1609 results found
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Payment Reference for Posting as Paid to Accounting Package (with default option for each payment Method)
Please allow us to add a payment reference to an Invoice/Receipt/Bill when publishing it as paid.
Allow us to assign a Default Payment Reference to a Payment Method that then pre-populates the Payment Reference for All Bills using that specific Payment Method, the user can then manually update each invoice if a change needs to be made or can add a Payment Reference when editing the Invoice.
When the user submits a document as paid to their accounting package it uses this Payment Reference as the Payment Reference for the payment created in their accounting package, this will help the…
2 votes -
1 vote
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Owner is Supplier
In Sage 50 I post up cash expense claims using the claimant as a supplier. In Dext it would help to have a rule that the supplier is the document owner.
1 vote -
Better Access to Data for Operational Reporting & Analysis
We would like to be able to access our Dext data programmatically and in bulk. It would be great if we could extract detailed transactions data, for example Client Name, Transaction Date, Date Processed, Processed by, Transaction type.
I would also be interested in any other operational fields which Dext collects, for example whether interactions with transactions are logged by individual user.
1 vote -
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 -
History of supplier rules
Ability to check when a supplier rules is set
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 -
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
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