222 results found
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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…
2 votes -
Tax Adjustment in Inbox
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 -
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.
2 votes -
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?
2 votes -
Description column in Supplier view
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 -
Add Mileage Tracking in Portugal
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 -
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!
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…
4 votes -
Uber Eats Integration
"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 -
Invoice Fetch support for Anthropic and Elicit
Please can I request you add support for some new suppliers in Invoice Fetch?
I'd love to set up Invoice Fetch for:
- Anthropic (AI company, supplier for my Claude subscription https://www.anthropic.com/ )
- Elicit (AI research assistant https://elicit.com/ )
Thank you!3 votes -
Sorting categories
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 -
Multi-Coded Contacts - Show line item value, add filters for line item amount
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 -
Get a notification when a client turns on LIX and also alerts when bundle almost used
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 -
Export line details into Cash Book layout CSV
Hi Dext,
can we please add line details / amounts into Cash Book layout of CSV when exporting Expense Claims? At the moment, this format takes only total amounts of receipts.
A number of our clients doesn't use software, so spreadsheet is used often. Workings with CSVs showing 3+ lines for receipts is not viable.1 vote -
Restrict available Customers/Projects in dropdown list
Instead of simply putting the greyed out i symbol by sub-customers/projects, it would be helpful to be able to toggle off the Parent Customer name in the dropdown list. Despite the symbol, the Parent customer is routinely selected by users which leads to billable charges not getting onto invoices.
1 vote -
Export Receipts in Bank Transaction Order
Dear DEXT Team,
I hope this email finds you well. I am a regular DEXT user and really appreciate your service.
I would like to request a new feature: the ability to export receipts in the same order as bank transactions.
Currently, it would be very helpful if receipts could be exported sequentially according to the bank transaction order. This would make reconciliation and accounting processes much more streamlined and efficient.
Thank you for considering this feature request. I look forward to your response.
Best regards,1 vote -
Prefill location and category line item extraction
Category & location should be pre-filled based on selected category/location from the initial review page prior to selecting "Extract line items". This will allow you to pick the category/location that applies to most/all line items. This feature exists already when pre-selecting category/location prior to selecting "create line items".
2 votes -
Include expense date on the line items in an Expense Claim sent to QBO
I would like to be able to include the date an expense was incurred when I publish Expense Claims to QBO. This is especially important at quarter and year-end when I need to ensure that expenses are captured in the correct accounting period for filing GST/HST returns.
1 vote -
Holding Zone for Supplier Statements Before Extraction
Could you consider adding a holding zone (a kind of "purgatory" area) within the Supplier Statements section for incoming statements to be reviewed before extraction or archiving?
They could then facilitate the use of a dedicated email address (e.g., company@statementholdingzone.dext.cc) for receiving supplier statements. From this holding area, the accountant could then choose to:
• Send to archive – for simple statements such as single-payment summaries, or
• Send for extraction – for multi-invoice statements that need matching.This would not only improve workflow and accuracy but also address the issue of statement email allocation and the additional processing…
1 vote -
Default or Priority Contact for Paperwork Requests
Is it possible to categorise users within an account by hierarchy or priority? When requesting paperwork, it would be really useful if Dext automatically selected the primary contact (for example, the main client) by default.
Currently, the system seems to classify contacts alphabetically or by username, which can result in the wrong person being selected when multiple users are linked to the same account. Being able to mark one user as the default recipient for paperwork requests would help avoid accidental sends and improve accuracy.
1 vote
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