220 results found
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Be able to search the archive by the published dated
To be able to export or filter the archive list, by the date something was published.
20 votesHi,
Thanks for your feedback, happily this functionality already exists within Dext. If you go to the archive page and click the table settings cog on the right of the table header, you can add a column which lists the 'export date' on the item. This will show when an item was either published or exported into a CSV file.
Kind regards,
The Dext Product Team
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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 -
Assign Approver to a Usr
Ability to assign an approver to a user so this user will be able to send the reports for approval only to the assigned approver.
43 votesHi all,
We recently released the improvement for this. You can now set up approval workflows based on the user who owns the document.
Feel free to email me with any questions or further feedback on this topic.
Enjoy!
Anna
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Publish Sales Invoices to Kashflow
Wish to be able to publish Sales Invoices to Kashflow
34 votesHi,
Thanks to your feedback we now allow publishing for sales items to Kashflow.
Kind regards,
The Dext Product team
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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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Expense approvers to see only reports that are for them
Can expense approvers see all receipts in RB? Or they can only see all expense reports that have been generated? Is it possible to limit approvers to see reports that are for them to approve rather than all others' reports?
54 votesHi there,
We released a fix for this 🎉
The enhanced expense claims approval experience, which was launched this week, will only show expense claims to the person who created the expense claim, the approver, or anyone with the right to see other people's items like admins.
Just go to settings to set up new workflows for the new expense claim approvals experience.
Enjoy
Anna
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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 -
Marking single line item as billable
We use QuickBooks Online and need to be able to breakout which line items in Receipt Bank are billable and which are not, and also to whom (by choosing a client per line).
44 votesHi,
Thanks for your valuable input, it is now possible to mark a single line item as billable if rebilling is supported by your integration.
To do this you should select 'rebillable' on the item and then select a customer for the line items that you would like to rebill, but do not select a customer at item level. This will mean that all line items with a customer selected will be rebilled to that customer while the rest of the item is posted as normal.
Thanks again for taking the time to help improve Dext.
Kind regards,
The Dext Product team
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Approval person's name on the PDF summary at Approved
Approver's name of the expense report to be displayed when downloaded via PDF
44 votesHi there,
We released a fix for this 🎉
The enhanced expense claims approval experience, which was launched this week, will show the approver name on the PDF export and timestamp of when they approved. Just go to settings to set up new workflows for the new expense claim approvals.
Enjoy
Anna
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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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Customize the name of Downloaded items in PDF/CSV
Customising the file name of downloaded items
15 votesHi,
Thanks for your feedback, we have implemented an option to include the supplier name and date as the file name when exporting from Dext. This can be found under your business settings in the 'export' options.
We noticed that some people were asking to be able to customise the name of files exported, this is much more development effort to achieve. If the setting doesn't meet your needs could you please respond to this idea with additional context and we will try to find a solution that meets your needs.
Thanks,
The Dext Product Team
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Support foreign suppliers in Sage Accounting
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 votesHi,
Publishing to foreign suppliers should now work correctly as an issue with how exchange rates between Sage and Dext has been resolved.
Thanks for taking the time to feedback and help us improve Dext.
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Set rules for Expense Approvers
Ability to save which user has to approve another user's Expense Reports. Something like setting rules for that. We don't want to select it each time.
6 votesHi there,
Enhanced approvals for expense claims were released a couple of weeks ago 🎉.
In this new version, you can set up to five sequential stages of approvers and each person will be emailed when it's their turn to approve.
If you're an admin, go to settings to set up an approval workflow for expense claims.
More information can be found here https://help.dext.com/en/s/article/expense-claims-approvals
Enjoy
Anna
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Client logo on Expense Reports
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 votesHello 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
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