112 results found
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Integrate with Sage 50 Cloud
Have Dext integrate with Sage 50 Cloud.
1 voteDext is able to integrate with Sage 50 Cloud, this is covered by the existing Sage 50 integration. Please follow these instructions from the help center:
https://help.dext.com/en/s/article/How-to-integrate-Dext-Prepare-with-Sage-50-using-Dext-Connect
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Due date extraction
Due dates not part of the key data extracted
67 votesDue Date Extraction is now released, supplier rules will continue to work if defined, set them to none to leverage our AI instead.
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better merging logic
Stop merging of items which have been previously merged but then unmerged.
66 votes -
Expense Reports without "Expense Report" in the name
I'd like to be able to publish Expense Reports so that "Expense Report" isn't included in the supplier name
"Why are the expense reports showing up as suppliers? Our supplier list now includes multiple expense reports and that will grow tremendously over time…"
56 votesHi,
Thank you everyone for your feedback. We reviewed all of the raised topics and it was clear that the use of the report name was causing issues.
We have now changed this logic, the employee name the expense report belongs to will now be what we use to publish to general ledgers.
This is now live, please feel free to reach out with any further feedback.
Many thanks,
Vikash
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Linking items in Receipt Bank to Purchase Orders in Xero
My client uses Purchase Orders in Xero to order their items. The client codes their POs and then we have to code the corresponding invoices & receipts based on this. It also means that the Purchase Order can't be processed fully through Xero. Please look into extracting a Purchase Order number on items and using that to match against existing Purchase Orders in Xero
How would I envision it working?
1. RB picks out the PO as well as the other info (or at least has a detail field)
2. Somewhere there is a matching check against a PO with…65 votes -
Transfer items with CIS to Xero
Can you please add the ability for Receipt Bank to work with the new CIS function within Xero
59 votes -
MYOB integration
Currently when we publish from Receipt Bank to MYOB, RB includes the image URL for items in the Journal Memo field. There's no way to stop RB from doing this, even if we turn the image sharing permission off in Receipt Bank.
Can you please instead send the name of the supplier to the journal memo field - we use this field during reconciliation and the image URL makes the process much slower.
For other integrations (like Xero or MYOB Essentials) RB will attach the image of the receipt from Receipt Bank directly to the transaction - could you please…
50 votes -
Download the Suppliers' list as a CSV file
I would like to be able to download a list of all my suppliers in Receipt Bank along with any of their details (like supplier code).
43 votesHi,
You can now export your suppliers list, you'll see an export button at the top of the suppliers page to allow this.
Thanks for taking the time to feedback and help us improve Dext.
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Assign different tax code for CSV downloads
Can you please add the ability to change or set tax does on CSV exports. At the moment the export is built with a standard tax code which means we have to manually adjust all the items in the CSV
44 votesHi,
You're now able to set a tax list on unintegrated accounts which will allow you to assign a tax to items before exporting them. This removes the need to adjust the tax in the exported file.
You can see instructions on using the tax list here: https://help.dext.com/en/s/article/how-to-set-up-tax-rates-in-an-unintegrated-account
Thanks for taking the time to send in feedback to help us improve Dext.
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Support foreign suppliers in Sage Accounting
Currently when you try to publish from Receipt Bank to a supplier in Sage which isn't located in your region (in my case the UK) you cannot - there is an error message "Please select the EU Goods/Services on each item line"
In order to publish the item you have to change the location of the supplier. However, if you change the location of the supplier this would lead to VAT being incorrectly reported i.e. the transaction would be in the incorrect part of the report. This would even be more significant in reverse charge VAT scenarios for suppliers in…
43 votesHi,
Publishing to foreign suppliers should now work correctly as an issue with how exchange rates between Sage and Dext has been resolved.
Thanks for taking the time to feedback and help us improve Dext.
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Client logo on Expense Reports
I would like to add each of my clients individual Logo to their expense reports is that possible? Just to be sure I am not asking to add my practice Logo but each client would have their Logo on their reports.
41 votesHello all,
Thank you for sharing this request with us, I'm happy to inform you that clients are now able to upload a logo to appear on their expense reports. All they have to do is navigate to My profile > Account details > Co-branding and upload their logo.
Best,
Sandra
Product Manager @ Dext
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Nomisma Accounting software Integration
Integration with Nomisma
https://www.nomisma.co.uk/2 votesThe Nomisma integration is now available for all users. You can select it in the 'connections > integrations' page.
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Archive section android mobile app
Ability to have access section using android mobile app
25 votesHi there,
Good news from the Dext product team: The archive section is now available for the all-new Dext Android mobile app!
Opt-in to Dext's new Android app experience, in order to gain access to your archive of items after publishing. There's also a host of other new improvements, including:
- A better view of your receipts, categorising them by timelines and what documents are processing
- A centralised view of your costs, sales invoices, expense reports and settings
- Improved filters and sorting of your items
- Access to your Sales space
Read more about the new Android app, and how to opt-in, here: https://help.dext.com/en/s/article/How-to-Access-the-New-Android-App
Thank you for contributing your feedback through UserVoice, and helping make Dext even better.
Kind regards,
The Dext Product Team
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Quickbooks stock control
Hi,
It would be really helpful if Dext would integrate with the stock control functions in quickbooks desktop so that incoming invoices are automatically allocated to the correct items, as opposed to general expense headings.
It's potentially one of the most important use cases of Dext for us.
Hope you guys will help us out!12 votesThe ability to associate products and services to items in Quickbooks Desktop is now available. Please make sure your Dext Connect is updated to the latest version.
Thanks for your suggestions and feedback!
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Flexible Columns in the Archive
I'd like to be able to easily see how items were assigned to Projects within the Archive without having to go into the items one at a time.
It's possible to add columns in the inbox (ie: description, n° of the bill etc.) but not in the archive.
39 votes -
Increase the PDF page limit
It's not possible to submit PDFs with >50 pages as these are rejected by the system. A number of my invoices are larger than this in length but still under the file size limits.
The file size limit makes sense as it prevents items timing out in the upload & data extraction processes.
Could you please update the system to enable the submission of PDFs with larger numbers of pages, provided they still sit under the limit to file size.
30 votesWe are happy to say we have increased the limits on PDFs on uploads so now you can import larger documents. Please try it out.
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Sorting per Description in Expense Reports
I need to be able to sort per description field in the Expense Reports
3 votes -
Kashflow - Publish VAT Rates
When you publishing items to Kashflow all the lines are show as 0% VAT (even though the amounts are correct). Seems RB doesn't send across the VAT Rates to Kashflow.
29 votesHi,
Thanks for your feedback on this feature. We have now implemented the ability to associate tax rates with items published to Kashflow.
You can both set a default tax in the 'Connections' menu under 'Integrations' on accounts that are integrated with Kashflow; and you can select a tax rate on an item by item basis on the item detail screen.
If you have further suggestions please let us know!
Thanks,
Dext Integrations development team
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Linking items in Receipt Bank to Purchase Orders in QBO
Could you please extract the Purchase Order Number from Purchase Order items, similar to Invoice Number from Invoices, and have this able to map to existing POs within QBO
28 votes -
iOS share option
Add Dext to the "share" option on the iPhone
16 votesShare sheet option is now available on iOS!
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