176 results found
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From an invoice seperate zero rated std rated and vat data
Breakdown total amount
Example
Zero vat 100
Std. Vat 200
Vat. 40
Total. 340
It helps for Vat purposes and simplify process into accounts software4 votes -
5 votes
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Disable payment method extraction & auto-creation for certain clients
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
46 votes -
Reference / Customer number field extraction
A reference number field would be useful for items with a receipt reference number or customer reference number
44 votes -
Allow invoices with invoice # over 21 characters to be published or remove the "-" from Amazon Invoices
Amazon invoices include "-" in between the numbers in the invoice number which are extracted by dext making the invoice number over 21 characters and cannot be published. These should not be extracted or at least allow items with this error to be published.
25 votes -
Extract the ABN & bank info for suppliers
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....
32 votes -
Alert when several invoices in the same file
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 -
Fetch - One document per page option
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 -
5 votes
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Purchase Order - option to use PO's line items and nominals from accounts package
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 -
Data Field Mapping Tool
Design a selection tool box in supplier rules that can be used to help the machine learning system identify a particular field on a document. For example, if we get bills from a vendor every month where Dext constantly seems to struggle to locate the invoice number, it would be really great if we could go into that supplier's rules and specifically show Dext where the invoice number is on that particular supplier's bill format for all future invoices in the inbox.
10 votes -
Line by line items for costs invoices
If Dext could pick out line by line items that would be really helpful!
8 votes -
No tax extraction on foreign currency items
When staff are traveling overseas and submiting items from new, one-off suppliers there's no tax on these items. Please add a setting to tell Receipt Bank whether or not to extract tax on items that aren't in the base currency of an account
21 votes -
5 votes
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Publishing partially taxed GST or PST only invoices with second tax extraction turned on
The Problem:
If only a single tax is extracted, you must apply a single rate to it but it doesn't save the extracted amount:
ie) I may have a receipt that has a mixture of expenses that are both Exempt and GST but doesn't have PST.
- ie) purchase at fuel bar where the purchase is $100. of that amount $80 is fuel where GST applicable, the other $20 is grocery items that have NO tax at all.
Therefore if you apply the GST to the entire amount as suggested the GST amount will be $4.76
$3.80 would be the…17 votes -
Project code customised emails links
Hi there! A client suggested an idea where you could have email links customised to project codes, which would allow them simply to type the project code email for automating that allocation (e.g. project #1 email "...@dext.com"). Thanks, Kyle.
3 votes
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