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1761 results found

  1. Support Bank Match feature with desktop integration with Quickbooks

    1 vote

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  2. It would be helpful if there was a place to separate out the gratuity on a receipt. Those aren't taxed so we have to go in after and adjust the tax amount that Dext calculates. We still want to track that portion of the expense for CC matching, etc.

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
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  3. We need an "allow list" option to be able to restrict the email-in usage, because the incoming email address could be discovered or guessed, by anyone

    1 vote

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  4. Ability to edit Integration settings for your clients in Bulk

    3 votes

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  5. 1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  6. 1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  7. last log in date on client list

    1 vote

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  8. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  9. Disable Payment method extraction for certain suppliers or the account in general

    3 votes

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    0 comments  ·  Extraction  ·  Admin →
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  10. Currently, items arrive as "Tax Exclusive" in QBO regardless if "Extracted Amount" or a specific Tax Rate is selected in Dext, which we need to manually alter in QBO afterward. It would be helpful to be able to publish items as Tax Inclusive.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  12. I am exporting transactions for a customer into a CSV file and I can't seem to capture any line items transactions for that customer. The filter doesn't seem to capture any invoices that have that customer listed in the line items. As some of our invoices can contain several customer names, we apply the names in the line items. Is there a way to filter by customer and by line items?

    We are missing a huge amount of invoices for particular customers in our transaction reports for monitoring.

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
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  13. Is there a way we can change our firm settings so that all clients Dext accounts default to "Review" duplicate items rather than them being "Automatic".

    2 votes

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  14. 1 vote

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    0 comments  ·  Direct  ·  Admin →
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  15. Ability to adjust the paperwork Match criteria

    2 votes

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  16. I am trying to turn on line extraction for a client for all uploads. Is there a way to do this rather than by supplier?

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
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  17. 1 vote

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    0 comments  ·  Publishing  ·  Admin →
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  18. On iOS you can’t adjust the base currency so it’s difficult/impossible to Publish foreign transactions as you need to make sure they correctly matched to the bank statement. Can you add an additional line with the case currency so you can change it similar to the way you can on the web version? It would make the need to login online less necessary.

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  19. It would very useful to have a column on the client dashboard which shows the number of flagged items - thanks - RIchard

    2 votes

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    0 comments  ·  client list  ·  Admin →
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  20. 1 vote

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    0 comments  ·  Expenses  ·  Admin →
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