1543 results found
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User Permissions
Be able to add users to the Dext account with Vault access only. We have an internal contract administrator who would be using Vault for managing contractor insurances etc, who doesn't need access to other parts of Dext.
2 votes -
auto-filling the Description and Category based on a selected Product/Service
There is a new feature added to auto-fill the Description and Category based on a selected Product/Service. Can you make it an option to turn the auto-fill off? We have custom descriptions for all of our expenses, so it is very frustrating when the description gets over-written if the the Product/Service is selected AFTER typing in the Description.
5 votes -
Allow photos of bank statements for extraction
Since DEXT is all about the ease of uploading photos of receipts, I would like to request that photos of bank statements for the extraction tool be an option. I am currently having to print the photos the client has uploaded, scan them, and then upload the scanned documents for extraction. In doing this, the quality of the photo is lost, and then the document often gets rejected.
3 votes -
Purchase Order field - include as option on Costs Inbox filter
Please could we add the Purchase Order field on the costs inbox page. I have to manually key in the information in the the Doc Ref in order that I can search for it. Which is pretty time consuming. Many Thanks
12 votes -
Category Assign per document description
I would love to see an option for auto-categorization that uses certain words from a bill.
ie. when a subcontrator/vendor who charges mileage - the word "mileage" in his bill would then be used to categorize under travel, but when the same contractor bills "advertising" then auto categoriztion would pick this up as advertising&Promo category, etc. before auto-publishing1 vote -
Person posting from QBO
The person logged in to Dext should be the same one as the person publishing to QBO. It makes it easier to know who did the work.
2 votes -
Reorganizing the Details tab to show matchs
I would like to suggest on the item details tab that you move the notification that there is a match higher up on the screen. It is out of view until I scroll down on the page. I generally work from the top to the bottom and it is frustrating when I see there is a match after populating the details. This would be really helpful I think
2 votes -
Year end dates in settings
Be able to set business year end in business settings as i.e. 31 March and be able to link to say those dates are what should be used for tax year 23/24 etc as can't change on SA301F summary report (and can't change dates unlike on transaction summary)
1 vote -
Automatically Create Folders for Suppliers
We require insurance certificates of currency from the majority of our suppliers. It would be helpful if a file structure could be created for suppliers in Dext, based on the Suppliers List under Costs for these to be stored in.
2 votes -
Automatically Apply Gmail Signature to Xero Paperwork Requests via Dextension
Currently, when sending paperwork requests from Xero through the Dextension, the user's Gmail signature is not automatically included in the request email. This requires us to manually add our signature, including the company logo, phone number, booking links, and other essential contact information, to each request. This manual process is time-consuming and prone to errors.
To address this, I propose the following feature: Dext should automatically detect and apply the user's Gmail signature to the paperwork request email generated by Dextension.
This feature would allow users to send professional and complete paperwork requests without manual intervention. The benefits include:
-…1 vote -
LOGICIEL VENTES
Mes clients m'ont fait remonté que l'outil de gestion vente n'est pas fonctionnel:
Pas de possibilité de case d'acompte - URGENT
Pas possibilité de rajouter le N° téléphone ainsi que l'adresse mail
Pour le client qui ouvre le devis > compliqué de télécharger le devis pour le client extérieur urgent2 votes -
Allow all employees to be added to 'auto expense claims' without the need to tick each individual user
In settings under 'automation' you can select users to have automatic expense claims for any invoices they submit; it would be good to have a 'select all' or even 'apply to all employees' feature. Often when a new user is added, it's easy to forget to add them to the list of 'auto expense claims'.
1 vote -
Back up invoices and documents on Tresorit
Hello. It would be great if your team could look into adding Tresorit as a cloud storage provider. It would be greatly appreciated!
1 vote -
Arrange and total by Project or PO#
Added Totals of multiple receipts by Project or PO#
3 votes -
Tax Return Box for replacement of domestic items
Self explanatory - so we can separate out appropriate cost of replacement items to ensure maximum deductions for clients. Most clients will tend to include these in repairs
1 vote -
Provisioning and Deprovisioning users
Would like to be able to provision users from Azure and the account be created and email validated without having to manually create users in the platform.
Also if eventually account is disabled in Azure then the account should be disabled also in Dext.
1 vote -
Employee checks
Check that employee details in Xero are complete, eg
. missing Tax File Number
. missing super details
. no leave setup (if Permanent or part time)
. Leave balance in excess or one years accruals
. Negative Leave Balances
. no pay runs for employee for a period of greater than X months
. terminated employees in last x months
. new employees in last x months1 vote -
Improved Autocategorisation
The Autocategorisation fails to be correct on the most basic of documents. Improve the AI that reads the documents and applies them to a better category.
The current AI is too unpolished to be of any use, for example: a parking company, with "Parking" in the name, has a receipt in Dext. It's a parking ticket. Dext Autocategorisation has categorised this to the "Subscriptions" account. Not sure how it has come to that conclusion at all.
5 votes -
28 votes
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Merge Document Tags
Add the ability to merge tags when duplicates are created.
1 vote
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