112 results found
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An ability to publish Sales documents as paid to Xero
An ability to publish Sales documents as paid to Xero
4 votesHi there,
Thanks so much for your suggestion, I am pleased to say this feature has now been released!
- Users with Xero integrated accounts can now publishing sales items as paid
- This works the same as publishing a cost as paid
- Help documentation for this feature can be found here: https://help.dext.com/en/s/article/how-to-publish-items-as-paid-to-xero
Kindest regards
The Dext Product Team
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A camera that can scan
So the trouble with the extraction process in many of my cases is that when I take a photo of A4 receipts Dext Prepare can’t recognise the small print due to it being SNAP further away to fit all the important information it. So an idea I put forward is having a scanning feature similar to ‘Adobe Scan’ so you can crop the document and clear any blurriness so recognising the text in the extraction process for A4 documents can be done easy with out manually entering the key information.
6 votesIn the Mobile App Settings we have added 'Camera Shot Suggestions' with this turned on you can use the functionality to select and crop to to what is needed. We also look to see if it is blurry. See attachment
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Advanced Search in Expense reports
Since the expense report list screen has been changed, it is not harder to differentiate at a glance expense reports that have been approved vs those not yet submitted for approval as both are eligible for publishing. Please allow to search or sort by the Approval status. I want to be able to filter the list of expense reports for only those that have been approved. Another option would be to have a notification box at the top of the screen when viewing the expense report detail to show whether it has been approved. Similar to the current waiting for…
3 votesHi,
We have updated the expense report screen so you can filter by approval status. After you have navigated to the expense report page, select Advanced in the search bar, and you can select the approval status you want to filter by. You can also sort the column by status as an alternative.
Thank you for your feedback, feel free to reach out with any further comments you have.
Many thanks,
Vikash
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11 votes
Hi,
We have now added the option for you to customise the columns in an expense report on screen. You will see the cog similar to the cost or sales inbox, where you can select or de-select columns.
Attached is an image showing which options are available.
Please feel free to reach out with any questions or further feedback as we are working on improvements in the expense report space.
Thank you for your feedback, it has helped us improve your experience!
Vikash
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QBO Project Visibility in Customer Dropdown menu
With the customer dropdown when integrated with QBO - using projects: it would be very helpful to have the Customer:Project show up in the dropdown list rather than having each project broken out as its own customer. We need the connected hierarchy visible.
4 votesThanks for your feedback. We have made it more clear when an entry in the customer list is a sub-customer of a given customer. All projects are sub-customers in Quickbooks Online so the new tooltip marking sub-customers in the customer list will help to identify them.
This help centre article has screenshots to further illustrate:
https://help.dext.com/en/s/article/how-to-use-projects-in-quickbooks-online
Thanks again for your feedback.
Regards,
The Dext Product Team
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Integrate with QBO Projects
It would be great if we could post directly to QBO Projects!
203 votesThanks for your feedback on this issue! We have now clarified the handling of projects with Quickbooks Online. To assign an item to a project in Quickbooks select the relevant sub customer from the customer drop down on the item detail page. Sub customers are now marked with a tooltip that shows that they are a sub-customer and which customer they belong to.
This help centre outlines the process: https://help.dext.com/en/s/article/how-to-use-projects-in-quickbooks-online
Thanks again for your input.
Regards,
The Dext Product Team
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Support Credit Notes for Sales Invoices
The type field is greyed out default to "invoice", unable to select "credit".
I need the option to publish as either invoice or a credit note rather than inputting manually in accounting software.
173 votesHello,
Good news, sales credit notes are now supported in Dext Prepare for Xero and QuickBooks Online.
You can publish a sales credit note by choosing ‘Type > Sales Credit Note’ on the item detail page.
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Purchase order number extraction
Purchase order number to be among the key data that gets extracted in the place of Invoice Number for items that are POs
141 votesWe are pleased to announce this has bow been released. It will automatically be enabled, please do check it out. If you are interested in how to use Purchase Invoice Matching please see here: https://help.dext.com/en/s/article/how-to-use-purchase-order-match
As always any comments or feedback do let us know.
Simon
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Extract email body as Description
Could you please extract the body of an email, when the item is added as a separate attachment, as the Description?
138 votes -
Expense Report
Add the code next to the Category name when an Expense Report is created and after the report is downloaded
4 votes -
Bio-metric login
Bio logins are in almost every other app that I have used. Even your competitors. If it is in this one, I have not been able to find it.
2 votesThis is now available in the mobile app.
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Add pdf from phone app
At the moment the app only lets you take a photo and upload that.
Please make it able to click through to an iCloud or google drive folder and add from there too.
22 votes -
Link from Xero to Dext
Like in Xero to take me back to original in Dext.
4 votesThis is avilable via our Chrome Extension it's free sign up here https://info.dext.com/dextension
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Assign item/product (inventory) codes to invoices and publish to Xero
I would like to be able to assign item codes (ie stock/inventory) from Xero to invoices and receipts in Receipt Bank.
In particular clients in the hospitality industry would benefit from this - if they could even be extracted with line items that would be magic!
88 votesYou can now assign Products/Services in the Cost workspace and publish them to Xero
Please see this article for more information
https://help.receipt-bank.com/hc/en-us/articles/4407474767505 -
26 votes
Session time is now 8 hours.
Thanks for your feedback!
The Dext Product Team.
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error information
an explanation of what an error means - ie "A request should not contain ID in the route during POST operation."
1 voteWe recently made error messages much better thanks for the feedback.
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Email-in sales invoices
Be able to email-in sales invoices. Currently, this can only be done via direct upload now. Thank you!
76 votes -
45 votes
Hi,
The FreeAgent integration now support publishing of sales items, they can be published int the same manner as with other integrations outlined here: https://help.dext.com/en/s/article/how-to-process-your-sales-invoices.
Thanks for taking the time to feedback and help us improve Dext.
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QBO Stock/Inventory Items (Products/Services) for Cost Documents
Could you please support stock items in QBO? In particular item detail for product/services on a receipt. When working in Receipt Bank there is no option for entering these products or services.
Our current process is to purchase from a supplier and put this into QuickBooks as stock items. These stock items are then removed when an invoice is created and the items taken out of stock.
75 votesYou can now assign Products/Services in the Cost workspace and publish them to QuickBooks Online
Please see this article for more information
https://help.receipt-bank.com/hc/en-us/articles/4407474767505 -
Download Expense Reports with supporting images
I want to be able to download the Expense Report, together with the supporting files in one PDF
68 votesHi there,
The ability to include source document images within the Expense Report PDF export is now live. Select 'Report with receipts' on the detail level in the PDF export screen. See screenshot attached.
A reminder if you're an Admin that you can also include links to the source documents from Account Settings. Just turn on 'Image Sharing'.
Hope this helps!
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