81 results found
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Include Clients' Bank Statement Extraction in Practice Insights
It would be useful to be able to generate a report on Bank Statement Extraction for our clients in the Practice Insights View as well.
1 vote -
Export Statement showing the Match and Document ID
It seems odd that the software can show the 'Match found' in the Bank Transactions but then can't produce a report showing the matching document ID or anything like that. If that became a feature it would be great on a number of levels
1 vote -
Add bank statement warning notification for all users that extraction is a paid feature.
Add bank statement warning notification for all users that extraction is a paid feature.
1 vote -
Bank Satement Match
The ability to match items in Dext to bank statement transactions
7 votes -
Creating a Missing Paperwork Report to be able to incude more than 100 transactions at a time
When creating a Missing Paperwork Report include all the transactions that are missing an image, not limit it to 100.
2 votes -
Allow Basic users to have access the Bank Workspace
Allow Basic users to have access the Bank Workspace
6 votes -
Dividend
There should be an entry to add if a dividend has been paid out and the value of it
1 vote -
Delete transaction from submitted Bank statement
I would like to be able to delete only specific transactions when a Bank Statement is processed. The reason behind this is that a client has a lot of their personal expenses within the submitted Bank Statement, whereas we only need their business's ones.
5 votes -
Admin users in a PPC account to be to request Paperwork
Admin users in a PPC account to be able to send Paperwork Requests to their colleagues.
5 votes -
Automatically send reminders for outstanding paperwork
Automatically send weekly reminders to employees for outstanding paperwork instead of doing that manually
7 votes -
Rules based on Bank Accounts
The ability to set rules based on Bank accounts
3 votes -
Admin user submit credit card bank statement
Hi, we just started to use Dext and have an surgestion. The sales reps received their credit statement by mail. Is it possible that a normal user can upload his credit card statement to match with his Costs, inbox. At this stage only an ADMIN user can upload the statements. This is very time consuming and the Idea why we use dext is to save time for everybody. Kind regards, Roelyn
2 votes -
Bank Fetch Connection
1.Fetch Connection for Bank Statement: Adding a balance column when we downloading in excel
2. Removing credential connection in every 90days to make life easier.2 votes -
6 votes
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Bank Fetch feature for UK
Requests to have Bank Fetch as an available feature in the UK again
13 votes -
6 votes
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Bank fetch feature request in US
Client would like to fetch bank statement in US which is not possible at the moment as it was removed 2 yrs ago
11 votes -
Boost for Bank Statements
Hi, would be great if there is a boost feature for the bank statements too.
33 votes -
Option to filter transactions by description
Option to filter transactions by description or using key words from the description to locate and bring up only transactions with these key words in the description field
6 votes -
Force Bank Feed
This is a feature request: Ability to force bank feeds similar to the way we can do with Costs. Thanks
7 votes
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