123 results found
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Expense recognition
When an employee does not have a receipt for a transaction on their credit card, they complete an expense recognition form which explains what the expense was for, and why they didn't have a receipt.
1 vote -
The Ability to set you own cut off dates on Effortless Expense reports (more than a month in the future)
The Ability to set you own cut off dates on Effortless Expense reports (more than a month in the future)
2 votes -
default expense approver per user
default expense approver per user
4 votes -
Net Amount option as Flexible Column
Have the option in settings to show a column with “net amount”.
2 votes -
Hide Sales options for users who only submit expense reports
Hide sales for expense report submitters only
4 votes -
1 vote
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Costs Report
Ability to add cost items to monthly reports.
3 votes -
Have the option to sync and notify to Dext once a published expense has been paid within Xero
Have the option to sync and notify to Dext once a published expense has been paid within Xero, to let the employee know they have been paid
2 votes -
Builds on functionality
- Notes/description aren’t always saved when completed on phone, when view on laptop you need to input again - this was time consuming
- I needed to go back through submission history and manually restore invoices, to do this you have to manually open each expense as there is no way of cross referencing if you have more than 1 invoice from 1 supplier (again took quite some time)
- Also if you move an expense to Personal instead of RBS or vice verca you can’t switch between accounts/expense reports meaning you need to delete the claim and start again e.g I submit…
1 vote -
Add a Holdback amount to a document in Dext
Ability to add a Holdback amount to a document in Dext - "holdback is an amount withheld from the seller by either the seller's lawyer or the buyer's lawyer until a cer- tain condition in the Agree- ment has been fulfilled."
1 vote -
Show each document's individual line items after an Expense Report has been published to Xero.
Show each document's individual line items after an Expense Report has been published to Xero.
1 vote -
Limiting additional item in existing Expense report
Existing expense reports (end date passed) not editable or limit the possibility to add additional documents in it.
2 votes -
Add Bank & Credit Card Statement Expense Reports
ability to add Bank & Credit Card Statement Expense Reports
1 vote -
description box under utilised
the description box is always manually entered when checking the invoices that have been uploaded to dext
the description box should contain details of what the billing period is or what expenses have been bought as otherwise without this detail how can the expense be allocated to the correct account in the purchases/ expenses ledger within the accounts? if this box is not manually filled at the time of checking then at the accounts stage the invoice will have to be located, opened and then it can be allocated to the correct place. the person finalising the accounts should not…1 vote -
5 votes
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Tips
is there a way to have Dext recognize the tip line on a restaurant receipt?
4 votes -
Expense report for published invoices
Expense reports for archived documents, as some times we need to have a summary of the invoices which were already published.
3 votes -
PDF export of page
I would like te export everything on this page layout to PDF
2 votes -
add class to expense report
The ability to add "Class" as a main field in an Expense Report
1 vote -
Editable Expense Report PDF
Right now the expense report document when you export it to PDF is quite hard to read. The font is very small and there's barely any room to sign, plus if you have a lot of receipts attached to one expense report it will not spread it over two pages, but will just squish it all into one page which makes it so small its unreadable. Would really appreciate an editable expense report form that you can control font size, column sizes, signature lines etc... to make it more feasible to use.
10 votesThis week we released a new layout to the Expense Report PDF export which has the following improvements:
- Categories are now summarised at the top so that the font doesn't get smaller when there are more categories
- The font is darker and easier to read
We are also working on this ability to choose the order of items in the expense report, as we know not having this is a frustration at the moment.
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