1536 results found
-
email trail also going through to accounting software as attachment
email trail also going through to accounting software as attachment
22 votes -
Pay Employees' Expense Reports from Dext
I would like to set up employees in Dext and automatically pay them (via a connection to our bank account) through Dext.
22 votesWe are working on this with Dext Payments
-
Extract Job/Order Number from invoice as description
If Cost invoice has order number or reference for Example for garages this could be Car Reg No or for other businesses this could be customer name, if this could be auto read & entered as description this could save a lot of processing time
22 votes -
Add a document to an existing cost/sales file
An option to add an additional document to an existing cost/sales file without having to submit it and merge it.
22 votes -
Automatically fetch and extract bank statements
automatically fetch and extract bank statements. At the moment this feature is only available for australia where the statements are fetched and will appear under the bank tab but the client still needs to manually press a button to send them for extraction.
22 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 -
Publishing to Bank in FreeAgent
Can you please add the ability to publish to Bank in FreeAgent, not only to Expenses and Bills.
22 votes -
Boost mode for client accounts
We've got access to Boost mode and we love it. We have a couple of clients who do their own bookkeeping and we'd love to be able to give them Boost too for when the clients internal bk goes to site and has some paperwork to upload
22 votes -
21 votes
-
Send notifications when bank statements have been processed
Send notifications when bank statements have been processed
21 votes -
Select Columns to show in Approval Tab
Would be great to be able to add additional columns on the Approvals Tab - similar to what is available on the 'Inbox' tab. Would make reviewing correct allocations of costs much quicker.
20 votes -
Sales/Income Reports
The ability to create, edit, and use Income/Sales Reports, much in the same way Expense Reports work, but for Sales items instead.
20 votes -
Item Messaging available on SMB plans
We need the ability to use Item Messaging feature with our employees on the direct SMB plans as it would save us so much time and effort.
20 votesWe will look to enable this
-
Using the Tab key to navigate through fields
In both the item view & edit line items tool could you please enable "Tab" from a field with a drop down. The current method requires me to arrow down to select the choice then to "enter" to lock it in and move to the next field. I expect to be able to Tab to lock in the selection and move to the next field. Also a way to pre fill a partially typed choice (say I type "oth" and the only found category is "Other" ... I'd like to see that one in my field selector and then only…
20 votes -
Transferring Check # when publishing items to Check in QBO
I’m using Receipt-bank with the Quickbooks integration. Sometimes, when I pay a bill with a check, I publish it in the « check » category of Quickbooks. I would like to know if there is a way to fill the « check number / reference » field that is present in Quickbooks directly in receipt-bank (in the app if it’s possible). Because for now, I haven’t found it, and I need to open the bill a second time in Quickbooks just to enter this number, and it takes time
Currently, the workflow is an item's Receipt Bank ID number (RB9110907204)…
20 votes -
Mileage Claim - Save Favorite Destinations
Save "favorite" or "frequent" destinations so you don't have to type them in each new claim.
19 votes -
Ability to have more than 1 person in a workflow
We have more than 1 person and a lot of handing over in our processes rather than 1 person doing the work and 1 person reviewing it. We have people doing different parts of the process but we would like it if we could have them on the same workflow. It would be good to be able to send a workflow for review without having all the checks done.
19 votes -
Dark Mode
Not sure if its possible already, but a 'dark mode' would be beneficial as it would help prevent eye strain. I know this is possible on Word documents and other software, and thought this might be a good idea to translate to Dext too.
19 votes -
'Less CIS' field in Dext
Ability to manually adjust the 'Less CIS' field in Dext, instead of heading back to QuickBooks each time after publishing a CIS document.
19 votes -
19 votes
- Don't see your idea?