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4 results found

  1. Bank Match to Match more than 10 days of thed date

    Bank Match to consider entries paid more than the next 10 days of the document date

    44 votes

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    3 comments  ·  Bank  ·  Admin →
    Completed  ·  AdminGeorgi Penev (Admin, Dext) responded

    Hi all,


    We're happy to announce that the system can now identify bank matches for items paid up to 30 days after the document date. If the documents have a due date set, the system will prioritize the due date and add 10 days on top.


    Please let us know if you have any feedback or suggestions for future improvements.


    Thanks,

    The Dext Product Team

  2. Bank Feeds: be able to connect sub-accounts/credit card accounts

    There could be several sub-accounts (usually credit cards) under a single bank account but currently these cannot be selected separately. Instead, the entire bank account data is pulled in.Can we differentiate these and pull them across?

    17 votes

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    Completed  ·  0 comments  ·  Bank  ·  Admin →

  3. Stop Bank Statement processing

    Hi, I submitted a few Bank Statements incorrectly and would like to stop their processing but there is no such option. Please add a cancel button

    7 votes

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    0 comments  ·  Bank  ·  Admin →
    Completed  ·  AdminVelina Zhivkova (Associate Product Manager, Dext) responded

    Good news, everyone!

    We’ve deployed some changes recently and now happy to let you know you have the ability to cancel Bank Statement Extraction upon uploading a statement. See attached screenshots.

    Truly hope this comes in handy.

    Keep sharing your feedback and thoughts with us, we’d love to hear about your experience!

    Best,
    The Dext Team

  4. Process Bank Statements for Direct Clients

    Can you please make it possible for direct clients to also submit bank statements for processing

    3 votes

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    Completed  ·  0 comments  ·  Bank  ·  Admin →
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