98 results found
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2 votes
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1 vote
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1 vote
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Automatically fetch and extract bank statements
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 -
3 votes
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Restrict Bank Statement Extraction for clients
The ability to restrict client accounts from submitting Bank Statements for Extraction.
3 votes -
Bank feed available for The Netherlands
Bank feed available for The Netherlands
1 vote -
1 vote
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Description field for unmatched transactions
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 -
Revert to the last viewed Bank Transaction when you open the Trasnactios section.
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 -
1 vote
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Sub-header for original statements
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 -
1 vote
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1 vote
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Bank Statement Extraction with CSV file
The ability to upload Bank Statements for extraction in a CSV file
6 votes -
Filter transactions by subaccounts
Have the option to filter transactions by subaccounts
1 vote -
Bank Satement Match
The ability to match items in Dext to bank statement transactions
9 votes -
1 vote
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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
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