1557 results found
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UI Suggestion for Improved Usability When Scrolling
I’d like to suggest a usability improvement regarding the layout of the main interface. When scrolling down through the list of invoices on Desktop, the top section (including the Inbox, Export, Filters, etc.) remains quite large and takes up significant vertical space.
As a result, the area dedicated to viewing and interacting with invoices is too small, making it difficult to navigate and work efficiently.
Would it be possible to minimize or collapse the top section when scrolling down, or at least reduce its height dynamically? This would greatly improve the user experience, especially for those working on smaller screens…
2 votes -
View the document reference in approvals
It would be helpful to see the document reference in the approvals screen as is sapparent in entry and archive screens. In such cases that I need a specific invoice approved the approver is unable to see the reference and may have to open multiple documents to find the correct one.
4 votes -
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 -
Supplier default sync
The ability to sync supplier defaults (in particular default 'categories') from DEXT to Quickbooks online (and Sage, Xero etc) would be a very useful tool as it would avoid having the update the default codes on 2 different systems.
1 vote -
Export Payment List
I would like to be able to export all lists in the list section. Today I was wishing I could export the payment methods list. But everything under the lists section should be exportable.
2 votes -
Allow Approvals for Vault documents
Allow Workflow approvals in Vault documents
1 vote -
PO Matching auto set Customer & Product/Service
We know that PO matching works, however it doesn't set the customer and Product/Service as seen on the PO in QuickBooks Online. Is this something that will be addressed?
4 votes -
Bulk edit suppliers - Mark as paid" toggle
The suppliers can be edited in bulk, however, the "Mark as paid" toggle is not part of the bulk settings at the moment
Please add it to the bulk edit1 vote -
Expense Claim - Automatically send email to finance to process payment
Currently, once the HOD has approved the claim, the HOD needs to export and email the claim to finance to process. Good if we can set a function that presets finance email address so once the claim is approved, an export of the report and receipts are sent to finance for processing
1 vote -
Detailed Info on Users of a Frim/Company
As a firm owner/admin, we would like to have access to detailed info on my firm's user activity/settings, ie. if they've enabled 2FA, what are their trusted devices? etc.
1 vote -
Short Cut Key for Request Approval
Please assign a keyboard shortcut for the ‘Request approval’ function in the item details page.
1 vote -
setting separate smart rules for alias suppliers
It would be beneficial to be able to set separate smart rules for alias suppliers [eg: main phone with Telstra is 100% business, 2nd phone is also Telstra but 70% business & 30% personal]
2 votes -
Send images in bulk for Paperwork Match
Please can you consider having the ability to send matched paperwork over in bulk
When we filter out all the documents with a paperwork match it would be a huge time saver to be able to send the images across in bulk instead of having to click into each one several tiomes to get it sent over4 votes -
Export cost table with payment date
Currently it is possible to export cost invoices in a Custom CSV Export.
However, it is not possible to add the payment date to this table once the cost has been matched with a payment.
It should be an option to add a column to the Custom CSV Export for the payment date.
1 vote -
Recently accessed organizations in Search bar
It might be a great improvement if Dext could include recently accessed organizations in the search panel in a future update. This would make it easier to reopen organizations you’ve just worked on without having to search for them again.
Hopefully, that’s something they consider in the next upgrade!1 vote -
PAYMENTS to OS invoices in QBO
Publish a Customer Payment. Currently, it is only available to publish a Sales Receipt/invoice to a customer - but in many cases the invoice is already created and we have backup for the payment of that invoice submitted (like an Interact EFT notice) that needs to be applied as a payment to the outstanding invoice. Can there be an update to have "Payment" as an option under Sales that is posted to a customer.
2 votes -
Send request for rejected invoice re-submission to vendor via dext
On invoice rejections, have an option similar to the supplier statements to request a revision or resubmission. Having this in dext and the ability to send it to any email address for your contact would allow us to confirm that when an item is rejected it was requested to be corrected on a certain date, and sent to a certain user. This way when a vendor comes looking for payment we have all the details with the rejection and the vendor can attach the revision right to the original to be approved again.
Could also be applied to needed supplementary…
3 votes -
Bank transactions from Excel
Currently Dext only allows bank statements to be in pdf. However, some banks don't offer bank statements but allow downloading of transactions in Excel or XML format. I would like to be able to upload these into bank transactions but currently Dext only allows uploading of pdf documents.
1 vote -
Insert a line within line splitting
Need to be able to insert a line withing line splitting for supplier rules.
1 vote
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