1497 results found
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Select the order that items are merged in
It would be really key for us if we could select the order in which item images are displayed after merging them. This would ensure we can have page 1 before page 2 before page 3, or a receipt following an invoice etc
181 votesWe are looking to make this possible, thanks for the suggestion
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Admin user submit credit card bank statement
Hi, we just started to use Dext and have an surgestion. The sales reps received their credit statement by mail. Is it possible that a normal user can upload his credit card statement to match with his Costs, inbox. At this stage only an ADMIN user can upload the statements. This is very time consuming and the Idea why we use dext is to save time for everybody. Kind regards, Roelyn
4 votes -
Please add ‘materials’ on categories for us construction workers!
Most of my company receipts are for construction materials, which I currently file under ‘other’ which isn’t very helpful.
Please add a new ‘materials’ category!6 votes -
File naming format for File Storages
Option to change the file names that will be assigned to items downloaded via one of the File Storage options: Google Drive, DropBox and OneDrive
7 votes -
File name publishing to Xero
The ability to select what file name will be published when a Dext Prepare item is published to Xero.
4 votes -
automatically match items in Dext to purchase orders in Xero/QBO
automatically match items to purchase orders in Xero/QBO
5 votes -
Delete transaction from submitted Bank statement
I would like to be able to delete only specific transactions when a Bank Statement is processed. The reason behind this is that a client has a lot of their personal expenses within the submitted Bank Statement, whereas we only need their business's ones.
6 votes -
My Team Insights
My Team insights within Practice Insights - the ability to see what our Staff are coding each day would be useful.
Avg number of items per day, month
On Avg how long they take to code/they spend in Dext
Most active setting up Rules4 votes -
"Supplier/customer duplicates" function should scan for naming convention - eg. "Smith, John" vs. "John Smith"
Make the "supplier duplicates" function catch "Last Name, First Name" vs. "First Name Last Name" duplicates. Eg. "Smith, John" exists as a supplier in the accounting software, but Dext imports a duplicate "John Smith", and the Supplier duplicate function doesn't catch it, so they have to be tracked down and manually merged.
5 votes -
Creating a Missing Paperwork Report to be able to incude more than 100 transactions at a time
When creating a Missing Paperwork Report include all the transactions that are missing an image, not limit it to 100.
2 votes -
Total amount of all the items in the Inbox and Archive to be shown
it would be really helpful if there was a TOTAL somewhere on the app or the website when looking at expenses, so you know how much everything you have in your inbox amounts too at any one point?
8 votes -
Set up Vendors/Customers details directly in Dext
Be able to add new customer/vendor data (address, phone, email) directly in Dext as we are processing the payments. And then have that information passed over to the accounting software profile setup (QBO, Xero, etc)
13 votes -
Dext API Access
It'd be great to have API access - please update me when this becomes available
170 votesHi,
Thank you for your patience on this request, we are discussing this internally.
However you can use Zapier to Connect Dext Prepare to an accounting software that is not currently supported via our API, help centre article here: https://help.receipt-bank.com/hc/en-us/articles/360033470294-How-Dext-Prepare-and-Zapier-can-work-together
Best Regards,
Dom -
Pay for bills and invoices within Dext Prepare
The ability to pay for bills and invoices from within Dext Prepare
7 votes -
Line item extraction: Automatic categorisation based on key words
Can you add a feature where certain line items on invoices (e.g. "Shipping" or "Freight") are automatically coded to a different Category/Account when automatically extracting line items?
e.g. Invoice for $100 broken up to $90 goods and $10 freight. The invoice was issued by a supplier with the "Extract line items" function turned on in DEXT.
The invoice was disaggregated to:
Description | Category | Total
Goods | Cost of sales | $90
Freight | Freight expense | $10In this instance, DEXT has picked up the key word 'freight' and has automatically coded it to 'freight expense'. For all…
10 votes -
Sort Suppliers into Folders
The option to sort Suppliers into different folders.
7 votes -
Xero - ability to publish items without a total amount
Some users would like to be able to publish items with no total amount (total amount of zero) to Xero. Currently, they receive an error message that the total amount should be greater than zero.
14 votes -
Product/Services for QBD RN integrated accounts
Support/Sync Product/Services lists from QBD for accounts using RN connection
6 votes -
Sage 50 - Publish to Sage Drive
Partners are running into an issue where they are publishing items to a local copy of a Sage 50 company file. Changes/publications are not reflected in the 'cloud' copy of the company file distributed by Sage Drive. This is impactful when they work with a team since they can’t work with the last update of the company file.
11 votes -
Additional field for payment date and supplier rule option
Would like to be able to have invoice date and payment date fields, as otherwise it defaults to invoice date and we have to change it every time in Xero. It would be also good to be able to set up in a Supplier rule or Account settings, whether you would like the Paid Date to default the Invoice Date, Due Date or Today's Date.
29 votesHi,
Thanks for your feedback. We will look at options for how we might either provide a payment date field of improve the way that payment date is populated in Xero to make this more convenient. We'll provide an update via email when next steps are decided. Thanks for taking the time to make this suggestion.
Kind regards,
The Dext Product Team
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