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  1. I'd like to be able to autopublish all except for items uploaded by one particular user as all of their items will need to be added to Expense Reports.

    Another alternative would be to prioritize adding items to Effortless Expense Reports to happen before the act of autopublishing.

    9 votes

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    0 comments  ·  Expenses  ·  Admin →
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  2. We have just realised that expense reports can have additional items added to them after they've been approved and can be published without further approval. This doesn't make sense to me and I would love to gain an understanding about how this function works.

    32 votes

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    0 comments  ·  Expenses  ·  Admin →
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  3. I'd like to be able to see the Project assigned to items within an Expense Report without having to drill down to each item individually within Receipt Bank

    17 votes

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    1 comment  ·  Expenses  ·  Admin →
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    Hi,


    We have added the ability to pick and choose which columns you would like to see on the expense reports page.


    Once you are in an expense report, select the cog above the transactions and you will be able to select tracking or project categories.


    We are also looking at implementing this for downloadable reports soon, and will add the 'Customer' field soon as well. 


    Feel free to reply with any further feedback while we are adding the remaining refinements

  4. Hi. If we have an employee that sent an expense report claim to the wrong approver, can we have the option to reverse this?

    126 votes

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    6 comments  ·  Expenses  ·  Admin →
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  5. When viewing an Expense Report which is unable to publish due to an item error can we please cause it to highlight the item in question to make it easy to identify and fix

    10 votes

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    0 comments  ·  Expenses  ·  Admin →
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  6. Simple bill approval system integrated into Dext Prepare. Mark an item as requires approval - Mark user who can approve (can be saved for automatic fill-in for this supplier) - it shifts the bill to a new list (awaiting approval) - send that user an email to tell them it is there.

    They logon, click approve and it sends the bill to the normal awaiting export list, hey presto simple, no need for comments or anything like that.

    At the moment, I have to export the image, email it, await email confirmation etc, difficult to keep track of.

    152 votes

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    13 comments  ·  Expenses  ·  Admin →
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  7. Sometimes not all items in a receipt are reimbursable so it would be nice if you could make it possible to only add the lines that need to be reimbursed to Expense Reports .

    22 votes

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    1 comment  ·  Expenses  ·  Admin →
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  8. Can expense approvers see all receipts in RB? Or they can only see all expense reports that have been generated? Is it possible to limit approvers to see reports that are for them to approve rather than all others' reports?

    50 votes

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    0 comments  ·  Expenses  ·  Admin →
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  9. We have expense approvers who approve only their direct reports. At the moment if they have the user type expense approver they have the power to view all submitted items. We need the option to set an expense approver user to only view the items for particular users under the multiuser account not everyone.

    96 votes

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    12 comments  ·  Expenses  ·  Admin →
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    Thanks for giving feedback to Dext. This is currently under review as part of us reviewing the way expense are approved in Dext. Stay tuned for further updates. 


    Simon

  10. Approver's name of the expense report to be displayed when downloaded via PDF

    44 votes

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    Under Review  ·  1 comment  ·  Expenses  ·  Admin →
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  11. A way for the invoice/receipt to automatically be attached to the expense report in the integrated software, not just as a link in the PDF.

    183 votes

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    10 comments  ·  Expenses  ·  Admin →
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    Hi there,


    The ability to include source document images within the Expense Report PDF export is now live. Select 'Report with receipts' on the detail level in the PDF export screen. See screenshot attached.  


    Including images in your accounting software with the published expense report has not yet been worked on, but we are aware of it. 


    Hope this helps!

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