1557 results found
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Persist the sort order in Approvals
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 -
Allow separate workflow for reimbursable and non-reimbursable expense reports
We would like to be able to have a separate workflow for reimbursable and non-reimbursable expense reports because managers can approve purchases within their approval limits when made on their company VISA, but for reimbursable expenses everything needs to be approved by their manager because they are not allowed to approve payments to themselves.
1 vote -
Notes for Browser Upload
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 -
Rejected Items folder
A very useful feature would be an option to view rejected items. A daily problem our bookkeepers have is having to repeatedly ask our clients to resend an invoice or receipt to which they have claimed they've already sent to dext, they get very unhappy and frustrated with us when we request multiple times. I understand that dext sends a rejection email but 90% of the time the client doesn't not pay attention to that email. It would solve a lot of problems if we could view the rejected item, then provide feedback to the client as to why it…
333 votes -
Ability to merge items in the app
We can currently select multiple items in the mobile app. However we are limited to add. To expense report or archive as the only actions for the selected items. Please add the option to merge the items together.
4 votes -
Add a new supplier to Invoice Fetch
We use UK Leasing Solutions (part of BNP Paribas) to lease all our computer equipment. I get many invoices per month from them and I have to login to download them each time. Can this supplier be added to Invoice Fetch please.
1 vote -
Statement Processing - Columns
When a statement is processed, the incorrect column can be picked up, especially the invoice reference number. Eg, the order number instead. Having a new feature to "map" the matching would be excellent.
1 vote -
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 -
Reading shipping address to inform class selection
Pull the shipping address to allow automation to assign a class to the transaction based on shipping address.
We have multiple location utilizing the same service provider and this is the one step preventing me from fully automating many transactions
1 vote -
Bank status in practice insights
We bulk bought licences and are transferring clients onto Dext. We have noticed that several of the bank accounts have disconnected as clients have not noticed they need refreshing. You can use 'insights' to see which clients have documents to process, it would be helpful to see a report there that gives the status of bank accounts so we can scroll down the list and just see whether any bank feeds need attention so it can be done before a total disconnect
1 vote -
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 -
Supplier/Customer notes/updates/info section
It would be really good if Supplier (and maybe Customers) had an extra text field, like the Description one, but unlike Description, wouldn't enter that text into each new document uploaded to that Supplier, and would just be a reference, visible at least under Suppliers, possibly also in individual invoices (maybe a hover-able word such as NOTES, which displays the notes when you hover your mouse, or an expandable one, or something like that.)
Specifically in our case, we would like a way to keep track of information about specific companies, such as:
"FYI: VITAL to pay on time -…1 vote -
Customer Aliases
Supplier Aliases has been released now but it would be brilliant if this was available for Customer Aliases. We have clients that use a specific invoicing system and there can be variations of the same limited company name. It would be a big help if Customer Aliases was available to avoid creating duplicate contacts.
2 votes -
Mileage Claim - Multiple Entries
All user to enter multiple mileage claims without defaulting back to the cost inbox after each entry
3 votes -
Bank feed reminder option
I receive an email to reconnect my bank feed, 1 day before it expires which is too short notice. Is there a way to add an additional reminder, say 1 week before it expires?
2 votes -
Enable in-app messaging for bank transactions
Enable client messaging for bank transactions.
When an unidentifiable bank transaction appears on the bank feeds (such as a cheque payment) then it would be brilliant to be able to message the client via their app to ask what it was for, in the same way you can do for invoices.8 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 -
Add details for new contacts
Similar to existing requests for bank details, when an invoice is received from a new supplier, we should be able to add supplier details to that record to then sync to the end accounts integration. For example, adding an invoice from a new supplier should not be able to be processed until certain fields such as bank account details are added.
9 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
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