41 results found
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Sage Accounting sync Departments list
Sync the Departments list from Sage Accounting into Dext
98 votesHi,
Thank you for your feedback, thanks to your input we now support Departments syncing and publishing with Departments for our Sage Accounting integration.
This required us to move the integration to Sage's latest API which in turn means that for you to access this feature you will need to reconnect the Sage Accounting integration on any Dext accounts you'd like to use departments with.
Once you've done this you'll be able to find departments within of the 'projects' lists within the account. You'll notice in the integration settings that there's a new option that allows you to select which departments you'd like to be sync'd into which projects list within Dext.
Thanks again for your feedback and for helping us to improve Dext.
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An ability to publish Sales documents as paid to Xero
An ability to publish Sales documents as paid to Xero
4 votesHi there,
Thanks so much for your suggestion, I am pleased to say this feature has now been released!
- Users with Xero integrated accounts can now publishing sales items as paid
- This works the same as publishing a cost as paid
- Help documentation for this feature can be found here: https://help.dext.com/en/s/article/how-to-publish-items-as-paid-to-xero
Kindest regards
The Dext Product Team
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QBO Project Visibility in Customer Dropdown menu
With the customer dropdown when integrated with QBO - using projects: it would be very helpful to have the Customer:Project show up in the dropdown list rather than having each project broken out as its own customer. We need the connected hierarchy visible.
4 votesThanks for your feedback. We have made it more clear when an entry in the customer list is a sub-customer of a given customer. All projects are sub-customers in Quickbooks Online so the new tooltip marking sub-customers in the customer list will help to identify them.
This help centre article has screenshots to further illustrate:
https://help.dext.com/en/s/article/how-to-use-projects-in-quickbooks-online
Thanks again for your feedback.
Regards,
The Dext Product Team
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Integrate with QBO Projects
It would be great if we could post directly to QBO Projects!
203 votesThanks for your feedback on this issue! We have now clarified the handling of projects with Quickbooks Online. To assign an item to a project in Quickbooks select the relevant sub customer from the customer drop down on the item detail page. Sub customers are now marked with a tooltip that shows that they are a sub-customer and which customer they belong to.
This help centre outlines the process: https://help.dext.com/en/s/article/how-to-use-projects-in-quickbooks-online
Thanks again for your input.
Regards,
The Dext Product Team
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Link from Xero to Dext
Like in Xero to take me back to original in Dext.
4 votesThis is avilable via our Chrome Extension it's free sign up here https://info.dext.com/dextension
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Assign item/product (inventory) codes to invoices and publish to Xero
I would like to be able to assign item codes (ie stock/inventory) from Xero to invoices and receipts in Receipt Bank.
In particular clients in the hospitality industry would benefit from this - if they could even be extracted with line items that would be magic!
88 votesYou can now assign Products/Services in the Cost workspace and publish them to Xero
Please see this article for more information
https://help.receipt-bank.com/hc/en-us/articles/4407474767505 -
45 votes
Hi,
The FreeAgent integration now support publishing of sales items, they can be published int the same manner as with other integrations outlined here: https://help.dext.com/en/s/article/how-to-process-your-sales-invoices.
Thanks for taking the time to feedback and help us improve Dext.
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QBO Stock/Inventory Items (Products/Services) for Cost Documents
Could you please support stock items in QBO? In particular item detail for product/services on a receipt. When working in Receipt Bank there is no option for entering these products or services.
Our current process is to purchase from a supplier and put this into QuickBooks as stock items. These stock items are then removed when an invoice is created and the items taken out of stock.
75 votesYou can now assign Products/Services in the Cost workspace and publish them to QuickBooks Online
Please see this article for more information
https://help.receipt-bank.com/hc/en-us/articles/4407474767505 -
Integrate with Sage 50 Cloud
Have Dext integrate with Sage 50 Cloud.
1 voteDext is able to integrate with Sage 50 Cloud, this is covered by the existing Sage 50 integration. Please follow these instructions from the help center:
https://help.dext.com/en/s/article/How-to-integrate-Dext-Prepare-with-Sage-50-using-Dext-Connect
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Linking items in Receipt Bank to Purchase Orders in Xero
My client uses Purchase Orders in Xero to order their items. The client codes their POs and then we have to code the corresponding invoices & receipts based on this. It also means that the Purchase Order can't be processed fully through Xero. Please look into extracting a Purchase Order number on items and using that to match against existing Purchase Orders in Xero
How would I envision it working?
1. RB picks out the PO as well as the other info (or at least has a detail field)
2. Somewhere there is a matching check against a PO with…65 votes -
Transfer items with CIS to Xero
Can you please add the ability for Receipt Bank to work with the new CIS function within Xero
59 votes -
Assign different tax code for CSV downloads
Can you please add the ability to change or set tax does on CSV exports. At the moment the export is built with a standard tax code which means we have to manually adjust all the items in the CSV
44 votesHi,
You're now able to set a tax list on unintegrated accounts which will allow you to assign a tax to items before exporting them. This removes the need to adjust the tax in the exported file.
You can see instructions on using the tax list here: https://help.dext.com/en/s/article/how-to-set-up-tax-rates-in-an-unintegrated-account
Thanks for taking the time to send in feedback to help us improve Dext.
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Support foreign suppliers in Sage Accounting
Currently when you try to publish from Receipt Bank to a supplier in Sage which isn't located in your region (in my case the UK) you cannot - there is an error message "Please select the EU Goods/Services on each item line"
In order to publish the item you have to change the location of the supplier. However, if you change the location of the supplier this would lead to VAT being incorrectly reported i.e. the transaction would be in the incorrect part of the report. This would even be more significant in reverse charge VAT scenarios for suppliers in…
43 votesHi,
Publishing to foreign suppliers should now work correctly as an issue with how exchange rates between Sage and Dext has been resolved.
Thanks for taking the time to feedback and help us improve Dext.
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Nomisma Accounting software Integration
Integration with Nomisma
https://www.nomisma.co.uk/2 votesThe Nomisma integration is now available for all users. You can select it in the 'connections > integrations' page.
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Quickbooks stock control
Hi,
It would be really helpful if Dext would integrate with the stock control functions in quickbooks desktop so that incoming invoices are automatically allocated to the correct items, as opposed to general expense headings.
It's potentially one of the most important use cases of Dext for us.
Hope you guys will help us out!12 votesThe ability to associate products and services to items in Quickbooks Desktop is now available. Please make sure your Dext Connect is updated to the latest version.
Thanks for your suggestions and feedback!
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Kashflow - Publish VAT Rates
When you publishing items to Kashflow all the lines are show as 0% VAT (even though the amounts are correct). Seems RB doesn't send across the VAT Rates to Kashflow.
29 votesHi,
Thanks for your feedback on this feature. We have now implemented the ability to associate tax rates with items published to Kashflow.
You can both set a default tax in the 'Connections' menu under 'Integrations' on accounts that are integrated with Kashflow; and you can select a tax rate on an item by item basis on the item detail screen.
If you have further suggestions please let us know!
Thanks,
Dext Integrations development team
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Sync Ibiza Analytics and projects
Hi,
Is it possible to synch my projects from Ibiza to RB. We are integrated with Ibiza and we need analytics to be available for our clients as it helps to assign projects to the right client/user24 votes -
Export format to French software Quadra
Can you please add a CSV template option that will allow a direct export -> Import for the accounting software Quadra.
18 votes -
sales receipts to QBD (not only invoices)
Option to publish Sales Receipts to Quickbooks Desktop, not only invoices
1 voteThis feature is now available! Please ensure your Dext Connect is updated to the latest version to access it.
Thanks for your input!
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Sync sales categories from Ibiza
In order to effectively use the sales module, users need to have their sales categories in the section Comptes généraux (also known as "product accounts/categories", "comptes produits de classe 7"which we're not pullingfrom Ibiza).
16 votes
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