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1633 results found

  1. Setting up a template for recurring suppliers wherein line items need to be entered so that efforts are not doubled by entering the same line items 2-3 times a month. For recurring supplier invoices wherein the amounts vary biweekly but the corresponding accounts for each line item don't change.

    3 votes

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  2. I would like an option in Dext to have receipts, when downloaded, automatically named something other than just a random number. Ideally it would be the vendor name and the amount. For example, "HomeDepot_123.45". Maybe adding the date would be helpful too. Hubdoc does this and it is much easier to find what we need whenever we need to download receipts. It will also be very helpful for our client who has billable expenses because then the attachments will be named and he'll be more easily able to verify that they are the correct receipts. Right now we are having…

    3 votes

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  3. 1 vote

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  4. Supplier tags automatically as USD or CAD

    1 vote

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  5. Can we please add a function where we can tag a project and description when uploading from the web app similar to how you do this via mobile app. It would eliminate the need for us to go back in and add this information once the receipt has moved from "In Processing" to "inbox"

    1 vote

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  6. Have the option to add other Email Recipients for Email Notifications aside from the User linked to the email-in address.

    6 votes

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  7. 12 votes

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  8. Please can you add an export function to the client view page ?

    This would be really helpful to manage the team

    Thanks :)

    2 votes

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  9. The bank transactions are automatically synced on Dext, so we want to be able to activate the Paperwork Request on Dext so it will atomically be requested from the employees

    3 votes

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  10. Integrate with Xero and Clio so that when we enter an expense or payment and categorize it to a matter (Customer), Dext pushes the payment or expenditure to the corresponding Clio matter (Customer)? The Clio platform provides law office management.

    1 vote

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  11. Have the option to apply DRC to Sales items when the account is integrated with Sage Accounting

    5 votes

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  12. We would like to be able to remove multiple items from an Expense Report at once, instead of having to remove each one individually.

    1 vote

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  13. Could you please add submission date as one of the fields/columns for Costs and Expense reports? And possibility to filter by this date as well

    5 votes

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    1 comment  ·  Admin →
  14. 4 votes

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  15. Have the option to log in with a Microsoft SSO

    5 votes

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  16. Ability to add negative smart split lines - both for percentages and fixed amounts - this would be very helpful if you need to set rules for discounts.

    8 votes

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  17. Download and Extract Item History and Audit Trail logs as a report

    6 votes

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    1 comment  ·  Admin →
  18. Can you add a file manager so we staff can submit documents through the app and we can store them as a file manager, apart from sales invoice bills and receipts.

    1 vote

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  19. Only show nominals that are for the costs or sales, if i am putting a sale on then i shouldnt be able to see nominal codes that only apply to suppliers. You get an error saying you post it but you should be able to select in the first place.

    1 vote

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  20. Identify overlapping bank statement transactions

    12 votes

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    1 comment  ·  Admin →
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