Settings and activity

21 results found

1. Sort the Inbox and Archive by item submission date

   19 votes

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   1 comment  ·  Prepare » Design  ·  Delete…  ·  Admin →
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   Lisa Mueller supported this idea  ·  Apr 12, 2024

2. Default Category rule per user or per payment method

   92 votes

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

3. US date formats

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   211 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

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

   250 votes

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

5. User Restrictions

   357 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

6. 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

7. 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

8. 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

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

   9 votes

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

10. 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

11. 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

12. 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

13. 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

14. Multiple Supplier rules for one supplier

    210 votes

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

15. Notification when client uploads documents

    37 votes

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

16. Rejected Items folder

    233 votes

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

17. Supplier Rule: Set Date Format

    92 votes

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

    Thanks for the feedback we are exploring

    Lisa Mueller supported this idea  ·  Sep 18, 2023

18. Bank Statement section on Mobile App

    20 votes

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

19. Select the order that items are merged in

    168 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

20. Ability to create folders in Dext to organise items

    162 votes

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    24 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