1536 results found
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Transfer items between users & accounts
I would like to be able to move incorrectly uploaded items from one user to another within an account or within different ones. This is particularly key for my clients with multiple entities
69 votes -
Owner of item in QBO
Owner of the account in Dext should appear s the owner of the item in QBO as well.
10 votes -
Split PDF file into separate invoices
Ability to split single PDF files containing multiple invoices after having been submitted to Dext Prepare.
37 votes -
Bulk Edit Supplier & Customer names on the invoices in the Inbox
I would like to be able to edit Supplier & Customer names of the invoices in my Inbox in bulk, just like the Categories and Customers
47 votes -
21 votes
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2 votes
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Invoice description
Hi,
Can we have the description on the body of the invoice to be picked up by Dext.Thanks
12 votes -
Sage 50 UK- publish to Cost Code
populate to the Cost Code section of items in Sage 50 UK
24 votes -
Integration: Plus500
Integration with cryptocurrency platform Plus500.
1 vote -
Disable payment method extraction & auto-creation for certain clients
I would like to be able to prevent certain client's items from auto-creating a new payment method.
My client writes the cheque number on the invoice, and ALL of these cheques are showing up as new payment methods
For some of our clients we only process our client's bills so Payment Methods are confusing & distracting. For others we have specific payment accounts that we'd like to be able to set up and use but all the extra payment methods being created, especially from all the personal cards, make it much harder to use the system
59 votes -
Amazon Business - integration between Amazon Business and Dext Commerce
Connect and sync expense and expense fees from your Amazon Business account to Dext Commerce.
6 votes -
Extract data from xls and xlsx files
Extract data from receipts/invoices that comes to Receipt Bank as xls or xlsx files i.e. excel tables.
55 votes -
Export audit trail
Audit history or trail of which user accessed or last exported transactions. Request is based on security/risk averse sentiment.
2 votes -
Single User Business Plan
Single user plan
11 votes -
Simultaneous Advanced search for Inbox & Archive
Can you please make it so that when you use Advanced search there's an option to search both the Inbox & Archive? This would make it so much easier to find items within accounts
47 votes -
Client names on consolidated Billing - feature request for Dext Commerce
Option to add client names onto consolidated billing
2 votes -
Summary number of clients in "filtered" practice dashboard view
Under Practice Analysis -> Practice Dashboard, add a subtotal or "count/sum" bubble for filtered view. currently there is only the count bubble for "all clients" "my clients" and "favourites". for example, filter by healthscore >75, the number of clients meeting this criteria changes all the time and we just need a quick flash number every day
2 votes -
Ability to integrate with Navision
Ability to integrate with Navision
4 votes -
Feature Improvement: Auto Exports multiple rulesets
Allowing different rules for different accounts with Auto Exports.
1 vote -
Integration: CPACharge
Add CPACharge as an integration.
This is a payment services provider for accountants.
https://www.cpacharge.com/1 vote
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