Settings and activity

19 results found

1. Default Category rule per user or per payment method

   93 votes

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   1 comment  ·  Prepare » Rules  ·  Delete…  ·  Admin →
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   Lisa Mueller supported this idea  ·  Sep 18, 2023

2. US date formats

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   212 votes

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   Under Review  ·  11 comments  ·  Prepare » Other  ·  Delete…  ·  Admin →
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   Lisa Mueller supported this idea  ·  Sep 18, 2023

3. Bank Match for Credit Notes/Refunds (negative amounts)

   251 votes

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   0 comments  ·  Prepare » Bank  ·  Delete…  ·  Admin →
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   Lisa Mueller supported this idea  ·  Sep 18, 2023

4. User Restrictions

   361 votes

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   30 comments  ·  Prepare » Categories  ·  Delete…  ·  Admin →
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   Under Review  ·  AdminStephen Edginton (Admin, Dext) responded

   We are exploring the best way to handle more advanced user restrictions

   Lisa Mueller supported this idea  ·  Sep 18, 2023

5. Archive bank accounts

   8 votes

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   0 comments  ·  Prepare » Bank  ·  Delete…  ·  Admin →
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   Lisa Mueller supported this idea  ·  Sep 18, 2023

6. Ability to add a PayPal Bank Account in the list

   6 votes

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   0 comments  ·  Prepare » Bank  ·  Delete…  ·  Admin →
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   Lisa Mueller supported this idea  ·  Sep 18, 2023

7. Have the option to add other Email Recipients for Email Notifications aside from the User linked to the email-in address.

   6 votes

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   0 comments  ·  Prepare » Notifications  ·  Delete…  ·  Admin →
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   Lisa Mueller supported this idea  ·  Sep 18, 2023

8. Include the file name from when the document is uploaded

   10 votes

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   3 comments  ·  Prepare » Extraction  ·  Delete…  ·  Admin →
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   Lisa Mueller supported this idea  ·  Sep 18, 2023

9. Better management of payment methods

   19 votes

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   1 comment  ·  Prepare » Other  ·  Delete…  ·  Admin →
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   Lisa Mueller supported this idea  ·  Sep 18, 2023

10. Be able to select bill terms instead of just due date

    70 votes

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    Under Review  ·  2 comments  ·  Prepare » Integrations  ·  Delete…  ·  Admin →
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    Lisa Mueller supported this idea  ·  Sep 18, 2023

11. Ability to pull over documents from an email inbox

    14 votes

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    0 comments  ·  Prepare » Submission Methods  ·  Delete…  ·  Admin →
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    Lisa Mueller supported this idea  ·  Sep 18, 2023

12. Extract Acct numbers

    16 votes

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    0 comments  ·  Prepare » Extraction  ·  Delete…  ·  Admin →
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    Lisa Mueller supported this idea  ·  Sep 18, 2023

13. Multiple Supplier rules for one supplier

    215 votes

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    Under Review  ·  11 comments  ·  Prepare » Rules  ·  Delete…  ·  Admin →
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    Lisa Mueller supported this idea  ·  Sep 18, 2023

14. Notification when client uploads documents

    37 votes

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    Under Review  ·  1 comment  ·  Prepare » Notifications  ·  Delete…  ·  Admin →
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    Lisa Mueller supported this idea  ·  Sep 18, 2023

15. Rejected Items folder

    262 votes

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    21 comments  ·  Prepare » Other  ·  Delete…  ·  Admin →
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    Lisa Mueller supported this idea  ·  Sep 18, 2023

16. Bank Statement section on Mobile App

    21 votes

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    1 comment  ·  Prepare » Mobile  ·  Delete…  ·  Admin →
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    Lisa Mueller supported this idea  ·  Mar 30, 2022

17. Select the order that items are merged in

    169 votes

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    22 comments  ·  Prepare » Workflows  ·  Delete…  ·  Admin →
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    Under Review  ·  AdminStephen Edginton (Admin, Dext) responded

    We are looking to make this possible, thanks for the suggestion

    Lisa Mueller supported this idea  ·  Mar 30, 2022

18. Ability to create folders in Dext to organise items

    166 votes

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    25 comments  ·  Prepare » Other  ·  Delete…  ·  Admin →
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    Under Review  ·  AdminSimon Williams (Admin, Dext) responded

    Thanks for giving feedback on new features, we are currently reviewing this item and opening to release something later this year. 

    
    

    Please stay tuned for updates. 

    
    

    Simon

    Lisa Mueller supported this idea  ·  Mar 30, 2022

19. Publishing partially taxed GST or PST only invoices with second tax extraction turned on

    18 votes

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    0 comments  ·  Prepare » Extraction  ·  Delete…  ·  Admin →
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    Lisa Mueller supported this idea  ·  Oct 12, 2021