1836 results found
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Avoid Additional costs
When I have reached my monthly quota I don't want to be charged extra. I want an option not to go over my quota
2 votes -
Export expense reports in MM/DD/YY format
Export expense reports in MM/DD/YY format
4 votes -
Debtor remittances
Bring in the same brilliant functionality for debtor remittances that you currently have for supplier statements when matching total & payments in bank to outstanding supplier invoices in the system. It would save a lot of time if you could feed the remittance advice received from the client to Dext and Dext could identify the outstanding invoices being paid in the system. if Dext could check these items when you go to reconcile the receipt in bank so that it automatically applied the payment to the outstanding client invoices being paid that would save heaps of time. You could provide…
1 vote -
Allow selection of 'none' or 'is missing' in Approval workflows for tracking codes
This would help allow very specific targeted rules to be set up for any submitted items with missing information in these fields if they are mandatory
1 vote -
allow reordering of workflows within approvals
Currently need them set up carefully in order with exceptions first and cant change if new accounts, etc become exceptions and need to go at the start of the process. Would be good if we could reorder as you would currently have to delete some or all existing workflows and set back up if you need to create any new exceptions at the start of the process.
1 vote -
Link with XPM to bring users from the contacts
Would be handy if Dext can suggest users from the contacts for the entity when you link a xero file to Dext
1 vote -
Audit Trail Report by User for a date range
Dext Prepare - Audit Trail Report by user for a date range
The goal is to see what actions an individual user has performed on Dext Prepare for a specific date range. This would be similar to the History by user report in Xero that shows the type of action (e.g. add item, edited item, archived/deleted item, published item) along with the date/time of the action and allow a link to the item to investigate further. This will allow us to investigate what a specific user is doing to identify training needs to improve their use of Dext Prepare.3 votes -
Update 'New' Payment Methods from the Categorization page
We have the ability to Add a Payment Method from the categorization page, but how about being able to update a new payment method that Dext created automatically. I like that Dext draws my attention to a new payment method, but it's inconvenient to have to exit the receipt I'm working on in order to update it, find the lists under Business Settings and then return to the Inbox.
Similarly, if Dext thinks it's a new payment method but it just misread the receipt, there is now another payment method in the list that is not real. You think it…
1 vote -
Add Note to Supplier Statement Detail line
Add notes to supplier statement detail for the row similar to the Cost Inbox but using a pop-up box.
2 votes -
unit cost
unit cost tracking - I am interested in the cost of individual line items on invoices.
4 votes -
Please can you display calculated sum(Base Totals) on Active / Selected records?
Please can you display calculated sum(Base Totals) on Active / Selected records?
5 votes -
reconcile date entry
I use this program to reconcile several bank accounts. I think it would be nice to be able to set each account as reconciled up to a certain date, so that if an old receipt is submitted it would be flagged, and so it may be able to get the date order correct. November 1st instead of January 11th etc.
1 vote -
Control which clients can have access to paid features on partner accounts
Block specific clients from accessing paid features on the partner's account.
Control which clients can access and used paid features such as:
BSE
LIX
Supplier statements
BoostsSometimes a client will use this YET the partner is billed unknowingly...
I have had this requested so many times across my partner base!2 votes -
1 vote
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Assign Clinet to existing repeating work flow form within the client space
Be able to add a client to an existing repeating workflow list from within the client
1 vote -
importing income statements
Being able to import income statements
1 vote -
1 vote
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AI description suggestions
I just wanted to leave feedback about your AI feature, for suggesting the description for expenses. The AI adds 'for the office' for no apparent reason, which I think should be changed. Many expenses don't apply to an office. The company I'm currently working on is construction, and when it pulls a description, for example "paint and brushes", it will add 'for the office' at the end and I always have to remove it.
1 vote -
Handle Stripe emails attaching invoice and receipt (both in PDF)
Be able to accept emails that attach both an invoice and receipt in PDF. Stripe sends emails like this routinely, and if Dext doesn't accept emails with two attachments, then user must manually remove one of the attachments before sending. Stripe is a major payment processer for the vast number of online software subscriptions services in North America, so many customers get email from their suppliers (sent via Stripe) that contain both invoice and receipt. The service providers typically cannot control how these emails are configured or where they go, so it would be incredibly helpful if Dext could accept…
1 vote -
Increase the automatic refresh from Xero to Dext
Increase automatic refresh for 48 hours
2 votes
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