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1498 results found

  1. 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 →
  2. Review paperwork requests via the web app as on the Mobile

    13 votes

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    4 comments  ·  Other  ·  Admin →
  3. I've noticed a number of cases where a client's supplier sends directly their invoices to RB in an incorrect manner. E.g. 2 (or more) separate unrelated invoices in 1 multi-page PDF.

    It would be easier if the service could split these invoices or if there's a personalised email-in address not only for the single-page submissions, but for the multi-page PDFs, as well.

    13 votes

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  4. For cost approvals, it would be good for approvers to see the archive of what they've approved, even when another user has submitted them, without the approver being given access to see all items

    12 votes

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    1 comment  ·  Approvals  ·  Admin →
  5. Dear Management,

    I would like to feedback on "Edit line item" features, which allow users to input quantity & unit prices (these two input are important for bookkeeping functions), which are well developed.

    However, I was told that we are unable to extract quantity & unit prices to CSV for us to proceed the next step of bookkeeping work, which are quite disappointing, as Dext Prepare are designed to facilitate bookkeeping functions, but yet, till now we are still unable to see improvements till now.

    I sincerely hope Dext can treat this matter seriously so that we can continue utilise…

    12 votes

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    1 comment  ·  Extraction  ·  Admin →
  6. Do not show tax rates in Dext that are inactive in QBO already

    12 votes

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    1 comment  ·  Integrations  ·  Admin →
  7. 12 votes

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  8. The ability to restrict or allow Users to see the submissions of other Users but not all or only their own.

    Item access of one User only to another particular User.

    12 votes

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  9. 12 votes

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    3 comments  ·  Rules  ·  Admin →
  10. Not sure if its possible already, but a 'dark mode' would be beneficial as it would help prevent eye strain. I know this is possible on Word documents and other software, and thought this might be a good idea to translate to Dext too.

    12 votes

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    2 comments  ·  Design  ·  Admin →
  11. Submit receipt back to Author if receipt is not readable. They then get a notification on their app/email that they need to retake photo and submit.

    12 votes

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    0 comments  ·  Extraction  ·  Admin →
  12. Edit which fields in the Item Details page should be visible (some sort of a filter, like to one on the main Inbox page)

    12 votes

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    0 comments  ·  Workflows  ·  Admin →
  13. Ability for admin user to turn on 2FA for all users in the account in order to make their accounts more secure.

    12 votes

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    0 comments  ·  Other  ·  Admin →
  14. 12 votes

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    1 comment  ·  Integrations  ·  Admin →
  15. Please add the ability to automatically crop receipts. Possibly with auto-rotating and resizing. Machine learning can greatly simplify/assist in this.

    12 votes

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    0 comments  ·  Other  ·  Admin →
  16. 12 votes

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  17. option to search for items using the publish/archive date instead of the invoice date when using the advanced search

    12 votes

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    1 comment  ·  Other  ·  Admin →
  18. 12 votes

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    2 comments  ·  Publishing  ·  Admin →
  19. Ability to rename and delete suppliers rather than merge them

    12 votes

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    1 comment  ·  Rules  ·  Admin →
  20. If a receipt has a date that differs from the date of the payment on the bank feed, you should take the date of the payment on the bank feed for the created payment. For example if a invoice from 2nd May matches a payment on the 3rd May and you autofill and push the transaction over to Xero, the invoice created should take the date of the 2nd May but the payment should take the date of 3rd May.

    This is the best practice.

    12 votes

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    1 comment  ·  Match  ·  Admin →
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