1836 results found
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Paperwork request email format
Have the ability to change the format of the email or utilise a firm specific template for the email
9 votes -
Make fields mandatory before publishing an Expense Report
Make fields mandatory before publishing an Expense Report
9 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.
9 votes -
9 votes
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Project Assignment to Receipts
Project Assigning Option while scanning receipts to sales/ costs
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 -
Set User filter for my profile and save it
Save user filter so when I open Dext I only see my documents.
9 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.
9 votes -
Publish the invoice number to the supplier reference field for Sage acounting
Publish the invoice number to the supplier reference field for Sage acounting
9 votes -
Bulk Suspend Clients/Users
The ability to Mass/Bulk Suspend Clients/Uses.
9 votes -
Automatically send reminders for outstanding paperwork
Automatically send weekly reminders to employees for outstanding paperwork instead of doing that manually
9 votes -
Bulk CSV export Expense Reports showing the Category of each item
The ability to export multiple Expense Reports in CSV format at once and the Category assigned to each item to be visible in the export
9 votes -
Freeagent multiple currencies
The ability to publish multiple currencies to Freeagent, instead of having the currency converted to the base currency.
9 votes -
CIS deducted on sales items
CIS Categories on Sales Items
9 votes -
Line by line items for costs invoices
If Dext could pick out line by line items that would be really helpful!
9 votes -
Option to turn On/OFF the category and sub category relation in Dext and QBO
Seems that when user are apllying a Category in the Mobile app, the full name of the Category and subcategory does not show and they are not able to make difference in the subcategories. A toggle for an option to turn on and off the relation will be helpful in this case
9 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 -
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.
9 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…
9 votes -
Access to some, not all users
Is it possible within DEXT to allow an individual user to have access to one or two users' DEXT transactions instead of all users DEXT transactions? e.g. Mary having access to Tom's + Jane's transactions, but not Rory's.
8 votes
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