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  1. Automatically send Expense Reports for approval after some time

    2 votes

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    1 comment  ·  Expenses  ·  Admin →
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  2. 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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  3. 2 votes

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  4. 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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  5. Ability for an Expense Approver to be able to digitally sign or initial an expense

    2 votes

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

    2 votes

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  7. Have the option to disable line item creation for e-invoices as they are created if there is readable line item information on the e-invoice itself.

    2 votes

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    Under Review  ·  0 comments  ·  Expenses  ·  Admin →
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  8. without putting it to expense reports, could we create a remittance from the archived or cost functions?

    2 votes

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  9. Have the option to add items to an Expense Report from within the Archive instead of having to move them to the Costs Inbox.

    2 votes

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  10. Have the option to remove the Report info and Audit Trails info on the right side when opening an Expense Report in order to view the report fully on the page.

    2 votes

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  11. The Ability to set you own cut off dates on Effortless Expense reports (more than a month in the future)

    2 votes

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  12. Have the option in settings to show a column with “net amount”.

    2 votes

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  13. 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

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  14. Existing expense reports (end date passed) not editable or limit the possibility to add additional documents in it.

    2 votes

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  15. I would like te export everything on this page layout to PDF

    2 votes

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  16. When adding receipts for a specific project/asset would be good to have the function to set a default so you don’t have to assign each expense individually?

    2 votes

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  17. Our staff travel a lot and we are now moving to a per diem rate for travelling. Is it possible to set the rates in Dext as per HMRC guidelines? So that staff can raise a claim in Dext for days they are claiming for and the countries that we visit the most? Or does it have to all be done manually?

    2 votes

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  18. Make the "Publish" button dependent on the approval process and don't allow reports to get published, before they are approved.

    2 votes

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  19. It would be ideal if when uploading a credit card receipt , the field supplier would be optional. This would help to not to create additional suppliers card files in the accounting system

    1 vote

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  20. We pay our staff a per diem rate (part or full day) while travelling and don't require receipts. It would be great to be able to add these to Dext expense form - we currently have to use another expense form to include these costs for approval.

    1 vote

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