1605 results found
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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 -
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 -
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 -
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 -
Integration to SAGE X3 for OCR
We already use DEXT as an OCR for our company with XERO. WE are migrating to SAGE X3 and would like to request possible to integrate to SAGE X3.
1 vote -
notifications when team members are not approving purchases or doing actions in a certain timeframe
the ability to notify team leaders or managers if team members are not actioning things sitting for a team awaiting payment. Gives them the option to re assign to a new employee or understand the employee who isn't doing the right thing
1 vote -
Separate Vault email address
Enable a separate mail-in email address for Vault only items.
5 votes -
Powerful feature: Invoice-Level Amount Variance Detection in Statement Reconciliation
In the current Statement Reconciliation feature, Dext matches invoices from the supplier statement with invoices pulled from Xero. While it checks for missing or unmatched invoices, it does not compare the invoice amount from the statement against the actual amount of the corresponding invoice in Xero (shown in the "Due" column).
This becomes a challenge when there's a variance in the amounts—for example:
- A revised invoice was issued by the supplier, but the statement reflects the old amount. - The invoice in Xero shows $1,100, but the statement lists $1,000 (or vice versa).Currently, the system only shows the…
3 votes -
create practice default workflows
Allow the ability to create whole practice level workflows. Example, my practice i want all clients to have the same 2 step approval for each purchase. i don't want to have to set up per client the same thing.
1 vote -
Bulk Edit on Tax Box in Expense Claims
I would like to be able to Bulk Edit the Tax box within an Expense Claim please. It would save so much time on a large claim where most of the transactions are foreign currency. It's already available in the main section, so should be an easy fix to roll out in Expenses Claims. Thanks
1 vote -
Mobile app to scan as pdf
When jpeg files are published in Kashflow, they have to be downloaded to view. If scanned as pdf this is not the case. Please include option in app to scan as a pdf.
1 vote -
Matching bill with agreement
If we have saved a master agreement with Dext, so system can review those agreement commercial part by using AI and verify that bill before posting
1 vote
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