1647 results found
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Bank transactions sub-account filter
We have a series of credit cards fed through one bank feed into Dext.
At the moment I can organise/ sort the bank feed list of transactions by sub-account but I cannot filter the list by sub-account (so that I only see transactions linked to a specific credit card). This means users need to scroll though a list of tens of transactions to find the ones linked to their card. It would be great if a sub-account filter could be added.16 votes -
Attaching fuel receipts to mileage expense claims
It would be really helpful to have the option to attach fuel receipts to mileage expense claims. This is mainly for VAT purposes—HMRC requires fuel receipts as evidence when reclaiming VAT on mileage, so being able to upload or link them directly to the mileage claim would make things much easier.
Right now, you cannot attach fuel receipts as a back up for the VAT reclaim. You can only add it as a separate line with the full receipt value and then adjust it once it has been processed into the accounting software. As this is not very convenient, we…
56 votes -
Smart Split Rules exceptions
When using Smart Split rules, most receipts need both lines but occasionally there is no TIP, so split is not required. I would like just to click on one field to cancel the line item option. Right now, I need to go in and delete individual lines to clear out.
5 votes -
SALES INVOICE - Multi currency
Please add the ability to easily change the currency when creating a Sales Invoice.
With France's new mandatory e-invoicing requirements coming into effect, many businesses invoice clients worldwide in different currencies (USD, GBP, CHF, etc.). The current process is not intuitive. It would be extremely helpful to have a simple currency selector on the Sales Invoice screen that allows users to choose the invoice currency while keeping their accounting base currency unchanged.
This would make Dext a much stronger solution for international businesses operating from France.3 votes -
Option to add a note when dismissing paperwork request
When requesting paperwork to the mobile app in Dext for the unreconciled transactions, it would be a really useful tool to give the client the opportunity to add a note or a reason as to why they are dismissing the paperwork request for a specific transaction. I think it should be the option of "dismiss" and then "provide a reason" for this so we know why they have dismissed this and reconcile in Xero with that explanation as it gives us more confidence that the client has reviewed the transaction and can provide a reason as to why it has…
14 votes -
2 votes
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Renaming documents title when downloaded based on contents of the document
The ability to rename document based on the contents of bills. Fo example, once a a bill has been published, this will be renamed based on contact name, date and amount (ex. Adobe010120255000). This feature helps us easily identify the document once we download, instead of naming this as I guess the document reference number in Dext.
14 votes -
Approvals - Bulk "Cancel Request" on approved items
My 'approvers' are finding this tool useful to enter the tracking/project and other queries I have on the documents. I have asked them to just add the details without approving, but you know how it is. Sometimes I will still need to edit the details afterward.
2 votes -
Firm-wide default tracking categories / company codes
When creating a new client in Dext, it would be really useful to have the option to set firm-wide default company codes (tracking categories).
At the moment, every time I create a new self-assessment client, I have to upload the same list of company codes and edit them again. As a bookkeeping firm, we use these codes across the majority of our self-assessment clients, so this is repetitive and time-consuming.
It would be great to have a master list of company codes at the practice level that is automatically applied to new clients, with the option to edit or override…
2 votes -
Search by PO/Invoice Number in Approvals
Does what it says on the tin. You are able to search by PO or invoice number in the Inbox or Archieve yet this feature is turned off for Approvals
3 votes -
Generating a report for pending approvals in excel
While generating the report, I would like to have a dedicated Approval Status column showing the current approval level and approver details.
For example, if there are three approval levels and Level 1 has already approved the request, the report should display:
Level 1: Approved by [Approver Name]
Level 2: Pending with [Approver Name]
Level 3: Pending with [Approver Name]This will clearly indicate which approvals have been completed and which approvers are currently pending action.
2 votes -
AI Assist guidance access within accounting practice
I would like to have the ability to limit which users within our accounting practice have access to create, maintain and delete guidance for individual clients. This is currently only available for shared guidance or Core guidance where only admins have access.
2 votes -
Admin publishing adjustments/Closing Dates
When month end or year end is closed in Quickbooks, Dext will still override the bill date of anything in process. Would be amazing to have either a close out lock for anything prior to that closing date (and ability to change the invoice date to the current period) or the ability to have an admin priviledge granted to change the date/description with a note to adjust this.
Currently we need to take an approved invoice out of approvals, edit the date, leave a note about why we edited the date, re-send it for approval, and then go approve it…
18 votes -
Mileage Claim - Save Favorite Destinations
Save "favorite" or "frequent" destinations so you don't have to type them in each new claim.
26 votes -
Approvers to see archive of what they've approved
For cost approvals, it would be good for approvers to see the archive of what they've approved, even when another user has submitted them, without the approver being given access to see all items
84 votes -
MTD PDF export
When viewing an MTD submission, it would be good to have a PDF export option, so that this can be sent to clients for approval, and saved internally for anyone without Dext access to see
2 votes -
Allow PO numbers to be a reportable field
Dext extracts the PO number from invoices but this cannot currently be reported on. Please could this be made a reportable field?
3 votes -
Locking transaction on Dext Solo once been submitted to HMRC so client can not change it
Locking transaction on Dext Solo once been submitted to HMRC so client can not change it
2 votes -
PO matching and import to xero
Ecom business, we use Dext to Xero, and receive circa 30 supplier stock invoices every day. Experience has shown we can not trust supplier invoices to be at our agreed prices etc so we need to validate each one, which is very labour intensive. It would be a huge improvement if the Dext PO matching feature could be enhanced to enable automated bill importing to Xero when the Supplier, PO ref and Value all agree. This would automate the import of 80% of our invoices, leaving a small number needing manual intervention.
36 votes -
approval workflow order
It would be helpful to be able to order the approval workflow ie, define rule should be applied first - last.
2 votes
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