164 results found
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Ability to merge processed Bank Statements
Ability to merge processed Bank Statements
7 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!
10 votes -
create invoices and quotes on dext
Possibility to create invoice and quotes on Dext
15 votesWe are currently testing this functionality and will be looking to get further feedback from interested parties.
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Expense Approver privileges
We would like Expense Approvers to be able to see their items only, just like Basic users
17 votes -
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 -
11 votes
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Outstanding Paperwork reports History
Review of Outstanding Paperwork reports requests sent to clients
6 votes -
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.
9 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 -
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.
4 votes -
Review Paperwork requests via the Web app
Review paperwork requests via the web app as on the Mobile
12 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 -
Ability to create folders in Dext to organise items
Option to create separate folders to organise items into dext like the archive, inbox and costs/sales folders
148 votesThanks for giving feedback on new features, we are currently reviewing this item and opening to release something later this year.
Please stay tuned for updates.
Simon
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6 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
19 votes -
25 votes
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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
46 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 -
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
18 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
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