1501 results found
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Supermarket receipts
Hi. I often go through the supermarket receipts e.g. Tesco which don't have VAT breakdown on them. When the client buys cleaning products, it would be useful to have an option to open a small calculation spreadsheet to work out the VAT amount on those cleaning products. it would also be useful if one could save this with the original receipt as a record of how the VAT was worked out.
4 votes -
Reques documents from suppliers to be stored in the Vault
Add the option to send requests for documents direct to suppliers for them to upload to Dext Vault. This could be part of a new supplier onboarding process, or ad-hoc when documents expire.
3 votes -
Filter by Project in Approvals
Ability to filter by Projects in the Approvals view so when exporting documents you can do it per project
9 votes -
Supplier Statement Coding
Can you please add a column within the supplier statements to code directly from the details tab instead of having to go into each invoice to code and come back to supplier statements afterward?
1 vote -
Ability to have OCR (Optical Character Recognition) of text in pdfs that do not have selectable text.
Here’s an example of our workflow for a vendor that submits pdf invoices that have text that is not selectable:
1. Type was changed from "Other" to "Invoice" by User because the OCR system could not read the word "INVOICE".
2. Supplier name was set to "[Name of vendor]" by User because the OCR system could not read the lines under "REMIT TO:".
3. Tax was set to "GST" by User because the OCR system could not read the word GST at line 114.
4. Category was set to "Shipping and Delivery" by User because the OCR system could not…1 vote -
Supplier Statemnets Zoho books
The invoices that are already within Zoho books do not show up in the supplier statement. These were posted previously into Zoho books and were not processed through Dext. Can we get a function to look at the invoices in Zoho books to reconcile a Statement in Dext.
2 votes -
Practice users notifications for expense claims and invoices approvals
At the moment, when we have an approval process set up where the first step involves our internal practice users, they do not receive any email notifications when there is something pending their approval. We’ve confirmed this behavior with your support team, and understand that currently only external users receive such notifications.
This limitation makes it difficult for our internal team to stay on top of approvals, as the only way to know if action is required is by logging into the platform daily to check manually.
It would be extremely helpful if internal users could also receive email notifications…1 vote -
VAT Status for Zoho Books UAE when creating supplier
When creating a new supplier in Dext for the Zoho books integration, the VAT status needs to be set before you can publish a bill. This is because the supplier has to have a tax status applied before it will accept an bills from Dext.
Currently, I have to click publish, which creates an error in dext but still creates a supplier, then go into zoho > vendors > set the VAT status/scheme and then go back to dext so it accepts the bill.
1 vote -
QBO Tags (Custom Fields)
Need to be able to use Tags from QBO on supplier expenses. Please add this from QBO integration.
11 votes -
Amazon API import - Amazon Business - supplier rules
Amazon API - bills imported from Amazon Business - to have Supplier rules as any other supplier purchase documents.
2 votes -
Print Supplier Statement report
Would like the ability to print and/or pdf the supplier statement image and reconciliation so that it can form part of their workpapers.
10 votes -
Add Product/Service field to columns so can include in export of Costs
Include Product/Service in Export.
I am trying to export my Costs inbox to a spreadsheet which includes enough fields for me to import to our CRM system but when I export entries from DEXT I can't work out how to add Product Service as one of the fields2 votes -
Fix issue with Adjustment of Attachment Preview in QBO
The QBO attachment preview takes up too much of the page. The adjustment feature is faulty, and it is frustrating trying and failing to minimize so that the actual transaction can be viewed.
2 votes -
Show categories for suggested matches on bank rec screen
When suggested matches appear on the reconciliation screen, show the category which the invoice is assigned in the green box, as there is no easy way to see the category without manually finding the invoice.
3 votes -
Add supplier code when creating new vendors in Dext
When manually adding a supplier, there is no code, it is only available when importing a CVS files. can this option be also given when adding a supplier manually.
1 vote -
Publish To: Debit Card/Expense
There is no option to publish to a debit card or an expense. This is a huge flaw. Most people, especially small business owners use debit cards to make purchases, not credit cards. When trying to publish a receipt to have it generate into QBO, there was no correct option for me to choose. Choosing bill created a bill form which is not right. It needs to create an expense form in QBO. Most receipts if not all, are for immediately charged purchases. Choosing one of the other "paid" options rendered the service useless to me as I would then…
1 vote -
Bicycle Mileage
To be able to add bicycle mileage to Dext
2 votes -
Allow bill number on expense claims
Expense claims - allow for Bill number on expense claims when processing through to software rather than showing as RB no.
2 votes -
Copy folder structure
Add the ability to copy folder structures or add a template for how folders can be organised. We are in the process of moving our supplier insurances to the Dext Vault to better manage these, and are having to create the folder structure manually for each one. The ability to copy or create from template would speed up this process significantly and ensure consistency across all sub-folders.
3 votes -
Create a % split rule for Personal and Business use where you can decide to discard the Personal amount
Create a % split rule for Personal and Business use where you can decide to discard the Personal amount so only the business % is now the total GBP amount published.
For example you can say mobile supplier is 70% business split so only 70% of the cost is processed as business use.
Workaround: manual edit the total amount.
1 vote
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