94 results found
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Security around which users can view certain bank accounts
Dext to have the ability to give limited access to users to view a bank account / credit card.
14 votes -
manual match
If Dext doesn't automatically match an expense with a bankstatement, the option to do it manually (for instance date doesn't match or partial payments)
5 votes -
Move to Bank
In the tools section can we also have a 'move to Bank' feature also. Our clients just put everything into 'Costs'... I will leave this in your very capable hands....
2 votes -
reconcile date entry
I use this program to reconcile several bank accounts. I think it would be nice to be able to set each account as reconciled up to a certain date, so that if an old receipt is submitted it would be flagged, and so it may be able to get the date order correct. November 1st instead of January 11th etc.
1 vote -
adding bank feeds via the mobile app
Being able to set up a bank feed via the mobile app - easier to do on the go when sitting with clients.
1 vote -
Paperwork Request - amend order in pdf
I need to sort by bank and then date order (oldest to newest) but there is no option to do this unless I extract to csv and manually amend. I also noticed that bank lines were missing if Dext thought there was an item waiting to be processed that matched - but the document uploaded was not a valid VAT invoice so I still want to include that bank line in the paperwork request document.
1 vote -
Show bank statement extractions for each bank
Show how many pages have gone through each bank on a line by line level
1 vote -
BANK DEPOSIT
Add Bank deposit as a transaction type
2 votes -
Archive bank transactions
Ability to archive bank transactions once matched so that only current transactions are visible
1 vote -
Summary page make the bank transactions clickable
On the summary page under the bank transaction column it would be nice to be able to click on the number in the same was as in the inbox items so the the relevan bank transactions will come up on the screen
1 vote -
Restrict ONE Bank feed per employee for Matches
Link an employee with only ONE possible bank feed for finding matches.
1 vote -
Manually Added Accounts via CSV
Upload transactions to Transactions section via csv. Add a tab to the Bank Accounts section to Manually Upload CSV instead of Bank Statement Extraction. Useful for multiple card holders on single card statement or to remove personal transaction from statements.
1 vote -
Transactions Tabs and Archiving
In the Transactions section, have tabs for All, Unmatched, Matched, Requested, Archived.
Ability to archive any transactions so it is removed from other lists.
1 vote -
Bank Match to Match more than 10 days of thed date
Bank Match to consider entries paid more than the next 10 days of the document date
44 votes -
Cash transactions without receipt
Have an option for claiming for a company vehicle wash , most jet washes are coin operated and do not supply you with a receipt so the money can not be claimed back
4 votes -
Request Paperwork for Direct users
Add the option Request Paperwork for Direct users at Dext.
5 votes -
249 votes
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Bank Feeds and Bank Match
- bank feed - colour the transactions who go to inbox, with attached documents
- match transactions from multiple accounts, bank feed and costs to review
1 vote -
New Tab for Past Transactions
A tab for Previous Transactions would be very powerful. We can see how the transaction was coded. QBO has it.
1 vote -
Archive bank accounts
archive the bank accounts that have already been closed and are no longer useful, to clear up the view
8 votes
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