1492 results found
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User Restrictions
It is good if DEXT can set users restrictions so they can only use specific projects and/or account categories
362 votesWe are exploring the best way to handle more advanced user restrictions
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Rejected Items folder
A very useful feature would be an option to view rejected items. A daily problem our bookkeepers have is having to repeatedly ask our clients to resend an invoice or receipt to which they have claimed they've already sent to dext, they get very unhappy and frustrated with us when we request multiple times. I understand that dext sends a rejection email but 90% of the time the client doesn't not pay attention to that email. It would solve a lot of problems if we could view the rejected item, then provide feedback to the client as to why it…
277 votes -
254 votes
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Multiple Supplier rules for one supplier
The ability to set multiple supplier rules for a single supplier.
235 votes -
US date formats
Can you please add the option to have dates in the MM/DD/YYYY format used by the US market as opposed to DD/MM/YYYY
214 votes -
Select the order that items are merged in
It would be really key for us if we could select the order in which item images are displayed after merging them. This would ensure we can have page 1 before page 2 before page 3, or a receipt following an invoice etc
177 votesWe are looking to make this possible, thanks for the suggestion
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Ability to create folders in Dext to organise items
Option to create separate folders to organise items into dext like the archive, inbox and costs/sales folders
172 votesThanks for giving feedback on new features, we are currently reviewing this item and opening to release something later this year.
Please stay tuned for updates.
Simon
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Dext API Access
It'd be great to have API access - please update me when this becomes available
168 votesHi,
Thank you for your patience on this request, we are discussing this internally.
However you can use Zapier to Connect Dext Prepare to an accounting software that is not currently supported via our API, help centre article here: https://help.receipt-bank.com/hc/en-us/articles/360033470294-How-Dext-Prepare-and-Zapier-can-work-together
Best Regards,
Dom -
Description before uploading in website
I'm surprised this isn't a feature yet. When you are adding a document online via the webpage there is no area to give a description for the document before uploading or even right after. You have to wait for it to be processed, then go into it and leave a note. For someone who submits receipts & bills both on the phone & webpage it would be very nice to have that feature on the webpage. I am frequently submitting documents that I would like to leave a description for so my accounting team can then know where they might…
156 votes -
Make fields mandatory before publishing
Option to make fields mandatory such as the customer or class field in order for the item to be ready for publishing
150 votes -
Integrate with Xero Projects
Add integration with "Xero Projects" so we can send bills directly to project inside DEXT and not have to do it again in XERO.
Cheers ! :P
137 votes -
Extract the bank info for suppliers
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....
114 votes -
An ability to draw, write or black out words on the images uploaded to Dext
We want to be able to black out some words on the images of the receipts. Or write notes on top of the image.
104 votes -
New Integration: NetSuite
Please add an integration with NetSuite
104 votesWe leverage Dext with Netsuite internally and will be exploring the interest for making this available. Please provide further details if this is of interest to you and your clients.
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turn off in-app notifications/ messages
Hate the constant pop-up interruptions while I'm trying to work asking me whether I'd recommend it. Stop getting in the way of my work
103 votes -
Ability to export the supplier list and supplier rules
Ability to export the supllier list from the supplier tab including the supplier rules set for each supplier and the last invoice submitted.
Partner ideally wants to be able to see what category, tax rate and any other supplier rules are set against each supplier as well as details of the last entry.
98 votesHi,
Thanks for taking the time to suggest this idea. We will be assessing the technical feasibility of this and will provide an update once we understand the possibilities for this request.
Kind regards,
The Dext Product team
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Default Category rule per user or per payment method
Can you please allow us to set default rules for Category by users and for payment methods.
When a certain user submits an item or payment method is extract to set default category as a rule.
94 votes -
Clients to be able to view item messaging via the web app as well
PPC clients to be able to view item messaging via the web app as well
91 votesWe are reviewing how to make this better, thanks for the feedback
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Adding reminders for the approvals
Reminders to approve an invoice after x amount of days... if not approved by x amount of days then moves to their manager for approval. This would take away the need to micro manage the approval workflow process.
74 votes -
Extract Location/Tracking category on XERO
To be able to Read "delivery Address" on invoices and choose the location automatically on XERO.
this will enable us to auto publish invoices rather than going to each one individually and check the delivery location and choose the relevant location
this will help us on a MAJOR level.
70 votesOur AI team have been working on this feature and we hope to share more details soon. Thanks for the feedback.
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