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User Restrictions
It is good if DEXT can set users restrictions so they can only use specific projects and/or account categories
112 votes -
31 votes
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Option to make description and note searchable
Can you introduce an option to search by description and/or note in the archive option please? As there is no option to input a job site, I use the description and note to enter the job site. When I have to look up a site, I can't search by either of these options.
If an option can be input to enter job site/job code/ project name that we can search also, that would be even better.
Thanks.
26 votes -
Single login for multiple companies. Switch between companies in the Web App.
Instead of logging in and out Receipt Bank accounts, be able to log in once and switch between accounts via single login.
292 votes -
More submission methods for Sales Invoices
Currently, we can only submit via direct upload
253 votes -
19 votes
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Ability to choose separate email to receive billing/subscription notifications
Development of an ability to set a separate email for Dext subscription and billing notifications, not visible to all the administrator users in the account.
16 votes -
Multiple Supplier rules for one supplier
The ability to set multiple supplier rules for a single supplier.
13 votes -
Integrate with QBO Projects
It would be great if we could post directly to QBO Projects!
135 votes -
Create and add to Expense Reports in mobile app
It would be really useful for me to assign items to an expense report from the mobile app - before and/or after processing. Including creating a new one
129 votes -
Be able to select bill terms instead of just due date
Net terms not just due date
4 votes -
Auto-archive without publishing (supplier rule)
Idea : Auto-archive (without publishing) at supplier level
Why : For many suppliers, we have bank rules in Xero or QBO to have bank transactions automatically recorded without a receipt (monthly subscriptions are a good example of these). Although we do want to keep the receipts in the Archive in case of future audit, we don't want to publish and match all receipts if not required. What we currently do is, for these suppliers, we 'select all' and manually 'archive' all selected items.
If we could simply 'auto-archive without publishing' certain suppliers, that would be game changer for our 40+…
8 votes -
US date formats
Can you please add the option to have dates in the MM/DD/YYYY format used by the US market as opposed to DD/MM/YYYY
120 votes -
Supplier rules bulk edit
The ability to bulk edit Supplier rules like Line item extraction and additional Accounting software.
9 votes -
Receipt Bank API Access
It'd be great to have API access - please update me when this becomes available
117 votesHi,
Thank you for your patience on this request, we are discussing this internally.
However you can use Zapier to Connect Dext Prepare to an accounting software that is not currently supported via our API, help centre article here: https://help.receipt-bank.com/hc/en-us/articles/360033470294-How-Dext-Prepare-and-Zapier-can-work-together
Best Regards,
Dom -
An ability to draw, write or black out words on the images uploaded to Dext
We want to be able to black out some words on the images of the receipts. Or write notes on top of the image.
4 votes -
Firm User Permissions
Option Giving Firm team lead members ability to assign clients to different team members in the firm without the ability to create, delete or view firm settings or billing information
8 votes -
Use Advance search for line items
The ability to use Advanced search to locate items by searching for criteria in the line items.
11 votes -
15 votes
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Customising the folder and toggling the supporting documents
Can we create a subfolder under Costs, Sales and Expense Reports. For ease of reference if we would like to segregate the folder either based on customer/supplier names, user, etc instead of currently we are using filter option which could be a lot of time toggling
Can we add Sales feature in Dext mobile app. Some clients, the invoicing software is different platform from the accounting software i.e. xero, QB
Currently, if we submit invoices/receipts to Expense Report, the supporting documents are not published to the accounting software, instead just a report and image link to Dext. It would be…
38 votes
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