1605 results found
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view previous coding - select code not just view
View previous coding in Dextension for QBO - instead of being able to just see past coding for the supplier - it would be nice to apply the code to the expense we are working on as well - would save time and make that function a better flow tool
1 vote -
i want to pay a statement and have underlying invoices to be marked as paid
After reconciling a statement with invoices in DEXT.
I want to pay a statement and have underlying invoices to be marked as paid1 vote -
Quickbooks new Bill layout
On quickbooks online they have changed/modernised the Bill transaction.
It seems like Dextension does not display the attached document anymore on the new layout.If this could be changed, it would be awesome because the automatic display of the attachment is the best feature of Dextension by far!
Thank you!
1 vote -
Invoice approval quantity
On the approval screen where you have the line item breakdown to have unit price and quantity data visible to the reviewer to ensure the detail has been entered rather than just a quantity of 1 and the unit price being equal to the net invoice amount
1 vote -
mileage claims pull through reg number
For mileage claims, would it be possible to pull through the car reg number for the pdf output created? A partner requested it as it would help with reconciliation and they would replace Tripcatcher with Dext
1 vote -
Amazon Freight
It would be great if you can integrate Amazon Freight for all countries.
1 vote -
Document Archive
Similar to the costs archive, it would be beneficial to have the option to archive documents (without deleting them), and to automatically archive older versions of a document. We would benefit from two immediate use-cases with this feature;
1. Being able to maintain records from a supplier/client who is no longer current who we still require records for, and
2. Enables iterations of documents with annual renewals (e.g. insurances) where a document can be replaced with a new version and the existing copy is archived.2 votes -
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 -
Manual Entry PO Number
We would like to be able to add PO numbers before publishing. Businesses use this system even if the invoice does not have a PO - clients will add one by hand.
8 votes -
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
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