1609 results found
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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 -
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 -
There needs to be options for Motorcycles, Bicycles and walking in the Mileage section.
The Mileage section in the UK only permits 'Car' and 'Van'. Motorcycle, Bicycle and walking are all valid claims, yet are not listed. Can you make this happen?
9 votes -
Approval Workflow Conditions
for approval workflow, if you can add between certain amount and under certain amount as new conditions, that would be great! Thank you
9 votes -
Duplicate review including original document history
On the duplicate review screen we can see the two invoices, but now that approvals are available in Dext, there is no way for the reviewer to see if the original was rejected and what the rejection reason was to ensure whatever criteria was fixed. If for instance, an invoice was rejected because it was missing information or a PO number, there is currently no flag on that review page to indicate that the original was rejected so when it is confirmed that it is the same invoice, the new submission is also now attached and automatically archived and never…
9 votes -
Line Item Detail visible to approver
Line item detail should be visible from the approval window and not require the approver to send back to the inbox to open that detail. Only to have to resubmit and move back to approval window to approve.
9 votes -
date swap on due date linked to date swap on invoice date
Now that you have an easy clickable date swap - why can't you ALSO have a quick click date swap on the due date??
9 votes -
manual match
If Dext doesn't automatically match an expense with a bankstatement, the option to do it manually (for instance date doesn't match or partial payments)
9 votes -
Adding per diem costs to expense reports
When travelling, staff have per diem costs - these don't have receipts and are fixed costs per meal or day. They don't need to provide receipts for these. Would be great to be able to add these costs to an employee's expense report as currently we have to add them later in Xero and they are easily missed.
9 votes -
9 votes
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Secondary Tax extraction for unintegrated clients
Secondary tax extraction for unintegrated Dext Accounts.
This can be applied for Canadian users andBritish Columbia where PST applies.9 votes -
Ability to enter Purchase Number for MYOB
Ability to enter purchase no for each invoice as required in MYOB - currently with no option available, MYOB is just autonumbering it
9 votes -
Download Item History and Audit Trail logs as a report
Download and Extract Item History and Audit Trail logs as a report
9 votes -
GST greater that PST or QST
Would need Dext be able to handle documents with greater GST than QST or PST. Currently, need to manual change in QBO
9 votes
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