1836 results found
-
i want to pay a statement and have underlying invoices to be marked as paid
After reconciling a statement with invoices in DEXT.
I want to pay a statement and have underlying invoices to be marked as paid1 vote -
Quickbooks new Bill layout
On quickbooks online they have changed/modernised the Bill transaction.
It seems like Dextension does not display the attached document anymore on the new layout.If this could be changed, it would be awesome because the automatic display of the attachment is the best feature of Dextension by far!
Thank you!
1 vote -
Invoice approval quantity
On the approval screen where you have the line item breakdown to have unit price and quantity data visible to the reviewer to ensure the detail has been entered rather than just a quantity of 1 and the unit price being equal to the net invoice amount
1 vote -
mileage claims pull through reg number
For mileage claims, would it be possible to pull through the car reg number for the pdf output created? A partner requested it as it would help with reconciliation and they would replace Tripcatcher with Dext
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.
1 vote -
Flags on expense claim items
It is currently not possible to view flagged items or flag an item once an expense claim has been sent for approval. We can see and select flags on items before they are sent for approval and once they have been approved but not during the approval workflow. It would be very handy to have this added so that flags can be viewed or added during the approval workflow.
1 vote -
Amazon Freight
It would be great if you can integrate Amazon Freight for all countries.
1 vote -
Enable the Mileage feature in New Zealand
Adding vehicles and adding Mileage claims enable for New Zealand users.
1 vote -
Turn off the conversion rare to base currency
The amount that FIXER provides never matches what our credit card provider or our bank uses. IT would be nice to turn the auto conversion off and force users to enter the real cost.
2 votes -
Document Archive
Similar to the costs archive, it would be beneficial to have the option to archive documents (without deleting them), and to automatically archive older versions of a document. We would benefit from two immediate use-cases with this feature;
1. Being able to maintain records from a supplier/client who is no longer current who we still require records for, and
2. Enables iterations of documents with annual renewals (e.g. insurances) where a document can be replaced with a new version and the existing copy is archived.2 votes -
User Permissions
Be able to add users to the Dext account with Vault access only. We have an internal contract administrator who would be using Vault for managing contractor insurances etc, who doesn't need access to other parts of Dext.
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.
1 vote -
Category Assign per document description
I would love to see an option for auto-categorization that uses certain words from a bill.
ie. when a subcontrator/vendor who charges mileage - the word "mileage" in his bill would then be used to categorize under travel, but when the same contractor bills "advertising" then auto categoriztion would pick this up as advertising&Promo category, etc. before auto-publishing1 vote -
Person posting from QBO
The person logged in to Dext should be the same one as the person publishing to QBO. It makes it easier to know who did the work.
2 votes -
Reorganizing the Details tab to show matchs
I would like to suggest on the item details tab that you move the notification that there is a match higher up on the screen. It is out of view until I scroll down on the page. I generally work from the top to the bottom and it is frustrating when I see there is a match after populating the details. This would be really helpful I think
2 votes -
Year end dates in settings
Be able to set business year end in business settings as i.e. 31 March and be able to link to say those dates are what should be used for tax year 23/24 etc as can't change on SA301F summary report (and can't change dates unlike on transaction summary)
1 vote -
Hide Inactive Organisations from Drop down list
When subscriptions are no longer in use under a multi-subscription organisation, there needs to be an option to hide inactive organisations from the drop down list. This would avoid confusion, and create a much more straight-forward display.
At the moment, our default organisation is an inactive one, so every time we log in we have to select the correct organisation from the drop down list. There needs to be an option to select one org. as the default org. that opens every time you log in.2 votes -
Automatically Create Folders for Suppliers
We require insurance certificates of currency from the majority of our suppliers. It would be helpful if a file structure could be created for suppliers in Dext, based on the Suppliers List under Costs for these to be stored in.
2 votes -
Automatically Apply Gmail Signature to Xero Paperwork Requests via Dextension
Currently, when sending paperwork requests from Xero through the Dextension, the user's Gmail signature is not automatically included in the request email. This requires us to manually add our signature, including the company logo, phone number, booking links, and other essential contact information, to each request. This manual process is time-consuming and prone to errors.
To address this, I propose the following feature: Dext should automatically detect and apply the user's Gmail signature to the paperwork request email generated by Dextension.
This feature would allow users to send professional and complete paperwork requests without manual intervention. The benefits include:
-…1 vote -
Allow all employees to be added to 'auto expense claims' without the need to tick each individual user
In settings under 'automation' you can select users to have automatic expense claims for any invoices they submit; it would be good to have a 'select all' or even 'apply to all employees' feature. Often when a new user is added, it's easy to forget to add them to the list of 'auto expense claims'.
1 vote
- Don't see your idea?