1609 results found
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Mileage Claim - Save Favorite Destinations
Save "favorite" or "frequent" destinations so you don't have to type them in each new claim.
26 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 -
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
81 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 -
Mobile App Approvals to have the assigned to me tab
On the mobile app, it would be very helpful to have two tabs for the "assigned to me" and the "all items" as you see on the web version. Currently there is nothing that easily shows who the next approver is in the mobile app. Additionally, notifications on the mobile app when new invoices need approved.
14 votes -
Solo - Rental property filter on tax report if multiple properties
It would be handy to filter each property on the tax report. This is currently available on Transaction summary but shows all categories and if using rental statements, will show the costs separate to other expenses incurred.
3 votes -
Deleting Rental Properties in Dext Solo
To be able to delete properties in Dext Solo. What if a client sells one?
2 votes -
Review duplicates on Expense Claims
The “Review Duplicates” feature is currently restricted to users with admin permissions. In cases where internal employees use Dext solely to manage their own expenses and are restricted from accessing wider company data, they are unable to review duplicates despite needing this functionality.
It would be beneficial to either add “Review Duplicates” as a separate permission toggle, or include it within the standard user role permissions by default.2 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?
9 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…6 votes -
Move Extract by Email Address to Create User Menu
Could editing the Extract by Email Address be added to the User Creation menu?
We always shorten this email address, so we have to send a follow-up email to let the user know the new address. The extra email could be eliminated if Extract by email was moved to the Review and invite screen.
2 votes -
Ensure QBO Audit Log Reflects Actual Dext Publisher (Not the Connector User)
Currently, when Dext is connected to QuickBooks Online (QBO), all transactions published from Dext are recorded in the QBO Audit Log under the user who originally established the connection — regardless of who actually performed the publishing within Dext. This creates a significant issue for audit trails and accountability.
For example, if an external accountant sets up the Dext–QBO integration, but the client processes and publishes all transactions thereafter, the QBO Audit Log will incorrectly show the accountant as having posted every transaction from Dext (and the audit log does not say this came from Dext, so makes it look…
2 votes -
Viewing invoice when adding line split in supplier set up
It would be helpful when you are adding split line items to a supplier settings if you could view an invoice at the same time, i.e I had a new supplier invoice and wanted to add regular split amounts but as there are multiple lines I cannot remember all the figures that needed to be in each line. If I could view the invoice then I could have added the line items alot quicker and easier rather than having to write down the figures and enter them.
2 votes -
Automated Employee Credit Card Reminder Notifications
Dext currently provides the ability to send reminder notifications to employees regarding outstanding credit card transactions and receipts. However, these reminders must be initiated manually and cannot be scheduled based on predefined filters or criteria.
Recommendation:
Introduce a workflow automation feature that enables administrators to schedule recurring reminder notifications (daily, weekly, fortnightly, or monthly) based on selected filter criteria, such as:Outstanding receipts.
Missing documentation.
Specific employees or departments.
Transaction age thresholds.Benefits:
Reduces manual administrative effort.
Improves employee compliance with receipt submission requirements.
Ensures timely collection of supporting documentation.
Provides a more scalable solution for organisations with multiple cardholders.…2 votes -
Supplier statement extraction
If there invoices missing in both Xero and Dext, please can you just allow us to upload those missing invoices straight from the statement in Dext.
There could be tickboxes next to each invoice line which we can tick and then hit an 'upload' button to send them to Xero.
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?
2 votes -
Bank reconciliation on Dext Solo
To enable us to check that bank transactions have been uploaded correctly we need to be able to check postings to the bank or at least see the bank balance figure on screen
3 votes -
Annotation
Bonjour,
Pouvoir annoter un document déposé dans Dext, sans devoir l'annoter AVANT/APRÈS la publication dans Dext.
Merci!
3 votes
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