1536 results found
-
Get a notification when a client turns on LIX and also alerts when bundle almost used
is it possible to get a notification when a client turns on LIX as they need to charge effectively for the extra cost incurred on their subscription? clients are turning it on and its eating into PM+M's LIX bundle
alerts when bundles almost used as well will be amazing!
1 vote -
Export line details into Cash Book layout CSV
Hi Dext,
can we please add line details / amounts into Cash Book layout of CSV when exporting Expense Claims? At the moment, this format takes only total amounts of receipts.
A number of our clients doesn't use software, so spreadsheet is used often. Workings with CSVs showing 3+ lines for receipts is not viable.1 vote -
Restrict available Customers/Projects in dropdown list
Instead of simply putting the greyed out i symbol by sub-customers/projects, it would be helpful to be able to toggle off the Parent Customer name in the dropdown list. Despite the symbol, the Parent customer is routinely selected by users which leads to billable charges not getting onto invoices.
1 vote -
Export Receipts in Bank Transaction Order
Dear DEXT Team,
I hope this email finds you well. I am a regular DEXT user and really appreciate your service.
I would like to request a new feature: the ability to export receipts in the same order as bank transactions.
Currently, it would be very helpful if receipts could be exported sequentially according to the bank transaction order. This would make reconciliation and accounting processes much more streamlined and efficient.
Thank you for considering this feature request. I look forward to your response.
Best regards,1 vote -
Sync approval and paid status for expenses in Xero
I get bombarded with questions from our employees whether an expense has been approved or paid yet. We do not use the Dext approval process so approval status would also be great but the main thing would be to have up to date status updates being pulled from Xero
1 vote -
To give the option on sales - sales order or to tax invoice
Good day
I would like to suggest, that Dext give the option to create from a purchase order to Sales order or to a tax invoice.1 vote -
Customer Return Material Authority (RMA)
Ability to extract data from customer Return Material Authority (RMA) in Zendesk to create AR Credit memo in SAP Business One
1 vote -
Awaiting Approval Reports
Ability to download a report for what is outstanding awaiting approval
6 votes -
A/P for QBO Simple Start
Simple Start has had accounts payable functionality for quite a while now. We need to be able to publish bills and vendor credits from Dext.
1 vote -
User Permissions to limit adding new users
Right now if a user is added as Standard they are quite limited. But making them a User Admin allows them to add and remove other users.
Our auditors see this as a control issue; Xero has similar set permission roles, but allows you to check a box for allowing that person to add or remove users.
While Dext could do a lot of granular things with permissions as seen in all the suggestions. Having an overall control to choose which users can add or remove other users is fundamental for financial control.
Thanks,
Robbie2 votes -
Ability to sort on 'Match' within Costs inbox
It would be great to have the 'Match' field at the top of the 'Costs inbox' to sort items by match first. I know you can filter but that takes additional steps and excludes non-match items. Majority of other headers are selectable so adding this would be great. Screenshot attached showing field.
2 votes -
Line Item extraction that has the Item Code or number
Line Item extraction that has the Item Code or number
This could help with material pricing if extractable in Excel or having an ability to integrated with programs such as Service titan
1 vote -
Notification on approver's comment
When the approver approved invoice with comment, it will be helpful if Dext can send notification via email about the comment.
The same feature when invoice get rejected it will notify the submitter via email, but this feature is to notify there is a comment on the approved invoice.
1 vote -
Prefill location and category line item extraction
Category & location should be pre-filled based on selected category/location from the initial review page prior to selecting "Extract line items". This will allow you to pick the category/location that applies to most/all line items. This feature exists already when pre-selecting category/location prior to selecting "create line items".
2 votes -
add a company name to email notifications
We have clients with multiple companies who receive email notifications that ask them to authorise cost invoices but it doesn't tell them which company to go to. It would be very helpful if the notification email could include a company name.
3 votes -
Include expense date on the line items in an Expense Claim sent to QBO
I would like to be able to include the date an expense was incurred when I publish Expense Claims to QBO. This is especially important at quarter and year-end when I need to ensure that expenses are captured in the correct accounting period for filing GST/HST returns.
1 vote -
Timesheets & Invoicing
A big ask, but our consulting company has a need for a complex timesheet app (billable, non billable, multiple projects) that we can use for payroll and invoicing (ie. integrate with quickbooks). Just looked at Harvest and they have both expensing, invoicing and timesheet features. Would be cool if Dext had this capability so we wouldn't have to use a whole other app.
2 votes -
UI Suggestion for Improved Usability When Scrolling
I’d like to suggest a usability improvement regarding the layout of the main interface. When scrolling down through the list of invoices on Desktop, the top section (including the Inbox, Export, Filters, etc.) remains quite large and takes up significant vertical space.
As a result, the area dedicated to viewing and interacting with invoices is too small, making it difficult to navigate and work efficiently.
Would it be possible to minimize or collapse the top section when scrolling down, or at least reduce its height dynamically? This would greatly improve the user experience, especially for those working on smaller screens…
2 votes -
View the document reference in approvals
It would be helpful to see the document reference in the approvals screen as is sapparent in entry and archive screens. In such cases that I need a specific invoice approved the approver is unable to see the reference and may have to open multiple documents to find the correct one.
4 votes -
Holding Zone for Supplier Statements Before Extraction
Could you consider adding a holding zone (a kind of "purgatory" area) within the Supplier Statements section for incoming statements to be reviewed before extraction or archiving?
They could then facilitate the use of a dedicated email address (e.g., company@statementholdingzone.dext.cc) for receiving supplier statements. From this holding area, the accountant could then choose to:
• Send to archive – for simple statements such as single-payment summaries, or
• Send for extraction – for multi-invoice statements that need matching.This would not only improve workflow and accuracy but also address the issue of statement email allocation and the additional processing…
1 vote
- Don't see your idea?