112 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 -
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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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 -
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 -
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 -
Download Expense Reports with supporting images
I want to be able to download the Expense Report, together with the supporting files in one PDF
68 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.
A reminder if you're an Admin that you can also include links to the source documents from Account Settings. Just turn on 'Image Sharing'.
Hope this helps!
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Due date extraction
Due dates not part of the key data extracted
67 votesDue Date Extraction is now released, supplier rules will continue to work if defined, set them to none to leverage our AI instead.
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better merging logic
Stop merging of items which have been previously merged but then unmerged.
66 votes -
Linking items in Receipt Bank to Purchase Orders in Xero
My client uses Purchase Orders in Xero to order their items. The client codes their POs and then we have to code the corresponding invoices & receipts based on this. It also means that the Purchase Order can't be processed fully through Xero. Please look into extracting a Purchase Order number on items and using that to match against existing Purchase Orders in Xero
How would I envision it working?
1. RB picks out the PO as well as the other info (or at least has a detail field)
2. Somewhere there is a matching check against a PO with…65 votes -
Transfer items with CIS to Xero
Can you please add the ability for Receipt Bank to work with the new CIS function within Xero
59 votes -
Expense Reports without "Expense Report" in the name
I'd like to be able to publish Expense Reports so that "Expense Report" isn't included in the supplier name
"Why are the expense reports showing up as suppliers? Our supplier list now includes multiple expense reports and that will grow tremendously over time…"
56 votesHi,
Thank you everyone for your feedback. We reviewed all of the raised topics and it was clear that the use of the report name was causing issues.
We have now changed this logic, the employee name the expense report belongs to will now be what we use to publish to general ledgers.
This is now live, please feel free to reach out with any further feedback.
Many thanks,
Vikash
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MYOB integration
Currently when we publish from Receipt Bank to MYOB, RB includes the image URL for items in the Journal Memo field. There's no way to stop RB from doing this, even if we turn the image sharing permission off in Receipt Bank.
Can you please instead send the name of the supplier to the journal memo field - we use this field during reconciliation and the image URL makes the process much slower.
For other integrations (like Xero or MYOB Essentials) RB will attach the image of the receipt from Receipt Bank directly to the transaction - could you please…
50 votes
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