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1498 results found

  1. I'd like to be able to see the Project assigned to items within an Expense Report without having to drill down to each item individually within Receipt Bank

    18 votes

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    Under Review  ·  1 comment  ·  Expenses  ·  Admin →
  2. The Problem:
    If only a single tax is extracted, you must apply a single rate to it but it doesn't save the extracted amount:
    ie) I may have a receipt that has a mixture of expenses that are both Exempt and GST but doesn't have PST.
    - ie) purchase at fuel bar where the purchase is $100. of that amount $80 is fuel where GST applicable, the other $20 is grocery items that have NO tax at all.
    Therefore if you apply the GST to the entire amount as suggested the GST amount will be $4.76
    $3.80 would be the…

    18 votes

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    0 comments  ·  Extraction  ·  Admin →
  3. From the testing I’ve been doing, by assigning an overall project, all costs are allocated to that job and are not split down by the line items. Please set it so that when items have line items on them allocated to different projects they end up assigned to these projects in WFM.

    This also impacts publishing Expense Reports to WFM - because all the expenses within the report can only be assigned to a single project.

    18 votes

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  4. When we publish to QBO, all bills are show on QBO as published by one user, regardless of who uploaded the bill, can we change the settings so that each published name goes along with the bill

    18 votes

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    Under Review  ·  1 comment  ·  Publishing  ·  Admin →
  5. Have the option to extract the tax code with Line item extraction.

    17 votes

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    1 comment  ·  Extraction  ·  Admin →
  6. Within MYOB there's an additional tracking field called Category. Could you please provide us with the ability to also utilise this field within RB

    17 votes

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  7. be able to submit multi-items pdf even when it consists of one-paged items as well as multi-paged items.

    17 votes

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  8. It would save a lot of time if we could manually add supplier categories (compte) on the supplier rule tab from the item view or on the supplier page instead of having to go through account settings > manage lists > add codes.

    Having the correct supplier categories is vital for the csv export formats in France!

    17 votes

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    0 comments  ·  Rules  ·  Admin →
  9. Ability to check multiple in inbox and bulk submit for approval rather than clicking all individually

    16 votes

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    Under Review  ·  0 comments  ·  Approvals  ·  Admin →
  10. I'd like to see a feature where you can create a rule for dext to automatically rename a supplier, for example. Dext picks up the supplier as "Spacex Canada Corp" but it is preferred that these get renamed to "Starlink" as the client has that set up as a vendor already. This would help lower the amount of duplicate vendors getting pushed through to QBO.

    16 votes

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    0 comments  ·  Extraction  ·  Admin →
  11. Bulk edit due date

    16 votes

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    1 comment  ·  Expenses  ·  Admin →
  12. It would be fantastic if Dext had the capability to check bank account details supplied on the suppliers invoice, and flag if there is a discrepancy between the invoice and details held in the accounting software (similar to what it does with the ABN number).

    16 votes

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    Under Review  ·  1 comment  ·  Bank  ·  Admin →
  13. The ability to extract acct numbers would be incredibly helpful. This helps with classifications :)

    16 votes

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    0 comments  ·  Extraction  ·  Admin →
  14. 16 votes

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  15. Possibility to create invoice and quotes on Dext

    16 votes

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    Under Review  ·  1 comment  ·  Other  ·  Admin →
  16. To have the invoice numbers included in the expense report when it is exported

    16 votes

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    Under Review  ·  2 comments  ·  CSV Export  ·  Admin →
  17. Once the partner has downloaded/actioned the bank statement, to move it to an archive so they know what has been completed

    16 votes

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    2 comments  ·  Bank  ·  Admin →
  18. I would like to send both positive and negative line items to my integration.

    When published to the integration - the negative line item is published with positive amount and is added to the total amount - so the totals between RB & the integration don't match.

    16 votes

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    Under Review  ·  0 comments  ·  Publishing  ·  Admin →
  19. Hi, you currently convert items based on the conversion rate of ECB however this is less accurate than xe.com and makes it more difficult to manage these items for me as every item requires review and updating

    16 votes

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    0 comments  ·  Other  ·  Admin →
  20. Integration with Sage Evolution cloud based services

    15 votes

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