1605 results found
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Whatsapp - multiple entities
When submitting through whatsapp you get one dext chat to submit to. However if you run multiple businesses it is impossible to submit them all in the same chat. Dext needs a separate chat per business!
3 votes -
Approval Workflow Conditions
for approval workflow, if you can add between certain amount and under certain amount as new conditions, that would be great! Thank you
9 votes -
Toggle Customers Showing in Dext
The ability to toggle customers on and off to show in Dext just like categories. When employees are entering receipts we don't want them to see the entire customer list.
1 vote -
Allow publishing of bill payments
Allow publishing of bill payments
Currently we can publish vendor bills to our accounting software. However when Dext receives a payment receipt for an existing bill, there is no mechanism to publish the payment and mark the bill as paid.1 vote -
Rejection's Without Reason
Edit to workflow so that when an approver rejects an item, they are required to put in a reason.
i see a lot of items getting rejected without a reason being given, so im having to reach out to the rejecter for an explanation on why it was rejected and what needs to be changed.
For the sake of clarity, i think there should be an option to make a approver require a reason for rejection/cancellation in order to reject/cancel.
this would provide training opportunities for the processer, so that the same mistakes are not being made over and over.
4 votes -
Offline mode for expense claims and expenses
Hi Dext team,
I would like to suggest a few improvements based on real field usage.
Many users complete expense reports during “dead time” such as flights, trains, airports, hotels, or areas with unstable internet access. It would therefore be extremely useful to have a true offline mode allowing users to:
- access existing reports,
- create/edit expenses,
- attach receipts,
- and synchronize everything automatically once back online.Expense reporting is already time-consuming, so being able to optimize these moments would significantly improve the user experience.
A few additional ideas:
- easier multi-day trip grouping,
- smarter mileage detection,…1 vote -
Approval Override Comments to sync with Xero
Approval Override Comments to sync with Xero
1 vote -
Make bank feed available to standard users
We would like Dext to be able to function more like RAMP or BILL spend and expense from this standpoint: That the transactions hitting various bank and credit card accounts will display in a bank feed so the users are prompted to know which transactions they need to upload paperwork form. We would like to make this available to standard users, or at least create the ability for us to allow a users to see the bank feed WITHOUT giving them publishing rights. This way clients can be more proactive rather than waiting to receiving paperwork requests.
27 votes -
Date selection for bank feed
For MTD we need to upload bank feeds from specific dates, when linking bank, can we select the date we want the bank feed to upload into Dext. For many clients who are now subject to MTD, when linked, we get 2 years of historical transactions. This is not correct as the data should not be visible and nothing we can do about it. There may be a breach of data...
1 vote -
Addcomment on invoices awaiting approval
I've noticed that invoice approvals are sometimes delayed for valid reasons, such as awaiting further clarification or documentation. Currently, we have no way to add a comment while the invoice is still pending approval—comments can only be added after an invoice is either approved or rejected.
This limitation creates unnecessary follow-up work, as we have to chase approvers directly to find out the reason for the delay. If there were an option to add a comment or note while the invoice is still pending, it would:
Allow approvers to provide context if they need more time or information
Reduce back-and-forth…
5 votes -
Advanced Search - partial characters
Search function in Archive be improved to show results with the partial characters of the data being searched. For example, I was searching "13295" but there was no results because the exact reference number was "00013295"
8 votes -
Client Comments VS AI Auto Apply
Currently if you have AI auto apply description turned on and the client adds a comment while uploading the receipt their comment is deleted.
Would be great if there was another box where the client comment remains but we can still have the auto AI description turned on.
1 vote -
Turn off vault for clients
As vault will be a fee-based add on, DEXT should allow clients to choose if they want to allow access to this. I recently had a staff of a client use vault quietly when he should have been using inbox for his normal expenses. DEXT does not currently allow me as admin to prevent him from doing this.
2 votes -
Display the currency of a supplier as set up in QBO
QBO suppliers can only have one currency, and unless we edit the supplier name there is no way to identify what currency the supplier is set up as in Dext. If the transaction currency chosen doesn't match the supplier currency, QBO will do an automatic conversion when it publishes which then requires manual fixing.
If Dext would just display this currency (and also identify if a different one is chosen!) it would reduce the currency errors.
Setting a supplier rule doesn't totally fix it given the currency can be over-written, and often we will have multiple versions of a supplier…
1 vote -
Approval date to be added as column in the Archive list
It would be good to be able to add a column into the Archive List which shows when an item has been approved. We rely on the Archive for payment runs i.e. published between prior payment run and today, would tell us that we need to pay these invoices. However as we have workflows which push invoices to "archive" when they've been approved, means we are trusting that everything in Archive has been approved via workflow. Turns out there are exceptions that slipped through the net. This was because a user manually archived the invoice without an approval. Either can…
1 vote -
Departments link with brightbooks
We use Brightbooks for accounts and integrate from Dext
There is a feature on Brightbooks where we assign purchase invoices to a department, our departments are locations of jobs where we do work. We manually assign the purchase invoices after they come across from Dext,
i see in Dext there is a option for departments but this department function does not show the departments/divisions we have in Brightbooks.
It would be very efficient if we could assign purchase cost to the department at dext entry level rather than having to do it again in Brightbooks
1 vote -
Sort Approval by Next Approver
To be able to sort approvals via next approver would assist multiple users in our organisation to simply find their own invoices to approve.
18 votes -
Commerce Lite
Hello!
We really need to have the ability not to automatically pull in the document reference. The time wasted by having to delete that from each sale and expense is ridiculous. There's no way I'm the only one who sees that.
Also, every single Stripe transaction, I can't have any rule auto-load. Apparently, I can set the category, but that does me no good when I still have to go in, change the vendor, and then change it back to Stripe so what I want to see shows up.
You have this wonderful feature that should help us save time,…
1 vote -
Exporting data health checks
Want to be able to export data health checks into a nicer document format (not a CSV) but also for more of the checks. I.e. ABN validation tool in APAC can't be exported. Perhaps a report builder area where you can tick sections of data health checks that you want exporting into a document to then share with clients.
1 vote -
Be able to handle bigger Xero clients on Dext Data Health & Insights
Be able to handle bigger Xero clients on Dext Data Health & Insights
1 vote
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