1647 results found
-
Dext Solo Report
Make it so that the SA103F transaction review report actually picks up on the supplier name of a item in the inbox instead of just the description. It makes it hard to do a transactions review when the transactions are just labelled -
1 voteHi Noa,
Thanks for sharing this.
This is already in our backlog, and we’ll get back to you as soon as we have an update.
Best,
The Dext Team
-
Automatically add invoice number to descriptions
It would be great if you could add support for dynamic field tokens in the description field — so it can automatically pull in details like the invoice number (e.g., {{InvoiceNumber}}).
We’re a construction company working on a cost-plus basis. We attach all cost invoices to the client’s invoice and include each invoice number in the description to make things easier for clients to follow.
6 votes -
Line Item Group Extraction
Business Settings> List> Line Item Group
1. Allow manual creation of more than 30 line items
2. Allow CSV import of more than 30 line items
3. Allow csv import template to include corresponding Catergory:
ColA: Group Name
Col B: Catergory6 votes -
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.
2 votes -
Line Item extraction that has the Item Code or number
Line Item extraction that has the Item Code or number
This could help with material pricing if extractable in Excel or having an ability to integrated with programs such as Service titan
4 votes -
Exporting Document History into QBO with Invoice
Currently, documents coming from Dext to QBO once published only include the invoice itself. It would be helpful if Dext could also capture the document's history as an additional page that effectively captures the "audit trail" for that document within the QBO pdf. It could include the Notes that were tagged to that invoice along the approval process as well.
4 votes -
Sending Document Back to Previous Approver
Currently, rejecting a document sends it back to the beginning of the process, however it would be nice if instead of sending it back to the originator when "questioning" an expense, you could send it back to any previous approver for that document as well. There are instances where I don't disagree with how the document is captured, but I have a question about the invoice for the first-level approver and no mechanism within Dext to send it back to that person and have them add Notes or Comments to clear up any confusion.
4 votes -
Thumbnail view in Inbox
I'm wishing for a thumbnail view option in the Inbox. Case in point, I am looking at a list of documents from Vendor 1 (filtered list). And i know some of them are just statements or advertisements while others are invoices. A thumbnail view would let me see what is in the doc without manually clicking View image each time.
2 votes -
Bulk sort category in Solo
Solo - bulk sort category in bank feed transactions.
3 votes -
Sort by Flag
It would be helpful to be able to sort by flag colour - as you can with most other columns.
2 votes -
Approval from Inbox without request
Should be able to approve a cost invoice from the initial review page without "request" assuming the user has the permission. This would eliminate extra steps of going from review to approval pages.
1 vote -
Integrate with Pheonix agdata
The client is requesting to integrate with Pheonix agdata as this is the major tool they used for their accounting.
2 votes -
PO to Sales Order (Sage50)
When publishing m a PO under sales in Dext to Sage50, it automatically creates it as a sales invoice. It would be ideal to have this publish in Sage as sales order. Sage already has a seemless way to covert a sales orders to sales invoices once our jobs are ready to ship. Having this solution in where dext publishes a po to Sage as sales order will help improve manual entries of our POs into Sage 50 from he onset.
2 votes -
Calculate Tax on Extracted Line Items Based on Totals
Can we have a supplier rule where tax is added to line items based on the the Net and Tax totals. Essentially Tax/Net=Tax% and then multiply each line item by the Tax%.
1 vote -
Restrict users to default setting on publishing
Our default publishing setting is draft (we use Xero). Have just found out that users, regardless if they are only standard users, can change that and publish to awaiting approval. This bypasses the second approval in Xero. Not a good accounting control.
1 vote -
Access to some, not all users
Is it possible within DEXT to allow an individual user to have access to one or two users' DEXT transactions instead of all users DEXT transactions? e.g. Mary having access to Tom's + Jane's transactions, but not Rory's.
28 votes -
Publish Bills to QBO at line item level to capture cost specific dates and "Locations"
I want to be able to publish each cost from an employee's expense claim separately to QBO because I want to record "Locations" and the date of each cost in QBO. The "Location" information is important for internal reporting, but the date of each cost is critical for accurate Canada Revenue Agency GST quarterly reporting.
1 vote -
Mileage tracking South Africa
We urgently need mileage tracking in South Africa.
1 vote -
Message icons change to reflect message status
On the main screen, you can enable the display of Notes/Messages which gives you an icon on the far right if you have recorded a note or sent a message to a client. My suggestion would be that the message icon changes (or changes colour) to indicate whether the message has been read and a different icon (or colour) if a reply has been posted. Much like WhatsApp and any other messaging interface really.
2 votes -
Supplier statement reconciliation
I have a case where the supplier statement line item dates are being extracted from the due date rather than the invoice date. As I had not initially noticed this I opted for Request documents ( which takes away the Report error option). Of course the relevant invocies are in fact present but dated differently form the dates extracted from the statement. Now I cannot adjust the line item dates to properly correct the reconciliation rather than just marking it reconciled . I suggest that the line item dates should be manually adjustable to avoid this sort of error.
2 votes
- Don't see your idea?