159 results found
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Sales/Income Reports
The ability to create, edit, and use Income/Sales Reports, much in the same way Expense Reports work, but for Sales items instead.
20 votes -
JPEG to PDF
There should be a way to change the type of file from a JPEG to a PDF within Dext. As accountants we often need to download and drag files from Dext into Caseware for year-end work and JPEGs don't work for that, nor do they print well to PDF. Thank you!
11 votes -
Transfer items between users & accounts
I would like to be able to move incorrectly uploaded items from one user to another within an account or within different ones. This is particularly key for my clients with multiple entities
51 votes -
Ability to filer items based on their rebillable status
Show an check-box in the Filter option for the re-billable status of the items
5 votes -
Transfer Clients to another accountant/ remove clients
option to transfer a client from one partner to another directly from their dashboard or an option to remove the client
20 votes -
11 votes
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Auto-Crop Receipts
Please add the ability to automatically crop receipts. Possibly with auto-rotating and resizing. Machine learning can greatly simplify/assist in this.
12 votes -
Review Paperwork requests via the Web app
Review paperwork requests via the web app as on the Mobile
13 votes -
25 votes
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support canadian tax (dual tax) without the need of an integration
Dual tax is only extracted when connected to an accounting software. Client would like to be able to extract dual tax when not integrated as well
20 votes -
option to search for items using the publish/archiving date
option to search for items using the publish/archive date instead of the invoice date when using the advanced search
12 votes -
Allow users to update or change an exchange rate
As there are many differences in the exchange rates used by the client's banks, it would be great if users could enter an exchange rate by themselves and change it if necessary. Thus, they won't need to edit hundreds of items, they will only have to update the rate.
21 votes -
SMS Invite functionality support in more countries
Users would like the functionality to invite via SMS to additional countries:
- Cambodia
- Fiji
- Samoa
- China
- Germany
- Argentina
- Brazil
- Papau new Guinei
- Poland
- Vanuatu
- Panama24 votesWe are reviewing the countries we support. Thanks for the feedback
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Outstanding Paperwork reports History
Review of Outstanding Paperwork reports requests sent to clients
6 votes -
Supplier Aliases
Most of my clients have been with me for years and previous accouting softwares. As a result the suppliers within their Xero account are named differently to how Receipt Bank picks them up. It would be a lot of trouble for me to go through and merge/rename all of the suppliers in each client. Some of my clients also use generic suppliers such as 'Fuel' and 'Cafe'. I'd like to be able to set up a list of aliases for my suppliers, and have merging of suppliers automatically add the merged supplier names to this list
20 votesHi everyone,
Thanks for your feedback!
We use AI and machine learning to automatically extract supplier names based on invoice and receipt details, and this process will remain unchanged.
That said, we will be exploring the idea of mapping suppliers to generic suppliers.
Kind regards,
The Dext Product Team
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Move to xe.com for conversion rates
Hi, you currently convert items based on the conversion rate of ECB however this is less accurate than xe.com and makes it more difficult to manage these items for me as every item requires review and updating
16 votes -
Highlighting fields on document image that have been populated by Dext
on each document image the date, amount, tax etc to be highlighted for all field areas that have been filled by Dext, for ease when reviewing the document before publishing.
6 votes -
Account timezone setting
My timezone isn't UTC however all the timestamps in my account are in UTC which is useless to me
15 votes -
7 votes
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