1605 results found
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Mileage for Ireland
Enable Mileage tracking for Ireland
2 votes -
Missing Electric Mileage Rates
In the mileage feature to claim back Government official rates - you are missing the second rate for company cars that are electric. Home charging is 0.07p, but from a public charger it is 0.14p. Can you update your software to show this.
5 votes -
Customise flags practice-wide for all clients
Would be great to customise flags practice-wide for all clients. We want a standardised approach, especially for the apprentices. Great feature but would make more sense practice-wide than changing it on individual client basis
3 votes -
Automated Employee Credit Card Reminder Notifications
Dext currently provides the ability to send reminder notifications to employees regarding outstanding credit card transactions and receipts. However, these reminders must be initiated manually and cannot be scheduled based on predefined filters or criteria.
Recommendation:
Introduce a workflow automation feature that enables administrators to schedule recurring reminder notifications (daily, weekly, fortnightly, or monthly) based on selected filter criteria, such as:Outstanding receipts.
Missing documentation.
Specific employees or departments.
Transaction age thresholds.Benefits:
Reduces manual administrative effort.
Improves employee compliance with receipt submission requirements.
Ensures timely collection of supporting documentation.
Provides a more scalable solution for organisations with multiple cardholders.…1 vote -
Lock Dates for expenses
Is there a way to close periods/dates in Dext so that they cannot be used to prepare new expense claims?
13 votes -
Smart Split Rules exceptions
When using Smart Split rules, most receipts need both lines but occasionally there is no TIP, so split is not required. I would like just to click on one field to cancel the line item option. Right now, I need to go in and delete individual lines to clear out.
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.
2 votes -
Expense claims for a client
I'm a small business owner and I want to be able to generate expense claims that I can charge back to my clients. I'd like to add costs to an expense report, and generate that as a PDF report (with images) to forward to my client. These expense costs will also be claimed back from business. Not all expenses on my business claim will be claimed back from my client, so I can't just use the same report. From what I understand I can't have the same cost residing in two different expense claims at the same time, which creates…
1 vote -
Supplier statement extraction
If there invoices missing in both Xero and Dext, please can you just allow us to upload those missing invoices straight from the statement in Dext.
There could be tickboxes next to each invoice line which we can tick and then hit an 'upload' button to send them to Xero.
1 vote -
Use Bank statement to auto populate/assign payment date to post to
Use uploaded bank statements to assign a payment date to transactions (rather than posting the payment date as the same date the invoice was raised). This would work for software which does not support bank reconciliation. As Dext already suggests correlating transactions on the bank statement, this could be extended to posting payment dates.
1 vote -
Allow DEXT payments to execute payment runs earlier than 9 am
Payment runs are processed automatically at 9 am on the execution date, which can take a couple of hours to show in the supplier's bank account. It would be ideal to allow for payments to be processed earlier than 9 am or at a chosen time so that the payment reaches the supplier before the start of the working day.
1 vote -
Secondary tax extraction for documents in foreign currency
With secondary tax extraction enabled, two tax lines are present if the document is in home currency. When the currency is switched to foreign currency, that option disappears. There are many vendors that invoice in USD but charge Canadian taxes and we still need the two tax lines on foreign currency documents.
2 votes -
Allow PO numbers to be a reportable field
Dext extracts the PO number from invoices but this cannot currently be reported on. Please could this be made a reportable field?
1 vote -
HMRC Submission feature for MTD-IT clients
We have received a response from the Dext team stating that the HMRC submission feature for MTD-IT submissions is available only to clients who are set up as Business Admin users. This feature is not accessible to clients who are assigned Standard User roles.
As a practice, we have added our client as a Standard User. Changing their role to a Business Admin user could expose us to certain risks, such as the potential deletion of important data. Additionally, it would allow access to features like line extraction, supplier statement extraction, and other functionalities that incur additional charges to the…1 vote -
View invoices awaiting approval in Xero
Ability to view in Xero, invoices that are awating approval or in draft in Dext. This means we don't have to jump between systems or download extra reports to view.
1 vote -
Create Purchase order in Dext
Create the option to create a purchase order in Dext, and then a PO Approval Process. If PO is found when invoice is uploaded have it automatically match and ask user if PO should be closed or stay open for other invoices.
1 vote -
Transcripts for Dext Certification
It would be extremely helpful if a transcript could be provided with each video in the Dext Certification courses. Having access to the transcript would allow learners to refer back to key concepts after completing the certification and apply the learning more effectively in their day-to-day work.
I personally create detailed notes from my training, and transcripts would make it much easier to capture important information accurately. Once the certification is completed, access to the videos may not always be readily available, so having a written reference would provide ongoing value and help reinforce the learning long after the course…
1 vote -
Extract the bank info for suppliers
Additionally, extraction of bank & contact details would ensure that if suppliers change these then RB picks it up to ensure they're correctly paid.
Another client: it would be great if bank account details can also be extracted from invoices, stored within Receipt Bank and then are available for extract via csv. A very timesaving development....
167 votes -
audit history for changes to approval workflow
When creating and changing approval workflows, there needs to be some sort of audit trail where you can see who made changes and when
1 vote -
Support for UAE TRN number extraction
UAE requires that all invoices submitted to Federal Tax Authority contain the vendors Tax Registration Number (TRN). Can Dext support the extraction of tax related data so this can be posted to Zoho / Xero when creating a new Vendor or posting a bill or expense
1 vote
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