1536 results found
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Add a dropdown within an invoice to select users to approve the invoice
Add functionality to send invoices for approval to users in the dropdown selection within the invoice. This is useful for us as our approval system is based on who placed the order rather than the supplier name
4 votes -
Edit/Override Missing Invoices From the Extracted Data of the Supplier Statement
Edit/Override Missing Invoices From the Extracted Data of the Supplier Statement
Please add the ability to manually edit supplier statement entries and override extracted fields such as type and total amount when data extraction is incorrect. When I upload a supplier statement, sometimes it would read an amount as a credit type. It would be nice to override this amount to an invoice type, so it can properly find the invoice associated with it.
3 votes -
Feature Request – Product Unit Group Matching for Zoho Book Invoice Transfer
Feature Request – Product Unit Group Matching for Zoho Book Invoice Transfer
Hello DEXT Team,We are currently using DEXT to transfer invoices to Zoho Books. We noticed that during this process, product unit groups (units of measure) are not matched between DEXT and Zoho Books.
As a result, products that should be transferred with their correct unit group (e.g., “G”) are instead imported with default units (e.g., “PCS”), causing inconsistencies in our inventory and reporting.
We kindly request the addition of a feature to map or match product unit groups when transferring invoices to Zoho Books, so that the…
1 vote -
Merge Multi Page Statements Into One Document
Supplier Statements - some statements are more than one page, with each as a separate PDF. Please add the ability to merge multiple PDFs into one statement document. This would be similar to the merge facility in Costs.
6 votes -
50% VAT restriction
I can see others have already suggested similar changes, I would like to add the VAT of 50% restriction be added to the system so it understands that part of that one line item will only be paying 50% and therefore the "out by" line doesn't reflect it being out by the restricted VAT amount.
The "publish" button is greyed out and won't publish this unless I change the 50% restriction and then edit again in QBO.
1 vote -
Allow to publish Non-QBO generated PO to QBO "Vendor PO" field
Right now, DEXT only allow to match PO with an existing open PO in QBO. That doesn't work for non-QBO generated POs. Strongly request to have option to publish the extracted PO number to QBO like the document number does.
1 vote -
Allow Mileage to be added by a Standard User Role
Add a new permission option for a Standard User to be able to add mileage for another User, eg. a PA for the CEO, so that it's not necessary to move the Standard User to an Admin.
1 vote -
List visibility - hide all categories and all taxes from upload screen
I need to receive receipts from standard users allocated to a project with a short description and would like their experience to be as simple as possible - to clear the upload screen I would like to show only project and description, and hide completely categories and taxes.
If all the categories are hidden in the main list - the option disappears on upload - but then I can’t access them myself...
When I clear the unique selection, it automatically selects all categories instead of none, would it be possible to change that ?
Thank you in advance.
2 votes -
Extended Color Flags to Expense Claims
Different color flags extended to Expense Claims, mirroring the new color flags in Costs, for users who need items to retain their flags after moving them.
1 vote -
QBO subcustomers and customers way of appearance
Currently, when a project is pulled from QBO as a subcustomer it does not line right below the customer in question, rather than in alphabetical row.
Ideally, clients should be able to decide how the list of subcustomers and customer will appear in Dext . In alphabetical order or the subcustomer right after the relevant customer.
1 vote -
Choose Payment Dates Before Publishing
When choosing the 'Paid' option on a cost invoice before publishing, it would be beneficial to be able to choose the payment date? Sometimes this is different to the invoice date. That way, the payment transaction will hit the correct statement when reconciling the method of payment account
1 vote -
Amazon personal account restrictions
Having a “Send to Dext” button for business purchases would be a real game-changer for small businesses trying to separate personal from business expenses.
4 votes -
Flag colours improvement
I love that you've added different coloured flags. It would be great if the orange/red flag that was the original had the option to be turned on or off as well. I don't need different coloured flags at the moment, but I'd love to change the colour of the one flag I'm using to something other than red. I know I can turn on another colour and just use that, but it means I have to select from a dropdown each time instead of it just being the one colour I've made available.
1 vote -
Approval of invoices without Class
If one of our users forgets to code an invoice to a specific class, the invoice is published straight to our account's software without any approval bypassing vital checks. I would like to see an option in the approval process for a 'no class' i.e. if the class field is left blank it still can be send to an administrative approver - currently the option is 'all class' but if no class is picked this rule doesn't apply and invoices are just published bypassing any approval process, deeming the feature irrelevant.
Alternatively, the invoice could be stopped from being published…
1 vote -
Multi currency prepayments
Your new prepayments feature is great but won't process multi currency prepayments. Dext already converts to GBP from currency. Can we have the feature please
2 votes -
Add Profit in Solo
Dext Solo
It would be great if the tax report showed the profit for the year
All clients need to know 'how much have I made'
We need to do a manual calculation at the moment2 votes -
Reject Invoices - Seperate Section
Please have a seperate section where the reject invoices are stored. Now, the rejected invoices come to the inbox. It would be good if there is different section for rejected invoices to be in, from where you could request approval for them.
2 votes -
Supplier Statement Settlements
Suggestion:
Add an option in Supplier Statement Settlements for Dext to recognise invoices that are currently in Draft status in Xero.Details:
When reconciling supplier statements, Dext currently identifies only Approved invoices in Xero. However, many users (including us) upload or sync supplier invoices to Xero as Drafts first, pending review or approval. Because these draft invoices are not recognised, Dext incorrectly reports them as missing, even though they are already present in Xero.Proposed Improvement:
Introduce a setting or toggle that allows Dext to include Draft invoices when matching supplier statements to Xero records. This would:Reduce manual checks…
2 votes -
Configurable Fetch URL
Would it be possible to implement a feature that allows the invoice retrieval URL to be configurable on a per-supplier basis?
For example, for Uber the system currently uses the following default endpoint to fetch invoices:
https://riders.uber.com/tripsHowever, in our case invoices need to be retrieved from:
https://riders.uber.com/trips?profile=FAMILYThis is due to our organisation using a shared business profile for all users. Without the ability to modify or parameterise the supplier URL (e.g. query string values such as profile), invoices for this profile cannot be fetched correctly.
Supporting a configurable or overrideable invoice source URL per supplier would resolve this…
1 vote -
expense claim cover sheet signatures
In the expense claim submission process, can you add a step that adds digital signatures to the PDF coversheet?
By virtue of the employee submitting the claim, I would like that to add their digital signature to the cover sheet, then when the manager approves it should add their signature. So when the expense claim is approved and finalized, the PDF export shows a signed coversheet.
Also, if an expense claim gets sent back to the employee for further edits, their original signature is removed and is blank until the correct edits have been made.
5 votes
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