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  1. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  2. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. I am exporting transactions for a customer into a CSV file and I can't seem to capture any line items transactions for that customer. The filter doesn't seem to capture any invoices that have that customer listed in the line items. As some of our invoices can contain several customer names, we apply the names in the line items. Is there a way to filter by customer and by line items?

    We are missing a huge amount of invoices for particular customers in our transaction reports for monitoring.

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
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  4. If an invoice has both zero-rated and 20% VAT it won't pick that up.

    2 votes

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    0 comments  ·  Rules  ·  Admin →
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  5. 1 vote

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    0 comments  ·  Direct  ·  Admin →
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  6. I am trying to turn on line extraction for a client for all uploads. Is there a way to do this rather than by supplier?

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
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  7. 1 vote

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    0 comments  ·  Publishing  ·  Admin →
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  8. I'm using Dext (previously Receipt Bank) and every time I process a receipt I get a message up on the bottom left of the screen which tells me it's queued for processing. Is there a setting so I can remove this message constantly flagging up on my screen? It becomes irritating and distracting when you're processing 20-30 transactions

    2 votes

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  9. 2 votes

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    0 comments  ·  Extraction  ·  Admin →
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  10. I feel like an alert is needed. I didn't even notice I had a message. It would be a great tool if it worked.

    5 votes

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  11. 1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  12. Within the Dext platform, we utilise Purchase Orders to establish
    connections with the invoices we receive from our suppliers. These Purchase
    Orders are equipped with item codes, as we follow a practice of generating
    distinct stock codes. Consequently, when an invoice arrives from a supplier,
    we ensure linkage with the corresponding Purchase Order within the Dext
    platform (we use Xero). Regrettably, an issue has surfaced during the
    publication process. Despite our efforts, the system does not appear to
    appropriately allocate the invoice to the designated product code.

    We see the PO on Dext for the relevant supplier. We link it;…

    1 vote

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  13. Please allow the system to accept other credit note characters in the invoice field. It is very time-consuming having to action these manually.

    "Looking at the screenshot you provided, it seems that there was an "em dash" (a long dash that is not accepted by the system) as part of the invoice reference, which resulted in the error message "Please remove invalid character — from Invoice number field". Please use a short dash ("en dash") in such situations and the items should be published successfully."

    1 vote

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    0 comments  ·  Publishing  ·  Admin →
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  14. We want to be able to change all of our clients settings in bulk, for example, the "Show net amount" one. We also need to be able to pre-set this to be ON as default for new clients.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  15. Have the option to restrict a colleague user from publishing items to the accounting software when they view the items within a client account. They should only be able to edit them without the option to publish.

    2 votes

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  16. 1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  17. I wanted to find out why dext no longer brings up the correct product when i put the code in the product/code box? I have to still search through the dropdown box to locate the one I need which defeats the purpose. It used to bring it up to the top of the dropdown box immediately. It has done so previously but the last couple of weeks it hasn't. I put in the exact code

    1 vote

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    0 comments  ·  Workflows  ·  Admin →
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  18. 1 vote

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    0 comments  ·  Design  ·  Admin →
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  19. Is there a way to sync Dext to a calendar?

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  20. Dext is a great way to keep on track of costs that have uploaded receipts. I was wondering if there is a way to set up other recurring costs like payroll due date, hst due date, etc. Like can I add something like that manually so that I can track everything all in one place.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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