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  1. Can you please add the ability to change the date of an expense report? We use express expense reports and want to periodically process expense reports more frequently if there is a large expense. When it publishes to QBO, it publishes using the last date of the month and then it doesn't appear on our payables listing since the report is generated prior to the end of the month. It would be very helpful if that date could be changed more easily rather than having to create a new expense report and move the items.

    1 vote

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  2. Customers frequently send remittance advices ahead of making payments, and often these are payments for several invoices. Currently I manually attach these to the payment transactions in Xero on reconciliation. It would be great to see Dext with the ability to scan these remittances, record sales invoices as paid in Xero, and attach the remittance advices to the payment transaction.

    I would see this working similarly to the 'paperwork match found' functionality of Costs.

    5 votes

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    1 comment  ·  Admin →
  3. Please could the left hand menu which shows Overview, Costs, Sales etc, show a bold number to indicate new documents have been uploaded? For example the same as when a new email is received Outlook. Thank you.

    1 vote

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  4. Can you please add a symbol to denote if a user who uploaded the document via mobile specifically picked a category? Currently if Dext makes a category suggestion, there is a symbol beside the category name. It would be nice if there was a symbol to show if the category was entered because of the supplier rule or because the mobile user specifically chose it. Thanks!

    3 votes

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    1 comment  ·  Admin →
  5. Provide employees payroll number to aid with building quotes.

    2 votes

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  6. Can all categories be pulled from FreeAgent, not just the P & L ones, as we need to be be able to post to the Directors loan account and fixed assets at the very least

    1 vote

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  7. Connect to SYNC.com as it is a Canadian based online storage cloud

    1 vote

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  8. 1 vote

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  9. Would it be possible to notify the submitter that the period is locked before it goes into approvals? I have had invoices not getting published because the invoice is old and the period is locked which results in putting the invoice back into the inbox, changing the date, and then sending it again for approval.
    Additionally, if I were to have to send an invoice back for approval, it would be great if I were able to add a note / feedback about why the invoice is being sent in for approval again even when it was approved by the…

    1 vote

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  10. When managing auto expense claims, there is no bi-weekly in the Frequency drop-down list. Also, the option you choose then applies to every user. It would be even better if you could choose a different Frequency option for each user account.

    1 vote

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  11. Add capability to connect Wayfair account to download sales

    1 vote

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  12. I would like to suggest an improvement, in an items history, under recent activity, it has the date and time items are published and approved, but for recent ones it says "Last Thursday at 14.21" instead of putting the actual date. It would be helpful if you could change this to print the actual date.

    1 vote

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  13. Have the "Export" tool that is available on the other screens on the "Approvals" screen plus add other columns of data as well.

    3 votes

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  14. Please make class and location for the transaction visible in the Previous Coding Screen.

    2 votes

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  15. The ability to add a supporting document to an expense report that doesn't have an expense amount tied to it. For example, an email that has an explanation of some receipts that is length, or a breakdown of a group of expenses, etc but don't have an actual line item amount to expense that is associated with the attachment.

    2 votes

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    1 comment  ·  Admin →
  16. You already have Airbnb for cost fetch, why not Airbnb, VRBO, and possibly OwnerRez for ecommerce income fetch? that would open up a market for short-term rental accounting to use Dext for sales receipt collection

    1 vote

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  17. Add a Supplier Quotes document section such that these can be directly imported into a purchase order within Xero

    1 vote

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  18. With the introduction of VAULT it would be nice for DEXT to extract clients bank statements in PDF form, directly from a business account! As chasing clients takes time and delays month end checks.

    4 votes

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    1 comment  ·  Admin →
  19. When bulk editing under the costs, bank and sales areas to add the ability to select which property the items relate to. Currently you can only bulk update the category. You have to select the property for each item.

    1 vote

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    1 comment  ·  Admin →
  20. I often have to use the refresh integration data button. It used to be easily accessible but since the update I have to navigate through several windows before you can hit refresh integration. Please make refresh integration easily accessible again.

    6 votes

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