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  1. I would love to see a little more detail on the History tab of a receipt. I would like to see "Drew change the Category" or something to that affect so I know if my client entered the Category or if Dext entered a suggested Category.

    1 vote

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  2. Send a notification to the user when an item has been deduplicated.

    7 votes

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  3. Set smart split rules globally then choose which vendors the rule applies to. Having to create on each individual vendor is annoying.

    2 votes

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    1 comment  ·  Admin →
  4. Good day

    Please add Mozambique to the list of dialing codes for purposes of allowing dext mobile use.

    Thank you.

    1 vote

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  5. When publishing the expense reports each transactions in the expense report should post individually on the date the transaction happened instead of in one entry.

    2 votes

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    1 comment  ·  Admin →
  6. Hate the constant pop-up interruptions while I'm trying to work asking me whether I'd recommend it. Stop getting in the way of my work

    110 votes

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  7. I am copying the URL address of certain items and placing them in a spreadsheet, I would like these to load the actual item. Sometime this work sometimes not, I suspect it depends on whether I create the link before or after it is published/archived.

    My workflow is that I am creating a crosscharge cost to send to another company made up of select cost items that are in other expense sheets. This seems the most efficient way to do this.

    2 votes

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  8. For Dext Flows, I would like to be able to preview saved documents, such as bank statements, without having to fully download them to view. I think it would make reviewing work much easier.

    2 votes

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  9. Import Multiple Sales invoices at once via a multi column csv file

    3 votes

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    1 comment  ·  Admin →
  10. Notification when client uploads documents

    45 votes

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    Under Review  ·  1 comment  ·  Admin →
  11. Practice insight settings on bulk upload allow Account Manager allocation

    1 vote

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  12. Please add functionality to add new categories in Dext (adds new account to QuickBooks Online). Other receipt apps can already do this.

    4 votes

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  13. Having different profiles for different users will help streamline the functionalities open to each user, this would ensure message would be catered whether it is end user or Subscription owner.

    Have issues where payment failures are submitted to all Admins, however for this particular Partner, main issue is one of our clients have is that they need some users to have supplier rule management. While ideally we want all our customers to pay on time, however, this is flagged that there could be more curated profiles and a need for something like that within an organization.

    Another example is that…

    4 votes

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  14. Dext extension in QBO > Request Paperwork feature, it would be helpful to only add to the list transactions that are in a filter in QBO. If I filter by a transaction or group of transaction, I would like to have only those transactions requested in the filter.

    1 vote

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  15. I would like to be able to lock the accounting period within dext. This would allow our accountants to make adjusting entries in QBO without allowing accounts payable to post any more invoices, into the period.

    5 votes

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    1 comment  ·  Admin →
  16. Match delivery note to invoice.

    5 votes

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    1 comment  ·  Admin →
  17. Auto-backup creates files in dropbox before things have been published. This means that if something is detected with "Unknown Supplier" then it gets backed up with that in the file name, even though I've manually assigned a supplier before the item was published. So either the backup needs to be updated when a change is made to an item, or dext should wait until something is published before making the backup in dropbox.

    2 votes

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  18. Identify proforma invoices separate from purchase invoices

    2 votes

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  19. Shift+F3 to make uppercase what's in the description box

    1 vote

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  20. Under details the description maps to QBO but there should be a notes section also that does not map to QBO that stays in Dext. I know there is a notes tab but there is no way to know if someone has added a note or not it is not a helpful tab. It could be if there was a flag to show there was a note or if the note was moved to the details tab. It would be super helpful to have a spot for the expense approver to add a note in an easy to see spot.…

    2 votes

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    1 comment  ·  Admin →
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