81 results found
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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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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 -
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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Include bank balance in the bank transaction feed
Include bank balance in the bank transaction feed
4 votes -
2 votes
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Show subaccounts when downloading transactions
Have the option to show the subaccounts on the CSV/PDF when downloading transactions
3 votes -
Filter transactions by subaccounts
Have the option to filter transactions by subaccounts
1 vote -
5 votes
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Identify overlapping bank statement transactions
Identify overlapping bank statement transactions
10 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 -
4 votes
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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 Match to Match more than 10 days of thed date
Bank Match to consider entries paid more than the next 10 days of the document date
41 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
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