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1836 results found

  1. I have suppliers who give a discount off the total amount of invoices paid via direct debit. Can you setup for a supplier that each receipt scanned can be processed with a % discount

    26 votes

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  2. Relating to Dext commerce:
    Please can we have a bulk edit option in the bulk export section

    1 vote

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  3. 3 votes

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  4. Are we able to link a payment method to a certain account in Quickbooks? My main use case would be when using a personal credit card to make a business purchase, I would like it to be sent to QBO as paid and for the Credit to go to the Shareholder Loan account.

    Right now, the best method I have found is to send it as unpaid so that it goes to A/P. Then in QBO I record payments of the A/P amounts from a clearing account bank account I set up in QBO. And then I enter deposits into…

    4 votes

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  5. Create product/service categories within app to move downstream into the accounting software.

    6 votes

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  6. Could we have rules with “IF”

    Example:

    If amount > X this

    If amount less < that?

    14 votes

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  7. I would love Receipt Bank to be able to publish invoices to Xero when the tax rate (GST or VAT) is more than the actual cost or it is a tax only expense.

    For example:
    GST is $900 and the actual cost is $300
    or the invoice is VAT only (100% tax)

    29 votes

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  8. Option to drag and drop items to add to existing once. For example open the item in question you wish to add another document to and drag and drop. Client created a video of what they would expect to happen which will save the process of uploading, waiting for extraction, then manually merge. - Link to the video: https://www.youtube.com/watch?v=OtSIzSn7Alk

    8 votes

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  9. Connect and sync sales transactions and sales related fees from your Deliveroo account to Dext Commerce.

    7 votes

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  10. How about a feature that when you use the APP, photograph the receipt, type a description etc., and hit submit, that it notifies you whether the upload/submission was successful or not.
    I regularly find that I submit an invoice using the APP but it doesn't arrive in the 'Costs' list when I go to reconcile for the month and I have to go hunting for the receipt again. Very time consuming and frustrating and defeats the purpose of the apparent convenience of doing it on the spot and forgetting about it until reconciliation/expense report creating time at the end of…

    8 votes

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  11. 1 vote

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  12. 5 votes

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  13. Purchase Orders - the option to bring in the purchase order line item's description and nominal account from the purchase order in the accounts package

    6 votes

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  14. 1 vote

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  15. 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.

    11 votes

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    1 comment  ·  Admin →
  16. CIS Categories on Sales Items

    8 votes

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    1 comment  ·  Admin →
  17. Sometimes not all items in a receipt are reimbursable so it would be nice if you could make it possible to only add the lines that need to be reimbursed to Expense Reports .

    25 votes

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  18. When an email comes through containing a link to an invoice or receipt can you please follow that link through to collect the document

    26 votes

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    1 comment  ·  Admin →
  19. Option to truncate Amazon reference IDs - QBO Limits the length of reference no. strings and truncates in a way that makes searching hard. Temporary fix: using the search bar in Greenback to query their data and download CSVs

    1 vote

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  20. If Dext could pick out line by line items that would be really helpful!

    9 votes

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