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  1. Add Bank deposit as a transaction type

    2 votes

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  2. 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

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  3. Link an employee with only ONE possible bank feed for finding matches.

    1 vote

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  4. 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)

    1 vote

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  5. 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

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  6. 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

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  7. Bank Match to consider entries paid more than the next 10 days of the document date

    43 votes

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    3 comments  ·  Bank  ·  Admin →
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  8. 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

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  9. Add the option Request Paperwork for Direct users at Dext.

    5 votes

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  10. 245 votes

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    1. bank feed - colour the transactions who go to inbox, with attached documents
    2. match transactions from multiple accounts, bank feed and costs to review
    1 vote

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  11. A tab for Previous Transactions would be very powerful. We can see how the transaction was coded. QBO has it.

    1 vote

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  12. 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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  13. When viewing Bank Transactions, I have the Sub-Account Column showing so I can identify which card made the purchase. When I export the list to Excel, the only columns in the spreadsheet are Date, Description, Debit, Credit, and Balance. It would be helpful to include all columns when exporting that data - particularly the Sub-Account so that we can easily filter the spreadsheet by card user.

    1 vote

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  14. Flag where there are missing bank statement pages (don't extract that statement only) instead of rejecting the whole file

    8 votes

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    3 comments  ·  Bank  ·  Admin →
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  15. Connecting your bank card to your system -

    Receive an automatic notification and require mandatory entry when money is withdrawn from any bank card.

    2 votes

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  16. Ability to add a PayPal Bank Account in the list

    6 votes

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  17. When looking at a credit card statement under Bank it would be great to see a match even if the item is in an expense report already. It would also be very useful to see a column that showed 'Expense completed' or 'Expense Waiting etc to show if the credit card statement has been reconciled to the expenses.

    3 votes

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  18. A Partner wanted to export Bank Statement Extraction in ofx format as they wanted to import in Sage.

    2 votes

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  19. Ability in dext prepare to tick to select all on bank processed statement screen and export all rather than export one by one

    5 votes

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