175 results found
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Sage Pastel Partners CSV export format
It would really speed up my processes if Receipt Bank had a CSV export format for Sage Pastel where I didn't have to manually manipulate the columns and headings.
15 votes -
Assign a report to multiple expense approvers
Option to add more than one approver to a single report
10 votesHi there,
Enhanced approvals for expense claims were released last week 🎉. With the new version, you can set up to 5 approval stages, with multiple approvers at each stage.
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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Support projects/departments used in Sage 50 UK
I cannot apply my departments from Sage 50 in Receipt Bank. This means I either have to apply them in the csv after export or apply them in Sage 50 - but I really want my client to apply them directly in Receipt Bank! This would save me so much time.
13 votesHi,
Thanks for your feedback.
The Sage 50 integration does allow you to publish with departments but they are sync'd to Dext under the generic name 'projects' as a catch all for all the different names for analytical classes used by our various integrations.
If you check your lists section under projects you should see your departments and be able to apply them to items before publishing.
Kind regards,
The Dext Product team
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5 votes
Hi there,
Enhanced approvals for expense claims were released a couple of weeks ago 🎉.
In this new version, you can set up to 5 sequential approval stages that are based on total amount.
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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2 votes
Good news, this is already available with the current Sage 50 UK integration. Departments are synchronised under the ‘projects’ section in Dext Prepare.
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1 vote
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Review step after taking photo with pinch to zoom to check quality
A lot of hospitality clients don’t check the quality of their photos prior to submission and are submitting illegible photos. This is causing a lot of time wasted in firstly trying to make out the item details and then, when necessary, chasing the clients to re-send a photo if they’ve retained a copy of it the item. In the mobile app have a quick check for image quality prior to submitting
12 votes -
Invoice number as a column in the archive
There is now the invoice number in the inbox, please can we add it in the archive to make items easy to search for when using advanced search tool.
12 votes -
Enable publishing of Sales Invoices into Sage Accounting
I have a high volume of sales for a client on Sage Accounting but I can't publish sales invoices there
12 votes -
Publish paid transactions to QBD (Credit Card Receipts)
Can I publish credit card receipts to a a CC liability account in QB - instead to a bill?
12 votesThis funcitonality is now available, please make sure your Connect app is up to date before trying to select the credit card payment method.
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New integration: FreeAgent Accountant edition
Can you please integrate with FreeAgent accountant edition so that we can integrate our client's accounts directly from our dashboard
12 votes -
Rename Receipt Bank field names to match integration
I get regularly confused by Receipt Bank's verbiage, particularly Project & Project 2, as this doesn't match the names for these lists within my accounting software. Please could RB update the names for these fields to correspond with what they're called within the integrated software?
12 votes -
Sage 50 CA- Departments
Sync with the Departments module from Sage 50 Canada
4 votesGood news, the fully released Sage 50 Canada integration supports departments, they are synchronised to Dext Prepare under ‘projects’.
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Search lists in the mobile app
It would be great if I could search the categories list (and other lists) in the mobile app, also the option to merge item on the mobile app
11 votesHi there,
Apologies for a slow response, ability to search fields is live on IOS!
Your feedback is incredibly valuable to use, please continue to submit ideas and requests you would like to see!
Many thanks,
Dom -
Show User name in the Mobile App
Currently when connected to a Partner, the Inbox header within the Mobile App shows the Partner name and User email address, however the email address alone may not be clear enough to tell which account is currently being used.
Could you please add/change this so that it shows the User name or the Account Name as well?
11 votes -
QBD Hydra Multi- User/ Web publishing
Users would like to request Web app publishing, or more than one user accessing the Connect app to publish items
4 votesQuickbooks Desktop web publishing is now available. Please make sure that your installation of Dext Connect is updated to the latest version!
Thanks for your input and ideas on this.
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ABN recorded for suppliers
Would be great if Dext could read the ABN for suppliers and if possible have this to be able to be put into the contact in Xero???
2 votesHello,
I am happy to announce that Dext Prepare now supports ABN extraction, and also sends extracted ABN's to Xero. More information can be found here https://help.dext.com/en/s/article/ABN-Check-for-Accounts-Connected-to-Xero
Best,
Sandra
Product Manager at Dext
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Sales Purchase orders, Xero
Would like to process Sales Purchase Orders to Xero
5 votesHi,
Thanks for your feedback. Purchase order functionality is now in Dext. Please see this help centre article for instructions on how to use it:
https://help.dext.com/en/s/article/how-to-use-purchase-order-match
Kind regards,
The Dext Product team
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5 votes
Thanks for your feedback!
The FreeAgent integration now supports the syncing of taxes and publishing with taxes.
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Bring back the old Re-bill tool for Xero
Hi, you used to have a re-bill tool with Xero integrated accounts for oncharging which was really handy and also allowed me to use RB for accounts receivables. Could you please bring this back
8 votes
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