1690 results found
-
QBO Tags (Custom Fields)
Need to be able to use Tags from QBO on supplier expenses. Please add this from QBO integration.
10 votes -
Option to apply the Duplication Settings across all client accounts
Have the option to apply the Duplication Settings across all Client accounts so it doesn't have to be updated client by client.
10 votes -
Additional building ability in Activity Stats report e.g. Q on Q, M on M, averages across x mths, column for total of other columns.
Additional building ability in Activity Stats report e.g. Q on Q, M on M, averages across x mths, column for total of other columns.
10 votes -
Project Assignment to Receipts
Project Assigning Option while scanning receipts to sales/ costs
10 votes -
Download on App
Please add a download button for documents loaded on Dext on the Dext App for clients that use only the App.
10 votes -
Publishing History
Can we have a new publishing history so that we can see which users have published documents into the accounting software rather than having to find each document and look at the 'history' tab as some clients publish documents incorrect so a new tab would be easy to identify all documents that they have publish.
10 votes -
Assign the 'Publish to' field automatically based to Credit note if the 'Type' field is 'Credit Note'
If the 'Type' is Credit note to automatically assign the 'Publish to' field to 'Credit note' too.
10 votes -
Extract and Create new customers
Extract customers from items when they are not added to the account. Like Suppliers for Costs, it would be good that if an invoice is submitted for a new customer, Dext extracts it and adds it to the customer list without having to create the customer prior to the submission
10 votes -
Be able to choose if the body of the email or the attachments will be extracted
I'd like to request a setting for email-in invoices and receipts, that would ultimately let us make a choice about if email body and attachments get brought in together or the bigger item only is brought in. We depend on the email body to know how to properly categorize receipts.
10 votes -
Match Purchase Orders with Invoices
It would be great if you can drop PDF purchase orders into Dext so that it can match all the POs to the correct invoices and publish to Quicbooks all the ones which tally up. It would then just leave behind all the query invoices in Dext to be looked over before publishing. (I know you can do this if you raise Quickbooks purchase orders but we use a our own PO system).
10 votes -
Owner of item in QBO
Owner of the account in Dext should appear s the owner of the item in QBO as well.
10 votes -
Purchase order match for Approval max and Approval max for QBO
Purchase order match for Approvalmax integrated clients
10 votes -
Pull Products/Services from QuickBooks Online when integrated with ApprovalMax
Would like to be able to assign products/services to my documents, just like when integrate directly with QuickBooks.
10 votes -
Be able to add a page (image) to an extraction already in Dext before publication or be able to combine two submitted documents into one. Ex
Be able to add a page (image) to an extraction already in Dext before publication or be able to combine two submitted documents into one. Example, an invoice and its proof of payment
10 votes -
CIS deducted on sales items
CIS Categories on Sales Items
10 votes -
Support Canadian taxes with Sage Accounting
I work with businesses in Canada who have to report on two taxes on purchases - GST and PST. Currently Receipt Bank isn't built to work with two taxes meaning I have to use workarounds for some items and it takes up a lot of my time.
10 votes -
Search through the new Inbox/Archive view
Previously, when we searched for items in the Inbox and simply clicked on Archive, the same search results appeared, which helped us to easily locate items within both sections.
However, with the new view, when searching through the new Inbox/Archive view the filtered items appear in a tab 'Search Results' which, however, doesn't indicate whether the item is in the Inbox (not published) or in the Archive (published). If we switch to another sub-section under Inbox (as Archive is now a sub-section of Inbox) the search results are cancelled, thus we need to enter them separately in each section which…
10 votes -
Running the Dext Connect App as a service
Enable the app to run as a service so we could have this on a server and working even if nobody is signed in.
9 votes -
Approval "if not" Criteria & Delegation to other approver
Approval to include "if not" criteria.
Approval Re-assign function to other approver.9 votes -
Add details for new contacts
Similar to existing requests for bank details, when an invoice is received from a new supplier, we should be able to add supplier details to that record to then sync to the end accounts integration. For example, adding an invoice from a new supplier should not be able to be processed until certain fields such as bank account details are added.
9 votes
- Don't see your idea?