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  1. Please could you add additional fields for columns as per the below: I would like to add columns to the costs inbox and archive to display the following details: received into Dext date, published date and published by user name. It would also be useful to access a report showing the number of items submitted to Dext each day, the number published and the number of flagged items.

    6 votes

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    0 comments  ·  Design  ·  Admin →
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  2. unit cost tracking - I am interested in the cost of individual line items on invoices.

    3 votes

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    0 comments  ·  Line Items  ·  Admin →
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  3. The ability to setup "add connections" integrations by just signing into a account via our sign in with google to pull invoices - it is extremely frustrating that we are unable to connect any of our systems into your app as this is the only was we log into any account is with google signin

    1 vote

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  4. Able to read Japanese

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  5. Document reference should be published for Credit notes as well as invoices to accounting software instead of your item ID which is meaningless in the client accounting software

    2 votes

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    0 comments  ·  Publishing  ·  Admin →
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  6. can you put the Tracking Tag category back on the expense report? (For us its the event that the expense is assigned to) The old report used to have it on.

    1 vote

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    0 comments  ·  CSV Export  ·  Admin →
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  7. In detail practice insights, such as a list of each client and the features they are or are not using (e.g. supplier rules, payment methods, etc.).

    2 votes

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  8. Please implement extracting product/service codes from the actual QBO Purchase order so the product and service codes don't have to be entered twice. (Once at PO stage and second time in Dext).

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  9. Dext Prepare accepting encrypted files. I understand that Dext would not be able to read the files but just having the inbox as a place for documents to be collected would be really helpful.

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  10. Add Bank deposit as a transaction type

    2 votes

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    0 comments  ·  Bank  ·  Admin →
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  11. Similar to Suppliers listing, you should have customers by activity too under the list option, so that we can filter by activity as we do with suppliers.

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
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  12. Additionally, extraction of bank & contact details would ensure that if suppliers change these then RB picks it up to ensure they're correctly paid.

    Another client: it would be great if bank account details can also be extracted from invoices, stored within Receipt Bank and then are available for extract via csv. A very timesaving development....

    86 votes

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    4 comments  ·  Extraction  ·  Admin →
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  13. It would be very helpful if the Extract secondary tax feature worked with the ApprovalMax for QuickBooks Online integration (Setting the GST/HST/TPS and PST/QST/TVQ rates instead of just one default tax for Costs).

    1 vote

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  14. There is a huge problem right now with PO matching within Dext. The partial match of an invoice with a PO doesn't work properly.

    If a PO is 1000 $ and I have an invoice of 500$ for this PO, I still need to match my invoice and remain open, because I'm going to receive future invoices related to the same PO later. However, right now, the PO matching doesn't work with partial amount.

    ***NOTE : PO match is not equal to PO being closed. I'm not talking about the PO being close, I'm talking about PO being matched and…

    2 votes

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  15. Provide calculation of GST and publishing of GST only when both GST and PST are present on an invoice.

    The extracting and calculating seem to be already in place and correct. It's a matter of publishing.
    The proposed function is when a 2nd tax is NOT active (PST) and the user uses the GST/PST BC extraction method, that it will only publish the GST amount (5%) and the PST amount (7%) will be added to the expense, NOT the GST (tax) amount.
    This will calculate the taxes properly when both taxes are present.
    This will allow the user to create…

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  16. Upload transactions to Transactions section via csv. Add a tab to the Bank Accounts section to Manually Upload CSV instead of Bank Statement Extraction. Useful for multiple card holders on single card statement or to remove personal transaction from statements.

    1 vote

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    0 comments  ·  Bank  ·  Admin →
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  17. In the Transactions section, have tabs for All, Unmatched, Matched, Requested, Archived.

    Ability to archive any transactions so it is removed from other lists.

    1 vote

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    0 comments  ·  Bank  ·  Admin →
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  18. SHOW PO ON ZAPIER

    1 vote

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  19. autosplit email in option submission method

    1 vote

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  20. Hi!
    Just a small suggestion. When I see the invoice or To Review, the amounts are shown with thousands separator and it is very convenient. But on an individual page there is no separation of the thousands. And in our case, being in Indonesia, where we always deal with thousands and millions, it is very inconvenient!
    Thanks for making this simple improvement!
    Regards
    Jim

    1 vote

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    0 comments  ·  Design  ·  Admin →
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