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116 results found

  1. I need to be able to sort per description field in the Expense Reports

    3 votes

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    Completed  ·  1 comment  ·  Other  ·  Admin →
  2. 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 votes

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    Hi,


    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

  3. 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

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    Completed  ·  0 comments  ·  Extraction  ·  Admin →
  4. Add Dext to the "share" option on the iPhone

    16 votes

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    3 comments  ·  Mobile  ·  Admin →
  5. There could be several sub-accounts (usually credit cards) under a single bank account but currently these cannot be selected separately. Instead, the entire bank account data is pulled in.Can we differentiate these and pull them across?

    17 votes

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    Completed  ·  0 comments  ·  Bank  ·  Admin →
  6. Items are added in the Expense Report in a Chronological order, however after the report is downloaded in a PDF , the items are not in that order anymore. Would be useful if they are.

    25 votes

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    0 comments  ·  Expenses  ·  Admin →

    Good news! We've made this fix. 


    By default, PDF exports of Expense Expense reports are now ordered chronologically. You can also change the order of items by other fields like supplier, category, description and amount by going to System settings-> downloading items -> Order items in Expense Report PDF by


    Hope this helps! 

  7. Hi,
    Is it possible to synch my projects from Ibiza to RB. We are integrated with Ibiza and we need analytics to be available for our clients as it helps to assign projects to the right client/user

    24 votes

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    Completed  ·  0 comments  ·  Integrations  ·  Admin →
  8. Being able to rotate, crop & edit photos within the mobile app would be really useful in ensuring that the photo is clearly visible

    23 votes

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    Completed  ·  0 comments  ·  Mobile  ·  Admin →
  9. It would be extremely helpful to be able to publish a Sales invoice to a bank account. Most customers have paid for the service and it goes directly into a bank account. The drop down list is there in Dext but no bank accounts show up in it.

    1 vote

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    0 comments  ·  Publishing  ·  Admin →
  10. As a completely cloud-based firm I use Google Drive to manage my firm's, and my client's, documents. Can you please add a Google Drive integration similar to that of DropBox

    20 votes

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  11. When adding line items to a transaction, it would be great if the columns could be expanded or widened because currently when you want to enter the tax rate there's a very narrow column and it is difficult to see the different tax options when scrolling down. For this reason we would rather edit the item in Xero when we would prefer to do the editing in Dext.

    2 votes

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    1 comment  ·  Design  ·  Admin →
  12. The option to upload multiple pages PDF, from which some items are not just one page, so the system will split correctly per invoice ( 2 or more pages).

    6 votes

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    1 comment  ·  Extraction  ·  Admin →
  13. Can you please add a CSV template option that will allow a direct export -> Import for the accounting software Quadra.

    18 votes

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    Completed  ·  0 comments  ·  Integrations  ·  Admin →
  14. Can you please make it possible to download all my items into 1 PDF or CSV instead of page per page?

    16 votes

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    1 comment  ·  CSV Export  ·  Admin →
  15. Option to publish Sales Receipts to Quickbooks Desktop, not only invoices

    1 vote

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  16. 8 votes

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    1 comment  ·  Design  ·  Admin →
  17. In order to effectively use the sales module, users need to have their sales categories in the section Comptes généraux (also known as "product accounts/categories", "comptes produits de classe 7"which we're not pullingfrom Ibiza).

    16 votes

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    Completed  ·  0 comments  ·  Integrations  ·  Admin →
  18. Would like to be able to view more items on page, in the inbox

    16 votes

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    Completed  ·  0 comments  ·  Design  ·  Admin →
  19. Could you please add a CSV export (COST section) for Quickbooks Desktop that is specifically Canadian (right now there is only US) and we lose too much time in changing everything

    1 vote

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  20. Please add an integration with Zapier

    14 votes

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    Completed  ·  1 comment  ·  Integrations  ·  Admin →
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