14 results found
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Ability to Leave Document # Blank
Sometimes I want the document number to be blank - no number there at all. But if I leave it blank, then Dext pushes it over with an RB#. I especially don't want that on Sales Receipts or Invoices, because it messes up the sequence of normal numbers in QBO. So I'd like Dext to leave that field blank when I leave it blank, or at least the ability to turn on and off whether Dext auto does a number or not.
1 voteHi,
Thanks for your feedback. Unfortunately the API requires that we include something in this field when we publish, which is why we include the RB number if nothing else is present.
Kind regards,
The Dext Product Team
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Integrations with Jobpac Connect
Integration with Jobpac Connect.
We use a product called Jobpac Connect.
Currently I export transaction data into a csv and import manually, Then export all the PDFs and bulk import those as well. I'm looking for a way to integrate Dext and Jobpac....I imagine this is a fairly straight forward integration and there a plenty Jobpac users who could make use of Dext,
1 voteHi,
Thanks for your feedback. We currently we don't have capacity to build an integration specifically with Jobpac Connect; however we are working on an open API that will enable the connection. Please keep an eye on our regular product updates to see when this becomes available.
Thanks,
The Dext Product Team
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Integration with Workflow Max 2 by BlueRock
To speed up the integration with Workflow Max 2.
18 votesThank you for your feedback, currently we don't have capacity to migrate and support the integration on the BlueRock API, however we will be reevaluating this at the end of 2024 and will update interested users at this point.
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1 vote
Not something we are looking to add at the moment.
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Classic interface
Please add a 'classic layout' option so those of us who want a simple functional app can enjoy the previous format. This could be achieved by a tighle in settings.
1 voteWe are looking to streamline the app such that only what you need is shown. We will not add multiple versions though.
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Attach PDF of items to Sage 50
Have Dext Prepare attach the PDFs when publishing items to SAGE 50
15 votes -
Triple intetgration for Xero, ApprovalMax, WorkflowMax
Possibility to have Xero work with ApprovalMax and WorkflowMax at the same time. All the three of them.
2 votes -
108 votes
Unfortunately the Xero API doesn’t allow us to interact with the Xero Projects module, which means that we cannot at this time fulfil this request. We will continue to monitor this part of the API and will revisit if/when Xero makes this available.
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pull contacts from Xero as supplier in Dext
Pull customers from Xero as suppliers in dext without having to submit an invoice against them first
3 votesThank you for your suggestion. We would love to do this, but it is not currently possible due to limitations in the Xero API.
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New Integration: Reckon Accounts Hosted
Could you please create an integration with Reckon's desktop accounting software?
31 votes -
Match transactions older than 6 months (Bank Match & Paperwork Match)
Currently if a transaction is over 6 months old Receipt Bank will not automatically match it using bank match or reconciled match. It would be nice if Receipt Bank could extend this period.
66 votes -
Bill.com Customer list sync
It appears that the client list for my client is not syncing between Bill.com and Receipt Bank. Please can you pull the list of clients from Bill.com?
There are 2 reasons we need this list:
1) expenses might be reimbursable by the customer
2) we might need to show expenses as COGS for particular customers30 votes -
Integrate with Xero's new expense claims
Please can you integrate Receipt Bank with Xero's new expense claims module!
27 votes -
Integrate with Xero Projects Module
Client is asking if we can directly link to the "Project" feature/module in Xero? If it is possible that items from Receipt Bank will be directly linked to Xero Project module so that they can cost a supplier invoice back to a project.
217 votesHi there,
Apologies for not responding sooner, our team has found this is currently not possible as Xero does not support it in their API.
We will keep you updated if this changes, please continue to submit feedback and ideas it is incredibly valuable for us!
Best Wishes,
Dom
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