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1577 results found

  1. Integration with Sage Evolution cloud based services

    15 votes

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  2. Can you please add Date as a merging criteria to the invoices? Some Australian invoices have the same Invoice number and same amount (mobile operator for example) but different date and they are merged incorrectly

    15 votes

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    0 comments  ·  Workflows  ·  Admin →
  3. My timezone isn't UTC however all the timestamps in my account are in UTC which is useless to me

    15 votes

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    0 comments  ·  Other  ·  Admin →
  4. We would like Dext to be able to function more like RAMP or BILL spend and expense from this standpoint: That the transactions hitting various bank and credit card accounts will display in a bank feed so the users are prompted to know which transactions they need to upload paperwork form. We would like to make this available to standard users, or at least create the ability for us to allow a users to see the bank feed WITHOUT giving them publishing rights. This way clients can be more proactive rather than waiting to receiving paperwork requests.

    14 votes

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  5. Ability to check multiple in inbox and bulk submit for approval rather than clicking all individually

    14 votes

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    Under Review  ·  0 comments  ·  Approvals  ·  Admin →
  6. The ability to add in an email address (and maybe recipient name) into the suppliers in DEXT, so that they automatically appear when requesting paperwork through Supplier Statements e.g. below

    14 votes

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  7. Ability to pull over documents from an email inbox similar to a supplier Fetch connection. The system scans the users inbox and pulls over items to their Dext Prepare account.

    14 votes

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  8. Create and add new document types to the Type field on the item details page.

    14 votes

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    5 comments  ·  Extraction  ·  Admin →
  9. 14 votes

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    2 comments  ·  Design  ·  Admin →
  10. Some users would like to be able to publish items with no total amount (total amount of zero) to Xero. Currently, they receive an error message that the total amount should be greater than zero.

    14 votes

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  11. Requests to have Bank Fetch as an available feature in the UK again

    14 votes

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    2 comments  ·  Bank  ·  Admin →
  12. Could we have rules with “IF”

    Example:

    If amount > X this

    If amount less < that?

    14 votes

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    4 comments  ·  Rules  ·  Admin →
  13. Receipt Bank will pick up if an item is paid by cash, as shown by the column within the Inbox, however it won't use this to apply a payment method with the Ref 'Cash', or similarly one with the Ref 'PayPal'. Can you please modify this so that these payment methods will be automatically applied on these items. This will save me a lot of time going in and manually updating every single one of these items

    14 votes

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    1 comment  ·  Workflows  ·  Admin →
  14. Currently when items are sent to an invalid (non-existent) @receiptbank.me email address they'll go nowhere and there's no notification of this. Being able to return these to the sender would ensure that the items are then re-sent on to a correct email and properly received into a Receipt Bank account

    14 votes

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  15. Integrate with workflow max 2 by bluerock.. thats a great idea :)

    13 votes

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  16. The ability to communicate with any user on a document. Right now you can only send a message (that usually is missed) to the submitter. It would be nice to have the ability to tag other users using the “@“ function. As an accountant my staff could tag me with a question on it as well. Bill.com has this function when leaving a note.

    13 votes

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  17. Option to hide fields that aren’t used by the client - eg. none of our clients use Customer or Product/Service fields. I’d prefer to be able to switch them off rather than say “just ignore those”

    13 votes

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    0 comments  ·  Design  ·  Admin →
  18. When requesting paperwork, please make an option to send a notification email to the user to notify them of the paperwork request. At the moment, it sends a notification to the app which is easily missed. This would be helpful but furthermore, I think its essential. Thanks!

    13 votes

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  19. We use a M&E 5% tax code in QBO that assigns 50% of the tax to an ITC and the other 50% to an expense account. We have to use the 'Extracted Amount' tax in Dext as there is always a tip on these expenses which has no GST. When using the 'Extracted Amount' it would be much easier if within that we could then assign the two tax options 'GST/HST/TPS' and 'PST/QST/TVQ' to whatever tax codes we want. At the moment I can only do this by adding line items which is very cumbersome.

    13 votes

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    0 comments  ·  Expenses  ·  Admin →
  20. Be able to add new customer/vendor data (address, phone, email) directly in Dext as we are processing the payments. And then have that information passed over to the accounting software profile setup (QBO, Xero, etc)

    13 votes

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    1 comment  ·  Design  ·  Admin →
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