Settings and activity
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2 votes
Louis Evangelou
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An error occurred while saving the comment Louis Evangelou
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1 voteLouis Evangelou
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1 voteLouis Evangelou
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1 voteLouis Evangelou
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2 votesLouis Evangelou
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An error occurred while saving the comment Louis Evangelou
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Bank transactions Audit trail/history to show where the bank transaction came from (bank feed or bank statement upload) and when it was imported, which user coded which transaction line, which property it related to, what date/time it was updated and what code was selected. Also should record subsequent changes. This should look exactly like the 'history' tab that appears on the right hand side when looking at cost items which is really good. this is really useful to see any changes.
Louis Evangelou
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16 votesLouis Evangelou
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187 votes
Hi,
Thank you for your patience on this request, we are discussing this internally.
However you can use Zapier to Connect Dext Prepare to an accounting software that is not currently supported via our API, help centre article here: https://help.receipt-bank.com/hc/en-us/articles/360033470294-How-Dext-Prepare-and-Zapier-can-work-together
Best Regards,
DomLouis Evangelou
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1 voteLouis Evangelou
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1 voteLouis Evangelou
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12 votesLouis Evangelou
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3 votesLouis Evangelou
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2 votesLouis Evangelou
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2 votesLouis Evangelou
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3 votesLouis Evangelou
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2 votesLouis Evangelou
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3 votesLouis Evangelou
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3 votesLouis Evangelou
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2 votesLouis Evangelou
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5 votesLouis Evangelou
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An error occurred while saving the comment Louis Evangelou
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i agree. ability to attach the PDF would be useful.
the list within the email should at least be formatted as an html table (columns and rows), not an unstructured list. absolutely a dogs dinner!
i requested this a long time ago, in the hope that it would be ready before the first submissions. instead, we had to make do with printing the 'hmrc submissions' webpage for the relevant quarter to pdf (which doesnt look very professional), accompanied with the 'transaction summary' report (printed as webpage pdf and as a csv export, with some light formatting). we felt that the client should be presented with this level of information as a minimum, if they are going to understand what has actually been included within each tax return 'box'