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  1. 2 votes

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    1 comment  ·  Admin →
  2. Ability to archive bank transactions once matched so that only current transactions are visible

    2 votes

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    1 comment  ·  Admin →
  3. Have a "hold" or "lock" option that would stop a particular item from being published.

    For example - a bill is uploaded but we are querying the bill with the supplier, I want to be able to lock that bill so if another user tried to publish it they would get a warning message saying "This bill is on hold, you must take it off hold to publish".

    3 votes

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  4. It would be helpful to have the Supplier Statements listed on the main practice dashboard so you can see the amount in any client to process like there are for Costs and Sales.

    2 votes

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    1 comment  ·  Admin →
  5. Would be amazing to be able to create a phrase for Dext to search for - my use case is in Uber and Uber Eats instances where the tip is added after the fact. We get two invoices autosubmitting, one for the original amount and one for the original amount plus the tip.

    If it could recognize the phrase "Thanks for tipping," and note that somewhere viewable before clicking into the receipt it would allow us to be somewhat more efficient in adjusting the extracted amounts to be correct on them.

    2 votes

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  6. Add settings to automatically shorten reference numbers when they exceed the 21-character limit for QuickBooks Online integration. This is an issue for Starlink invoices, especially. INV-USA-########-#####-##

    3 votes

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  7. Be able to select invoice brand in DEXT so that the sales invoice picks up the correct payment terms. It currently just defaults to the wrong brand, putting payment terms in that I have to subsequently remove in Xero

    1 vote

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  8. Is there a way Dext can identify or we can identify Direct Debit paid invoices to those that need to be paid and go onto a payment run? So you have a Credit Card Paid item and Direct Debit paid item (list) and a To be paid Item list

    3 votes

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  9. Currently the app will wait for a connection to Dext, then load current inbox data before loading the camera to take photos of receipts. This takes 5-10 seconds on a good wifi or 5G connection.

    When the wifi and mobile data is turned off, the app can instantly load the camera.

    The delay when loading the Dext app to quickly scan a receipt is frustrating and unnecessary.

    The app could connect and load data in the background while allowing the user to add documents or load the camera.

    Further, there is no guarantee that the internet connection will stay available…

    2 votes

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    1 comment  ·  Admin →
  10. It would be nice to be able to have a report section. In this section you could automatically have it total up the money spent or earned in different categories. By clicking on this report it would total up each category and give you a list of each category with their total $.

    2 votes

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  11. Can you look to add a cost integration for Evri (shipping courier). You have the integration for P2G which I believe is the same company and website set up.

    1 vote

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  12. Please add the feature where we can sync our scanned documents as Purchase Orders into QBO.

    Now we can only sync them into Bills.

    2 votes

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    1 comment  ·  Admin →
  13. It would be nice if the calendar started on Sunday instead of Monday, like most calendars. If you're looking to select Tuesday, you might select Wednesday instead because of where it's sitting visually.

    1 vote

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  14. Retain Original Email Trail after merging documents.

    3 votes

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  15. eg so can easily see all practice admins or easily see who is listed as owner or expense approver etc

    currently colleague list is sorted by name and that seems to be the only way you can view staff list

    1 vote

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  16. It would be really helpful if people could be given permission to see the documents that are processed by other members of their team, without having access to all people

    10 votes

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  17. When I have reached my monthly quota I don't want to be charged extra. I want an option not to go over my quota

    2 votes

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  18. Export expense reports in MM/DD/YY format

    4 votes

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  19. This would help allow very specific targeted rules to be set up for any submitted items with missing information in these fields if they are mandatory

    1 vote

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  20. Currently need them set up carefully in order with exceptions first and cant change if new accounts, etc become exceptions and need to go at the start of the process. Would be good if we could reorder as you would currently have to delete some or all existing workflows and set back up if you need to create any new exceptions at the start of the process.

    1 vote

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