220 results found
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Email-in sales invoices
Be able to email-in sales invoices. Currently, this can only be done via direct upload now. Thank you!
76 votes -
QBO Stock/Inventory Items (Products/Services) for Cost Documents
Could you please support stock items in QBO? In particular item detail for product/services on a receipt. When working in Receipt Bank there is no option for entering these products or services.
Our current process is to purchase from a supplier and put this into QuickBooks as stock items. These stock items are then removed when an invoice is created and the items taken out of stock.
75 votesYou can now assign Products/Services in the Cost workspace and publish them to QuickBooks Online
Please see this article for more information
https://help.receipt-bank.com/hc/en-us/articles/4407474767505 -
Move help-bot icon on out of the way.
Would you please get the helpbot icon off the comment submission triangle?
Nevermind the fact that it's totally useless, it's in the way of me getting work done.72 votesHey everyone,
Thank you for your feedback.
You can now hide the Help button when needed. It will stay hidden across all pages until opened again.
All the best,
The Dext Product Team
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Uploading .heic format file
To have the ability for clients to upload .heic type of items in Dext Prepare
70 votesThis is now supported, thanks for the feedback, update your app if you are not on the latest version and we have also made it easier to share images and PDF's to the Dext App via the share action.
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Download Expense Reports with supporting images
I want to be able to download the Expense Report, together with the supporting files in one PDF
68 votesHi there,
The ability to include source document images within the Expense Report PDF export is now live. Select 'Report with receipts' on the detail level in the PDF export screen. See screenshot attached.
A reminder if you're an Admin that you can also include links to the source documents from Account Settings. Just turn on 'Image Sharing'.
Hope this helps!
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Due date extraction
Due dates not part of the key data extracted
67 votesDue Date Extraction is now released, supplier rules will continue to work if defined, set them to none to leverage our AI instead.
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better merging logic
Stop merging of items which have been previously merged but then unmerged.
66 votes -
Linking items in Receipt Bank to Purchase Orders in Xero
My client uses Purchase Orders in Xero to order their items. The client codes their POs and then we have to code the corresponding invoices & receipts based on this. It also means that the Purchase Order can't be processed fully through Xero. Please look into extracting a Purchase Order number on items and using that to match against existing Purchase Orders in Xero
How would I envision it working?
1. RB picks out the PO as well as the other info (or at least has a detail field)
2. Somewhere there is a matching check against a PO with…65 votes -
Shift+Click to highlight multiple items in the inbox
Shift + Click to highlight multiple items in the inbox
61 votesThis is now available - thanks for your help shaping the product!
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Transfer items with CIS to Xero
Can you please add the ability for Receipt Bank to work with the new CIS function within Xero
59 votes -
Expense Reports without "Expense Report" in the name
I'd like to be able to publish Expense Reports so that "Expense Report" isn't included in the supplier name
"Why are the expense reports showing up as suppliers? Our supplier list now includes multiple expense reports and that will grow tremendously over time…"
56 votesHi,
Thank you everyone for your feedback. We reviewed all of the raised topics and it was clear that the use of the report name was causing issues.
We have now changed this logic, the employee name the expense report belongs to will now be what we use to publish to general ledgers.
This is now live, please feel free to reach out with any further feedback.
Many thanks,
Vikash
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Expense approvers to see only reports that are for them
Can expense approvers see all receipts in RB? Or they can only see all expense reports that have been generated? Is it possible to limit approvers to see reports that are for them to approve rather than all others' reports?
54 votesHi there,
We released a fix for this 🎉
The enhanced expense claims approval experience, which was launched this week, will only show expense claims to the person who created the expense claim, the approver, or anyone with the right to see other people's items like admins.
Just go to settings to set up new workflows for the new expense claim approvals experience.
Enjoy
Anna
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MYOB integration
Currently when we publish from Receipt Bank to MYOB, RB includes the image URL for items in the Journal Memo field. There's no way to stop RB from doing this, even if we turn the image sharing permission off in Receipt Bank.
Can you please instead send the name of the supplier to the journal memo field - we use this field during reconciliation and the image URL makes the process much slower.
For other integrations (like Xero or MYOB Essentials) RB will attach the image of the receipt from Receipt Bank directly to the transaction - could you please…
50 votes -
46 votes
Hi there,
We recently released an improved way to approve expense claims where expense claims cannot be edited once approved. Head to the Approvals section of settings to create a new approvals workflow.
Read more about it here: https://help.dext.com/en/s/article/expense-claims-approvals
Enjoy!
Anna
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Ability to choose separate email to receive billing/subscription notifications
Development of an ability to set a separate email for Dext subscription and billing notifications, not visible to all the administrator users in the account.
46 votesYou can now use the Client admin role at practice level (or the User Admin role for business users) to grant a user ALL administrative rights except for access to the Dext subscription and billing notifications. For more information on our new roles, you can refer to this article here: https://help.dext.com/en/s/article/roles-permissions
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45 votes
Hi,
The FreeAgent integration now support publishing of sales items, they can be published int the same manner as with other integrations outlined here: https://help.dext.com/en/s/article/how-to-process-your-sales-invoices.
Thanks for taking the time to feedback and help us improve Dext.
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Bank Match to Match more than 10 days of thed date
Bank Match to consider entries paid more than the next 10 days of the document date
44 votesHi all,
We're happy to announce that the system can now identify bank matches for items paid up to 30 days after the document date. If the documents have a due date set, the system will prioritize the due date and add 10 days on top.
Please let us know if you have any feedback or suggestions for future improvements.
Thanks,
The Dext Product Team
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Marking single line item as billable
We use QuickBooks Online and need to be able to breakout which line items in Receipt Bank are billable and which are not, and also to whom (by choosing a client per line).
44 votesHi,
Thanks for your valuable input, it is now possible to mark a single line item as billable if rebilling is supported by your integration.
To do this you should select 'rebillable' on the item and then select a customer for the line items that you would like to rebill, but do not select a customer at item level. This will mean that all line items with a customer selected will be rebilled to that customer while the rest of the item is posted as normal.
Thanks again for taking the time to help improve Dext.
Kind regards,
The Dext Product team
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Approval person's name on the PDF summary at Approved
Approver's name of the expense report to be displayed when downloaded via PDF
44 votesHi there,
We released a fix for this 🎉
The enhanced expense claims approval experience, which was launched this week, will show the approver name on the PDF export and timestamp of when they approved. Just go to settings to set up new workflows for the new expense claim approvals.
Enjoy
Anna
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Assign different tax code for CSV downloads
Can you please add the ability to change or set tax does on CSV exports. At the moment the export is built with a standard tax code which means we have to manually adjust all the items in the CSV
44 votesHi,
You're now able to set a tax list on unintegrated accounts which will allow you to assign a tax to items before exporting them. This removes the need to adjust the tax in the exported file.
You can see instructions on using the tax list here: https://help.dext.com/en/s/article/how-to-set-up-tax-rates-in-an-unintegrated-account
Thanks for taking the time to send in feedback to help us improve Dext.
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