81 results found
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Bank Match to identify transactions that are closest to the amount on the invoice as a match, as some suppliers charge a transaction fee.
For Bank Match to be able to determine transactions that are closest to the amount indicated in the item for invoices as a match too. Because some suppliers charge a transaction fee hence, the amount in the invoice versus the credit card transaction usually do not match. There are hundreds of transactions that need to be updated manually to match them.
1 vote -
Show bank account details in the Collected Statements sections for Bank Fetched items
To show the bank account details in the Collected Statements sections for Bank Fetched items, without having to click into each statement and download to see the bank details.
1 vote -
Match multiple items to a single transaction (Bank Match)
Have the option match multiple items in the Inbox to a single transaction in the Bank Feed of the accounting software.
1 vote -
2 votes
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1 vote
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1 vote
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3 votes
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Restrict Bank Statement Extraction for clients
The ability to restrict client accounts from submitting Bank Statements for Extraction.
3 votes -
Bank feed available for The Netherlands
Bank feed available for The Netherlands
1 vote -
1 vote
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Description field for unmatched transactions
On the bank transactions have a description field where we can put a note in about the transaction not being matched with a receipt...
ie...Recurring charge, job number to apply to, personal. etc.1 vote -
Revert to the last viewed Bank Transaction when you open the Trasnactios section.
When you drill down into a transaction and then close out of it, it takes you back to the start of the list. It would be good if it reverted back to the place on the list where you were when you drilled into a transaction.
1 vote -
Automatically fetch and extract bank statements
automatically fetch and extract bank statements. At the moment this feature is only available for australia where the statements are fetched and will appear under the bank tab but the client still needs to manually press a button to send them for extraction.
19 votes -
1 vote
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Sub-header for original statements
Add a sub-header called 'Original statements' to the left of Source ID, used Dext for a while now, and only just found out it's for original PDF not an alternative for downloading in CSV etc.
1 vote -
1 vote
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1 vote
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Filter transactions by subaccounts
Have the option to filter transactions by subaccounts
1 vote -
Bank Statement Extraction with CSV file
The ability to upload Bank Statements for extraction in a CSV file
5 votes -
1 vote
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