1501 results found
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Exclude/Dismiss Data Health Checks
Bring the Exclusions and Dismiss options into data health checks where they're currently not available. The Exclusions in particular being super useful, with a lot of folks asking when they'll be able to exclude certain suppliers from checks like the ABN validation tool (or at least dismiss the alerts that pop up frequently).
1 vote -
multilingual documents uploaded to Vault
I deal with a number of documents (loan agreements/contracts) which are made in 2 languages (one English, one not). Tried to upload it to Vault, it is recognized and summarized nicely, but the summary was made in Russian instead of English, with no option to change that except Google-translate the summary back to English :) it'd be good to set default language (e.g. English) for recognition of multilingual documents
2 votes -
Ability to resize columns
Longer file names are obscured by the limited column width. Would be helpful to be able to customise the width to display extra information as needed.
3 votes -
Restrict chart of accounts available for User expense claim submission
Restrict the category options available for selection when users are submitting expense claims.
4 votes -
Support Etsy USA
Please add support for Etsy USA version, not just UK.
1 vote -
email trail also going through to accounting software as attachment
email trail also going through to accounting software as attachment
22 votes -
Export the Approvals list screen and add other columns to the screen as a CSV so that this can be used for reporting and accruals
Have the "Export" tool that is available on the other screens on the "Approvals" screen plus add other columns of data as well.
4 votes -
Full description from commerce needs to be displayed on the PDF
Have transaction fees broken out as part of the sales transaction. Full description from commerce needs to be displayed on the PDF created to ensure proper coding.
1 vote -
Expand Folder View in Vault
Dext Vault: Would like to have an Expand Folder View so we can see the folder name and all the files in it in the same screen view.
1 vote -
Rebate Calculation
For not-for-profit and charity clients, the rebate calculation would be incredibly helpful. It would remove the need to reclassify sales tax in the accounting software.
1 vote -
Client Configuration - Tax Settings
Tax Complexity - Telling Dext which client uses what tax rates (GST/HST, QST, PST, State Tax, etc.)
1 vote -
Accept one document per page on the sales or have it as optional
dext extension chrome - please change to accept one document per page on the sales or have it as optional
1 vote -
Add symbol beside category field (AI vs Supplier Rule vs User chosen)
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!
4 votes -
Be able to COPY previous transactions - especially for LINE DETAILS
Use a previously entered transaction as a template for another transaction. As an example we quite often have transactions that need to be allocated in the exact same proprtion as a previously entered one but every single time we need to start from scratch and enter them line by line. Usres should be able to either copy a previous transaction or create x numbers of lines, all wit the same descrption and a % or $$ amount specified.
1 vote -
Users should be assigned ROLES so that workflows can be created according to role
Roles should be able to be assigned to standard users, and workflows created around that. These roles should be bespoke (e.g. Submitter, Approver level 1, Approver level 2, approver Level 3 etc) Then workflows can be created so that someone with Approver Level 1 would have their expenses approved by someone at approver Level 2 etc.
4 votes -
Mobile app submission modes
Make the photo receipt input be the default on the last used setting (capture method) or single/combined for longer receipts, as one button.
1 vote -
Find duplicates across multiple businesses
Many of my client's have multiple businesses and often upload the same invoice to two or more entities resulting in double payments. It would be great to be able to group individual entities and search for duplicates across the group.
4 votes -
Telecommunication
The "Telecommunications" type of industry can be included in the selection under the Business Profile.
1 vote -
Ability to automatically archive or delete Delivery Tickets, Exchange Tickets, & Pro Bills
Right now it seems the only way to process invoices for one of our major suppliers (a delivery company) is to download what they sent to our Dext email, delete it from Dext, & re-upload it as One page per document. But then we have the invoice (page one), along with the delivery tickets, exchange tickets, & pro bills associated with each line of the invoice. These can generally be deleted for the purpose of accounting & it would be best for that to be automated, but automatic archiving would be fine, too.
1 vote -
Rearrange document
Change page order of bills with multiple attachments. I have a bill from a tradie who has attached proof of purchases. I want to display the tradie invoice first followed by the materials bills but cannot rearrange the order
5 votes
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