164 results found
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Sales/Income Reports
The ability to create, edit, and use Income/Sales Reports, much in the same way Expense Reports work, but for Sales items instead.
20 votes -
Reuseable Filter
Ability to create and save a filter used regularly. EG: I always filter the list to those under my name as the User. Would be great to save this for quick access everyday. Still need to see the full list though so wouldn't want the tasks to be restricted unless filter is applied.
1 vote -
Expense Approver privileges
We would like Expense Approvers to be able to see their items only, just like Basic users
16 votes -
JPEG to PDF
There should be a way to change the type of file from a JPEG to a PDF within Dext. As accountants we often need to download and drag files from Dext into Caseware for year-end work and JPEGs don't work for that, nor do they print well to PDF. Thank you!
10 votes -
Correct/Edit Missing Paperwork list of transactions
Some transactions from the Missing Paperwork list will not require images attached, so users would like to have the option to dismiss or disable this on a supplier level.
4 votes -
Ability to filer items based on their rebillable status
Show an check-box in the Filter option for the re-billable status of the items
5 votes -
Ability to merge processed Bank Statements
Ability to merge processed Bank Statements
7 votes -
Transfer Clients to another accountant/ remove clients
option to transfer a client from one partner to another directly from their dashboard or an option to remove the client
20 votes -
Transfer items between users & accounts
I would like to be able to move incorrectly uploaded items from one user to another within an account or within different ones. This is particularly key for my clients with multiple entities
46 votes -
11 votes
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25 votes
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Review Paperwork requests via the Web app
Review paperwork requests via the web app as on the Mobile
12 votes -
support canadian tax (dual tax) without the need of an integration
Dual tax is only extracted when connected to an accounting software. Client would like to be able to extract dual tax when not integrated as well
19 votes -
option to search for items using the publish/archiving date
option to search for items using the publish/archive date instead of the invoice date when using the advanced search
11 votes -
Auto-Crop Receipts
Please add the ability to automatically crop receipts. Possibly with auto-rotating and resizing. Machine learning can greatly simplify/assist in this.
9 votes -
Allow users to update or change an exchange rate
As there are many differences in the exchange rates used by the client's banks, it would be great if users could enter an exchange rate by themselves and change it if necessary. Thus, they won't need to edit hundreds of items, they will only have to update the rate.
21 votes -
Outstanding Paperwork reports History
Review of Outstanding Paperwork reports requests sent to clients
6 votes -
SMS Invite functionality support in more countries
Users would like the functionality to invite via SMS to additional countries:
- Cambodia
- Fiji
- Samoa
- China
- Germany
- Argentina
- Brazil
- Papau new Guinei
- Poland
- Vanuatu
- Panama23 votesWe are reviewing the countries we support. Thanks for the feedback
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Supplier Aliases
Most of my clients have been with me for years and previous accouting softwares. As a result the suppliers within their Xero account are named differently to how Receipt Bank picks them up. It would be a lot of trouble for me to go through and merge/rename all of the suppliers in each client. Some of my clients also use generic suppliers such as 'Fuel' and 'Cafe'. I'd like to be able to set up a list of aliases for my suppliers, and have merging of suppliers automatically add the merged supplier names to this list
18 votes -
Move to xe.com for conversion rates
Hi, you currently convert items based on the conversion rate of ECB however this is less accurate than xe.com and makes it more difficult to manage these items for me as every item requires review and updating
16 votes
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