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1788 results found

  1. Add Bank deposit as a transaction type

    2 votes

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    0 comments  ·  Bank  ·  Admin →
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  2. 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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  3. 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....

    106 votes

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    4 comments  ·  Extraction  ·  Admin →
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  4. 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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  5. 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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  6. 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…

    2 votes

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    0 comments  ·  Extraction  ·  Admin →
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  7. 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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  8. 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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  9. SHOW PO ON ZAPIER

    1 vote

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  10. autosplit email in option submission method

    1 vote

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  11. 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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  12. Extracting items by the date invoice/receipt was uploaded to ext. This would make it easier to know what the client has handed in/uploaded in case they have provided older invoices.

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  13. Use AI to read the description of a receipt. For example we may get our IT services each month from our providers but if we buy a new computer Dext should pick this up and post to fixed assets.

    4 votes

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    0 comments  ·  Extraction  ·  Admin →
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  14. Please can accountants get notifications when a client takes over their subscription/billing. As we only get notifications if the client takes over the subscription and removes us as their accountants. This will help to know exactly when billing has been taken over. Thank you

    1 vote

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  15. Provide a fetch connection to Three business so I can get my business mobile bills automatically. How is it you can only connect to the personal version when businesses are your customers?!

    1 vote

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  16. When viewing a pdf on the iPhone app, it would be good to be able then save/forward the pdf from the viewer. This would be extremely handy when someone requires a copy of the document and are not in the office.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  17. Allow the publishing of expenses from web browser to Sage 50. This will allow Mac users to publish, rather than rely on windows PC access.

    2 votes

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    1 comment  ·  Expenses  ·  Admin →
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  18. email trail also going through to accounting software as attachment

    16 votes

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  19. Allow PO matching to flow through into Approval Max

    1 vote

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  20. Can we add and feature to create a Purchase order In dext which can be inegrated to Xero as well as approvalMax for proper Audit trail.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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