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123 results found

  1. Many credit cards are transitioning to Virtual Cards online. That gives the appearance of many cards, but it's just one card with many temporary numbers. So, there should be functionality to incorporate virtual card payments under one card.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
  2. 2 votes

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    0 comments  ·  Expenses  ·  Admin →
  3. When exporting expense report, file name should default to represent the report name, not the date it was printed.

    1 vote

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  4. Lock modification of expense reports and invoices when the user is a basic user

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
  5. If you click a SINGLE item inside an Expense Report, it deletes the ENTIRE report. Not the single item. This needs to be corrected.

    1 vote

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  6. Creation of Annual Expense Report

    1 vote

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    1 comment  ·  Expenses  ·  Admin →
  7. Hi, we currently have a Dext subscription that we use for staff expense claims, and we've set up specific users for approval. However, all expenses for approval are currently being routed to one inbox (expense list). Is there a way to configure this so that each approval user has their own individual inbox, ensuring that only expenses assigned to them are visible for approval?

    4 votes

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  8. The ability to Export Expense Reports in CSV with Line Items and their data.

    8 votes

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    0 comments  ·  Expenses  ·  Admin →
  9. 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

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  10. 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

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  11. 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

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  12. Monthly/Weekly re-occuring expense option to avoid having to add/upload the same receipt/contract every month. This is especially useful for rental contracts (eg. office) where the details remain the same.

    2 votes

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    1 comment  ·  Expenses  ·  Admin →
  13. 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

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    0 comments  ·  Expenses  ·  Admin →
  14. Add short list of most recent expense type below search bar after taking photo. Or a small list of favorites instead.

    1 vote

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  15. Restrict Basic users from being able to unarchive items and Expense reports.

    5 votes

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    1 comment  ·  Expenses  ·  Admin →
  16. Admin users able to request supporting paperwork for transactions without being added to Partner dashboard/console

    4 votes

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  17. Create 2 effortless expense reports reports based on the payment method for the same user

    3 votes

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    1 comment  ·  Expenses  ·  Admin →
  18. 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…

    3 votes

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    0 comments  ·  Expenses  ·  Admin →
  19. 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

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    0 comments  ·  Expenses  ·  Admin →
  20. 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

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    1 comment  ·  Expenses  ·  Admin →
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