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1485 results found

  1. Reminders to approve an invoice after x amount of days... if not approved by x amount of days then moves to their manager for approval. This would take away the need to micro manage the approval workflow process.

    74 votes
    Under Review  ·  3 comments  ·  Approvals  ·  Admin →
  2. To improve employee experience for expense submission and reports it would be great if we could adjust settings so that they could see either limited categories for expenses or none at all - same with classes. I do not expect our employees to know our finance classes and it is a time consuming experience for them to scroll through the entire chart of accounts looking for 'meals' or such. I instruct them not to bother categorizing, as between Dext and the finance team we got it, but they still email asking what category to select out of the long list…

    31 votes
    3 comments  ·  Expenses  ·  Admin →
  3. Additionally, extraction of bank & contact details would ensure that if suppliers change these then RB picks it up to ensure they're correctly paid.

    Another client: it would be great if bank account details can also be extracted from invoices, stored within Receipt Bank and then are available for extract via csv. A very timesaving development....

    114 votes
    6 comments  ·  Extraction  ·  Admin →
  4. manual assignment for approval not on a workflow

    41 votes
    Under Review  ·  5 comments  ·  Approvals  ·  Admin →
  5. When i go to my approvals tab I get a listing of every bill that need approving. It would be very useful to have an option to see just the ones which are relevent for me.

    33 votes
    Under Review  ·  4 comments  ·  Approvals  ·  Admin →
  6. Love the new mileage feature but have a client who uses a reduced rate for mileage claims rather than the standard 45p would be really useful to be able to enter the mileage rate manually. Please Dext

    23 votes
    4 comments  ·  Expenses  ·  Admin →
  7. We would like Dext to be able to function more like RAMP or BILL spend and expense from this standpoint: That the transactions hitting various bank and credit card accounts will display in a bank feed so the users are prompted to know which transactions they need to upload paperwork form. We would like to make this available to standard users, or at least create the ability for us to allow a users to see the bank feed WITHOUT giving them publishing rights. This way clients can be more proactive rather than waiting to receiving paperwork requests.

    14 votes
  8. You could add a feature to send supplier statements via email as well.

    38 votes

    Hi everyone,


    Thank you for voting on this idea.


    This request is in our backlog, and you’ll be notified once the task is completed.


    Best regards,

    The Dext Product Team

  9. Dext couldn't identify duplicate delivery notes, and sometimes failed identifying duplicate invoices. I would suggest Dext to improve duplicate detection. Also, for the new Supplier Statement function, I hope document references could be kept when moving items from Costs to Supplier Statements, so we can search for statement.

    36 votes
  10. Currently, the invoices in the "Approvals" section are static, lacking the ability to filter or search for specific items. It would be greatly beneficial to incorporate the same filtering and search features available in the "Inbox" and "Ready" sections into the "Approvals" section. This enhancement would significantly improve efficiency and ease of use.

    19 votes
    Under Review  ·  5 comments  ·  Approvals  ·  Admin →
  11. A very useful feature would be an option to view rejected items. A daily problem our bookkeepers have is having to repeatedly ask our clients to resend an invoice or receipt to which they have claimed they've already sent to dext, they get very unhappy and frustrated with us when we request multiple times. I understand that dext sends a rejection email but 90% of the time the client doesn't not pay attention to that email. It would solve a lot of problems if we could view the rejected item, then provide feedback to the client as to why it…

    277 votes
    21 comments  ·  Other  ·  Admin →
  12. For cost approvals, it would be good for approvers to see the archive of what they've approved, even when another user has submitted them, without the approver being given access to see all items

    9 votes
    1 comment  ·  Approvals  ·  Admin →
  13. Supplier statements can only be uploaded/moved to the 'Supplier Statement' tab if the document is in PDF, which isn't always the case. Could this perhaps be subject to change in the future, allowing for image uploads?

    6 votes
  14. When I’m searching in Dext in Archives or Current expenses, every time you click on a transaction and then close it, Dext goes back to the top of the latest input – and then you need to scroll all the way back again to get where you were. This can be very frustrating and a fix for it would be great!

    9 votes
    2 comments  ·  Other  ·  Admin →
  15. Ability to check multiple in inbox and bulk submit for approval rather than clicking all individually

    14 votes
    Under Review  ·  0 comments  ·  Approvals  ·  Admin →
  16. Dext to have the ability to give limited access to users to view a bank account / credit card.

    27 votes
    0 comments  ·  Bank  ·  Admin →
  17. Please remove the ability for expense approvers to see all documents within Dext.
    We have several approvers of expense claims but have had to remove this function for our company, when we realised that these approvers could see all invoices/ receipts from all users. This means that they can see confidential invoices such as solicitors or accountants invoices, these should be seen on a need to know basis and not by a line manager of a small team. These approvers can also see the archive so even if you process the invoices quickly, they can still go and see them.…

    18 votes
  18. Include all receipts to expense claims. When an expense claim is posted to QBO, it's posted as a bill with a pdf of an expense claim. Though this expense claim includes all itemized and categorized purchases, it's essential to include the actual copies of receipts as support to legitimize the dollar amounts claimed for audit and managerial purposes. If I have to manually attach every receipt, it's cumbersome and inconvenient for the viewer to open the expense claim and each additional receipt to double check accuracy.

    16 votes
    2 comments  ·  Publishing  ·  Admin →
  19. Have the approval workflow trail documentation uploaded into QBO online with invoice/expense reports, like what Approval Max does

    8 votes
    1 comment  ·  Approvals  ·  Admin →
  20. When using the mileage feature it would be useful if the map could show stops on the way i.e. as when using add destination on the google maps app

    6 votes
    4 comments  ·  Expenses  ·  Admin →
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