220 results found
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Export format to French software Quadra
Can you please add a CSV template option that will allow a direct export -> Import for the accounting software Quadra.
18 votes -
Rebill option as a supplier rule
Ability to set a supplier rule for rebilling expenses to customers.
17 votesHi,
Thanks for your feedback! We've now implemented the ability to choose rebilling as a supplier rule for integrations that support rebilling.
Thanks again for taking the time to leave valuable feedback and helping us to make Dext better.
Kind regards,
The Dext Product Team
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Bank Feeds: be able to connect sub-accounts/credit card accounts
There could be several sub-accounts (usually credit cards) under a single bank account but currently these cannot be selected separately. Instead, the entire bank account data is pulled in.Can we differentiate these and pull them across?
17 votes -
iOS share option
Add Dext to the "share" option on the iPhone
16 votesShare sheet option is now available on iOS!
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Bulk download more than 250 items at a time
Can you please make it possible to download all my items into 1 PDF or CSV instead of page per page?
16 votesThis is now possible due to a recent update when exporting items without image data.
Thanks for your feedback!
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Sync sales categories from Ibiza
In order to effectively use the sales module, users need to have their sales categories in the section Comptes généraux (also known as "product accounts/categories", "comptes produits de classe 7"which we're not pullingfrom Ibiza).
16 votes -
I want to be able to set the "number of items per page" view to a default higher than 25
Would like to be able to view more items on page, in the inbox
16 votes -
Un-Approve an Expense Report
Un-Approve an Expense Report
15 votesHi there,
Enhanced approvals for expense claims were released recently 🎉
This includes the ability to cancel an approval request, by clicking 'Edit'. And also reject expense claims too.
If you're an admin, go to settings to set up an approval workflow for expense claims.
More information can be found here https://help.dext.com/en/s/article/expense-claims-approvals
Enjoy
Anna
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invoice approval
approve/ disputed marker
15 votesHi there,
Cost invoice approvals is now available on the web and in the app 🎉.
If you're an admin, go to settings to set up an approval workflow.
More information can be found here https://help.dext.com/en/s/article/costs-approvals
Enjoy
Anna
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Extract location/projects to assign automatically on the invoice
Have a way to extract location and classes (QBO) on the invoice as when you have several locations for one same supplier, it would be very useful to have it assigned automatically on the invoice.
Otherwise, we are losing time to go back to the invoice and change it manually
As for now, we can only assign one location to a supplier's rule.15 votesWe now predict classed (QBO) and Tracking Categories (Xero) thanks for providing the feedback to make this feature better.
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Customize the name of Downloaded items in PDF/CSV
Customising the file name of downloaded items
15 votesHi,
Thanks for your feedback, we have implemented an option to include the supplier name and date as the file name when exporting from Dext. This can be found under your business settings in the 'export' options.
We noticed that some people were asking to be able to customise the name of files exported, this is much more development effort to achieve. If the setting doesn't meet your needs could you please respond to this idea with additional context and we will try to find a solution that meets your needs.
Thanks,
The Dext Product Team
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Create default Tax Rates in unintegrated accounts
For Canadian partners using QB Desktop, they have unintegrated accounts. However you can't set a default tax rate or have dual tax rate extraction. Currently if they have two taxes they have to add in a second column on the csv and manually do the calculation
15 votesGood news, we now have an integration with Quickbooks Desktop available through our Dext Connect app. This help centre article walks you through the set up:
https://help.receipt-bank.com/hc/en-us/articles/360011573417-How-to-Install-Dext-Connect-to-use-with-QuickBooks-Desktop- -
See items from other users on iOS mobile app
Can you please add the ability to see items submitted by others within the iOS mobile app
15 votesHi there,
Apologies for a lack of response, this feature has been released on IOS!
- Partners have the ability to view ALL items within a Client they have access to, from any user.
- Clients users with Admin role can view ALL users items within the same Client
- Users who can see items from multiple users, can also filter the inbox by `Owner`
Please continue to submit ideas and requests, your feedback is invaluable to us!
Many thanks,
Dom -
Support line Items for Ibiza
Can you please add the line items option as I need to set different taxes and rules to my clients and it is not possible.
15 votes -
New Integration: Sage 50 (Canada)
Please can you add a new integration with Sage 50 (Canadian edition)?
15 votesGood news, we have released our integration for Sage 50 Canada. This help centre article explains how to set it up:
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New Integration: Sage 50c (UK)
Please add an integration with Sage 50c
15 votesOur Sage 50 integration is compatible with all recent versions of Sage 50.
Here’s a help centre article on how to set it up:
https://help.receipt-bank.com/hc/en-us/articles/360013591518-How-to-integrate-Dext-Prepare-with-Sage-50-using-Dext-Connect- -
Sage Pastel Partners CSV export format
It would really speed up my processes if Receipt Bank had a CSV export format for Sage Pastel where I didn't have to manually manipulate the columns and headings.
15 votes -
Email notification when an item/expense report is send via email
Ability to receive an email notification when an item/expense report is send via email.
14 votesHi there,
Enhanced approvals for expense claims were released a couple of weeks ago 🎉.
With the new version, email notifications are sent to approvers.
If you're an admin, go to settings to set up approval workflows.
More information can be found here
- https://help.dext.com/en/s/article/expense-claims-approvals
- https://help.dext.com/en/s/article/costs-approvals
Enjoy
Anna
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New Integration: Zapier
Please add an integration with Zapier
14 votes -
Control over font Format of downloaded expense reports
The font in the report is not dark enough to read. When Expense reports are downloaded as pdf, I download to email and the recipients complain the text of the report is too faint to read, or when printed is too faint to read
Also my criticism of the text being too light. I appreciate that the development team must address this but it would be nice to have control over report structure
As I must email expense reports to those that approve payment, it's most concerning that they complain about the report being difficult to review. I don't like…
13 votesHi all,
We recently released a new PDF export of Expense Reports in Dext which has much darker and larger font as well as a clearer layout.
Hopefully this solves your problem, feel free to reach out with anything else.
Best,
Anna
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