1690 results found
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Applying Cash payment method
Receipt Bank will pick up if an item is paid by cash, as shown by the column within the Inbox, however it won't use this to apply a payment method with the Ref 'Cash', or similarly one with the Ref 'PayPal'. Can you please modify this so that these payment methods will be automatically applied on these items. This will save me a lot of time going in and manually updating every single one of these items
14 votes -
Return emails to sender if their @receiptbank.me email doesn't exist
Currently when items are sent to an invalid (non-existent) @receiptbank.me email address they'll go nowhere and there's no notification of this. Being able to return these to the sender would ensure that the items are then re-sent on to a correct email and properly received into a Receipt Bank account
14 votes -
Workflow Max by Bluerock (WFM 2) integration
Integrate with workflow max 2 by bluerock.. thats a great idea :)
13 votes -
Create Teams within Dext expenses so approval can only be sent in team
Create teams for expenses
13 votes -
Send an email notification to the recepients of Item Messaging
The user who receives Item messaging via Mobile app to receive an email notification as well.
13 votes -
CSV export - show PST and GST separately
if we can download the tax into CSV. both taxes PST and GST each in separate column?!
13 votes -
Edit the layout of the columns in the Workspaces.
Is it possible to move around the columns in the workspace and make them smaller/bigger.
13 votes -
Have Dext Prepare detect duplicate Sales Items
Have Dext Prepare detect duplicate Sales Items
13 votes -
Line item extraction: Automatic categorisation based on key words
Can you add a feature where certain line items on invoices (e.g. "Shipping" or "Freight") are automatically coded to a different Category/Account when automatically extracting line items?
e.g. Invoice for $100 broken up to $90 goods and $10 freight. The invoice was issued by a supplier with the "Extract line items" function turned on in DEXT.
The invoice was disaggregated to:
Description | Category | Total
Goods | Cost of sales | $90
Freight | Freight expense | $10In this instance, DEXT has picked up the key word 'freight' and has automatically coded it to 'freight expense'. For all…
13 votes -
Afterpay - integration between Afterpay and Dext Commerce
Connect and sync sales transactions and sales related fees from your Afterpay account to Dext Commerce.
13 votes -
13 votes
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Review Paperwork requests via the Web app
Review paperwork requests via the web app as on the Mobile
13 votes -
option to edit supplier names or delete the suppliers
Ability to rename and delete suppliers rather than merge them
13 votes -
Email-in address to accept multiple pages
I've noticed a number of cases where a client's supplier sends directly their invoices to RB in an incorrect manner. E.g. 2 (or more) separate unrelated invoices in 1 multi-page PDF.
It would be easier if the service could split these invoices or if there's a personalised email-in address not only for the single-page submissions, but for the multi-page PDFs, as well.
13 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.
12 votes -
Inactive tax rates in QBO
Do not show tax rates in Dext that are inactive in QBO already
12 votes -
Email Request Paperwork to Users
Instead of Paperwork Requests via mobile app only, an option to email Paperwork Requests via users emails.
12 votes -
PDF page arrangement/editing
To be able to manually rearrange, add or delete pages from a pdf once uploaded. For example, merging files does that, but you can't control which page goes first, and sometimes you may need to delete or replace a page or whole document but to retain the other data associate with the invoice/etc. Using a third party tool to do it and then delete and replace the file in Dext seems an extra step that could be avoided.
12 votes -
12 votes
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Identify overlapping bank statement transactions
Identify overlapping bank statement transactions
12 votes
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