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1634 results found

  1. Ability for admin user to turn on 2FA for all users in the account in order to make their accounts more secure.

    12 votes

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  2. Hi,
    Can we have the description on the body of the invoice to be picked up by Dext.

    Thanks

    12 votes

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  3. 12 votes

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    1 comment  ·  Admin →
  4. Connect and sync sales transactions and sales related fees from your Big Commerce account to Dext Commerce.

    12 votes

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  5. Please add the ability to automatically crop receipts. Possibly with auto-rotating and resizing. Machine learning can greatly simplify/assist in this.

    12 votes

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  6. 12 votes

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  7. option to search for items using the publish/archive date instead of the invoice date when using the advanced search

    12 votes

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    1 comment  ·  Admin →
  8. 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

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  9. 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

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  10. 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

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    1 comment  ·  Admin →
  11. 11 votes

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  12. We have 3 separate businesses. Sometimes invoices for Business A are uploaded to Business B. Add an option to transfer invoices between businesses without downloading and then uploading them to the correct account.

    11 votes

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  13. archive the bank accounts that have already been closed and are no longer useful, to clear up the view

    11 votes

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  14. 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.

    11 votes

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  15. 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

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  16. I would like to search an exact amount (total amount) without having to put in min and max amounts.

    11 votes

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  17. Is it possible to move around the columns in the workspace and make them smaller/bigger.

    11 votes

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  18. 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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  19. Set default currency for a user's expense reports

    11 votes

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  20. The ability to match items in Dext to bank statement transactions

    11 votes

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