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163 results found

  1. 1 vote

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    0 comments  ·  Extraction  ·  Admin →
  2. Be handy to input supplier bank details so that also uploads to Xero to make faster payments

    7 votes

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    0 comments  ·  Extraction  ·  Admin →
  3. Extract customers from items when they are not added to the account. Like Suppliers for Costs, it would be good that if an invoice is submitted for a new customer, Dext extracts it and adds it to the customer list without having to create the customer prior to the submission

    10 votes

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    1 comment  ·  Extraction  ·  Admin →
  4. We use Job numbers on some of our supplier orders. How can these be shown in dext. This will have a field called "Your Order Number". I'd like that shown in Dext automatically.

    3 votes

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    0 comments  ·  Extraction  ·  Admin →
  5. automatically match items to purchase orders in Xero/QBO

    5 votes

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    0 comments  ·  Extraction  ·  Admin →
  6. Make the "supplier duplicates" function catch "Last Name, First Name" vs. "First Name Last Name" duplicates. Eg. "Smith, John" exists as a supplier in the accounting software, but Dext imports a duplicate "John Smith", and the Supplier duplicate function doesn't catch it, so they have to be tracked down and manually merged.

    5 votes

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    0 comments  ·  Extraction  ·  Admin →
  7. Can you add a feature where certain line items on invoices (e.g. "Shipping" or "Freight") are automatically coded to a different Category/Account when automatically extracting line items?

    e.g. Invoice for $100 broken up to $90 goods and $10 freight. The invoice was issued by a supplier with the "Extract line items" function turned on in DEXT.
    The invoice was disaggregated to:
    Description | Category | Total
    Goods | Cost of sales | $90
    Freight | Freight expense | $10

    In this instance, DEXT has picked up the key word 'freight' and has automatically coded it to 'freight expense'. For all…

    9 votes

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    1 comment  ·  Extraction  ·  Admin →
  8. Most of our clients are in hospitality - and the majority of their invoices contain both zero and standard rated VAT items. Auto Entry, your main competitor has done a great job of this. it's preventing us moving our most important clients to Dext!

    4 votes

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    0 comments  ·  Extraction  ·  Admin →
  9. it would be really helpful if there was a TOTAL somewhere on the app or the website when looking at expenses, so you know how much everything you have in your inbox amounts too at any one point?

    7 votes

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    0 comments  ·  Extraction  ·  Admin →
  10. I'd like to request a setting for email-in invoices and receipts, that would ultimately let us make a choice about if email body and attachments get brought in together or the bigger item only is brought in. We depend on the email body to know how to properly categorize receipts.

    9 votes

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    2 comments  ·  Extraction  ·  Admin →
  11. The ability to add or customize what data is extracted by the software, and being able to add the relevant fields.

    53 votes

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    5 comments  ·  Extraction  ·  Admin →
  12. Breakdown total amount
    Example
    Zero vat 100
    Std. Vat 200
    Vat. 40
    Total. 340
    It helps for Vat purposes and simplify process into accounts software

    5 votes

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    0 comments  ·  Extraction  ·  Admin →
  13. 5 votes

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    0 comments  ·  Extraction  ·  Admin →
  14. I would like to be able to prevent certain client's items from auto-creating a new payment method.

    My client writes the cheque number on the invoice, and ALL of these cheques are showing up as new payment methods

    For some of our clients we only process our client's bills so Payment Methods are confusing & distracting. For others we have specific payment accounts that we'd like to be able to set up and use but all the extra payment methods being created, especially from all the personal cards, make it much harder to use the system

    50 votes

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    5 comments  ·  Extraction  ·  Admin →
  15. I'd like Receipt Bank to extract the ABN of suppliers on items. This would enable new suppliers to have the information added when publishing, to make paying them easier, as well as cross checking to ensure that they're GST registered.

    Additionally, extraction of bank & contact details would ensure that if suppliers change these then RB picks it up to ensure they're correctly paid.

    Another client: it would be great if bank account details can also be extracted from invoices, stored within Receipt Bank and then are available for extract via csv. A very timesaving development....

    33 votes

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    5 comments  ·  Extraction  ·  Admin →
  16. Some customers make mistakes when scanning their invoices. They select "One invoice per file" but scan different invoices in the same file.
    Dext then analyzes the 1st invoice of the file and the following ones are "forgotten", not detected.
    An alert should therefore be set up in order to detect when there are several different invoices in the same file.

    6 votes

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    5 comments  ·  Extraction  ·  Admin →
  17. Would like to be able to enable an option for Fetch to split documents per page, like the option when uploading directly - One document per page.

    10 votes

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    2 comments  ·  Extraction  ·  Admin →
  18. 5 votes

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    0 comments  ·  Extraction  ·  Admin →
  19. Purchase Orders - the option to bring in the purchase order line item's description and nominal account from the purchase order in the accounts package

    6 votes

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    3 comments  ·  Extraction  ·  Admin →
  20. If Dext could pick out line by line items that would be really helpful!

    9 votes

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    0 comments  ·  Extraction  ·  Admin →
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