1690 results found
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reconcile date entry
I use this program to reconcile several bank accounts. I think it would be nice to be able to set each account as reconciled up to a certain date, so that if an old receipt is submitted it would be flagged, and so it may be able to get the date order correct. November 1st instead of January 11th etc.
1 vote -
Duplicate Item Review by End User
Allow the End User to determine whether a duplicate expense entry is correct or not. With the current set up, the End User is unable to get similar looking expenses into the system and it's quite frustrating needing to wait for the Admin to review and approve. First they must notify the Admin that they are having this issue, then the Admin needs to approve the duplicate item, at which point the End User needs to return to the app to complete the data entry. This process is extremely inefficient.
There can be two layers of review for duplicates if…
6 votes -
Extract name of entity invoice is addressed to
For multi-entity accounts with the same suppliers it would be useful if Dext could identify if the invoice has been submitted to the correct Dext account.
2 votes -
Supplier Address
Dext should also extract the address including the country.
6 votes -
1 vote
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importing income statements
Being able to import income statements
1 vote -
Increase the automatic refresh from Xero to Dext
Increase automatic refresh for 48 hours
2 votes -
Add favourites/Filter categories in both the Mobile/Web app
In the mobile app can you filter accounts or sort by most used or last used in app. It would be handy not to have to scroll through entire list when I always use just a couple accounts when scanning in a receipt
45 votes -
Publish Reference Number to QBD for Receipts
Currently the Document Reference in Dext is published to Ref. No. in QBD only for Invoices and Credit Notes. It would be very useful if this could work for Receipt-type items too.
2 votes -
Time stamped approval on PDF export
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.
5 votes -
email notifications
As an Accountant User working on my clients accounts I would like to be able to receive email notifications for my clients accounts so that when a document is submitted by any user in this client account Dext Prepare informs me. I would also be able to customise the email notifications I receive for my clients accounts for each client and select what type of emails I receive based on the client (document uploaded, document published, document rejected, etc.)
7 votes -
Multiple business centers expenses on one invoice!
Ability to code out items from the same invoice into multiple expense codes
1 vote -
Partial match of PO
There is a huge problem right now with PO matching within Dext. The partial match of an invoice with a PO doesn't work properly.
If a PO is 1000 $ and I have an invoice of 500$ for this PO, I still need to match my invoice and remain open, because I'm going to receive future invoices related to the same PO later. However, right now, the PO matching doesn't work with partial amount.
***NOTE : PO match is not equal to PO being closed. I'm not talking about the PO being close, I'm talking about PO being matched and…
3 votes -
Description before uploading in website
I'm surprised this isn't a feature yet. When you are adding a document online via the webpage there is no area to give a description for the document before uploading or even right after. You have to wait for it to be processed, then go into it and leave a note. For someone who submits receipts & bills both on the phone & webpage it would be very nice to have that feature on the webpage. I am frequently submitting documents that I would like to leave a description for so my accounting team can then know where they might…
158 votes -
Multiple Category
In the Category's (Xero cost codes).
Some of my suppliers use multiple category's can you make it so you don't have to scroll through all of them just to get to the couple you use for that supplier.2 votes -
Save Highlighted Text
What is the point of having a highlighter feature when it doesn't save what you have highlighted on the document?
2 votes -
Add Deposit method
Add a method to add Deposits from Dext straight into Quickbooks. Now when we get a cheque, we have to manually enter it into Quickbooks instead of being able to use Dext's automatic software.
1 vote -
make it easier to see which account I'm submitting to
I have several Dext Prepare accounts. I'm trying to add a document via Dextextension - I'm allowed to select to submit to Dext and choose Costs, but it doesn't ask me which account I'm uploading to. I've checked all of my accounts and I don't see the document in any of them.
2 votes -
Customer Column
When I click on PDF Preview, or Export the PDF version of an Expense Report, I'd like to be able to view the Customer column. At the moment it's only visible on CSV which is not the ideal format for me.
3 votes -
Export expenses in Pastel Partner format
Export expenses in format that can be imported in Pastel Partner Supplier journal without so much editing needed
1 vote
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