1788 results found
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Applying Cash payment method
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 -
Return emails to sender if their @receiptbank.me email doesn't exist
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 -
Mileage Tracker Different Mileage Rates
Love the new mileage feature but have a client who uses a reduced rate for mileage claims rather than the standard 45p would be really useful to be able to enter the mileage rate manually. Please Dext
13 votes -
Remove the ability for expense approvers to see all documents within Dext.
Please remove the ability for expense approvers to see all documents within Dext.
We have several approvers of expense claims but have had to remove this function for our company, when we realised that these approvers could see all invoices/ receipts from all users. This means that they can see confidential invoices such as solicitors or accountants invoices, these should be seen on a need to know basis and not by a line manager of a small team. These approvers can also see the archive so even if you process the invoices quickly, they can still go and see them.…13 votes -
Add receipts to Expense Claims
Include all receipts to expense claims. When an expense claim is posted to QBO, it's posted as a bill with a pdf of an expense claim. Though this expense claim includes all itemized and categorized purchases, it's essential to include the actual copies of receipts as support to legitimize the dollar amounts claimed for audit and managerial purposes. If I have to manually attach every receipt, it's cumbersome and inconvenient for the viewer to open the expense claim and each additional receipt to double check accuracy.
13 votes -
Requesting Paperwork in SUpplier Statements
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
13 votes -
WFM 2 integration
Integrate with workflow max 2 by bluerock.. thats a great idea :)
13 votes -
Send/Tag users on a document (Improve Item Messaging)
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 -
Send user an email for Paperwork Requests
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 votesThanks for the feedback we are reviewing this.
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13 votes
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Review Paperwork requests via the Web app
Review paperwork requests via the web app as on the Mobile
13 votes -
Email-in address to accept multiple pages
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 -
Bulk submit for approval
Ability to check multiple in inbox and bulk submit for approval rather than clicking all individually
12 votes -
Inactive tax rates in QBO
Do not show tax rates in Dext that are inactive in QBO already
12 votes -
Option to Hide or Archive unneeded suppliers but not delete or merge them.
Option to Hide or Archive unneeded suppliers but not delete or merge them.
I want to know if we can archive suppliers. I'd like the old suppliers not popping up when searching
12 votes -
Users to be set to see only particular User's items.
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 -
12 votes
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Dark Mode
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 -
Option to hide irrelevant fields
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”
12 votes -
Resubmit receipts back to author if not readable
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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