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  1. The PDF report from Dextension looks cluttered due to all transactions being in one column. hard for clients to read. Please split out between debits and credits.

    1 vote

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  2. It was mentioned on the recent product webinar that a Firefox version of Dextension had a prototype in development - this would be very useful for those of us who use Firefox.

    1 vote

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  3. When I use the 'Multiple' option in the Dext app for uploading receipts, it would be nice to set the category for an entire group of photos. That's what I thought I was doing when I used that option, but only just realized today that it is only categorizing the first photo of the series! Some way to group and categorize items would save lots of time.

    3 votes

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  4. Adding a feature showing an e-transfer was received by a client for either their NSF payment, a payment towards their loan or a payout of their loan would be appreciated.

    1 vote

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  5. Allow bank feed with Bill(.com) Spend & Expense account (Formerly Divvy). Thanks

    2 votes

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  6. Could you un-highlight the 'supplier rules' if they have already been set up. So this would only be highlighted if no supplier rules are set up.

    2 votes

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  7. I would like to be able to turn on a warning if a receipt is being published without being classed. Like we can with creating new suppliers.

    1 vote

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  8. Hi,

    I just want to provide some feedback -- for the DEXT SOA function we would like to feedback on few things:
    1. When sending out the email to request for missing invoice, can have the function to add cc and tailor the email title?
    2. Some of our client is having different outlet (under the tracking categories) and there will be having few SOA for 1 supplier. Under this scenario, we are unable to match the SOA. Not sure if in future it will be possible to have the filter to match SOA function.

    1 vote

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  9. Reporting by customer so I can pull all invoices or transactions attributed to each customer.

    1 vote

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  10. Retain Original Email Trail after merging documents.

    2 votes

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  11. See unmatched bank transaction in Mobile app (to prompt uploading reciept)

    1 vote

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  12. Is there a way where dext precision will identify potential mis-codings of tracking categories? (Like it does for account codes and tax codes)
    E.g. a supplier is usually coded to tracking category A, but one invoice has been coded to tracking category B (Potential mistake)

    1 vote

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  13. Can the name of approver and time of approval be included in the PDF export of an expense report? This will eliminate manual signing on the report.

    4 votes

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  14. Would really like the new 'Extracted PO Number' field included in some of the CSV export options. Ideally the Dext Prepare Default to be specific

    5 votes

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  15. Connections for Sales - Deliveroo, UberEats, Justeat

    1 vote

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  16. Enable two types of Export: "Export (and update the status) , Export (and do not update status).

    This would enable users to create excel extracts for offline analysis (I use it as a quick way to review income) without overwriting the "InReview / Ready" status info that is othewise visable in Costs Inbox view.

    1 vote

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  17. When travelling, staff have per diem costs - these don't have receipts and are fixed costs per meal or day. They don't need to provide receipts for these. Would be great to be able to add these costs to an employee's expense report as currently we have to add them later in Xero and they are easily missed.

    5 votes

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  18. By putting the Invoice Fetch setup and management into the Costs Section it would be much easier to see and will encourage clients to set up new ones and manage any current ones that need to be updated. It's lost down in the Business Settings area.

    1 vote

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  19. I wish to attach the underlying invoice to the expense report in Dext so that when it integrates with QBO, I have the expense report and the underlying invoice together.

    8 votes

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  20. Currently, the Paperwork Match feature only allows Dext to attach the image/pdf to the transaction in QBO, but it would save sooo much time if Dext could also update other parts of the QBO transaction (like Category, Desc., Memo, Ref., Class, etc.). I often request receipts from clients for expenses I have already added to the books as an "Uncategorized Expense" and it's great that Dext can automatically attach those receipts to the charge, but it doesn't save me from having to still find the transaction in QBO to update other details like the Category, Memo, Class, etc.

    1 vote

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