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131 results found

  1. Can you add the reference number on the Purchase Order tab

    1 vote

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    1 comment  ·  Expenses  ·  Admin →
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  2. I would like to set up employees in Dext and automatically pay them (via a connection to our bank account) through Dext.

    15 votes

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    3 comments  ·  Expenses  ·  Admin →
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  3. 2 votes

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  4. 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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  5. 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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  6. 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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  7. 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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  8. A rule which will automatically submit for approval all documents above a certain total amount.

    7 votes

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    1 comment  ·  Expenses  ·  Admin →
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  9. I wish to attach the underlying invoice to the expense report in Dext so that when it integrates with QBO, I have the expense report and the underlying invoice together.

    2 votes

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  10. Automatically send Expense Reports for approval after some time

    2 votes

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    1 comment  ·  Expenses  ·  Admin →
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  11. Creation of Annual Expense Report

    1 vote

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    1 comment  ·  Expenses  ·  Admin →
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  12. 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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  13. Cancel Expense Report approval request

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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    Hi,


    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

  14. I think it would be also good to set an amount limit for a user when creating an expense report

    1 vote

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  15. 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

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  16. Custom export settings. I would like to export all my receipt PDFs with individual names, dates, and dollar amounts ie. " 2023-05-11 McDonalds $25.00 " using the date it has gathered from scanning instead of having a default export name as "company - export date"

    3 votes

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  17. It would be great if we could add additional fields to the new item when Splitting in Dext Prepare.

    1 vote

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  18. 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

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  19. In Hubdoc there is a function where a document that is not an invoice but relates to an invoice - for eg a delivery docket - can be published to Xero documents. It then can be attached to the relevant Bill, with the invoice. There are occasionally documents which I would like to attach to a bill in Xero, but as a separate document, which is what I can do in HubDoc, but it would be great to be able to do it in Dext too.

    3 votes

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  20. 2 votes

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