1557 results found
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Allocate Items to Auto Expense Claims by Item Date NOT Upload Date
Items uploaded are automatically allocated into Auto Expense Claims by the date they were uploaded, not the actual date/transaction date of the item/receipt. This causes items to be allocated into the wrong month and forces users to have to manually move them back.
ie. You upload a receipt dated 28/02/2026 on 02/03/2026, it is automatically put in the Auto Expense Report for March 2026 (Ending 31/03/2026) despite it being a February 2026 receipt. This makes no sense, as receipt are always reconcilled based on the transaction date on the bank statement. It is frustrating to always have to continually move…1 vote -
Add a feature that automatically notifies me when my manager receives my expense claim.
Please add a feature that automaticallynotifies me when my manager receives my submitted expense claim. For some reason, it often takes several days, sometimes a full week, for my submission to be received by my manager. It would be reassuring if there was an auto-reply, instead of waiting and wondering if they received it.
1 vote -
Change invoice date after item has been approved
It would be useful to be able to adapt the date of the invoice once an invoice has been approved but before it is published. This is particularly useful when month end has been locked in Xero but invoices are still awaiting approval in Dext for that month so they can be redated the following month.
2 votes -
Bulk submit for approval
Ability to check multiple in inbox and bulk submit for approval rather than clicking all individually
40 votes -
whatsapp
The WhatsApp submission is working for our clients, but when they upload a document, no option to give a note to it is available - could this be added? For example, if they have various branches, to note to which branch it belongs.
3 votes -
Add a margin to a billable expense for my clients
I would love if the software allowed us to add a margin to a billable expense for my clients , then I would have to go through and alter them all when attaching to invoices
1 vote -
Select which A/P account Dext posts to in QuickBooks Desktop
It would be nice to have flexibility as to which AP account Dext posts to. Ideally, it would be a field that would tie to a vendor and be memorized.
1 vote -
Line Item Group Extraction
Business Settings> List> Line Item Group
1. Allow manual creation of more than 30 line items
2. Allow CSV import of more than 30 line items
3. Allow csv import template to include corresponding Catergory:
ColA: Group Name
Col B: Catergory4 votes -
Edit expense claims after approval
Need the ability to edit expense claims after they have been approved. There are times when publishing fails due to the details listed on the expense claim (e.g. date is for a period that is locked, or claim supplier name is rejected). The only way to correct is by rejecting, changing, resubmitting for approval, & approving. This causes the approver to get approval notification again, which is not ideal.
12 votes -
Scheduled integration sync for client accounts
I know how to manually refresh the lists. I just don't remember prior to processing. I would like to be able to set a schedule for clients that use Projects/Customers so it is something I do not have to remember.
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 -
Customise flags practice-wide for all clients
Would be great to customise flags practice-wide for all clients. We want a standardised approach, especially for the apprentices. Great feature but would make more sense practice-wide than changing it on individual client basis
1 vote -
Zoho Books - custom fields
For Zoho Books bills, we have created some custom fields such as suggested payment date and how the payment will be made (direct debit, manual etc). There doesn't seem to be any option to populate these fields in Dext, so have to reopen them in Zoho to add these in. So I would like Dext to be able to pull any custom fields per the company on Zoho as well as the criteria requirements (such as drop down, or date)
1 vote -
Suggest a feature to request delivery note as an option.
Additional types of documents in sales section
1 vote -
Ability to subscribe to an email about recent releases
It would be great if Dext could email us about recent features and enhancements so that we can be aware of things changing. This would enable us to adopt the changes in a timely manner.
1 vote -
Sage One cloud accounting integration with Dext for Reverse Vat and CIS suppliers
Facility for CIS and Reverse charge suppliers to be processed through Dext, either from supplier, client or App.
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.
3 votes -
Prevent accidental selection of Sales Inbox on app
The Sales button is right next to the Camera button on the App. So it is very easy to accidentally tap that button instead of the Camera button, which then sends all subsequent scans to the Sales Inbox when they were intended for the Costs Inbox. While there is a way to move the items to the correct Inbox, there seems to be no way to trigger Dext to re-extract the fields using the Supplier rules.
How about asking for confirmation when switching Inboxes?
2 votes -
Duplicate review including original document history
On the duplicate review screen we can see the two invoices, but now that approvals are available in Dext, there is no way for the reviewer to see if the original was rejected and what the rejection reason was to ensure whatever criteria was fixed. If for instance, an invoice was rejected because it was missing information or a PO number, there is currently no flag on that review page to indicate that the original was rejected so when it is confirmed that it is the same invoice, the new submission is also now attached and automatically archived and never…
8 votes -
Why are approved expense claims still editable?
Our employees that are standard users are still able to edit, delete, archive, unarchive expense claims that were already approved and published. this is defeating the purpose as it creates chaos after publishing. Please change it so that once an expense claim is approved, it cannot be edited/archived/unarchived, etc.
1 vote
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