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  1. 2 votes

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  2. 1 vote

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  3. 1 vote

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  4. automatically fetch and extract bank statements. At the moment this feature is only available for australia where the statements are fetched and will appear under the bank tab but the client still needs to manually press a button to send them for extraction.

    21 votes

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  5. 3 votes

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  6. The ability to restrict client accounts from submitting Bank Statements for Extraction.

    3 votes

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  7. Bank feed available for The Netherlands

    1 vote

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  8. 1 vote

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  9. On the bank transactions have a description field where we can put a note in about the transaction not being matched with a receipt...
    ie...Recurring charge, job number to apply to, personal. etc.

    1 vote

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  10. When you drill down into a transaction and then close out of it, it takes you back to the start of the list. It would be good if it reverted back to the place on the list where you were when you drilled into a transaction.

    1 vote

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  11. 1 vote

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  12. Add a sub-header called 'Original statements' to the left of Source ID, used Dext for a while now, and only just found out it's for original PDF not an alternative for downloading in CSV etc.

    1 vote

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  13. 1 vote

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  14. 1 vote

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  15. The ability to upload Bank Statements for extraction in a CSV file

    6 votes

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  16. Have the option to filter transactions by subaccounts

    1 vote

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  17. The ability to match items in Dext to bank statement transactions

    9 votes

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  18. 1 vote

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  19. 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

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  20. 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

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