1670 results found
-
User defaults added in User section
Set up User Defaults in the same screen that holds their email address, phone number, manager etc.
When users are set up there is a field where we can enter theirManager (for approvals). Why can we also not add their user defaults in the same screen. E.g. the default bank account or default school/ cost centre? Users should not have to go into Business Settings - Lists - Bank Accounts etc.
1 vote -
Allow 'clear publishing data' of approved items
Once items are approved, allow the 'clear publishing data' option. Otherwise, for errors that need to be corrected, the item needs to be rejected and then re-approved.
2 votes -
Extract UK VAT Numbers
As UK VAT Numbers have recently been added to the workspace. It hasn't been available to extract in PDF or CSV format. If it was able to, this would be of great help!
1 vote -
Customizing the Details tab
It would be great if we could customize the details tab with a few of the fields. Product/service seems to be a reoccurring issue for my clients thinking they need to populate something here as it is on the details screen. So they add things like the word 'supplies' but it is not necessary. It would be great if we could remove it from the screen I do not use. thanks Jill Smith Saved by the Bookkeeper.
4 votes -
Limit user privileges so that they cannot add a new supplier
Please provide the option (toggle button) to prevent users from adding new suppliers.
52 votes -
Purchase Order
I like that Dext can extract a PO number, but sometimes they aren't always numbers. Can you make this a more open field?
Also, now that you have the extracted PO number, this function doesn't work if you merge items. I merge our sales order confirmation with our invoices once recieved. However, I loose the purchase order function when this happens.
2 votes -
Push notifications for mobile device when Approval requested
It would be great if we could enable push notifications to your mobile device when an invoice requires your approval. Currently, there are only the email notifications but all of my team mostly completes their approvals while they are on the road via their mobile applications.
4 votes -
Make the 'Customer' field mandatory when submitting via the Mobile app
On the phone app, prompt the user to choose a customer, making it mandatory to upload the picture
1 vote -
sales invoice category default
- Have a setting to default all sales invoices to a particular category.
- Also allow a setting to auto-populate all new customer names, as all new customer names are only suggested currently.
This would then allow us to autopublish all our sales invoices via dext directly to our accounts system without having to log into dext to carry out both of these tasks daily.
9 votes -
Expense Claim PDF export
I would like for there to be an option to edit/filter what is put onto an expense PDF/Export. For example, the ability to remove tax / net value, and only display gross values.
1 vote -
QBO Tags (Custom Fields)
Need to be able to use Tags from QBO on supplier expenses. Please add this from QBO integration.
18 votes -
Auto Select Page Layout
When scanning invoice into Dext that Dext can auto select page layout e.g. if the document is landscape Dext auto corrects to show in landscape
1 vote -
Bank Transactions Match Details
Show more details in Match column. So it is clear whether the transaction has been published to Xero or just simply has the paperwork in Costs Inbox.
2 votes -
Ability to Capture and Sync Balance Due (Not Just Invoice Total)
Currently, Dext only captures and sends the invoice total to QuickBooks Online. For outgoing invoices, this creates issues when a customer has already made a partial payment, since the balance due is often different from the total. This forces manual adjustments inside QuickBooks for nearly every invoice.
I would like to request an enhancement that allows Dext to:
Recognize and extract the Balance Due field (when present on an invoice).
Provide a setting or toggle so users can choose whether to publish the Total or the Balance Due to QuickBooks.
This improvement would reduce manual work, eliminate errors, and make…
1 vote -
Dual integrations setup - defaults for Costs/Sales
Be able to choose the default integration by section - Cost vs. Sales.
2 votes -
Vault Summary Column
Dext Vault: Dext Vault in the Folders View and inside a folder, have a column with a Summary icon we can hover over and read (similar to how we can do that with Notes and Messages).
2 votes -
Date format based on user's location
Ability to choose how the date format is presented in Dext for different users, eg. for US based users (not used to it), a business can have people in different locations with different expectations.
2 votes -
Add symbol beside category field (AI vs Supplier Rule vs User chosen)
Can you please add a symbol to denote if a user who uploaded the document via mobile specifically picked a category? Currently if Dext makes a category suggestion, there is a symbol beside the category name. It would be nice if there was a symbol to show if the category was entered because of the supplier rule or because the mobile user specifically chose it. Thanks!
7 votes -
Vault from mobile app
Scan directly to the Vault from the Mobile App. Similar to Costs and Sales.
3 votesThis is planned, thanks for raising
-
Return to inbox setting after publishing, instead of viewing the next item
Provide a setting that allows users to return to the Inbox after publishing an item, rather than the next item detail.
1 vote
- Don't see your idea?