220 results found
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calculator
The feature of having a calculator within the create line items would be a great idea. Xero uses this feature within its sales and purchase invoices and it really helps to speed up the processing.
43 votesHello,
We're thrilled to announce that the Inline Calculator is now available to all users! Say goodbye to manual calculations and enjoy a more efficient workflow right within Prepare.
For instructions on using the feature, please refer to this article - https://help.dext.com/en/s/article/how-to-use-the-inline-calculator
Thank you for your support, and valuable feedback that made this possible
Best regards,
Prince Obode
Product Manager
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Assign Approver to a Usr
Ability to assign an approver to a user so this user will be able to send the reports for approval only to the assigned approver.
43 votesHi all,
We recently released the improvement for this. You can now set up approval workflows based on the user who owns the document.
Feel free to email me with any questions or further feedback on this topic.
Enjoy!
Anna
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Download the Suppliers' list as a CSV file
I would like to be able to download a list of all my suppliers in Receipt Bank along with any of their details (like supplier code).
43 votesHi,
You can now export your suppliers list, you'll see an export button at the top of the suppliers page to allow this.
Thanks for taking the time to feedback and help us improve Dext.
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Support foreign suppliers in Sage Accounting
Currently when you try to publish from Receipt Bank to a supplier in Sage which isn't located in your region (in my case the UK) you cannot - there is an error message "Please select the EU Goods/Services on each item line"
In order to publish the item you have to change the location of the supplier. However, if you change the location of the supplier this would lead to VAT being incorrectly reported i.e. the transaction would be in the incorrect part of the report. This would even be more significant in reverse charge VAT scenarios for suppliers in…
43 votesHi,
Publishing to foreign suppliers should now work correctly as an issue with how exchange rates between Sage and Dext has been resolved.
Thanks for taking the time to feedback and help us improve Dext.
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Client logo on Expense Reports
I would like to add each of my clients individual Logo to their expense reports is that possible? Just to be sure I am not asking to add my practice Logo but each client would have their Logo on their reports.
41 votesHello all,
Thank you for sharing this request with us, I'm happy to inform you that clients are now able to upload a logo to appear on their expense reports. All they have to do is navigate to My profile > Account details > Co-branding and upload their logo.
Best,
Sandra
Product Manager @ Dext
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Flexible Columns in the Archive
I'd like to be able to easily see how items were assigned to Projects within the Archive without having to go into the items one at a time.
It's possible to add columns in the inbox (ie: description, n° of the bill etc.) but not in the archive.
39 votes -
Use Advance search for line items
The ability to use Advanced search to locate items by searching for criteria in the line items.
37 votesWe recently released Document Content Search that improves the search feature and allows you to search within Line Items. Use the existing search box. Please check it out and as always share any feedback.
Thank you,
Simon
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Change layout of line items
Change the layout of the line items on the item details page so users can see all the information clearly. Currently, some details are shortened or even hidden such as the VAT rates which clients cannot select the bottom one as it is hidden - scrolling or typing the needed rate does not help and the last one always remains hidden and cannot be seen
36 votesWe have now added the ability to have a horizontal and vertical version of line editing. We have also allowed you to show and hide the columns you need. Thanks for providing the feedback and please let us know how this works for you.
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Sage Accounting enable multi-currencies
I would like to be able to publish multi currencies to Sage Accounting
36 votesHi,
Thanks to your feedback we have improved the Sage Accounting integration to support multi-currency. You should now be able to publish items with line items that use two different currencies.
Thanks again for taking the time to leave feedback, it's much apprecaited.
Kind regards,
The Dext Product team
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Publish Sales Invoices to Kashflow
Wish to be able to publish Sales Invoices to Kashflow
34 votesHi,
Thanks to your feedback we now allow publishing for sales items to Kashflow.
Kind regards,
The Dext Product team
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Approved Expense Reports should not allow additional items to be added
We have just realised that expense reports can have additional items added to them after they've been approved and can be published without further approval. This doesn't make sense to me and I would love to gain an understanding about how this function works.
33 votesHi there,
We released a fix for this 🎉
The enhanced expense claims approval experience, which was launched this week, will 'lock down' expense claims once they're submitted for approval so no-one cant add or remove items. Just go to settings to set up new workflows for expense claim approvals.
Enjoy
Anna
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Publish group rates to QBO
Cannot publish Group tax codes with more than 2 lines to QBO.
32 votesThanks to your feedback we've implemented handling for group tax rates to QBO.
Thanks again for taking the time to raise this.
Kind regards,
The Dext Product team
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Send email notifications to users after their Expense Report has been approved.
Send email notifications to users after their Expense Report has been approved.
31 votesHi there,
Recently we released enhanced approvals for expense claims. With the new version, users will be notified when their expense reports have been approved.
Head to the new Approvals section in settings and set up workflows for Expense Claims to use the new version.
Feel free to reply with any questions.
Enjoy
Anna
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Enable the automatic line items extraction for Direct Business & Business Plus users
There are many new direct users who would like this feature enabled for their accounts.
31 votes -
Increase the PDF page limit
It's not possible to submit PDFs with >50 pages as these are rejected by the system. A number of my invoices are larger than this in length but still under the file size limits.
The file size limit makes sense as it prevents items timing out in the upload & data extraction processes.
Could you please update the system to enable the submission of PDFs with larger numbers of pages, provided they still sit under the limit to file size.
30 votesWe are happy to say we have increased the limits on PDFs on uploads so now you can import larger documents. Please try it out.
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More than 10 lines Smart Split rule
Currently a user can only set a rules for 10 line items when using Smart Split however I've found that this limitation prevents me from using it for several key suppliers.
30 votesHey everyone,
Thanks for helping us improve the product—we really appreciate your feedback!
We’re excited to share that you can now add up to 50 lines for Smart Split rules, giving you greater flexibility and control.
All the best,
The Dext Product Team
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Kashflow - Publish VAT Rates
When you publishing items to Kashflow all the lines are show as 0% VAT (even though the amounts are correct). Seems RB doesn't send across the VAT Rates to Kashflow.
29 votesHi,
Thanks for your feedback on this feature. We have now implemented the ability to associate tax rates with items published to Kashflow.
You can both set a default tax in the 'Connections' menu under 'Integrations' on accounts that are integrated with Kashflow; and you can select a tax rate on an item by item basis on the item detail screen.
If you have further suggestions please let us know!
Thanks,
Dext Integrations development team
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submission history report
Can we have a new function allow us to download the submission history report.
28 votesHi all,
Thank you for your responses and feedback!
We've just added the option to export via Submission History. You can also use Advanced Search to filter submissions before exporting.
We hope this helps improve your workflow while we explore potential audit reporting features in the future.
Best regards,
The Dext Product Team
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Linking items in Receipt Bank to Purchase Orders in QBO
Could you please extract the Purchase Order Number from Purchase Order items, similar to Invoice Number from Invoices, and have this able to map to existing POs within QBO
28 votes -
Sorting the Archive by the Status column and adding the Publish date as a search option
I would like to request to have an option to sort archived items by published dates or an option in filter to display published items only with published date range parameter. I would like to be able to see this in a CSV too.
27 votesHey all,
Thank you for your feedback.
This has now been completed as part of the enhanced Dext experience. You can add a flexible column for "Publish date" from the gear icon in the top right-hand corner, and also search by publish date range, using the "Advanced Search".
Any further suggestions are welcomed.
All the best,
Dext Product Team
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