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116 results found

  1. Be able to email-in sales invoices. Currently, this can only be done via direct upload now. Thank you!

    76 votes

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  2. 45 votes

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  3. 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 votes

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  4. I want to be able to download the Expense Report, together with the supporting files in one PDF

    68 votes

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    6 comments  ·  Expenses  ·  Admin →

    Hi 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! 

  5. Have Dext integrate with Sage 50 Cloud.

    1 vote

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  6. Due dates not part of the key data extracted

    67 votes

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    5 comments  ·  Extraction  ·  Admin →
  7. Stop merging of items which have been previously merged but then unmerged.

    66 votes

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    Completed  ·  1 comment  ·  Workflows  ·  Admin →
  8. 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 votes

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    10 comments  ·  Expenses  ·  Admin →

    Hi,


    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

  9. 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

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    Completed  ·  0 comments  ·  Integrations  ·  Admin →
  10. Can you please add the ability for Receipt Bank to work with the new CIS function within Xero

    59 votes

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    Completed  ·  0 comments  ·  Integrations  ·  Admin →
  11. 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

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    Completed  ·  3 comments  ·  Publishing  ·  Admin →
  12. 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 votes

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    1 comment  ·  CSV Export  ·  Admin →
  13. 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 votes

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  14. 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 votes

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  15. 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 votes

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    1 comment  ·  Design  ·  Admin →

    Hello 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

  16. 2 votes

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  17. Ability to have access section using android mobile app

    25 votes

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    0 comments  ·  Mobile  ·  Admin →

    Hi 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

  18. 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 votes

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  19. 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

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    Completed  ·  0 comments  ·  Design  ·  Admin →
  20. 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 votes

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