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1760 results found

  1. Purchase Orders - the option to bring in the purchase order line item's description and nominal account from the purchase order in the accounts package

    6 votes

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    3 comments  ·  Extraction  ·  Admin →
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  2. I would like to request to have an option to sort archived items by published dates or an option in filter to display published items only with published date range parameter. I would like to be able to see this in a CSV too.

    27 votes

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    0 comments  ·  Design  ·  Admin →
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  3. Sometimes not all items in a receipt are reimbursable so it would be nice if you could make it possible to only add the lines that need to be reimbursed to Expense Reports .

    24 votes

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    2 comments  ·  Expenses  ·  Admin →
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  4. There's currently no way for partners & clients to delete category lists created manually or by uploading a CSV. This has to be done by a Receipt Bank dev

    25 votes

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    1 comment  ·  Workflows  ·  Admin →
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  5. When an email comes through containing a link to an invoice or receipt can you please follow that link through to collect the document

    25 votes

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  6. Please update Flexible Columns to include other fields such as Tax Rate, Invoice Number, Payment Method, Item ID, Due Date & Paid

    23 votes

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    3 comments  ·  Design  ·  Admin →
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  7. Option to filter transactions by description or using key words from the description to locate and bring up only transactions with these key words in the description field

    6 votes

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    0 comments  ·  Bank  ·  Admin →
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  8. Design a selection tool box in supplier rules that can be used to help the machine learning system identify a particular field on a document. For example, if we get bills from a vendor every month where Dext constantly seems to struggle to locate the invoice number, it would be really great if we could go into that supplier's rules and specifically show Dext where the invoice number is on that particular supplier's bill format for all future invoices in the inbox.

    10 votes

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    1 comment  ·  Extraction  ·  Admin →
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  9. As there are many differences in the exchange rates used by the client's banks, it would be great if users could enter an exchange rate by themselves and change it if necessary. Thus, they won't need to edit hundreds of items, they will only have to update the rate.

    21 votes

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    4 comments  ·  Other  ·  Admin →
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  10. Can you please have an option to add a sub-category field for category lists uploaded via CSV

    24 votes

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    1 comment  ·  Categories  ·  Admin →
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  11. Users would like the functionality to invite via SMS to additional countries:
    - Cambodia
    - Fiji
    - Samoa
    - China
    - Germany
    - Argentina
    - Brazil
    - Papau new Guinei
    - Poland
    - Vanuatu
    - Panama

    24 votes

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    1 comment  ·  Other  ·  Admin →
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  12. CIS Categories on Sales Items

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. Could you please add the ability to select or limit the users an administrator, or expense approver, can have access to. This would be really beneficial for me in setting up teams and levels of management

    23 votes

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  14. If Dext could pick out line by line items that would be really helpful!

    8 votes

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    0 comments  ·  Extraction  ·  Admin →
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  15. Review of Outstanding Paperwork reports requests sent to clients

    6 votes

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    0 comments  ·  Other  ·  Admin →
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  16. Please can you build a direct integration with Zoho Books?

    20 votes

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    In Testing  ·  3 comments  ·  Integrations  ·  Admin →
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  17. 6 votes

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  18. 2 votes

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  19. Can you please add the ability to publish to Bank in FreeAgent, not only to Expenses and Bills.

    22 votes

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  20. We've got access to Boost mode and we love it. We have a couple of clients who do their own bookkeeping and we'd love to be able to give them Boost too for when the clients internal bk goes to site and has some paperwork to upload

    22 votes

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    0 comments  ·  Boost  ·  Admin →
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