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  1. Most clients have an email inbox called accounts@. Why not have a MS365 and GMAIL integration with DEXT that we can view that inbox from within DEXT. We can retrieve invoices, credits, statements instead of depending on the clients. One step further would be that DEXT builds a bot that scans that email account within DEXT each day and automatically pulls in invoices, credits and statements. That would be super cool

    1 vote

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  2. be able to set default tracking category by nominal code not just supplier

    1 vote

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  3. When exporting expense report, file name should default to represent the report name, not the date it was printed.

    1 vote

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  4. Can we make fields such as the payment method mandatory? As in, is it possible to prevent automatic movement to the 'ready' section if the payment method has not been specified (manually or by a supplier rule)?

    6 votes

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  5. 2 votes

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  6. Add the option Request Paperwork for Direct users at Dext.

    5 votes

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  7. Extract item types for Sales documents.

    5 votes

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    1 comment  ·  Admin →
  8. Be able to allocate a PO from Sage directly against an invoice, we had this on Xero but sadly not available on Sage

    Would be amazing if we could do this !!! :)

    2 votes

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  9. Hi, we currently have a Dext subscription that we use for staff expense claims, and we've set up specific users for approval. However, all expenses for approval are currently being routed to one inbox (expense list). Is there a way to configure this so that each approval user has their own individual inbox, ensuring that only expenses assigned to them are visible for approval?

    5 votes

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  10. Make fields mandatory before publishing an Expense Report

    9 votes

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    1 comment  ·  Admin →
  11. The ability to set multiple supplier rules for a single supplier.

    255 votes

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  12. be able to add/extract payment type/method for sales items

    2 votes

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  13. I want to be able to report on other data such as Debtors days over time (e.g. monthly). Even in a customised report or have the ability to create my own formulas within this report

    2 votes

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  14. Lock modification of expense reports and invoices when the user is a basic user

    1 vote

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  15. Option to hide fields that aren’t used by the client - eg. none of our clients use Customer or Product/Service fields. I’d prefer to be able to switch them off rather than say “just ignore those”

    35 votes

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  16. NPO Tax rules and proper breakout - I am manually breaking out the HST into the federal and provincial rebate lines - would be nice for DEXT to break this out through the software

    1 vote

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  17. When I send a document that already exists in DEXT, I would appreciate no to receive "Unsuccessful document upload" warning message (which is quite stressful... as I already have trashed the paper bill. A difference message saying "Redundant upload rejected" so I know it is (then I check which document in the trailing text if I want.

    1 vote

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  18. create an email address for submitting auto split documents

    4 votes

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  19. I would like to forward invoices to another app that does payment process but it has to be forwarded in PDF from a known email (that I can identify) to this other app. This other app will process and pay the invoice. So I don't want to be downloading individual invoices and then manually emailing from my email account manually. Is there a way I can find out the email address my DEXT account is sending the email from? In addition to that, I need to identify the email address Dext is sending the pdf from. It has to be…

    4 votes

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  20. 12 votes

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    1 comment  ·  Admin →
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