1921 results found
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Automate comments on bank transactions
Option to assign our own comments to the (.) function along with the default suggestions.
1 vote -
Date Format
DEXTENSION - when exporting the Paperwork Request, can the date be in the UK format and not US?
1 vote -
1 vote
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Ability to export images/PDF files with a specific file name format for example - MM-DD-YYYY_Vendor_Amount
Ability to export images/PDF files with a specific file name format for example - MM-DD-YYYYVendorAmount
8 votes -
Highlight where extracted data has come from.
It would be useful if you could possibly highlight where certain bits of data have been picked up from. E.g. the date/amount/invoice number on the photo of the receipt/invoice would be highlighted. This would just make it easier when checking through a lot of invoices before publishing.
3 votes -
Notification emails to deactivated accounts
Can you make an automatic reply if a client tries to upload documents to a deactivated account?? We have just found out a client has been sending paperwork to his old S/T Dext Account, not the new account set up for his Ltd company... He was not aware.
2 votes -
Rental Properties Supplier rules
Set supplier rule for rental properties
1 vote -
Bulk Edit Rental Properties
Hi is there anyway I can assign a rental property to all items in the inbox at once?
1 vote -
Merging Invoices from Different Users
When Merging same invoices received multiple times from different users , instead of the the merged invoice being allocated to the first user who uploaded , we should be able to priorities either users or upload method i.e. if an invoice is received as a scan from the App from an User we should be able to see this rather than an upload via email.
1 vote -
Extract category written on invoice
Is there a way to create a rule to change the account for the same vendor invoice? For example, a maintenance vendor but the client purchases from the vendor for either repair income, or internal repair work or shop supplies. The client writes on the invoices what it is and the uploads to Dext. Is there a way to tell Dext to identify these and select the right account?
1 vote -
Workflows Export
Exporting completed workflows. This would allow us to easily monitor what flows have been completed in a month and then go back and review the quality of work done.
2 votes -
1 vote
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costs upgrade
add insurance and accounting option to costs
1 vote -
Ability to pull over documents from an email inbox
Ability to pull over documents from an email inbox similar to a supplier Fetch connection. The system scans the users inbox and pulls over items to their Dext Prepare account.
15 votes -
If this, then Global Supplier rules to reduce duplicate supplier creation
Be able to set up a rule outside of supplier rules (sort of like a global rule) that when a vendor/supplier gets recognized that is close to the name of an already created supplier that it will auto-change the supplier name and apply the supplier rule for that name.
For example, a lot of gas stations and restaurants will have names that have the brand followed by a street or location, such as Esso on Main Street. Instead of creating a new supplier called Esso on Main Street, the global rule could say something like: If Esso is in the…
6 votes -
Foreign currency expense matching for Paperwork Match
Foreign currency expenses are not able to get a match even if the converted local currency amount is the same.
2 votes -
Option to apply the Duplication Settings across all client accounts
Have the option to apply the Duplication Settings across all Client accounts so it doesn't have to be updated client by client.
9 votes -
Extracting multiple Direct Debit payments from invoices.
It would be great if you could add an invoice and separate the future direct debit payments, which would automatically update onto Xero.
Thank you!
1 vote -
Select a publishing destination for a document type
Publishing rules based on a document type
1 vote -
Project Defaults to also apply to Sales
project user defaults to also apply to sales items uploaded by specific users.
Currently Dext only apply project defaults for users to apply to costs.
1 vote
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