5 results found
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Be able to search the archive by the published dated
To be able to export or filter the archive list, by the date something was published.
20 votesHi,
Thanks for your feedback, happily this functionality already exists within Dext. If you go to the archive page and click the table settings cog on the right of the table header, you can add a column which lists the 'export date' on the item. This will show when an item was either published or exported into a CSV file.
Kind regards,
The Dext Product Team
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Download the Suppliers' list as a CSV file
I would like to be able to download a list of all my suppliers in Receipt Bank along with any of their details (like supplier code).
43 votesHi,
You can now export your suppliers list, you'll see an export button at the top of the suppliers page to allow this.
Thanks for taking the time to feedback and help us improve Dext.
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Customize the name of Downloaded items in PDF/CSV
Customising the file name of downloaded items
15 votesHi,
Thanks for your feedback, we have implemented an option to include the supplier name and date as the file name when exporting from Dext. This can be found under your business settings in the 'export' options.
We noticed that some people were asking to be able to customise the name of files exported, this is much more development effort to achieve. If the setting doesn't meet your needs could you please respond to this idea with additional context and we will try to find a solution that meets your needs.
Thanks,
The Dext Product Team
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Bulk download more than 250 items at a time
Can you please make it possible to download all my items into 1 PDF or CSV instead of page per page?
16 votesThis is now possible due to a recent update when exporting items without image data.
Thanks for your feedback!
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Create default Tax Rates in unintegrated accounts
For Canadian partners using QB Desktop, they have unintegrated accounts. However you can't set a default tax rate or have dual tax rate extraction. Currently if they have two taxes they have to add in a second column on the csv and manually do the calculation
15 votesGood news, we now have an integration with Quickbooks Desktop available through our Dext Connect app. This help centre article walks you through the set up:
https://help.receipt-bank.com/hc/en-us/articles/360011573417-How-to-Install-Dext-Connect-to-use-with-QuickBooks-Desktop-
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