1609 results found
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Home currency Tax update after adjusting Home currency total amount
When I update a transaction in USD (foreign) currency, I input the CAD (Home currency) amount that was taken from the Credit card statement, and when I press tab to switch to the next field (CAD Tax amount), the CAD tax amount field should already update or show as a suggestion underneath the field with the proper exchange rate calculated from the CAD Total field update.
Right now the auto-update only executes when tax is set as fixed tax value and not as extracted amount value.
1 vote -
Bank match within 1-2% of the expense amount
Submitted receipts sometimes don't include credit card processing fees (such as when they are charged at the payment terminal, not POS). Fuzzy logic/matching could be implemented for receipts to match to a bank item where the payment amount is within 1-2% of the expense amount.
11 votes -
QBO, take into consideration the tax rate on the product and service, not only the default tax rate
Integration QBO.Default tax on costs is a combined one : GST/PSt QC .Secondary tax extraction toggle is ON. An item is marked as billable and product and service is assigned on it. The product and service has a tax rate assigned on it in QBO and it is GST.When we publish the item it appears with two taxes in QBO. That is expected behaviour because of the tax settings.The user, though, is expecting just the GST to be published as the product and service assigned has a GST only on it in QBO.
We are already advised to turn off…
2 votes -
Dext Commerce - Square Fees - Reference extracted is too long for Quickbooks
When Square integrates with Dext Commerce Lite, it extracts the long reference number which is too long for Quickbooks. This means that it can't be auto published, meaning manually having to change this on every fee invoice that comes through before publishing.
1 vote -
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 -
Date of delivery to be added on a sales invoice that you have created
Add a new feature for a date of delivery to be added to the sales invoice creation of a service item as well as a date of invoice.
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 -
Add a feature that automatically notifies me when my manager receives my expense claim.
Please add a feature that automaticallynotifies me when my manager receives my submitted expense claim. For some reason, it often takes several days, sometimes a full week, for my submission to be received by my manager. It would be reassuring if there was an auto-reply, instead of waiting and wondering if they received it.
1 vote -
Change invoice date after item has been approved
It would be useful to be able to adapt the date of the invoice once an invoice has been approved but before it is published. This is particularly useful when month end has been locked in Xero but invoices are still awaiting approval in Dext for that month so they can be redated the following month.
2 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 -
Add a margin to a billable expense for my clients
I would love if the software allowed us to add a margin to a billable expense for my clients , then I would have to go through and alter them all when attaching to invoices
1 vote -
Approval "if not" Criteria & Delegation to other approver
Approval to include "if not" criteria.
Approval Re-assign function to other approver.14 votes -
Select which A/P account Dext posts to in QuickBooks Desktop
It would be nice to have flexibility as to which AP account Dext posts to. Ideally, it would be a field that would tie to a vendor and be memorized.
1 vote -
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 -
Ability to subscribe to an email about recent releases
It would be great if Dext could email us about recent features and enhancements so that we can be aware of things changing. This would enable us to adopt the changes in a timely manner.
1 vote -
Sage One cloud accounting integration with Dext for Reverse Vat and CIS suppliers
Facility for CIS and Reverse charge suppliers to be processed through Dext, either from supplier, client or App.
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
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