1795 results found
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description box under utilised
the description box is always manually entered when checking the invoices that have been uploaded to dext
the description box should contain details of what the billing period is or what expenses have been bought as otherwise without this detail how can the expense be allocated to the correct account in the purchases/ expenses ledger within the accounts? if this box is not manually filled at the time of checking then at the accounts stage the invoice will have to be located, opened and then it can be allocated to the correct place. the person finalising the accounts should not…1 vote -
Limit the access to certain Customers for users in the account
Limit which Customers the users in the account have access to
4 votes -
1 vote
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1 vote
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1 vote
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Secondary tax field in line items for Canadian clients with QBO
Add a field for secondary tax rate in line items so we can split a tax with 'Extracted Amount' correctly. Otherwise right now QuickBooks calculates is automatically based on the tax rate percentage and the amounts are not correct.
2 votes -
Create Line Items directly from the Inbox
Create Line Items without the need to open each item individually - instead be able to add line items directly from the Inbox page.
1 vote -
Auto-split Bank statements
Auto-split Bank Statements if multiple Bank Statements have been submitted as a single file for Bank Statement Extraction.
1 vote -
1 vote
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Tips
is there a way to have Dext recognize the tip line on a restaurant receipt?
4 votes -
Have the option to extract a report for Auto-published items
Have the option to extract a report for Auto-published items
1 vote -
1 vote
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Extract Receipt Number from receipts and populate the document reference field
Please extract the Receipt Number for the Receipt type of documents, just like with the invoice number for Invoices, and put it in the Document Reference field. Currently, it leaves the Document Reference blank - e.g., all Telstra receipts.
1 vote -
1 vote
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Request password change in a certain period of time.
Request for users to change their password at a certain frequency.
2 votes -
Save the highlighted texts on item's PDFs/Images
Have the option to save highlighter text on the item's image
2 votes -
extract time from receipts
extract time from receipts
3 votes -
Password protected invoices
A supplier recently started password protecting invoices with the account number as password. This has significantly slowed the workflow. It would be helpful if one could add a password to the supplier in order for you to process these invoices
7 votes -
Merge Suggest Function
I would like a Merge Suggestion function, eg when a client uploads 1 invioice as several documents, could Dext spot that the same supplier has multiple invoices on the same day and ask whether we would like to merge them - this would be useful as it is too complex to give clients more than 1 email in address and they often photograph a multi page invoice as multiple documents as well
4 votes -
Email-in address for Bank Statement
Functionality in Dext Prepare to have an email address for bank statements that can set up for clients, and can be used to send in the PDF. Some clients do not want to give access to the online account so they email the bank statements.
3 votes
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