1525 results found
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Force Bank Feed
This is a feature request: Ability to force bank feeds similar to the way we can do with Costs. Thanks
8 votes -
Data Field Mapping Tool
Design a selection tool box in supplier rules that can be used to help the machine learning system identify a particular field on a document. For example, if we get bills from a vendor every month where Dext constantly seems to struggle to locate the invoice number, it would be really great if we could go into that supplier's rules and specifically show Dext where the invoice number is on that particular supplier's bill format for all future invoices in the inbox.
13 votes -
Ability to create folders in Dext to organise items
Option to create separate folders to organise items into dext like the archive, inbox and costs/sales folders
181 votesThanks for giving feedback on new features, we are currently reviewing this item and opening to release something later this year.
Please stay tuned for updates.
Simon
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QBD Hydra- include the image link to a different section tha Memo
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 -
Ability to Customize/Add Extraction Fields
The ability to add or customize what data is extracted by the software, and being able to add the relevant fields.
55 votes -
Inventory Stock
Inventory or stock refers to the goods and materials that a business holds for the ultimate goal of resale, production or utilisation. Inventory management is a discipline primarily about specifying the shape and placement of stocked goods.
6 votes -
Split PDF file into separate invoices
Ability to split single PDF files containing multiple invoices after having been submitted to Dext Prepare.
37 votes -
7 votes
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Make fields mandatory before publishing
Option to make fields mandatory such as the customer or class field in order for the item to be ready for publishing
178 votes -
support canadian tax (dual tax) without the need of an integration
Dual tax is only extracted when connected to an accounting software. Client would like to be able to extract dual tax when not integrated as well
22 votes -
Supplier rules based on other "IF" rules
Could we have rules with “IF”
Example:
If amount > X this
If amount less < that?
17 votes -
Report of users who published the items
I would like to be able to pull a report where I can see who was the user who published a certain item and what GL was used
24 votes -
Bulk Edit Supplier & Customer names on the invoices in the Inbox
I would like to be able to edit Supplier & Customer names of the invoices in my Inbox in bulk, just like the Categories and Customers
47 votes -
Option to disable publishing notifications
Option to disable the pop-up notifications letting you know an items has been published
66 votesSorry this has taken so long to explore, we will look to add an option to suppress or make them not cover the view when working quickly. Thanks for the feedback.
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Adjust Bank Match payment date to match payment date on bank feed
If a receipt has a date that differs from the date of the payment on the bank feed, you should take the date of the payment on the bank feed for the created payment. For example if a invoice from 2nd May matches a payment on the 3rd May and you autofill and push the transaction over to Xero, the invoice created should take the date of the 2nd May but the payment should take the date of 3rd May.
This is the best practice.
13 votes -
Customize/change item type selection from the RB default list
I would like to be able to add/customize my own label of another item type from the RB default selection (Receipts, ATM withdrawal, Other, Invoice...)
12 votes -
Unused items to roll over to next month
I usually process transactions every three months, so it would be useful if any unused items from previous months could roll over to the next
12 votes -
Send notifications when bank statements have been processed
Send notifications when bank statements have been processed
21 votes -
Applying Cash payment method
Receipt Bank will pick up if an item is paid by cash, as shown by the column within the Inbox, however it won't use this to apply a payment method with the Ref 'Cash', or similarly one with the Ref 'PayPal'. Can you please modify this so that these payment methods will be automatically applied on these items. This will save me a lot of time going in and manually updating every single one of these items
14 votes -
Autopublish per user
I'd like to be able to autopublish all except for items uploaded by one particular user as all of their items will need to be added to Expense Reports.
Another alternative would be to prioritize adding items to Effortless Expense Reports to happen before the act of autopublishing.
9 votes
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