62 results found
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Be able to select all the documents in the Costs/ Sales Workspace without the need to scroll down untill all items are loaded
"can we selected all, not 50 of 570?"
5 votes -
3 votes
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adding multiple projects to a single receipt with multiple line items
Adding multiple projects to a single receipt with several line items
4 votes -
Be notified accordingly when features are added/ removed
I am at the tipping edge of finding an alternative to Dext. I don't understand how Dext thinks it's OK to add/remove features that affect their user's workflow and client feedback without informing them. It doesn't look good for my practice or Dext.
4 votes -
7 votes
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Dext exporting document name
When Dext exports a document to WorkflowMax, the document name defaults to Dext ref number. I suggest this should be the invoice number and supplier name so that it is easier to locate on Workflow for non Dext users.
3 votes -
1 vote
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Customize visible fields in the Item Details Page
Edit which fields in the Item Details page should be visible (some sort of a filter, like to one on the main Inbox page)
12 votes -
Select the order that items are merged in
It would be really key for us if we could select the order in which item images are displayed after merging them. This would ensure we can have page 1 before page 2 before page 3, or a receipt following an invoice etc
181 votesWe are looking to make this possible, thanks for the suggestion
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Sort Suppliers into Folders
The option to sort Suppliers into different folders.
7 votes -
Top navigation buttons
There needs to be navigation buttons at the tops of the page, not just the bottom. For instance, when I'm on a report or a supplier list, I have to scroll all the way to the bottom to change pages. They should be in both places for efficiency.
5 votes -
Split PDF file into separate invoices
Ability to split single PDF files containing multiple invoices after having been submitted to Dext Prepare.
27 votes -
Bulk Edit Supplier names of the invoices in the Inbox
I would like to be able to edit Supplier names of the invoices in my Inbox in bulk, just like the Categories and Customers
39 votes -
Report of users who published the items
I would like to be able to pull a report where I can see who was the user who published a certain item and what GL was used
24 votes -
Be able to add a page (image) to an extraction already in Dext before publication or be able to combine two submitted documents into one. Ex
Be able to add a page (image) to an extraction already in Dext before publication or be able to combine two submitted documents into one. Example, an invoice and its proof of payment
8 votes -
Ability to delete a manually created category list for unintegrated accounts
There's currently no way for partners & clients to delete category lists created manually or by uploading a CSV. This has to be done by a Receipt Bank dev
25 votes -
Applying Cash payment method
Receipt Bank will pick up if an item is paid by cash, as shown by the column within the Inbox, however it won't use this to apply a payment method with the Ref 'Cash', or similarly one with the Ref 'PayPal'. Can you please modify this so that these payment methods will be automatically applied on these items. This will save me a lot of time going in and manually updating every single one of these items
14 votes -
Add "Date" to merging logic for items with type "Invoice"
Can you please add Date as a merging criteria to the invoices? Some Australian invoices have the same Invoice number and same amount (mobile operator for example) but different date and they are merged incorrectly
15 votes -
Option to turn On/OFF the category and sub category relation in Dext and QBO
Seems that when user are apllying a Category in the Mobile app, the full name of the Category and subcategory does not show and they are not able to make difference in the subcategories. A toggle for an option to turn on and off the relation will be helpful in this case
9 votes -
Customize/change item type selection from the RB default list
I would like to be able to add/customize my own label of another item type from the RB default selection (Receipts, ATM withdrawal, Other, Invoice...)
12 votes
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