81 results found
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2 votes
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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 -
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 -
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 -
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 -
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 -
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 -
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 -
Exceed limit for BSE for Dext Solo clients.
Exceed the limit for bank statement extractions per month for Dext Solo clients.
1 vote -
Delete or disable a bank account that is synced from Xero
I have a closed credit card in Xero that I no longer want shown in Dext. How do I do that?
1 vote -
Bank Feeds for france
Be able to use bank feeds in france with french banks
1 vote -
1 vote
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Pull statements through old to new line items
Pull through bank statements old to new
1 vote -
Support for Accented Letters for French transactions in Bank workspace
Can you request the development team to support accented letters for French transactions in the Bank workspace? It shows as Virement annulé instead of Virement annulé
1 vote -
1 vote
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Bank match for Sage 50 UK
Support bank match for sage 50 to automatically send to to the integration
1 vote -
A away within Dext to request that the client reconnects their bankfeed on Xero
I think it would be amazing if you could do it in Dext then your not needing to really leave Dext at all when completing a vat return
1 vote -
Auto-split Bank statements
Auto-split Bank Statements if multiple Bank Statements have been submitted as a single file for Bank Statement Extraction.
1 vote -
Show the Matched status in the CSV when exporting transactions/statements
Show the Matched status of items when downloading the separate transactions or the bank statements.
1 vote
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