1536 results found
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Manual approval request
manual assignment for approval not on a workflow
86 votes -
There needs to be options for Motorcycles, Bicycles and walking in the Mileage section.
The Mileage section in the UK only permits 'Car' and 'Van'. Motorcycle, Bicycle and walking are all valid claims, yet are not listed. Can you make this happen?
6 votes -
Dext Solo - don't hide the bank matches
For Dext Solo - there are a lot of bank transactions that does not show a match but there is a match . And there are a lot of false matches where the amount is the same but the supplier or date is different .
Every single bank transaction where is no match has to be checked manually againts the cost items. Altough Dext algoritm recognises as a possible match and even the green ''Suggestion '' button shows it , it is not revelead on the main banking page , we need to click on the item and scroll through…4 votes -
Sync approval status in Quickbooks
The accountants and owners need to see the approval status in QuickBooks as they do not use Dext. Currently this information does not transfer to QuickBooks and QuickBooks online has a spot for approval status. They should be able to open a bill in QB and see that it has been approved without any additional documentation.
23 votes -
Running the Dext Connect App as a service
Enable the app to run as a service so we could have this on a server and working even if nobody is signed in.
11 votes -
Advanced Search to include searching by line item
It would be very helpful if the Advanced Search feature included the ability to search by line items. In my case, it would be helpful to search by class when a cost has multiple line items allocated to different classes.
6 votes -
Extract the bank info for suppliers
Additionally, extraction of bank & contact details would ensure that if suppliers change these then RB picks it up to ensure they're correctly paid.
Another client: it would be great if bank account details can also be extracted from invoices, stored within Receipt Bank and then are available for extract via csv. A very timesaving development....
166 votes -
Bank Accounts - Allow Default Selection or Remember Last Selected
When accessing Bank > Transactions with multiple accounts connected, the system always defaults to the same account and reverts to it after navigating away. It'd be great to either have the ability to set a default bank account, or for the system to remember the last selected account across sessions.
In our case, it auto selects our international account whilst the transaction bank account with the payment cards should be defaulted to instead.
3 votes -
Support for foreign property income in Dext Solo.
Support for foreign property income in Dext Solo.
3 votes -
Dextension paperwork report
It would be great to be able to attach the Dextension PDF or CSV paperwork report to the email sent to clients, rather than the list of transactions just being in the body of the email. It looks like a dog's dinner and is really hard to read. Being able to attach the PDF would be better.
3 votes -
Pending approval
Can we turn off users seeing an invoice awaiting approval if there are still approvers that need to approve before it gets to their turn to approve. Our less tech savvy boss is getting very frustrated that he gets a list of invoices awaiting approval through on his phone app but they are still awaiting the first approver to approve.
3 votes -
Enable Client Access to Reports in Dext Solo
Clients using Dext Solo currently cannot access their own reports—only partners have this capability. Many of my clients see Making Tax Digital as an opportunity to gain real‑time visibility into their income and expenses. However, without direct access to their reports, clients are unable to benefit from these valuable insights.
3 votes -
Scrolling Issue When Returning from Item View
When I’m searching in Dext in Archives or Current expenses, every time you click on a transaction and then close it, Dext goes back to the top of the latest input – and then you need to scroll all the way back again to get where you were. This can be very frustrating and a fix for it would be great!
42 votes -
Make bank feed available to standard users
We would like Dext to be able to function more like RAMP or BILL spend and expense from this standpoint: That the transactions hitting various bank and credit card accounts will display in a bank feed so the users are prompted to know which transactions they need to upload paperwork form. We would like to make this available to standard users, or at least create the ability for us to allow a users to see the bank feed WITHOUT giving them publishing rights. This way clients can be more proactive rather than waiting to receiving paperwork requests.
27 votes -
Lock Dates for expenses
Is there a way to close periods/dates in Dext so that they cannot be used to prepare new expense claims?
10 votes -
Spending limits per category for expense claims for employees
I have had one client I have recently onboarded onto Dext and one thing they mentioned regarding expense claims seemed interesting.
They currently do their expenses manually and employees only claim £X per day on certain expenses such as evening meals whilst working away. They put the full invoice/receipt on their expenses claim, but in terms of an amount they only claim the limit of £15. A feature where you could set spending limits per category for each employee (With potentially the option to do granular levels for each employee and the option to do a blanket approach across the…
2 votes -
Approval Workflow Conditions
for approval workflow, if you can add between certain amount and under certain amount as new conditions, that would be great! Thank you
8 votes -
Automatically add invoice number to descriptions
It would be great if you could add support for dynamic field tokens in the description field — so it can automatically pull in details like the invoice number (e.g., {{InvoiceNumber}}).
We’re a construction company working on a cost-plus basis. We attach all cost invoices to the client’s invoice and include each invoice number in the description to make things easier for clients to follow.
6 votes -
Missing Electric Mileage Rates
In the mileage feature to claim back Government official rates - you are missing the second rate for company cars that are electric. Home charging is 0.07p, but from a public charger it is 0.14p. Can you update your software to show this.
3 votes -
Sort Approval by Next Approver
To be able to sort approvals via next approver would assist multiple users in our organisation to simply find their own invoices to approve.
17 votes
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