123 results found
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Control over font Format of downloaded expense reports
The font in the report is not dark enough to read. When Expense reports are downloaded as pdf, I download to email and the recipients complain the text of the report is too faint to read, or when printed is too faint to read
Also my criticism of the text being too light. I appreciate that the development team must address this but it would be nice to have control over report structure
As I must email expense reports to those that approve payment, it's most concerning that they complain about the report being difficult to review. I don't like…
13 votesHi all,
We recently released a new PDF export of Expense Reports in Dext which has much darker and larger font as well as a clearer layout.
Hopefully this solves your problem, feel free to reach out with anything else.
Best,
Anna
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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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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 -
Change layout of line items
Change the layout of the line items on the item details page so users can see all the information clearly. Currently, some details are shortened or even hidden such as the VAT rates which clients cannot select the bottom one as it is hidden - scrolling or typing the needed rate does not help and the last one always remains hidden and cannot be seen
36 votesWe have now added the ability to have a horizontal and vertical version of line editing. We have also allowed you to show and hide the columns you need. Thanks for providing the feedback and please let us know how this works for you.
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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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