262 results found
-
Rotate & crop images in mobile app
Being able to rotate, crop & edit photos within the mobile app would be really useful in ensuring that the photo is clearly visible
23 votes -
Increase the PDF page limit
It's not possible to submit PDFs with >50 pages as these are rejected by the system. A number of my invoices are larger than this in length but still under the file size limits.
The file size limit makes sense as it prevents items timing out in the upload & data extraction processes.
Could you please update the system to enable the submission of PDFs with larger numbers of pages, provided they still sit under the limit to file size.
30 votesWe are happy to say we have increased the limits on PDFs on uploads so now you can import larger documents. Please try it out.
-
Invoice number as a column in the archive
There is now the invoice number in the inbox, please can we add it in the archive to make items easy to search for when using advanced search tool.
12 votes -
Single login for multiple companies. Switch between companies in the Web App.
Instead of logging in and out Receipt Bank accounts, be able to log in once and switch between accounts via single login.
539 votesI'm excited to announce that Dext's Multi-account management feature is now live! We've solved the pain of managing multiple logins for separate accounts.
Merge login credentials, add new users, and create new accounts directly within the product. Check out our latest blog from one of our own, Mustafa Roomi for more information. https://dext.com/en/resources/accounting-news/multi-account-management-a-first-look-at-our-long-awaited-feature
-
Publishing CIS tax to QBO
RB cannot send CIS tax rates to QBO properly. Please fix this.
8 votes -
New Integration: Zapier
Please add an integration with Zapier
14 votes -
Sorting the Archive by the Status column and adding the Publish date as a search option
I would like to request to have an option to sort archived items by published dates or an option in filter to display published items only with published date range parameter. I would like to be able to see this in a CSV too.
27 votesHey all,
Thank you for your feedback.
This has now been completed as part of the enhanced Dext experience. You can add a flexible column for "Publish date" from the gear icon in the top right-hand corner, and also search by publish date range, using the "Advanced Search".
Any further suggestions are welcomed.
All the best,
Dext Product Team
-
Enable publishing of Sales Invoices into Sage Accounting
I have a high volume of sales for a client on Sage Accounting but I can't publish sales invoices there
12 votes -
Sage Accounting enable multi-currencies
I would like to be able to publish multi currencies to Sage Accounting
36 votesHi,
Thanks to your feedback we have improved the Sage Accounting integration to support multi-currency. You should now be able to publish items with line items that use two different currencies.
Thanks again for taking the time to leave feedback, it's much apprecaited.
Kind regards,
The Dext Product team
-
Supplier Aliases
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
42 votesWe have now added supplier aliases
-
Sync sales categories from Ibiza
In order to effectively use the sales module, users need to have their sales categories in the section Comptes généraux (also known as "product accounts/categories", "comptes produits de classe 7"which we're not pullingfrom Ibiza).
16 votes -
I want to be able to set the "number of items per page" view to a default higher than 25
Would like to be able to view more items on page, in the inbox
16 votes -
Process Bank Statements for Direct Clients
Can you please make it possible for direct clients to also submit bank statements for processing
3 votes -
Create default Tax Rates in unintegrated accounts
For Canadian partners using QB Desktop, they have unintegrated accounts. However you can't set a default tax rate or have dual tax rate extraction. Currently if they have two taxes they have to add in a second column on the csv and manually do the calculation
15 votesGood news, we now have an integration with Quickbooks Desktop available through our Dext Connect app. This help centre article walks you through the set up:
https://help.receipt-bank.com/hc/en-us/articles/360011573417-How-to-Install-Dext-Connect-to-use-with-QuickBooks-Desktop- -
New Integration: Right Networks hosted QBDT
Please can we use the integration with QBDT through Right Networks (which is a popular hosted server in the US)
8 votes -
Publish paid transactions to QBD (Credit Card Receipts)
Can I publish credit card receipts to a a CC liability account in QB - instead to a bill?
12 votesThis funcitonality is now available, please make sure your Connect app is up to date before trying to select the credit card payment method.
-
New integration: FreeAgent Accountant edition
Can you please integrate with FreeAgent accountant edition so that we can integrate our client's accounts directly from our dashboard
12 votes -
Marking single line item as billable
We use QuickBooks Online and need to be able to breakout which line items in Receipt Bank are billable and which are not, and also to whom (by choosing a client per line).
44 votesHi,
Thanks for your valuable input, it is now possible to mark a single line item as billable if rebilling is supported by your integration.
To do this you should select 'rebillable' on the item and then select a customer for the line items that you would like to rebill, but do not select a customer at item level. This will mean that all line items with a customer selected will be rebilled to that customer while the rest of the item is posted as normal.
Thanks again for taking the time to help improve Dext.
Kind regards,
The Dext Product team
-
Download the Suppliers' list as a CSV file
I would like to be able to download a list of all my suppliers in Receipt Bank along with any of their details (like supplier code).
43 votesHi,
You can now export your suppliers list, you'll see an export button at the top of the suppliers page to allow this.
Thanks for taking the time to feedback and help us improve Dext.
-
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
185 votesImproved Merge Order Based on Your Selection!
Thank you for voting on this suggestion — we’re excited to let you know it’s now live!
The order in which you select items to merge is now the exact order they’ll be combined. This means you can now ensure the most relevant or important documents appear at the top — just the way you want.
This is one of many small but meaningful quality-of-life improvements we’re rolling out. Your feedback helps shape the future of Dext, so please keep it coming.
Together, we’re making Dext the best product on the market
- Don't see your idea?