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  1. Inventory or stock refers to the goods and materials that a business holds for the ultimate goal of resale, production or utilisation. Inventory management is a discipline primarily about specifying the shape and placement of stocked goods.

    6 votes

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    0 comments  ·  Design  ·  Admin →
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  2. 7 votes

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    0 comments  ·  Expenses  ·  Admin →
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  3. If a receipt has a date that differs from the date of the payment on the bank feed, you should take the date of the payment on the bank feed for the created payment. For example if a invoice from 2nd May matches a payment on the 3rd May and you autofill and push the transaction over to Xero, the invoice created should take the date of the 2nd May but the payment should take the date of 3rd May.

    This is the best practice.

    11 votes

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    1 comment  ·  Match  ·  Admin →
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  4. I would like to be able to add/customize my own label of another item type from the RB default selection (Receipts, ATM withdrawal, Other, Invoice...)

    12 votes

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    0 comments  ·  Workflows  ·  Admin →
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  5. Hi there! A client suggested an idea where you could have email links customised to project codes, which would allow them simply to type the project code email for automating that allocation (e.g. project #1 email "...@dext.com"). Thanks, Kyle.

    3 votes

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    0 comments  ·  Extraction  ·  Admin →
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  6. on each document image the date, amount, tax etc to be highlighted for all field areas that have been filled by Dext, for ease when reviewing the document before publishing.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  7. Please add an integration with Wave accounting software

    11 votes

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  8. The conversion rates usually result in items not matching the total of the outgoing transaction in the Xero bank feed. This means that they can’t autopublish items from foreign suppliers and have to go into Xero and manually review & adjust the totals.

    Similar to ‘Find & Match’, in foreign currency items search the bank account for items that match everything but total, and whose total is within a certain range of error, and suggest the total in Xero as an amount to change the item total to.

    11 votes

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    0 comments  ·  Publishing  ·  Admin →
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  9. should be able to search receipts from mobile device

    10 votes

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    0 comments  ·  Mobile  ·  Admin →
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  10. When viewing an Expense Report which is unable to publish due to an item error can we please cause it to highlight the item in question to make it easy to identify and fix

    10 votes

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    0 comments  ·  Expenses  ·  Admin →
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  11. 7 votes

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  12. I'd like to be able to autopublish all except for items uploaded by one particular user as all of their items will need to be added to Expense Reports.

    Another alternative would be to prioritize adding items to Effortless Expense Reports to happen before the act of autopublishing.

    9 votes

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    In Testing  ·  0 comments  ·  Expenses  ·  Admin →
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  13. Can you please enable the Departments list as additional tracking for Bill.com

    9 votes

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  14. I work with businesses in Canada who have to report on two taxes on purchases - GST and PST. Currently Receipt Bank isn't built to work with two taxes meaning I have to use workarounds for some items and it takes up a lot of my time.

    9 votes

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    0 comments  ·  Workflows  ·  Admin →
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  15. Previously, when we searched for items in the Inbox and simply clicked on Archive, the same search results appeared, which helped us to easily locate items within both sections.

    However, with the new view, when searching through the new Inbox/Archive view the filtered items appear in a tab 'Search Results' which, however, doesn't indicate whether the item is in the Inbox (not published) or in the Archive (published). If we switch to another sub-section under Inbox (as Archive is now a sub-section of Inbox) the search results are cancelled, thus we need to enter them separately in each section which…

    9 votes

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    0 comments  ·  Design  ·  Admin →
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  16. Corner highlighter while capturing documents. With an additional focus on long receipts, which could be scanned continuously.

    0 votes

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  17. A price checker feature that automatically notifies you when a billed price differs (higher, lower) than the agreed product price would be great. The price checker would compare the extracted line items from bills against your pre-loaded price list.

    0 votes

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  18. Feedback from a partner: "Following the release of the multiuser merge function one of our clients has come to us with a question. They were on a call with one of our internal members of staff a few weeks ago and when sharing screens have noticed the Dashboard view on our internal practice.

    They would be keen to explore this option from a client perspective – basically they have about 60 entities in total and would like to be able to view these at a Dashboard level – I appreciate prior to the multiuser function this would likely not be…

    0 votes

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    0 comments  ·  client list  ·  Admin →
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  19. Enable New Zealand businesses to register and receive invoices in Dext prepare

    0 votes

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  20. It would be great to have a CIS function so that when the invoice goes into the accounting software the deduction is already made and doesn't have to be entered manually.

    0 votes

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    Under Review  ·  0 comments  ·  Other  ·  Admin →
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