161 results found
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Single login for multiple companies. Switch between companies in the Web App.
Instead of logging in and out Receipt Bank accounts, be able to log in once and switch between accounts via single login.
539 votesI'm excited to announce that Dext's Multi-account management feature is now live! We've solved the pain of managing multiple logins for separate accounts.
Merge login credentials, add new users, and create new accounts directly within the product. Check out our latest blog from one of our own, Mustafa Roomi for more information. https://dext.com/en/resources/accounting-news/multi-account-management-a-first-look-at-our-long-awaited-feature
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Create and add to Expense Reports in mobile app
It would be really useful for me to assign items to an expense report from the mobile app - before and/or after processing. Including creating a new one
300 votesHey All,
We’re very excited to announce that the whole end-to-end Expense reports flow is now available on Mobile.
Users can now create new Expense reports, add items to already-existing ones and approve them with a few simple steps.
For more information, please have a look at the following articles showing how to create an Expense report and how to approve it using the Dext Prepare Mobile app.
https://help.dext.com/en/s/article/how-to-create-an-expense-report#create-app
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More submission methods for Sales Invoices
Currently, we can only submit via direct upload
279 votesHi there,
Good news from the Dext product team: The Sales space is now available for the Dext mobile app!
With the latest mobile improvements, users can now access the Sales space in the mobile app, and submit sales items. You can access the sales space next to the cost space at the bottom of the screen.
When capturing an item, you can change to a cost or a sale using the dropdown in the bottom left of the capture screen.
For iOS users:
The update is rolling out across all iOS users this week, and your sales space should appear shortly.
For Android users:
To access the new Sales space, Android users must opt-in to the newest version of the app. This Android app update also includes a host of other improvements, such as a better view of your receipts, and an archive of submitted items.
Read more…
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Option to make description and note searchable
Can you introduce an option to search by description and/or note in the archive option please? As there is no option to input a job site, I use the description and note to enter the job site. When I have to look up a site, I can't search by either of these options.
If an option can be input to enter job site/job code/ project name that we can search also, that would be even better.
Thanks.
243 votes -
Integrate with QBO Projects
It would be great if we could post directly to QBO Projects!
203 votesThanks for your feedback on this issue! We have now clarified the handling of projects with Quickbooks Online. To assign an item to a project in Quickbooks select the relevant sub customer from the customer drop down on the item detail page. Sub customers are now marked with a tooltip that shows that they are a sub-customer and which customer they belong to.
This help centre outlines the process: https://help.dext.com/en/s/article/how-to-use-projects-in-quickbooks-online
Thanks again for your input.
Regards,
The Dext Product Team
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Forwarding emails with a note
When you receive a receipt via email you should be able to type a comment and when you forward it to text it should show up as your note
191 votes -
Original images of invoices/receipts attached to expense report
A way for the invoice/receipt to automatically be attached to the expense report in the integrated software, not just as a link in the PDF.
185 votesHi there,
The ability to include source document images within the Expense Report PDF export is now live. Select 'Report with receipts' on the detail level in the PDF export screen. See screenshot attached.
Including images in your accounting software with the published expense report has not yet been worked on, but we are aware of it.
Hope this helps!
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Support Credit Notes for Sales Invoices
The type field is greyed out default to "invoice", unable to select "credit".
I need the option to publish as either invoice or a credit note rather than inputting manually in accounting software.
173 votesHello,
Good news, sales credit notes are now supported in Dext Prepare for Xero and QuickBooks Online.
You can publish a sales credit note by choosing ‘Type > Sales Credit Note’ on the item detail page.
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Approval process for individual Invoices/expenses/bills
Simple bill approval system integrated into Dext Prepare. Mark an item as requires approval - Mark user who can approve (can be saved for automatic fill-in for this supplier) - it shifts the bill to a new list (awaiting approval) - send that user an email to tell them it is there.
They logon, click approve and it sends the bill to the normal awaiting export list, hey presto simple, no need for comments or anything like that.
At the moment, I have to export the image, email it, await email confirmation etc, difficult to keep track of.
160 votesHi there,
Approvals workflows for cost items and expense claims were released a couple of weeks ago 🎉
Head to to settings and set up approval workflows from there.
More information can be found here:https://help.dext.com/en/s/article/costs-approvals
Enjoy
Anna
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Supplier statement reconciliation
Can you please build the functionality for us to reconcile supplier statements against their invoices for the month. This is key for us in managing our supplier payments.
It would be useful to have:
1) A place to store Supplier Statements
2) The ability to check whether there's an invoice on file for each line on the statement
3) The ability to check if the amounts on the Statement match the amounts on the individual invoices144 votes -
Purchase order number extraction
Purchase order number to be among the key data that gets extracted in the place of Invoice Number for items that are POs
141 votesWe are pleased to announce this has bow been released. It will automatically be enabled, please do check it out. If you are interested in how to use Purchase Invoice Matching please see here: https://help.dext.com/en/s/article/how-to-use-purchase-order-match
As always any comments or feedback do let us know.
Simon
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Extract email body as Description
Could you please extract the body of an email, when the item is added as a separate attachment, as the Description?
138 votes -
Change the expense report approver
Hi. If we have an employee that sent an expense report claim to the wrong approver, can we have the option to reverse this?
127 votesHi there,
We released a fix for this 🎉
The enhanced expense claims approval experience, which was launched this week, will automatically route expense claims to the right person based on the approvals settings.
Just go to settings to set up new workflows for the new expense claim approvals experience.
This means it'll be less likely to need to change the approver once it's been submitted. But if you do need to change them you can do in settings to make it smoother.
Also, now you can take expense claims out of the approval process by clicking 'edit' or 'reject'.
Enjoy
Anna
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Expense approver user hierarchy
We have expense approvers who approve only their direct reports. At the moment if they have the user type expense approver they have the power to view all submitted items. We need the option to set an expense approver user to only view the items for particular users under the multiuser account not everyone.
104 votesHi there,
Enhanced approvals for expense claims were released last week 🎉.
With the new version, only approvers or admins have the right to view other people's items. You can also route expense claims to the user's manager too, who will only be able to see items that have been sent to them for approval.
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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Sage Accounting sync Departments list
Sync the Departments list from Sage Accounting into Dext
98 votesHi,
Thank you for your feedback, thanks to your input we now support Departments syncing and publishing with Departments for our Sage Accounting integration.
This required us to move the integration to Sage's latest API which in turn means that for you to access this feature you will need to reconnect the Sage Accounting integration on any Dext accounts you'd like to use departments with.
Once you've done this you'll be able to find departments within of the 'projects' lists within the account. You'll notice in the integration settings that there's a new option that allows you to select which departments you'd like to be sync'd into which projects list within Dext.
Thanks again for your feedback and for helping us to improve Dext.
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Assign item/product (inventory) codes to invoices and publish to Xero
I would like to be able to assign item codes (ie stock/inventory) from Xero to invoices and receipts in Receipt Bank.
In particular clients in the hospitality industry would benefit from this - if they could even be extracted with line items that would be magic!
88 votesYou can now assign Products/Services in the Cost workspace and publish them to Xero
Please see this article for more information
https://help.receipt-bank.com/hc/en-us/articles/4407474767505 -
Mileage tracking
Trips w mileage tracking
82 votesHi there,
This week we released the new mileage feature on Dext on web and mobile 🎉
Add vehicles, passengers, to and from locations or just distance travelled and Dext will automatically calculate the claim based on government approved rates.
Enjoy
Anna
Enjoy
Anna
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Email-in sales invoices
Be able to email-in sales invoices. Currently, this can only be done via direct upload now. Thank you!
76 votes -
QBO Stock/Inventory Items (Products/Services) for Cost Documents
Could you please support stock items in QBO? In particular item detail for product/services on a receipt. When working in Receipt Bank there is no option for entering these products or services.
Our current process is to purchase from a supplier and put this into QuickBooks as stock items. These stock items are then removed when an invoice is created and the items taken out of stock.
75 votesYou can now assign Products/Services in the Cost workspace and publish them to QuickBooks Online
Please see this article for more information
https://help.receipt-bank.com/hc/en-us/articles/4407474767505 -
Uploading .heic format file
To have the ability for clients to upload .heic type of items in Dext Prepare
70 votesThis is now supported, thanks for the feedback, update your app if you are not on the latest version and we have also made it easier to share images and PDF's to the Dext App via the share action.
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