1557 results found
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Approval Workflow Conditions
for approval workflow, if you can add between certain amount and under certain amount as new conditions, that would be great! Thank you
9 votes -
Make bank feed available to standard users
We would like Dext to be able to function more like RAMP or BILL spend and expense from this standpoint: That the transactions hitting various bank and credit card accounts will display in a bank feed so the users are prompted to know which transactions they need to upload paperwork form. We would like to make this available to standard users, or at least create the ability for us to allow a users to see the bank feed WITHOUT giving them publishing rights. This way clients can be more proactive rather than waiting to receiving paperwork requests.
27 votes -
Addcomment on invoices awaiting approval
I've noticed that invoice approvals are sometimes delayed for valid reasons, such as awaiting further clarification or documentation. Currently, we have no way to add a comment while the invoice is still pending approval—comments can only be added after an invoice is either approved or rejected.
This limitation creates unnecessary follow-up work, as we have to chase approvers directly to find out the reason for the delay. If there were an option to add a comment or note while the invoice is still pending, it would:
Allow approvers to provide context if they need more time or information
Reduce back-and-forth…
5 votes -
Exporting Purchase Order Numbers in CSV Files
You should be able to export the purchase order numbers that are extracted from the invoices. This is vital information to the business that needs to be retained with the invoice information.
19 votes -
Extended Color Flags to Expense Claims
Different color flags extended to Expense Claims, mirroring the new color flags in Costs, for users who need items to retain their flags after moving them.
2 votes -
Automatically add invoice number to descriptions
It would be great if you could add support for dynamic field tokens in the description field — so it can automatically pull in details like the invoice number (e.g., {{InvoiceNumber}}).
We’re a construction company working on a cost-plus basis. We attach all cost invoices to the client’s invoice and include each invoice number in the description to make things easier for clients to follow.
6 votes -
Sort Approval by Next Approver
To be able to sort approvals via next approver would assist multiple users in our organisation to simply find their own invoices to approve.
17 votes -
Allow for partially paid invoices to be paid on payment runs with the remaining outstanding balance
After trialling our first payment run, we noticed Payments does not allow for partially paid invoices to be included. These could have overpayments assigned to them or even just credit notes.
It should be possible to include partially paid invoices by including only the outstanding balance. For security, when these are added to the payment runs, it should come with a warning; even when approvers are checking the runs it should require their sign-off prior to complete approval.
2 votesWe currently support the inclusion of partially paid invoices. Support for applying unallocated balances such as credit notes, prepayments, and overpayments to invoices will be available soon.
If you need any assistance in the meantime, please contact our Support team at support@dext.com or via the in-app chat and we will be happy to help.
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Integrate with Pheonix agdata
The client is requesting to integrate with Pheonix agdata as this is the major tool they used for their accounting.
2 votes -
PO to Sales Order (Sage50)
When publishing m a PO under sales in Dext to Sage50, it automatically creates it as a sales invoice. It would be ideal to have this publish in Sage as sales order. Sage already has a seemless way to covert a sales orders to sales invoices once our jobs are ready to ship. Having this solution in where dext publishes a po to Sage as sales order will help improve manual entries of our POs into Sage 50 from he onset.
2 votes -
Advanced Search - partial characters
Search function in Archive be improved to show results with the partial characters of the data being searched. For example, I was searching "13295" but there was no results because the exact reference number was "00013295"
7 votes -
Publish Bills to QBO at line item level to capture cost specific dates and "Locations"
I want to be able to publish each cost from an employee's expense claim separately to QBO because I want to record "Locations" and the date of each cost in QBO. The "Location" information is important for internal reporting, but the date of each cost is critical for accurate Canada Revenue Agency GST quarterly reporting.
1 vote -
Mileage tracking South Africa
We urgently need mileage tracking in South Africa.
1 vote -
Mileage for Ireland
Enable Mileage tracking for Ireland
1 vote -
Message icons change to reflect message status
On the main screen, you can enable the display of Notes/Messages which gives you an icon on the far right if you have recorded a note or sent a message to a client. My suggestion would be that the message icon changes (or changes colour) to indicate whether the message has been read and a different icon (or colour) if a reply has been posted. Much like WhatsApp and any other messaging interface really.
2 votes -
Query invoices
It would be good if we could query purchase invoices directly in Dext - for example, if we have been overcharged, we could query the cost on the invoice directly to the supplier
1 vote -
Owner notification email wording for adding new users
I think the wording for your notification email which is sent to the account owner when a new user is added, should be changed...it is confusing - it suggests that the 'email-in' address should be changed by the owner....It should be a more simplified email that says a new user has been added to your Dext account, if you did not instruct this then please contact us now. If this was you, please ignore. If you wish to pass these details onto your new user, here are their email-in details.
1 vote -
Supplier statement reconciliation
I have a case where the supplier statement line item dates are being extracted from the due date rather than the invoice date. As I had not initially noticed this I opted for Request documents ( which takes away the Report error option). Of course the relevant invocies are in fact present but dated differently form the dates extracted from the statement. Now I cannot adjust the line item dates to properly correct the reconciliation rather than just marking it reconciled . I suggest that the line item dates should be manually adjustable to avoid this sort of error.
2 votes -
Notification to submitter once Auto Expense has been generated
At the moment only approvers get notified once an expense claim has been submitted for approval. I think it'll be helpful for user whose claim it is to get notified as well once an Auto-Expense claim has been generated, so that they know they need to review it and submit it to the approver. Employees need reminders like this to avoid expense claims sitting in limbo.
1 vote -
Solo - option to link bank feed from a specific date
It would be good if the client could have the option to choose a date from when they would like the bank feed to start. When a client starts part year or first year it can take quite a while to scroll down and bulk edit transactions not needed or from previous year and if a clients bank feed gets disconnected, where they have to start a brand new connection, this has to be categorised as duplicates or will still show as to review in the reports section.
1 vote
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