1501 results found
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Customer Line Item Smart Split
The ability to use Smart Split rules for customers with sales invoices
12 votes -
Sales Bank Match
Match bank feed transactions with Sales items from Dext
12 votes -
Invoice description
Hi,
Can we have the description on the body of the invoice to be picked up by Dext.Thanks
12 votes -
12 votes
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12 votes
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Data Field Mapping Tool
Design a selection tool box in supplier rules that can be used to help the machine learning system identify a particular field on a document. For example, if we get bills from a vendor every month where Dext constantly seems to struggle to locate the invoice number, it would be really great if we could go into that supplier's rules and specifically show Dext where the invoice number is on that particular supplier's bill format for all future invoices in the inbox.
12 votes -
Adjust Bank Match payment date to match payment date on bank feed
If a receipt has a date that differs from the date of the payment on the bank feed, you should take the date of the payment on the bank feed for the created payment. For example if a invoice from 2nd May matches a payment on the 3rd May and you autofill and push the transaction over to Xero, the invoice created should take the date of the 2nd May but the payment should take the date of 3rd May.
This is the best practice.
12 votes -
Customize/change item type selection from the RB default list
I would like to be able to add/customize my own label of another item type from the RB default selection (Receipts, ATM withdrawal, Other, Invoice...)
12 votes -
Unused items to roll over to next month
I usually process transactions every three months, so it would be useful if any unused items from previous months could roll over to the next
12 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.
11 votes -
Cloning Repetitive Mileage claims
Clone a Mileage Claim for repeated Journeys (Just change the dates)
11 votes -
QBO Tags (Custom Fields)
Need to be able to use Tags from QBO on supplier expenses. Please add this from QBO integration.
11 votes -
Supplier Address
Dext should also extract the address including the country.
11 votes -
Archive bank accounts
archive the bank accounts that have already been closed and are no longer useful, to clear up the view
11 votes -
Include the file name from when the document is uploaded
The file name when the document is uploaded should be provided in Dext, either the same name kept or included in the notes of the document would be helpful.
11 votes -
Improve system extraction ability for supplier names
Train the system to extract supplier names based on other data aside from the logo written on the invoice eg. if it comes from one particular email we can set it to know it is one particular supplier
11 votes -
11 votes
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Search by exact amount
I would like to search an exact amount (total amount) without having to put in min and max amounts.
11 votes -
Have an additional document reference section where PO numbers go to
Have an additional reference section where Purchase order numbers get imported into.
11 votes -
Publish Customers in line items to ApprovalMax
We need to be able to publish the Customer field in line items to ApprovalMax, especially with Costs items
11 votes
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