1836 results found
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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 -
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…
12 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 -
Multi Coded Contacts with transaction values export.
Multi Coded Contacts - it would be great to be able to export this report that shows the transaction values. I know you can do this for individual contacts via the grid, but I would like to be able to do if for every contact collectively.
2 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 -
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 -
recognise different VAT rates on invoice
Most of our clients are in hospitality - and the majority of their invoices contain both zero and standard rated VAT items. Auto Entry, your main competitor has done a great job of this. it's preventing us moving our most important clients to Dext!
5 votes -
Dext API Access
It'd be great to have API access - please update me when this becomes available
171 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 -
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 -
Pay for bills and invoices within Dext Prepare
The ability to pay for bills and invoices from within Dext Prepare
7 votes -
Sort Suppliers into Folders
The option to sort Suppliers into different folders.
7 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.
30 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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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 -
Cost Centres
Cost centres: when a company is integrated with Xero all the tracking categories are imported and you can chose them when posting invoice but when client is not integrated with any software the only option is Projects. We have clients with more cost centres like departments, country, employee. We need to have the option to create more cost centres please
3 votes -
Bulk delete suppliers
An ability to bulk delete suppliers that are not pulled from integration.
4 votes
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