1500 results found
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Export Archive Data per User
Export Archive data on a PER USER basis. I want to know who archived what items without having to go into each separate item
2 votes -
flag missing bank statement pages instead of rejecting the whole file
Flag where there are missing bank statement pages (don't extract that statement only) instead of rejecting the whole file
8 votes -
Flag items via the Mobile app
Option to Flag items via the Dext Mobile app
29 votes -
Comments on flows
be able to leave a comment per line of each section of a flow as well as one comment for the whole section.
1 vote -
"Owner" email
Dear Dext, love your product! I had a situation where I set up a client account and immediately added one of the business's names/email address. This made that person the "owner", and caused issues when I was uploading documents, as I had a choice of owner or none. Being new to Dext I did not change the the dropdown to none b4 I realised this. I went to change the "owner" to collegue (dont know if I have the right wording here), but found I couldnt. This caused me no end of stress as I own the file, pay for…
1 vote -
Set rule for line items to only extract certain transactions
Have the option to adjust line item extraction to extract only certain line items from documents and not everything.
5 votes -
Microsoft Business Central connection
make available a connection to Microsoft Business Central
3 votes -
Bank Notifications
Connecting your bank card to your system -
Receive an automatic notification and require mandatory entry when money is withdrawn from any bank card.
2 votes -
Landscape Management Network
I would love to be able to dual publish to my estimating software in order for Job costing. golmn or Landscape Management network is the software.
They have a vendor bill upload, but your software is so slick. They are also connected with Zapier too.1 vote -
sharing invoice with another dext account
sharing an invoice to another client account.
often is happening that an invoice is uploaded in the wrong amount by the client if they have more than one company. this way we can send the invoice to the correct dext company account without downloading the document s and uploading it again.6 votes -
Copy and Paste Smart Split rules
Hi, would it be possible to copy Smart Split Rules to paste into another suppliers account?
3 votes -
Have a dismissed this flow tab in each section
Have a tab on each section for items dismissed in this flow rather than them going into the dismissed section with previously dismissed items.
4 votes -
Api access via Make / Integromat
At the moment the only API access is through Zapier. I have a Make / Integromat account and the Dext module isn’t available. I guess this is because the Dext API documentation isn’t publicly available. I have a ton of integrations set up with API integrations with other softwares such as Xero. And not being able to have any flexibility with the Dext API is frustrating. It would be great if you could make it available. Thanks!
2 votes -
iOS Base Currency Adjustment
On iOS you can’t adjust the base currency so it’s difficult/impossible to Publish foreign transactions as you need to make sure they correctly matched to the bank statement. Can you add an additional line with the case currency so you can change it similar to the way you can on the web version? It would make the need to login online less necessary.
3 votes -
Merge Customers
Currently, there is a tool to merge suppliers in Dext Prepare. It would be good if the same tool is created for customers as well.
7 votes -
Publish Expense report to QBD
Publish Expense report to Quickbooks desktop through the Web app
2 votes -
Set and limit Project 2s (e.g. Cities) to Project 1s (e.g. Countries)
If Tracking Category/Project 2's (e.g. Cities) can be limited to certain Tracking Category/Project 1's (e.g. Countries), for example if three Cities are limited to one Country.
1 vote -
Supplier Rule for Category to Blank
I would like to be able to set Supplier Rules for Category to Blank so that an error is created and the receipt cannot be published unless the bookkeeper sets the Category manually.
1 vote -
Download Item History and Audit Trail logs as a report
Download and Extract Item History and Audit Trail logs as a report
9 votes -
4 votes
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