the reason for the trip, and the distance traveled.

    1 vote

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  17. "My Uber Eats account is on their new passwordless system. Your 'Fetch' connection, which requires a username and password, is no longer compatible.

    When will Dext Commerce be upgrading the Uber Eats integration to use Uber's official Reporting API and OAuth connection, which is Uber's secure, approved method for third-party apps?"

    1 vote

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  18. Sort Categories that do not have a code in order of:
    - Current assets
    - Long-term assets
    - Current liabilities
    - Long-term liabilities
    - Equity
    - Income
    - Cost of sales
    - Expenses
    - Other income
    - Other expenses
    The gl is synced with QBO. My client will not add codes. I could be trying to code something to Interest and will have no idea whether the account that I'm looking at is interest income or interest expense without looking up in QuickBooks.

    1 vote

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  19. In Multi-Coded Contacts, it only shows the total transaction amount, instead of the line item. There are often transactions that have a few cents coded as GST Free for rounding purposes (done by Dext Bookkeeping), but this flags the transaction as multi-coded. I have to go to Xero to see that it's only the one line item for a few cents that caused this.
    Would prefer to see the line item amount in the workflow check. Even better if we could filter out transactions under a certain amount.

    1 vote

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  20. is it possible to get a notification when a client turns on LIX as they need to charge effectively for the extra cost incurred on their subscription? clients are turning it on and its eating into PM+M's LIX bundle

    alerts when bundles almost used as well will be amazing!

    1 vote

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