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1785 results found

  1. Integrate with MYOB Advanced

    29 votes

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  2. Could we please customise the invite message we send to our clients?

    We want to make sure they have all the info they need prior to starting using the app, but at the moment the message they get is rather short and it requires further explanation

    29 votes

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    3 comments  ·  Onboarding  ·  Admin →
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  3. It would be great if we could add info about payment method and category when sending via the Mobile App before submitting for processing. This would be very helpful especially in terms of the payment method as it is not always shown on the items (especially invoices) and the users can simply add the info about the relevant payment method as they know best. Thus we won't have to chase them and ask what was the card used.

    29 votes

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    3 comments  ·  Workflows  ·  Admin →
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  4. Please create an integration with Intacct so that we can use it in conjunction with QBO & Bill.com and Sage.

    29 votes

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  5. Can you please add either a separate use privilege level, or a toggle on existing ones, to prevent users making changes on items - view only privileges

    29 votes

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  6. I would love Receipt Bank to be able to publish invoices to Xero when the tax rate (GST or VAT) is more than the actual cost or it is a tax only expense.

    For example:
    GST is $900 and the actual cost is $300
    or the invoice is VAT only (100% tax)

    29 votes

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    Under Review  ·  0 comments  ·  Publishing  ·  Admin →
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  7. Would like to be able to have invoice date and payment date fields, as otherwise it defaults to invoice date and we have to change it every time in Xero. It would be also good to be able to set up in a Supplier rule or Account settings, whether you would like the Paid Date to default the Invoice Date, Due Date or Today's Date.

    28 votes

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    5 comments  ·  Publishing  ·  Admin →
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    Hi,


    Thanks for your feedback. We will look at options for how we might either provide a payment date field of improve the way that payment date is populated in Xero to make this more convenient. We'll provide an update via email when next steps are decided. Thanks for taking the time to make this suggestion.


    Kind regards,

    The Dext Product Team

  8. 27 votes

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    3 comments  ·  CSV Export  ·  Admin →
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  9. The ability to match multiple images to payments in QB with Paperwork Match

    27 votes

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    Hi,


    Thanks for your value feedback, we will be investigating solutions for how we might enable paperwork match suggestions when one or more items has already been matched to the transaction in the accounting software.


    We will provide an update via email once we have found a solution to give an idea of timelines.


    Thanks again,

    The Dext Product Team

  10. 27 votes

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  11. Ability to split single PDF files containing multiple invoices after having been submitted to Dext Prepare.

    27 votes

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    6 comments  ·  Workflows  ·  Admin →
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  12. 26 votes

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  13. I have suppliers who give a discount off the total amount of invoices paid via direct debit. Can you setup for a supplier that each receipt scanned can be processed with a % discount

    26 votes

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    5 comments  ·  Rules  ·  Admin →
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  14. Can we have a new function allow us to download the submission history report.

    25 votes

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    0 comments  ·  CSV Export  ·  Admin →
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    Hi,


    Thanks for taking the time to feedback. This seems like a sensible suggestion, so we'll be reviewing how we can implement an export for client account submission histories.


    If you could provide some extra context on what you would like to do with the data once it's been exported, this will help us to make some improvements to the submission history feature within the Dext app, which could save the need for exporting at all.


    Thanks again for taking the time to provide us with your value feedback.


    Kind regards,

    The Dext Product Team

  15. Amazon invoices include "-" in between the numbers in the invoice number which are extracted by dext making the invoice number over 21 characters and cannot be published. These should not be extracted or at least allow items with this error to be published.

    25 votes

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    3 comments  ·  Extraction  ·  Admin →
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  16. 25 votes

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    1 comment  ·  Other  ·  Admin →
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  17. Sometimes not all items in a receipt are reimbursable so it would be nice if you could make it possible to only add the lines that need to be reimbursed to Expense Reports .

    25 votes

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    2 comments  ·  Expenses  ·  Admin →
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  18. There's currently no way for partners & clients to delete category lists created manually or by uploading a CSV. This has to be done by a Receipt Bank dev

    25 votes

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    1 comment  ·  Workflows  ·  Admin →
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  19. When an email comes through containing a link to an invoice or receipt can you please follow that link through to collect the document

    25 votes

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  20. manual assignment for approval not on a workflow

    24 votes

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    Under Review  ·  3 comments  ·  Approvals  ·  Admin →
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