1633 results found
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User Restrictions
It is good if DEXT can set users restrictions so they can only use specific projects and/or account categories
369 votesWe are exploring the best way to handle more advanced user restrictions
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Rejected Items folder
A very useful feature would be an option to view rejected items. A daily problem our bookkeepers have is having to repeatedly ask our clients to resend an invoice or receipt to which they have claimed they've already sent to dext, they get very unhappy and frustrated with us when we request multiple times. I understand that dext sends a rejection email but 90% of the time the client doesn't not pay attention to that email. It would solve a lot of problems if we could view the rejected item, then provide feedback to the client as to why it…
308 votes -
255 votes
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Multiple Supplier rules for one supplier
The ability to set multiple supplier rules for a single supplier.
249 votes -
US date formats
Can you please add the option to have dates in the MM/DD/YYYY format used by the US market as opposed to DD/MM/YYYY
218 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
177 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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Dext API Access
It'd be great to have API access - please update me when this becomes available
173 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 -
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
161 votes -
Description before uploading in website
I'm surprised this isn't a feature yet. When you are adding a document online via the webpage there is no area to give a description for the document before uploading or even right after. You have to wait for it to be processed, then go into it and leave a note. For someone who submits receipts & bills both on the phone & webpage it would be very nice to have that feature on the webpage. I am frequently submitting documents that I would like to leave a description for so my accounting team can then know where they might…
158 votes -
Integrate with Xero Projects
Add integration with "Xero Projects" so we can send bills directly to project inside DEXT and not have to do it again in XERO.
Cheers ! :P
149 votes -
Extract the bank info for suppliers
Additionally, extraction of bank & contact details would ensure that if suppliers change these then RB picks it up to ensure they're correctly paid.
Another client: it would be great if bank account details can also be extracted from invoices, stored within Receipt Bank and then are available for extract via csv. A very timesaving development....
142 votes -
turn off in-app notifications/ messages
Hate the constant pop-up interruptions while I'm trying to work asking me whether I'd recommend it. Stop getting in the way of my work
108 votes -
An ability to draw, write or black out words on the images uploaded to Dext
We want to be able to black out some words on the images of the receipts. Or write notes on top of the image.
108 votes -
New Integration: NetSuite
Please add an integration with NetSuite
107 votesWe leverage Dext with Netsuite internally and will be exploring the interest for making this available. Please provide further details if this is of interest to you and your clients.
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Ability to export the supplier list and supplier rules
Ability to export the supllier list from the supplier tab including the supplier rules set for each supplier and the last invoice submitted.
Partner ideally wants to be able to see what category, tax rate and any other supplier rules are set against each supplier as well as details of the last entry.
106 votesHi,
Thanks for taking the time to suggest this idea. We will be assessing the technical feasibility of this and will provide an update once we understand the possibilities for this request.
Kind regards,
The Dext Product team
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Default Category rule per user or per payment method
Can you please allow us to set default rules for Category by users and for payment methods.
When a certain user submits an item or payment method is extract to set default category as a rule.
95 votes -
Clients to be able to view item messaging via the web app as well
PPC clients to be able to view item messaging via the web app as well
94 votesWe are reviewing how to make this better, thanks for the feedback
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Line Items for Sales invoices
Having Line Items extracted from Sales invoices with all the included features for Cost item Line Items.
76 votes -
employee expense categorization limits
To improve employee experience for expense submission and reports it would be great if we could adjust settings so that they could see either limited categories for expenses or none at all - same with classes. I do not expect our employees to know our finance classes and it is a time consuming experience for them to scroll through the entire chart of accounts looking for 'meals' or such. I instruct them not to bother categorizing, as between Dext and the finance team we got it, but they still email asking what category to select out of the long list…
73 votes -
Be able to select bill terms instead of just due date
Net terms not just due date
73 votes
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