1543 results found
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Assign reminders to user, or external contact
Add the ability to assign a reminder (based on invoice due date) to either an internal contact (i.e. a Dext user) or an external client contact. Reminders sent to external users could contain a spiel such as 'Document xyz is due/expired. Please reply to this email with a PDF attachment of the current document' in order for it to be captured directly in Dext.
1 vote -
Supplier request emails
Would like to have the supplier request email from the client name instead of from Dext as this could go into the spam inbox and never be received
3 votes -
Mark individual line items as billable to or not billable to a customer or customers
Unfortunately, simply not putting the customer on the line item does NOT solve the issue. I track my costs to my customers but sometimes I include the subscription for QBOnline and sometimes I invoice for it. I ALWAYS track my specific costs to a customer whether it is billable to them or not as I use PROJECTS. Please fix this. It's a simple toggle on each line item - billable? YES/NO. I have multiple customers that use this feature as we use projects extensively (architects, interior design, etc.). AutoEntry can accomodate this need.
1 vote -
Dext App Camera Auto-Focus Enhancements
The Dext mobile app can be improved if there was a second button to trigger the main camera's auto-focus before taking a picture. It would be more convenient than having to moving the phone closeup and back to trigger it manually. Also, most phones nowadays have multiple cameras. The ability to alternate/select different cameras (at least in the settings) is rather expected.
5 votes -
Insurance document fields
Add the ability for insurance documents to have a variable for sum insured. This is currently extracted and recorded in the document summary, but would be useful as its own value.
1 vote -
Email reminders based on document due dates
When a document due date is reached (or at a predetermined interval before or after that date), an email notification should be sent to the document creator, or another assigned user. Alternatively, if Dext was to extract the Primary Contact email address from Xero, these reminders could be sent automatically to the client or other assigned contact to request updated documents from them.
1 vote -
Automatically Flag Documents Based on Due Dates
The ability to automatically flag documents based on their set or extracted due date would be incredibly useful for managing document expiries, making it clear what needs action. This automatic flag could ideally be set on a value, such as +/- 7 days, or 1 month from the expiry, with these assigned values possibly being based on document tags.
1 vote -
Add expiry date as a separate value to due date
It would be beneficial to assign multiple dates to a document. Having an expiry date (as extracted from a document), and a separate due date (for when the task needs to be completed/updated by) would give more control over the workflow and documents. For example, an expired document should be updated by no later than 1 week after expiry.
1 vote -
Partner Invoices
Please improve the invoices partners receive to have a detailed breakdown for each customer similar to Quickbooks invoices. It helps will allocating the costs to customer projects.
3 votes -
Custom Extraction Field for Invoices and Statements
Ability to create a custom extraction field (or column for statements) on specific suppliers' invoice/statement (e.g. a delivery location detailed on an invoice if a single supplier delivers to multiple sites, or a delivery location column on a supplier statement).
1 vote -
New tax setting that Post PST as Zero in QBO
Oct tax settings update: The taxes are not working in all clients. Because we are in BC Canada I have my clients set up for two taxes. I think that the default tax setting for cost on GST/PST. Several invoices only have GST charged on them and the now the PST is processed into QBO with zero tax. In the past on extract tax it would extract the GST and mark the bill as GST only in QBO. Now it looks correct in Dext but when it is entered into QBO the tax code is GST/PST with zero in the…
1 vote -
Modify the 'Reference' field in Dext to only allow up to 18 characters. Paying expenses in Xero the Reference field can only be a max of 18
Paying expenses in Xero the Reference field can only be a max of 18 characters to align with bank reference field, otherwise you have to manually change Reference field to fit. Could this field be modified.
1 vote -
Grimco
Invoice fetch
1 vote -
Recycle bin
A recycle bin that allows user to see erased documents for 30 days after deleting document.
1 vote -
expenses report
There will be usefull to be able to a montly report of all expense for sole entrepreneur without using another software
2 votes -
"default business"
Set a default "business" for the mobile app.
I have my own business (on mobile this is primarily to capture receipts) and then I also have access to a client's business (for reviewing, never adding). Because I have two businesses, when I open the app I need first select my own business which defeats the purpose of the very nice setting of "Open on camera".
2 votes -
Set a budget
Have the ability to set up a budget by category, so that when expenses uploaded and processed the totals show against budgets set.
2 votes -
Class & Location
We have been using Dext for over a year, and have just recently realized that in the Costs section, if you type in the Class & Location, it does not carry over into the Edit Line items area. This has caused a huge headache for our Controller, as I didn't know this would auto-populate different location information than what was entered.
Please find a way to make these two areas match.1 vote -
Notification settings to move from daily to monthly for certian users.
Notification settings to move from daily to monthly for certain users so they are not receiving notifications all the time.
Can you add a user with the default to no notifications? I have executives to add as users and they don’t want 300 emails a day. They also don’t want to opt-out, so why can’t you choose on/off when you set the user up?
1 vote -
UI - Non-functioning/not required scroll bars
File navigation has non-functioning scroll bars. They may be required for longer file paths, but shouldn't be present when all information is visible on screen.
1 vote
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