95 results found
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Archive bank accounts
archive the bank accounts that have already been closed and are no longer useful, to clear up the view
8 votes -
Include Sub-Account column when exporting Bank Transactions data
When viewing Bank Transactions, I have the Sub-Account Column showing so I can identify which card made the purchase. When I export the list to Excel, the only columns in the spreadsheet are Date, Description, Debit, Credit, and Balance. It would be helpful to include all columns when exporting that data - particularly the Sub-Account so that we can easily filter the spreadsheet by card user.
1 vote -
flag missing bank statement pages instead of rejecting the whole file
Flag where there are missing bank statement pages (don't extract that statement only) instead of rejecting the whole file
8 votes -
Bank Notifications
Connecting your bank card to your system -
Receive an automatic notification and require mandatory entry when money is withdrawn from any bank card.
2 votes -
Check & Confirm Bank Account Details
It would be fantastic if Dext had the capability to check bank account details supplied on the suppliers invoice, and flag if there is a discrepancy between the invoice and details held in the accounting software (similar to what it does with the ABN number).
12 votes -
Ability to add a PayPal Bank Account in the list
Ability to add a PayPal Bank Account in the list
6 votes -
Matching expenses to CC statement after item has been added to Expense Report
When looking at a credit card statement under Bank it would be great to see a match even if the item is in an expense report already. It would also be very useful to see a column that showed 'Expense completed' or 'Expense Waiting etc to show if the credit card statement has been reconciled to the expenses.
3 votes -
Bank Statement Extraction to download in ofx file
A Partner wanted to export Bank Statement Extraction in ofx format as they wanted to import in Sage.
2 votes -
Ability Export Full bank in one export
Ability in dext prepare to tick to select all on bank processed statement screen and export all rather than export one by one
5 votes -
Automatically send Paperwork Requests to Clients for Transactions/Items without a Match.
The bank transactions are automatically synced on Dext, so we want to be able to activate the Paperwork Request on Dext so it will atomically be requested from the employees
3 votes -
Process present data
When processing bank statements - instead of rejecting files because there is data missing, just process the file which is there.
2 votes -
Advanced Search for Bank
The ability to use Advanced Search in the Bank Workspace to search for specific information, such as Source ID across all Bank accounts instead of each individual one.
1 vote -
Toggle Bank Accounts
Being able to toggle off bank accounts when integration exists (Xero). We only want to reconcile credit card transactions, and because we have integrated with Xero it shows multiple bank accounts and makes certain screens difficult to navigate when we want to push follow-ups to people for receipts.
1 vote -
Identify overlapping bank statement transactions
Identify overlapping bank statement transactions
10 votes -
Exceed limit for BSE for Dext Solo clients.
Exceed the limit for bank statement extractions per month for Dext Solo clients.
1 vote -
Include bank balance in the bank transaction feed
Include bank balance in the bank transaction feed
7 votes -
Delete or disable a bank account that is synced from Xero
I have a closed credit card in Xero that I no longer want shown in Dext. How do I do that?
1 vote -
Bank Feeds for france
Be able to use bank feeds in france with french banks
1 vote -
6 votes
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1 vote
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