Settings and activity

13 results found

1. Set up Vendors/Customers details directly in Dext

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   13 votes

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   1 comment  ·  Prepare » Design  ·  Delete…  ·  Admin →
   Paul Burns shared this idea  ·  Mar 10, 2022

2. User Restrictions

   362 votes

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

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

   Paul Burns supported this idea  ·  Dec 23, 2021

3. Make fields mandatory before publishing

   150 votes

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   Under Review  ·  18 comments  ·  Prepare » Publishing  ·  Delete…  ·  Admin →
   Paul Burns supported this idea  ·  Sep 29, 2021
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   Paul Burns commented  ·  Sep 29, 2021  ·  Delete…

   Class for sure! So easy and would save a bunch of issues. In seetings: " Is class mandatory Y/N " When publishing, have a line of code: IF class is NULL and ClassRqd = Yes then error, else publish.

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4. Select the order that items are merged in

   177 votes

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

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

   Paul Burns supported this idea  ·  Sep 28, 2021

5. Transfer items between users & accounts

   51 votes

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   5 comments  ·  Prepare » Other  ·  Delete…  ·  Admin →
   Paul Burns supported this idea  ·  Sep 22, 2021

6. Supplier rules based on other "IF" rules

   14 votes

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   4 comments  ·  Prepare » Rules  ·  Delete…  ·  Admin →
   Paul Burns supported this idea  ·  Jul 17, 2021

7. Email-in address to accept multiple pages

   13 votes

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   2 comments  ·  Prepare » Submission Methods  ·  Delete…  ·  Admin →
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   Paul Burns commented  ·  Jul 17, 2021  ·  Delete…

   Personalized email is the multiple email address, about half way down on this link: https://help.receipt-bank.com/hc/en-us/articles/203138481-How-to-Submit-Items-by-Email

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8. View only privileges

   29 votes

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   5 comments  ·  Prepare » User Access Controls  ·  Delete…  ·  Admin →
   Paul Burns supported this idea  ·  Jul 17, 2021

9. Send notifications when bank statements have been processed

   20 votes

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   1 comment  ·  Prepare » Notifications  ·  Delete…  ·  Admin →
   Paul Burns supported this idea  ·  Jul 7, 2021

10. Search through the new Inbox/Archive view

    9 votes

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    0 comments  ·  Prepare » Design  ·  Delete…  ·  Admin →

11. 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 →

12. US date formats

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    214 votes

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    Under Review  ·  11 comments  ·  Prepare » Other  ·  Delete…  ·  Admin →

13. Project visibility in Expense Reports

    18 votes

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    Under Review  ·  1 comment  ·  Prepare » Expenses  ·  Delete…  ·  Admin →