81 results found
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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
5 votes -
Include bank balance in the bank transaction feed
Include bank balance in the bank transaction feed
5 votes -
5 votes
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Bank Statement Extraction with CSV file
The ability to upload Bank Statements for extraction in a CSV file
5 votes -
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 -
4 votes
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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 -
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 -
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 -
Email-in address for Bank Statement
Functionality in Dext Prepare to have an email address for bank statements that can set up for clients, and can be used to send in the PDF. Some clients do not want to give access to the online account so they email the bank statements.
3 votes -
Show subaccounts when downloading transactions
Have the option to show the subaccounts on the CSV/PDF when downloading transactions
3 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 -
Rules based on Bank Accounts
The ability to set rules based on Bank accounts
3 votes -
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 -
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 -
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 -
Extract Sales payments- Export to exact Sage Account
Extract payments from bank statement.
Allow them to be coded up manually with say Account no. Then export each coded transaction to the relevant account in Sage as a SA. This then allows user to match SA against invoices in Sage2 votes -
Generate Expense Report showing multiple items in the Bank Statement/Credit Card statement
how I can generate multiple expense items in an expense report coming from a single credit card statement
2 votes
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