1520 results found
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Add and edit Suppliers in the mobile app
Is it going to be possible to manually edit the supplier name from the Mobile App (add new supplier) as currently you only can choose between existing suppliers
33 votes -
Report of users who published the items
I would like to be able to pull a report where I can see who was the user who published a certain item and what GL was used
21 votes -
Auto-Crop Receipts
Please add the ability to automatically crop receipts. Possibly with auto-rotating and resizing. Machine learning can greatly simplify/assist in this.
9 votes -
Boost for Bank Statements
Hi, would be great if there is a boost feature for the bank statements too.
33 votes -
11 votes
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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.
32 votes -
Customisable email invite
Could we please customise the invite message we send to our clients?
We want to make sure they have all the info they need prior to starting using the app, but at the moment the message they get is rather short and it requires further explanation
29 votesWe will explore how to make this better thanks for the feedback
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Edit more fields before sending the items for processing from the Mobile App
It would be great if we could add info about payment method and category when sending via the Mobile App before submitting for processing. This would be very helpful especially in terms of the payment method as it is not always shown on the items (especially invoices) and the users can simply add the info about the relevant payment method as they know best. Thus we won't have to chase them and ask what was the card used.
29 votes -
Enable the automatic line items extraction for Direct Business & Business Plus users
There are many new direct users who would like this feature enabled for their accounts.
31 votes -
Alert when several invoices in the same file
Some customers make mistakes when scanning their invoices. They select "One invoice per file" but scan different invoices in the same file.
Dext then analyzes the 1st invoice of the file and the following ones are "forgotten", not detected.
An alert should therefore be set up in order to detect when there are several different invoices in the same file.6 votes -
More than 10 lines Smart Split rule
Currently a user can only set a rules for 10 line items when using Smart Split however I've found that this limitation prevents me from using it for several key suppliers.
30 votes -
Update the Bulk Edit tool to include Supplier, Payment Method, Paid, Publish To, Currency, Project, Project 2 etc
In order to avoid doing it one at a time on all my items, I'd like to be able to use the Bulk Edit tool to edit additional fields on items
31 votes -
Classes - are the mandatory on this file Yes or NO?
Classes Required? Yes/No
It would be nice if we could indicate if the class field was mandatory or not. We can toggle a switch in QBO and it will say 'hey you missed the class on this entry - ok?" With Dext we currently can miss entering a class, which then means it isn't in QBO, and then our reports our wrong... so a quick IF Class is RQD then verify ClassField <> NIL. Real quick. :-)
13 votes -
Payment method linked to shareholder loan account.
Are we able to link a payment method to a certain account in Quickbooks? My main use case would be when using a personal credit card to make a business purchase, I would like it to be sent to QBO as paid and for the Credit to go to the Shareholder Loan account.
Right now, the best method I have found is to send it as unpaid so that it goes to A/P. Then in QBO I record payments of the A/P amounts from a clearing account bank account I set up in QBO. And then I enter deposits into…
4 votes -
View only privileges
Can you please add either a separate use privilege level, or a toggle on existing ones, to prevent users making changes on items - view only privileges
26 votes -
Publish to Xero VAT only invoices
I would love Receipt Bank to be able to publish invoices to Xero when the tax rate (GST or VAT) is more than the actual cost or it is a tax only expense.
For example:
GST is $900 and the actual cost is $300
or the invoice is VAT only (100% tax)29 votes -
option to edit supplier names or delete the suppliers
Ability to rename and delete suppliers rather than merge them
11 votes -
Fetch - One document per page option
Would like to be able to enable an option for Fetch to split documents per page, like the option when uploading directly - One document per page.
10 votes -
5 votes
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Drag and drop items to attach to existing once in the account
Option to drag and drop items to add to existing once. For example open the item in question you wish to add another document to and drag and drop. Client created a video of what they would expect to happen which will save the process of uploading, waiting for extraction, then manually merge. - Link to the video: https://www.youtube.com/watch?v=OtSIzSn7Alk
8 votes
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