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1521 results found

  1. Please can you build a direct integration with Zoho Books?

    18 votes

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    Under Review  ·  1 comment  ·  Integrations  ·  Admin →
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  2. Hi, it would be great if I can edit my in app name. Thanks

    19 votes

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

    6 votes

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    0 comments  ·  Extraction  ·  Admin →
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  4. I'd like to be able to see the Project assigned to items within an Expense Report without having to drill down to each item individually within Receipt Bank

    17 votes

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    1 comment  ·  Expenses  ·  Admin →
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    Hi,


    We have added the ability to pick and choose which columns you would like to see on the expense reports page.


    Once you are in an expense report, select the cog above the transactions and you will be able to select tracking or project categories.


    We are also looking at implementing this for downloadable reports soon, and will add the 'Customer' field soon as well. 


    Feel free to reply with any further feedback while we are adding the remaining refinements

  5. When we publish to QBO, all bills are show on QBO as published by one user, regardless of who uploaded the bill, can we change the settings so that each published name goes along with the bill

    17 votes

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    Under Review  ·  1 comment  ·  Publishing  ·  Admin →
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  6. 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

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    0 comments  ·  Other  ·  Admin →
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  7. be able to submit multi-items pdf even when it consists of one-paged items as well as multi-paged items.

    17 votes

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  8. Seems that some clients prefer to move the image link to another section or the option not to send the images to QBD at all

    8 votes

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  9. connection to wave

    3 votes

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  10. 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

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    0 comments  ·  Rules  ·  Admin →
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  11. It would be really useful to be able to sort the order of the payment methods appearing in Maintain Lists

    16 votes

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    1 comment  ·  Design  ·  Admin →
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  12. 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

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    0 comments  ·  Extraction  ·  Admin →
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  13. From the testing I’ve been doing, by assigning an overall project, all costs are allocated to that job and are not split down by the line items. Please set it so that when items have line items on them allocated to different projects they end up assigned to these projects in WFM.

    This also impacts publishing Expense Reports to WFM - because all the expenses within the report can only be assigned to a single project.

    17 votes

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  14. 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

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    0 comments  ·  Rules  ·  Admin →
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  15. Ajouter un mode sombre / night mode

    5 votes

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    2 comments  ·  Design  ·  Admin →
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  16. The ability to integrate Dext to VT accounts.

    8 votes

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  17. 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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    0 comments  ·  Rules  ·  Admin →
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  18. Once the partner has downloaded/actioned the bank statement, to move it to an archive so they know what has been completed

    14 votes

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    2 comments  ·  Bank  ·  Admin →
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  19. 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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    0 comments  ·  Other  ·  Admin →
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  20. 7 votes

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    1 comment  ·  Integrations  ·  Admin →
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