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19 results found

  1. Being able to set up a bank feed via the mobile app - easier to do on the go when sitting with clients.

    3 votes

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  2. When processing bank statements - instead of rejecting files because there is data missing, just process the file which is there.

    2 votes

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  3. Be able to use bank feeds in france with french banks

    1 vote

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  4. Functionality in Dext Prepare to have an email address for bank statements that can set up for clients, and can be used to send in the PDF. Some clients do not want to give access to the online account so they email the bank statements.

    4 votes

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  5. Support bank match for sage 50 to automatically send to to the integration

    1 vote

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  6. Auto-split Bank Statements if multiple Bank Statements have been submitted as a single file for Bank Statement Extraction.

    1 vote

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  7. Have the option to show the subaccounts on the CSV/PDF when downloading transactions

    3 votes

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  8. 2 votes

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  9. 1 vote

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  10. 3 votes

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  11. The ability to restrict client accounts from submitting Bank Statements for Extraction.

    3 votes

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  12. Bank feed available for The Netherlands

    1 vote

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  13. 1 vote

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  14. 1 vote

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  15. Have the option to filter transactions by subaccounts

    1 vote

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  16. 1 vote

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  17. There should be an entry to add if a dividend has been paid out and the value of it

    1 vote

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  18. 1.Fetch Connection for Bank Statement: Adding a balance column when we downloading in excel
    2. Removing credential connection in every 90days to make life easier.

    4 votes

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  19. Hi, would be great if there is a boost feature for the bank statements too.

    33 votes

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