56 results found
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Download invoices from portal
When a customer sets up forwarding rules from an email or a website, sometimes the message sent contains a button that needs to be clicked so that the invoice is downloaded. The customer asked for functionality that downloads the invoice automatically and sends it to Dext Prepare instead of an interactive invoice which you need to click to view and download the invoice in question.
1 vote -
1 vote
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send receipts to 1 email for multiple companies
Hi, I currently have 2 accounts with you for my 2 businesses. Your new single user sign on has been great so thank you for implementing that. I was wondering if it was possible to have a processing section when you have more than one business/account so there is just one location for all receipts to be emailed to / uploaded to and then as part of the normal checking process we could allocate to the correct business ready for it to be send to Xero
1 vote -
Ability to allow only selected senders to submit to email-in
We need an "allow list" option to be able to restrict the email-in usage, because the incoming email address could be discovered or guessed, by anyone
1 vote -
An Anti-spam system that restricting junk mail being submitted to the account.
Would be great if there was some AI able to pick up "junk" mail eg. promos sent from suppliers and have it placed in separate folder. User could go through this less frequently eg monthly to check for any accidental junk. Great offering and love using DEXT- thank you.
1 vote -
Option to submit multiple files which are a single item via the Web app
When you upload multiple files through the direct submission method - have an option for the system to process them as a single item. Like the Combine mode in the Mobile app
2 votes -
2 votes
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Dismiss "Queued for Processing" prompts in the Web App.
I'm using Dext (previously Receipt Bank) and every time I process a receipt I get a message up on the bottom left of the screen which tells me it's queued for processing. Is there a setting so I can remove this message constantly flagging up on my screen? It becomes irritating and distracting when you're processing 20-30 transactions
2 votes -
Add a document to an existing cost/sales file
An option to add an additional document to an existing cost/sales file without having to submit it and merge it.
8 votes -
Add favourites/Filter categories in both the Mobile/Web app
In the mobile app can you filter accounts or sort by most used or last used in app. It would be handy not to have to scroll through entire list when I always use just a couple accounts when scanning in a receipt
38 votes -
Assign Class when submitting via email.
Assign Class when submitting via email.
3 votes -
eInvoicing in New Zealand
Enable New Zealand businesses to register and receive invoices in Dext prepare
0 votes -
Ability to pull over documents from an email inbox
Ability to pull over documents from an email inbox similar to a supplier Fetch connection. The system scans the users inbox and pulls over items to their Dext Prepare account.
12 votes -
Invoice Fetch
If a client is using a supplier with fetch available, could there be a flag or notification explaining that this could have been caught by fetch. Fetch is available with this supplier.
5 votes -
Ability to set fetch connection without selecting a user
Option to set a fetch connection without selecting a user as the document owners change for items pulled from the fetch connection.
2 votes -
not set the fetch connection date to a future one automatically
When setting up a fetch connection, for the system to not automatically set a future date
1 vote -
Be able to notify clients when they need to Force Fetch a connection
The ability to notify clients when their attention is needed regarding a Fetch Connection
3 votes -
Be able to uplaod the same file as Cost and Sale at the same time.
I have invoices from Deliveroo, Just eat etc that there on the same inv is sales amount and commission amount. If I upload this inv in Dext as commission expense, I can not upload again in sales as sales income
2 votes -
Manually reject receipts
manually reject and notify the uploader
1 vote -
5 votes
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