184 results found
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Extract the bank info for suppliers
Additionally, extraction of bank & contact details would ensure that if suppliers change these then RB picks it up to ensure they're correctly paid.
Another client: it would be great if bank account details can also be extracted from invoices, stored within Receipt Bank and then are available for extract via csv. A very timesaving development....
106 votes -
feature for the expenses summary report
can DEXT automatically set gst free for foreign receipts
2 votes -
Feedback for AI extractions and suggested descriptions
Most of the time information extracted from invoices is correct but it would be useful to flag when the AI gets it wrong so improvements can be made. Google offers a "feedback on these results" feature and Dext should too.
Examples of the AI extraction getting it wrong seen this week:
1. Invoices marked as duplicates when they are unique invoices and should be processed
2. Suggested descriptions which are incorrect
3. Extracted supplier name incorrect (matching neither company name or bank account holder)
4. Credit notes are not identified and processed as invoices
5. Invoice number not identified and…3 votes -
Rearrange document
Change page order of bills with multiple attachments. I have a bill from a tradie who has attached proof of purchases. I want to display the tradie invoice first followed by the materials bills but cannot rearrange the order
3 votes -
Name rules
Quicken has an excellent vendor Naming Rules and it would be tremendously helpful to have a similar feature in DEXT!
When DEXT picks up a certain Supplier name I would like to be able to map what it sees to what needs to be used!
Example: DEXT is showing Shopify, I would like DEXT to memorize "when you see Shopify, use Shopify Fees (supplier name) instead." So many names picked up by DEXT are partially correct, a naming rule would expedite the constant human process of looking for the correct name.1 vote -
POS Z-reports for sales
Upload Z-Reports from the POS
2 votes -
Find duplicates across multiple businesses
Many of my client's have multiple businesses and often upload the same invoice to two or more entities resulting in double payments. It would be great to be able to group individual entities and search for duplicates across the group.
2 votes -
Due date flip date
LOVE, LOVE, LOVE the date feature "set to ___". Please also do that for the due date.
5 votes -
Turn off the conversion rare to base currency
The amount that FIXER provides never matches what our credit card provider or our bank uses. IT would be nice to turn the auto conversion off and force users to enter the real cost.
2 votes -
Consolidated Invoice Import
Some Suppliers give us a consolidate invoice where the invoice contains multiple invoice numbers. Note this is not a statement. It would be good if dext was able to recognise the multiple invoice numbers and associated bill for import
3 votes -
Show "Confirmed duplicate" receipts somewhere on main page
Please make it possible to see any "confirmed duplicate" or any other expense that Dext disallows in the main inbox screen. I submit enough receipts that I don't always remember each individual one; and when Dext decides they're duplicates--often mistakenly--I get no notification. I have to remember that I submitted a particular receipt among the many that I may have submitted at the same time, and then go to my profile to find out why it didn't show up in my inbox. It would be very helpful if such receipts were annotated where I can see them without having to…
2 votes -
Updated date feature
When inputting an unrecognizable date instead of Dext automatically setting the date to today's instead (similar to the suppliers feature) it could say 'unknown date' as the setting to the current date can beome confusing.
1 vote -
Arrange and total by Project or PO#
Added Totals of multiple receipts by Project or PO#
2 votes -
Reading of Cash as payment method
Can you please get Dext to read cash as a payment method.
this will assist greatly where clients make many cash payments from the daily cash takings.
this in turn will assist in linking the cash payments to a quickbooks ledger account - cash to be banked and offsett it there.5 votes -
Extract VAT based on Currency
I hope this message finds you well. We’ve been experiencing an issue with VAT handling on receipts for non-GBP payments in Dext.
When we upload receipts in non-GBP currencies, Dext appears to automatically read and include the VAT. While this is helpful for GBP transactions, it creates complications for non-GBP payments, as we then have to manually adjust the VAT to zero before exporting to Xero.
We would like to know if there’s a way to automate the VAT treatment for non-GBP payments so that VAT is set to zero by default, or if supplier-specific rules can be applied to…
2 votes -
Custom Extraction Field for Invoices and Statements
Ability to create a custom extraction field (or column for statements) on specific suppliers' invoice/statement (e.g. a delivery location detailed on an invoice if a single supplier delivers to multiple sites, or a delivery location column on a supplier statement).
1 vote -
5 votes
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Translate Photo's
Be able to translate photo's of receipts and invoices so that bookkeepers can actually understand them without having to download each document and google translate them.
2 votes -
Auto Rename Suppliers
I'd like to see a feature where you can create a rule for dext to automatically rename a supplier, for example. Dext picks up the supplier as "Spacex Canada Corp" but it is preferred that these get renamed to "Starlink" as the client has that set up as a vendor already. This would help lower the amount of duplicate vendors getting pushed through to QBO.
14 votes -
Automate detection of Amazon Business Fetch Duplicates
Amazon business provides both an "Invoice Summary" which is detected as a numeric unique code (that seems to be called the order number) and an invoice with an alphanumeric code. Fetch is pulling both in and creating many accidental duplicate records. It seems it happens more when Amazon insists on compiling a series of invoices into a single "Amazon invoice." But the order number is consistent on both the invoice summary and the multi-page invoice. Can Dext Fetch match the order numbers to suggest duplications?
1 vote
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