142 results found
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Provide the option to do multiple splits from one bill
Bills can only be split one at a time by indicating the new category, total amount, and tax amount. However some of the suppliers will provide a list of bills in one document, which requires multiple splits, and invoice number updates. It would be great to include an option to add additional splits to the initial bill with an add button on the split screen, as well as the option to update the bill number to remove the need to update it afterwards.
2 votes -
Dual Integration Support - Consistent Data
We use two integrations from Dext, being Xero and ApprovalMax for Xero, with certain costs being routed through each channel respectively. Per recent communications with Support "the merging function doesn’t currently recognize when the details are the same if they come from ApprovalMax."
As all three platforms (Dext, Xero, and AM) rely on the same source of truth being Xero there should be a higher level of data integrity maintained between all three, rather than there being effectively three separate ledgers.
This would also mean that inventory items (which currently work between Dext and Xero), would then also transfer between…
1 vote -
Allow Admins to Bypass Approvals for Paid Invoices
I love the new approval feature and use this for many of my clients, however, they do not want to approve invoices that have already been paid (i.e. on Direct debits or already paid by credit card). At the moment, I can override and approve the invoices before the client but they still receive an email saying there is a bill to approve but when they login there is no bill there as I have already approved it. Is there a way around this without turning off notifications or can you build an exception to the approval workflow to overcome…
1 vote -
Import PO numbers into Quickbooks Desktop
Please add the ability to change the data that imports to Quickbooks desktop from the description to the PO or the ability to automatically add the PO number in that description. This information is crucial for payment and accounting processes but currently needs to be manually added in every invoice.
1 vote -
In the Approvals section of costs inbox, have a quicklink button through to set up new approval workflows
When you go into Approvals for the first time, there is a button to take you through to setting them up in Settings. But once you have something to approve, there is no longer a quick link to setting up more. Can we have a quick link button?
1 vote -
Job number in itemised lines
When the lines have been itemised, and your in the itemized screen. If there's more than one line, we can add the category one time and the job number one time and it'll automatically fill in the lines below. Right now we're having to cut and paste each line. Thank you!
1 vote -
Expense Claim PDF export
I would like for there to be an option to edit/filter what is put onto an expense PDF/Export. For example, the ability to remove tax / net value, and only display gross values.
1 vote -
Bank Transactions Match Details
Show more details in Match column. So it is clear whether the transaction has been published to Xero or just simply has the paperwork in Costs Inbox.
2 votes -
Ability to Capture and Sync Balance Due (Not Just Invoice Total)
Currently, Dext only captures and sends the invoice total to QuickBooks Online. For outgoing invoices, this creates issues when a customer has already made a partial payment, since the balance due is often different from the total. This forces manual adjustments inside QuickBooks for nearly every invoice.
I would like to request an enhancement that allows Dext to:
Recognize and extract the Balance Due field (when present on an invoice).
Provide a setting or toggle so users can choose whether to publish the Total or the Balance Due to QuickBooks.
This improvement would reduce manual work, eliminate errors, and make…
1 vote -
Vault Summary Column
Dext Vault: Dext Vault in the Folders View and inside a folder, have a column with a Summary icon we can hover over and read (similar to how we can do that with Notes and Messages).
2 votes -
Carbon footprint from mileage claims
To provide the calculation of carbon footprint of mileage claims to support ESG reporting.
1 vote -
Refresh integration on the app! Please add it back agsin
Refresh integration feature in the app, not just desktop. Please add this feature back to the app
1 vote -
Bulk sync with accounting software
Currently you have to go into each client and click the Sync button. Please could we have a global Sync button, so you can do all the work for the day, then just one click for all clients to sync with the accounting software.
1 vote -
Train tickets - extracting journey details
A lot of our clients travel by train and we are finding that there are a lot of items being flagged as duplicates which are not. e.g. they buy 2 singles for the same day separately because its cheaper. We have removed any auto-merging and manually review them all now. It has left some clients concerned about what may have been merged previously so we are going back through old records. If you could include the date of the journey and to and from, single or return it would be really helpful to check for missing items and give our…
1 vote -
Amazon Business Canada - Fetch Invoices with GST/HST Numbers
Amazon Business Canada fetching is not bringing in the actual Invoices, Dext is making their own Invoices which don't include all the details needed by the CRA. Please fetch the actual official Amazon Invoices.
1 vote -
transactions in bank need to show all currencies
Transactions are not showing the different currencies.
1 vote -
Move Archived Documents
I would like to to move documents to/from the cost archive to/from the sales archive, without having to unarchive then move the document then re archive it.
1 vote -
Merge Archived documents
It would be nice to be able to merge archived documents, so when the payment receipt is summited after the transaction is posted I can attach it without having to unarchive the posted transaction.
1 vote -
Expense claim - Mileages - commute adjustment
Make it possible to adjust for commute mileage when creating a mileage journey
2 votes -
Powerful feature: Invoice-Level Amount Variance Detection in Statement Reconciliation
In the current Statement Reconciliation feature, Dext matches invoices from the supplier statement with invoices pulled from Xero. While it checks for missing or unmatched invoices, it does not compare the invoice amount from the statement against the actual amount of the corresponding invoice in Xero (shown in the "Due" column).
This becomes a challenge when there's a variance in the amounts—for example:
- A revised invoice was issued by the supplier, but the statement reflects the old amount. - The invoice in Xero shows $1,100, but the statement lists $1,000 (or vice versa).Currently, the system only shows the…
2 votes
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