222 results found
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QBO Integration - Clear View of Project vs Customer on Mobile App
The mobile app does not currently distinguish Project vs Customer on the Customer drop down selection.
This used to be a feature where :Project is identified by a :
Please restore this code.
Thanks!
1 vote -
Add transaction creator to data health check transactions flagged
Add transaction creator to data health check transactions flagged - include on the export spreadsheet
1 vote -
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…
9 votes -
whatsapp
The WhatsApp submission is working for our clients, but when they upload a document, no option to give a note to it is available - could this be added? For example, if they have various branches, to note to which branch it belongs.
3 votes -
Scheduled integration sync for client accounts
I know how to manually refresh the lists. I just don't remember prior to processing. I would like to be able to set a schedule for clients that use Projects/Customers so it is something I do not have to remember.
1 vote -
Zoho Books - custom fields
For Zoho Books bills, we have created some custom fields such as suggested payment date and how the payment will be made (direct debit, manual etc). There doesn't seem to be any option to populate these fields in Dext, so have to reopen them in Zoho to add these in. So I would like Dext to be able to pull any custom fields per the company on Zoho as well as the criteria requirements (such as drop down, or date)
1 vote -
Suggest a feature to request delivery note as an option.
Additional types of documents in sales section
1 vote -
List visibility - hide all categories and all taxes from upload screen
I need to receive receipts from standard users allocated to a project with a short description and would like their experience to be as simple as possible - to clear the upload screen I would like to show only project and description, and hide completely categories and taxes.
If all the categories are hidden in the main list - the option disappears on upload - but then I can’t access them myself...
When I clear the unique selection, it automatically selects all categories instead of none, would it be possible to change that ?
Thank you in advance.
3 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 -
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 -
Include Property Allocation Column in Transaction Summary Download
Add a column to the transaction summary download in Dext Solo that displays the property each transaction is assigned to. This would make it easier to identify any income or expenses that have not been allocated to a specific property.
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
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