165 results found
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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 -
Approved Expense Reports should not allow additional items to be added
We have just realised that expense reports can have additional items added to them after they've been approved and can be published without further approval. This doesn't make sense to me and I would love to gain an understanding about how this function works.
33 votesHi there,
We released a fix for this 🎉
The enhanced expense claims approval experience, which was launched this week, will 'lock down' expense claims once they're submitted for approval so no-one cant add or remove items. Just go to settings to set up new workflows for expense claim approvals.
Enjoy
Anna
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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 -
Pulling Income Categories from FreeAgent
The ability to pull Income Categories into Dext Prepare from FreeAgent for Sales items.
13 votesHi,
Thanks for your feedback. It's now possible to use sales functionality with the FreeAgent integration.
Kind regards,
The Dext Product team
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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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Bank Feeds: be able to connect sub-accounts/credit card accounts
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 -
PDF Expense Reports - items in date order
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 votesGood 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!
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Sync Ibiza Analytics and projects
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/user24 votes -
Rotate & crop images in mobile app
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 -
Publish a sale to a bank account in Sage 50 Desktop
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 voteThis functionality is now available, please make sure your Connect app is up to date.
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New Integration: Google Drive
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 votesUsing our Zapier integration you can now submit items from Google Drive, and there is also a new direct integration with Google Drive for backing up your items. More information can be found here: https://help.receipt-bank.com/hc/en-us/articles/360020274477-How-To-Use-File-Storage
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Widening of columns in line items
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 votesHi there!
Happy to inform that the minimum column width has been increased for the tax rate.
Many thanks,
Dom -
Multiple pages PDF- auto recognise
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 votesThis is now available as PDF auto-split! Upload one PDF for cost items, containing up to 50 pages. Please see the details here: https://help.dext.com/en/s/article/how-to-add-multiple-items-to-dext-prepare
Best wishes,
The Dext Product Team
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Export format to French software Quadra
Can you please add a CSV template option that will allow a direct export -> Import for the accounting software Quadra.
18 votes -
Bulk download more than 250 items at a time
Can you please make it possible to download all my items into 1 PDF or CSV instead of page per page?
16 votesThis is now possible due to a recent update when exporting items without image data.
Thanks for your feedback!
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sales receipts to QBD (not only invoices)
Option to publish Sales Receipts to Quickbooks Desktop, not only invoices
1 voteThis feature is now available! Please ensure your Dext Connect is updated to the latest version to access it.
Thanks for your input!
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