132 results found
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Cancel Expense Report approval request
Cancel Expense Report approval request
2 votesHi,
Thank you for your feedback, we have taken this into the roadmap and it is being looked at as part of our revamp of the expense report approval process
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Effortless Expense Report
Our expense reports are due the first business day after the 1st of each month and the 15th of each month. Rather than auto create multipl expense reports, could you add a feature so that the expense report is created and another expense report is not created until the user publishes their current expense report. After publishing a new expense report can automatically be created and the date the expense report uses should be able to be changed by the user to make sure it is posted to the right date.
2 votes -
Marking projects as closed
I would like to be able to close projects so they don't appear in the drop down list and no new expenses can be recorded to them. Right now, we can't limit what projects are available without deleting the project from the projects list, which deletes the project info from all previous expenses as well. I'd like to be able to mark a project as "closed" so it is not seen in the drop down menu for employees for new expenses, while still being able to pull reports for that project. As we have more and more projects over time,…
1 vote -
Split bill
When you want to create a split on a bill you should have the option to add in that split different products and services, not only category
1 vote -
Ability to set up commissions in Sales items
Ability to set up commissions in Sales items. For example cases, where a broker gets commission (which is cost for the client) for the client's Sale.
3 votes -
Effortless Expense Reports - Line item deletion vs full report deletion
I’ve had two Users manage to delete their whole report in the last week. They think that ticking an item on the left and clicking delete at the top will remove just that one line. However, the whole report goes and it does so without any further popup box for a confirmation. If they could add a popup box to say – this will delete your whole expense report, do you want to continue? That would suffice.
1 vote -
Add short list of most recent expense type below search bar after taking photo
Add short list of most recent expense type below search bar after taking photo. Or a small list of favorites instead.
1 vote -
Create Teams within Dext expenses so approval can only be sent in team
Create teams for expenses
2 votes -
Restrict Basic user to unarchive options
Restrict Basic users from being able to unarchive items and Expense reports.
5 votes -
Admin User with Request Data Option
Admin users able to request supporting paperwork for transactions without being added to Partner dashboard/console
4 votes -
Expense Digital Signature
Ability for an Expense Approver to be able to digitally sign or initial an expense
3 votes -
Remove items from Expense Reports in bulk.
We would like to be able to remove multiple items from an Expense Report at once, instead of having to remove each one individually.
1 vote -
Submission date to be added to Cost table
Could you please add submission date as one of the fields/columns for Costs and Expense reports? And possibility to filter by this date as well
5 votes -
Option to set amount limit in the ER
I think it would be also good to set an amount limit for a user when creating an expense report
1 vote -
CSV Expense Report Exported with all Line Items and their data.
The ability to Export Expense Reports in CSV with Line Items and their data.
5 votes -
Include additional fields when Splitting items
It would be great if we could add additional fields to the new item when Splitting in Dext Prepare.
1 vote -
Show the last opened item in the inbox
When you open one of the entries in the costs, it would be really useful if this could be highlighted, or when you close that item it stays obvious, since it simply goes back to the full page and you cannot tell which item you just looked at. I hope this makes sense. Even if it went to the next in the list it would be better!
3 votes -
Create separate Effortless Expense Reports by Payment Method for the same user
Create 2 effortless expense reports reports based on the payment method for the same user
2 votes -
Multiple Customers/Jobs to Breakout A/P Invoice
We would like to see see when you look at your vendor/supplier invoices, that you would have the option to charge multiple customers/jobs and breakout an invoice.
1 vote -
Receipt download name should have vendor name and amount
I would like an option in Dext to have receipts, when downloaded, automatically named something other than just a random number. Ideally it would be the vendor name and the amount. For example, "HomeDepot_123.45". Maybe adding the date would be helpful too. Hubdoc does this and it is much easier to find what we need whenever we need to download receipts. It will also be very helpful for our client who has billable expenses because then the attachments will be named and he'll be more easily able to verify that they are the correct receipts. Right now we are having…
2 votes
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