1605 results found
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Add a flag/unflag key shortcut
Add a key shortcut to flag/unflag the invoices
3 votes -
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 -
Bills to autopublish to accounting software as draft whilst in Approvals workflow
We currently use ApprovalMax for approvals - bills publish from Dext to Xero as "Awaiting Approval" which are then automatically loaded to ApprovalMax for the approvals process. Switching to Dext approvals would be amazing however there doesn't seem to be a way to have the bill publish to Xero until after the approvals process is complete. Please could this be considered as an idea
4 votes -
Extract VAT based on Currency
I hope this message finds you well. We’ve been experiencing an issue with VAT handling on receipts for non-GBP payments in Dext.
When we upload receipts in non-GBP currencies, Dext appears to automatically read and include the VAT. While this is helpful for GBP transactions, it creates complications for non-GBP payments, as we then have to manually adjust the VAT to zero before exporting to Xero.
We would like to know if there’s a way to automate the VAT treatment for non-GBP payments so that VAT is set to zero by default, or if supplier-specific rules can be applied to…
3 votes -
Edit more fields from the Inbox, instead of the Item Details page
I would like the main page to allow us to not only choose to view any of ALL columns but allow us to also change the data in any column such that we can work only from the main page and hide the columns that we know are most likely accurate extracted data.
1 vote -
autosplit email in option submission method
autosplit email in option submission method
10 votes -
Mileage claim - show miles as quantity
When using the create mileage feature it would be useful if the number of miles was shown as the quantity and the unit price showed as the 45p (less VAT) claimable
3 votes -
Handle Stripe emails attaching invoice and receipt (both in PDF)
Be able to accept emails that attach both an invoice and receipt in PDF. Stripe sends emails like this routinely, and if Dext doesn't accept emails with two attachments, then user must manually remove one of the attachments before sending. Stripe is a major payment processer for the vast number of online software subscriptions services in North America, so many customers get email from their suppliers (sent via Stripe) that contain both invoice and receipt. The service providers typically cannot control how these emails are configured or where they go, so it would be incredibly helpful if Dext could accept…
4 votes -
Consolidated Invoice Import
Some Suppliers give us a consolidate invoice where the invoice contains multiple invoice numbers. Note this is not a statement. It would be good if dext was able to recognise the multiple invoice numbers and associated bill for import
3 votes -
edit document reference in cost inbox
Able to to edit the document reference in the cost inbox rather than clicking on the transaction
2 votes -
Expense claim - Special user privilege just to submit receipts for claim
As we aim to encourage all employees to submit their claims through Dext, we’ve encountered a challenge: the lowest access level currently requires users to input extensive information, such as GL and Class. It would be beneficial to create a new user type specifically for claim submission, allowing users to submit claims without needing to see or enter these detailed accounting details. This would streamline the process and enhance user experience.
3 votes -
Adding new categories
adding categories from the costs screen
2 votes -
Extraction percentage complete for bank statements
Don't understand why you can submit 3 statements at the same time, but only two process quickly and the 3rd one takes FOREVER! Would be helpful to know percentage of completion indicated so I can determine if I should just do manually if it's going to hake hours.
1 vote -
Company Name in the report
Could you put the Company name in the expenses claim and sales report? We can view the report from the staff but don't know from which company. We have a lot of the companies in the Dext. Enclosed attached file for your easy reference. Thanks.
1 vote
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