81 results found
-
Bank Feeds and Bank Match
- bank feed - colour the transactions who go to inbox, with attached documents
- match transactions from multiple accounts, bank feed and costs to review
1 vote -
New Tab for Past Transactions
A tab for Previous Transactions would be very powerful. We can see how the transaction was coded. QBO has it.
1 vote -
Include Sub-Account column when exporting Bank Transactions data
When viewing Bank Transactions, I have the Sub-Account Column showing so I can identify which card made the purchase. When I export the list to Excel, the only columns in the spreadsheet are Date, Description, Debit, Credit, and Balance. It would be helpful to include all columns when exporting that data - particularly the Sub-Account so that we can easily filter the spreadsheet by card user.
1 vote -
Bank Notifications
Connecting your bank card to your system -
Receive an automatic notification and require mandatory entry when money is withdrawn from any bank card.
2 votes -
Advanced Search for Bank
The ability to use Advanced Search in the Bank Workspace to search for specific information, such as Source ID across all Bank accounts instead of each individual one.
1 vote -
Toggle Bank Accounts
Being able to toggle off bank accounts when integration exists (Xero). We only want to reconcile credit card transactions, and because we have integrated with Xero it shows multiple bank accounts and makes certain screens difficult to navigate when we want to push follow-ups to people for receipts.
1 vote -
Cash transactions without receipt
Have an option for claiming for a company vehicle wash , most jet washes are coin operated and do not supply you with a receipt so the money can not be claimed back
3 votes -
Bank Statement Extraction to download in ofx file
A Partner wanted to export Bank Statement Extraction in ofx format as they wanted to import in Sage.
2 votes -
Exceed limit for BSE for Dext Solo clients.
Exceed the limit for bank statement extractions per month for Dext Solo clients.
1 vote -
Request Paperwork for Direct users
Add the option Request Paperwork for Direct users at Dext.
5 votes -
Process present data
When processing bank statements - instead of rejecting files because there is data missing, just process the file which is there.
2 votes -
Matching expenses to CC statement after item has been added to Expense Report
When looking at a credit card statement under Bank it would be great to see a match even if the item is in an expense report already. It would also be very useful to see a column that showed 'Expense completed' or 'Expense Waiting etc to show if the credit card statement has been reconciled to the expenses.
3 votes -
Delete or disable a bank account that is synced from Xero
I have a closed credit card in Xero that I no longer want shown in Dext. How do I do that?
1 vote -
Bank Feeds for france
Be able to use bank feeds in france with french banks
1 vote -
1 vote
-
Pull statements through old to new line items
Pull through bank statements old to new
1 vote -
Automatically send Paperwork Requests to Clients for Transactions/Items without a Match.
The bank transactions are automatically synced on Dext, so we want to be able to activate the Paperwork Request on Dext so it will atomically be requested from the employees
3 votes -
Support for Accented Letters for French transactions in Bank workspace
Can you request the development team to support accented letters for French transactions in the Bank workspace? It shows as Virement annulé instead of Virement annulé
1 vote -
1 vote
-
Bank match for Sage 50 UK
Support bank match for sage 50 to automatically send to to the integration
1 vote
- Don't see your idea?