49 results found
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Limit user privileges so that they cannot add a new supplier
Please provide the option (toggle button) to prevent users from adding new suppliers.
33 votes -
Remove the ability for expense approvers to see all documents within Dext.
Please remove the ability for expense approvers to see all documents within Dext.
We have several approvers of expense claims but have had to remove this function for our company, when we realised that these approvers could see all invoices/ receipts from all users. This means that they can see confidential invoices such as solicitors or accountants invoices, these should be seen on a need to know basis and not by a line manager of a small team. These approvers can also see the archive so even if you process the invoices quickly, they can still go and see them.…10 votes -
USER ADMINS CANNOT PUBLISH TO ACCOUNTING SOFTWARE
URGENT! I want my clients that are business owners to be user admins but not publish to the accounting software as our clients hit all kinds of buttons and mess things up. Previously they were “expense approvers” that could be selected to not publish. This is very important for myself and other dext users.
3 votes -
Standard Users should be able to view other user's items and code them
The Standard User role should have the option that the user can see other people's items. There's too much of a jump between standard and admin as the standard users shouldn't be able to change settings, add users or amend workflows
2 votes -
Expense claim - Special user privilege just to submit receipts for claim
As we aim to encourage all employees to submit their claims through Dext, we’ve encountered a challenge: the lowest access level currently requires users to input extensive information, such as GL and Class. It would be beneficial to create a new user type specifically for claim submission, allowing users to submit claims without needing to see or enter these detailed accounting details. This would streamline the process and enhance user experience.
2 votes -
Permissions to colleagues regarding expense claims
Ons must be able to set up collegues as users with limited access on related partner companies to be able to only submit expense claims.
2 votes -
Add User restrictions
Permissions that restrict a user from being able to access the sales module
1 vote -
Audit Trail Report by User for a date range
Dext Prepare - Audit Trail Report by user for a date range
The goal is to see what actions an individual user has performed on Dext Prepare for a specific date range. This would be similar to the History by user report in Xero that shows the type of action (e.g. add item, edited item, archived/deleted item, published item) along with the date/time of the action and allow a link to the item to investigate further. This will allow us to investigate what a specific user is doing to identify training needs to improve their use of Dext Prepare.2 votes -
Restrict basic user to accessing dext via website... allow basic user to login & submit document via app only
Restrict basic user to accessing dext via website... allow basic user to login & submit document via app only. T
2 votes -
Ability to view other team member documents
It would be really helpful if people could be given permission to see the documents that are processed by other members of their team, without having access to all people
5 votes -
More options to customize user roles - eg. give non-Admins access to Bank Feed/Request Paperwork
I only just realized that an "Expense Approver" user can't see any of the Bank Feed info, or use any of the Request Paperwork functionality?? This would be a huge benefit to my clients (especially the ones who have their own company credit cards), but I don't want to make them all Admins just so they can have access to paperwork matching features, and I don't want to have to go through the Paperwork Match feature (which doesn't work that well) and figure out for them which things are missing when it would be way easier for them to know…
1 vote -
Curated User Profiles: Admin, Accountant, Supervisor, Basic User
Having different profiles for different users will help streamline the functionalities open to each user, this would ensure message would be catered whether it is end user or Subscription owner.
Have issues where payment failures are submitted to all Admins, however for this particular Partner, main issue is one of our clients have is that they need some users to have supplier rule management. While ideally we want all our customers to pay on time, however, this is flagged that there could be more curated profiles and a need for something like that within an organization.
Another example is that…
3 votes -
Verification
Get rid of the verification it is a hindrance, or at least make the tick box (remember this device for 30 days) work
2 votes -
Duplicate Item Review by End User
Allow the End User to determine whether a duplicate expense entry is correct or not. With the current set up, the End User is unable to get similar looking expenses into the system and it's quite frustrating needing to wait for the Admin to review and approve. First they must notify the Admin that they are having this issue, then the Admin needs to approve the duplicate item, at which point the End User needs to return to the app to complete the data entry. This process is extremely inefficient.
There can be two layers of review for duplicates if…
2 votes -
restrict Admin users to see only certain users
restrict Admin users to see only certain users, not have access to all via the My Team menu
3 votes -
for certain users to be able to see documents only relating to their Xero tracking category
for certain users to be able to see documents only relating to their Xero tracking category, not all items and not only the ones they've submitted (Basic user)
3 votes -
Bulk select items for editing and then stay selected after editing
- Ability to bulk select items
- After selecting a number of items and then bulk editing, ensure that the items stay selected after editing. Currently have to reselect all the items again to then be able to bulk publish.
2 votes -
"Owner" email
Dear Dext, love your product! I had a situation where I set up a client account and immediately added one of the business's names/email address. This made that person the "owner", and caused issues when I was uploading documents, as I had a choice of owner or none. Being new to Dext I did not change the the dropdown to none b4 I realised this. I went to change the "owner" to collegue (dont know if I have the right wording here), but found I couldnt. This caused me no end of stress as I own the file, pay for…
1 vote -
Option to edit details of the pending invitation
option to edit details of the pending invitation
1 vote -
Users to be set to see only particular User's items.
The ability to restrict or allow Users to see the submissions of other Users but not all or only their own.
Item access of one User only to another particular User.
11 votes
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