1500 results found
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Batch tracking for bulk invoice uploads
Would be great to be able to pre select tracking category when uploading a batch of invoices (e.g. where all invoices for one tracking category are contained within one PDF).
2 votes -
custom file name settings for export
Custom export settings. I would like to export all my receipt PDFs with individual names, dates, and dollar amounts ie. " 2023-05-11 McDonalds $25.00 " using the date it has gathered from scanning instead of having a default export name as "company - export date"
6 votes -
Time sheets
excel Time sheets
1 vote -
Location based on Address
Pull the Address and be able set a rule of location based on the address
1 vote -
Auto forward from email folder
I am currently working with a clients who has a large amount of invoices. One feature I think would be fantastic would be the ability for them to drag and drop emails into a folder in their gmail that automatically sends to dext. Unfortunately, auto forwarding isn't suitable as it forwards all of their discourse with their suppliers, fulfilment partners etc. Therefore, we end up with 1,000's of items in dext that are just email conversations.
This would be super useful and very easy to explain to a client of any size.Thanks!
3 votes -
Brakes Foodservice Invoice Fetch
Brakes Foodservice Invoice Fetch
2 votes -
Bulk edit due date
Bulk edit due date
18 votes -
Remove the Document Owner as a criterion for the Duplicate feature with regards to "Receipt" as the type of document.
"remove the Document Owner" as a criterion for the Duplicate feature with regards to "Receipt" as the type of document.
2 votes -
Individual Payment Methods Linked to Credit Card Account
Hi Can something be set up to allow individual payment methods to be linked to a particular credit card using Xero integration.
Multiple company credit cards have been set up as individual payment methods, however they can't be linked using dext (unless I'm not doing this properly).
Whereas; I can set the payment method default for my own user (only person using dext) as any one of the credit cards but can't set them up as separate payment methods.
eg: 3 wholesalers I use, one of them I use visa (lower fees) and the other I use the company amex…
3 votes -
Viewing source doc when setting supplier rules/splitting lines
When setting supplier rules and/or creating the line splits, being able to view the source document. Either showing the (scrollable) document in the background, or being able to move the window out of the way
5 votes -
Add a document to an existing cost/sales file
An option to add an additional document to an existing cost/sales file without having to submit it and merge it.
22 votes -
Streamlining uploads
Thank you so much for adding toggle of "Paid" to table settings and front page. Such a huge time saver. I have another such suggestion, please, if you could do the same for Payment & Type. Thanks!
1 vote -
Resubmit for extraction for line items
when i change the supplier rules to extract line item, there should be an option to rescan the existing invoice and perform line extraction. now i have to delete the invoice and reupload once more
5 votes -
Improve Dext Data Entry - Total amount should recognise comma
Improve Dext Data Entry - Total amount should recognise comma when editing
1 vote -
Client Selection Screen Request
Good morning!
I have a request to change back the client selection process. Not sure why you changed the pop-out screen to select a client. We at Quick Action Accounting liked it better the way it was. The current method adds another step to our process. Not a fan! Love Dext just not the latest update. Thanks for listening.3 votes -
Miscellaneous extraction category
Have a (Miscellaneous) extraction dropdown where other information from the invoice that would not be populated by defualt could apear. This could help with non standard invoices and text.
1 vote -
Bulk Attachment Download or Inbox Matching Feature for already entered entries in accounting software
To be have the option to download and bulk download attachments. This would be very helpful if you have established a supplier autofetch and have requested prior history invoices so you can attach these to transactions already published in Xero. Alternatively for autofectch invoices if htere was a matching feature to previously entered transactions so you can just attach the invoice/reciept for already existing transactions in Xero. It will also be very helpful so you have a secondary backup of client invoices, receipts and statements.
1 vote -
CSV export - show PST and GST separately
if we can download the tax into CSV. both taxes PST and GST each in separate column?!
13 votes -
Adding Combine mode as an email in option for saes/costs
Adding Combine mode to the email in options - often we are sent invoices / remittances where the supplier will provide 1PDF for the main invoice and then a 2nd PDF (in one email) with loads of transaction lines relating to the fist PDF - if this was a hard copy, we would be able to use the mobile app "combine" mode, but this isn't an option on the email in.. 99.9% of the time the attachment order will be the same, the main invoice/remittance page, then the heap of transactions document. it would be really useful if we could…
1 vote -
Bank Feeds and Bank Match
- bank feed - colour the transactions who go to inbox, with attached documents
- match transactions from multiple accounts, bank feed and costs to review
4 votes
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