1788 results found
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Naming Bank Documents
It would be super helpful if you could train your AI, for bank, credit, loan statements that are uploaded, to include the last 4 digits of the account in the AI assigned supplier name. Many people have more than one account at the same bank and it's much more efficient in the long run to have them properly identified. I have clients that have as many as 10 bank/credit accounts at the same bank.
1 vote -
The items in the 'Archive' page to be sorted by default form the latest day of the item submitted to Dext Prepare.
When a client enters the 'Archive' page to be able to see the items sorted from the oldest to the latest date of the items themselves without having to click two times on the 'Date' column.
1 vote -
2 votes
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Turn "OFF" the "Today", "This Week", "Last Week", "This Month", etc. sections when sorting items in the Mobile App based on Transaction Date
When sorting items by Transaction Date in the Mobile App, we want to be able to see a full list of the items sorted date-by-date. Currently, when you sort by Transaction Date, it displays the items in descending date order, but this resets for each section, i.e - "This Week" sorts the items by transaction date for this particular week's Dates, "Last Week" will do the same for items dating back to the previous week, etc. which causes the List of items to reset on each section, making it hard to track accordingly.
1 vote -
Restrict Bank Statement Extraction for clients
The ability to restrict client accounts from submitting Bank Statements for Extraction.
3 votes -
2 votes
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Allowing documents to be deleted or cancelled whilst in the splitting feature
When uploading a document into purchases and choosing the split feature. It would be quite helpful if you were able to cancel/delete the document whilst it is still in the stage of splitting the document.
1 vote -
1 vote
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Bank feed available for The Netherlands
Bank feed available for The Netherlands
1 vote -
1 vote
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Use Advanced Search for clients under 'My clients' view
'Search doesn’t work on the client (practice) code on “Active clients” tab even when included on the client'
2 votes -
Not VAT registered
VAT treatment -
Where the company is not VAT registered and the VAT in settings is set to not extract the VAT it would be good if Dext recognised when creating the line items that did have VAT and it was able to add this to the net amount so that no manual adjustments had to be made. Thanks
2 votes -
Have the option to track the login history of users
Have the option to track the login history of users in the account
2 votes -
Include Clients' Bank Statement Extraction in Practice Insights
It would be useful to be able to generate a report on Bank Statement Extraction for our clients in the Practice Insights View as well.
2 votes -
1 vote
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Smart balance for split line rules
Under smart split rules, permit one or more line items to be fixed, with the remaining balance (whatever it may be - variable) is allocated to one or more additional line items for different categories (one or more).
Rationale: Some line items may be recurring for the same amount, while some line items may be variable amounts, and there may even be some line items that only periodically appear.
It would be nice to have the option of allocating the remainder (whatever it may be) to one or more line items where the amount typically varies.
1 vote -
1 vote
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Description field for unmatched transactions
On the bank transactions have a description field where we can put a note in about the transaction not being matched with a receipt...
ie...Recurring charge, job number to apply to, personal. etc.1 vote -
Quantity box next to products / services
Add a quantity box for the products / services box on the items details page - otherwise it's manual for partner to then add line items to determine the quantity of the product of the invoices
5 votes -
1 vote
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