81 results found
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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
41 votes -
Request Paperwork for Direct users
Add the option Request Paperwork for Direct users at Dext.
5 votes -
241 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 -
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
3 votes -
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 -
Include Sub-Account column when exporting Bank Transactions data
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 -
Bank Notifications
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Receive an automatic notification and require mandatory entry when money is withdrawn from any bank card.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 -
flag missing bank statement pages instead of rejecting the whole file
Flag where there are missing bank statement pages (don't extract that statement only) instead of rejecting the whole file
7 votes -
Ability to add a PayPal Bank Account in the list
Ability to add a PayPal Bank Account in the list
6 votes -
Matching expenses to CC statement after item has been added to Expense Report
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 -
Bank Statement Extraction to download in ofx file
A Partner wanted to export Bank Statement Extraction in ofx format as they wanted to import in Sage.
2 votes -
Automatically send Paperwork Requests to Clients for Transactions/Items without a Match.
The bank transactions are automatically synced on Dext, so we want to be able to activate the Paperwork Request on Dext so it will atomically be requested from the employees
3 votes -
Process present data
When processing bank statements - instead of rejecting files because there is data missing, just process the file which is there.
2 votes -
Advanced Search for Bank
The ability to use Advanced Search in the Bank Workspace to search for specific information, such as Source ID across all Bank accounts instead of each individual one.
1 vote -
Ability Export Full bank in one export
Ability in dext prepare to tick to select all on bank processed statement screen and export all rather than export one by one
4 votes -
Toggle Bank Accounts
Being able to toggle off bank accounts when integration exists (Xero). We only want to reconcile credit card transactions, and because we have integrated with Xero it shows multiple bank accounts and makes certain screens difficult to navigate when we want to push follow-ups to people for receipts.
1 vote -
Identify overlapping bank statement transactions
Identify overlapping bank statement transactions
9 votes -
Exceed limit for BSE for Dext Solo clients.
Exceed the limit for bank statement extractions per month for Dext Solo clients.
1 vote
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