80 results found
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Basic User - supplier rules
Allow basic users the ability to set supplier rules for suppliers entered by them.
2 votes -
User submission rules
I would like to be able to set up rules based on who submits an item. Like supplier rules, but for Dext users. That way I can default all the US workers to 0 GST for Canadian company.
2 votes -
Default Category rule per user or per payment method
Can you please allow us to set default rules for Category by users and for payment methods.
When a certain user submits an item or payment method is extract to set default category as a rule.
87 votes -
Bulk edit suppliers
I would like to be able to set the same supplier rules for several suppliers at once.
75 votes -
Sync Supplier Rules from Xero to Dext
Sync Supplier Rules from Xero to Dext
6 votes -
Prevent statements being published to QuickBooks
Stop client publishing supplier statements to QuickBooks
2 votes -
Increase picture size limit
INCREASE SIZE LIMIT OF PICTURES.
6MB is too small with new phones where pictures are often above 6 MB and hover around 12 MB.
6 votesReviewing Limits
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Export & import suppliers & their rules
It would be really useful for me to be able to export a list of all my suppliers, including details on rules like the default tax rate & category. This would allow me to easily review the rules as well as giving me a local backup of my suppliers list to use elsewhere in my systems.
It would then allow me to make changes within the CSV and upload it to bulk update the rules in Receipt Bank.
44 votes -
Set rules to automatically apply supplier when unable to extract
Option to set a rule to say "if an invoice is in this format, then its probably X supplier" for items where the system is unable to extract the supplier
3 votes -
Add item type as a Supplier rule
Would like to have the possibility of setting type on per supplier basis as I get invoices from one supplier (only invoices) and just receipts from other, sometimes RB gets the type wrong and I need to run through all items to double-check
43 votes -
Set rules for Expense Approvers
Ability to save which user has to approve another user's Expense Reports. Something like setting rules for that. We don't want to select it each time.
6 votes -
Rebill option as a supplier rule
Ability to set a supplier rule for rebilling expenses to customers.
16 votes -
More than 10 lines Smart Split rule
Currently a user can only set a rules for 10 line items when using Smart Split however I've found that this limitation prevents me from using it for several key suppliers.
30 votes -
option to edit supplier names or delete the suppliers
Ability to rename and delete suppliers rather than merge them
11 votes -
Supplier rules based on other "IF" rules
Could we have rules with “IF”
Example:
If amount > X this
If amount less < that?
13 votes -
Supplier rule for discounts
I have suppliers who give a discount off the total amount of invoices paid via direct debit. Can you setup for a supplier that each receipt scanned can be processed with a % discount
23 votes -
Supplier rules applied across all client accounts
It would be incredibly useful if it was possible for me to apply the supplier rules for one client across a number of other clients for any matching suppliers and categories.
This would make it easy to apply automation across the large franchise groups I work with who share the same suppliers and chart of accounts
Another way to achieve this for my example is to have "default clients" with "default supplier rules" that could be duplicated when creating a new client.
19 votes -
Flexible Columns in the Suppliers tab bulk edit supplier rules
In order to bulk set rules in the Suppliers tab it would be much easier for me if I could set additional rules for my required fields from the Suppliers list rather than having to go into each individual supplier
17 votes -
Add new supplier categories from supplier rules tab
It would save a lot of time if we could manually add supplier categories (compte) on the supplier rule tab from the item view or on the supplier page instead of having to go through account settings > manage lists > add codes.
Having the correct supplier categories is vital for the csv export formats in France!
17 votes -
Prevent suppliers to be creatd from Dext and added to Xero
Prevent supplier to be added.
When we use Xero we want to prevent new suppliers published to Xero but have Xero suppliers set up in Dext. A part of customer/supplier database creation internal control recommendation.7 votes
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