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73 results found

  1. I would like to search an exact amount (total amount) without having to put in min and max amounts.

    9 votes

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    0 comments  ·  Workflows  ·  Admin →
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  2. Seems that when user are apllying a Category in the Mobile app, the full name of the Category and subcategory does not show and they are not able to make difference in the subcategories. A toggle for an option to turn on and off the relation will be helpful in this case

    9 votes

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    2 comments  ·  Workflows  ·  Admin →
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  3. I work with businesses in Canada who have to report on two taxes on purchases - GST and PST. Currently Receipt Bank isn't built to work with two taxes meaning I have to use workarounds for some items and it takes up a lot of my time.

    9 votes

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  4. 7 votes

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    1 comment  ·  Workflows  ·  Admin →
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  5. To assign a certain supplier to a certain member in the team for them to approve the invoices/expenses, by them getting an email reminder that there is invoices in ‘Dext’ to be approved

    7 votes

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    1 comment  ·  Workflows  ·  Admin →
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  6. 7 votes

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  7. The option to sort Suppliers into different folders.

    6 votes

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  8. Be able to add a page (image) to an extraction already in Dext before publication or be able to combine two submitted documents into one. Example, an invoice and its proof of payment

    6 votes

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    2 comments  ·  Workflows  ·  Admin →
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  9. The Advanced Search feature should show up on the search function as soon as you go into the supplier list, not once you go into the archive view for a specific supplier. It would be nice to search ALL entries for a particular date range either by all users or a particular user. You can do it once you go into a specific supplier archive view and just remove the supplier name at the top, put in the date range, and user name but it should be easier to find than that. I would like to be able to search…

    5 votes

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    1 comment  ·  Workflows  ·  Admin →
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  10. Hi Dext,
    In the customers list there is a Visible button. Please create a bulk "visible/hide" button. I would like to bulk hide customers and select only the few that I wanted visible. That would be much faster than what I just did of individually going down the long list of customers and hiding them one by one. Thanks so much! I hope this happens in the future! Have a wonderful week :)

    5 votes

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    1 comment  ·  Workflows  ·  Admin →
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  11. There needs to be navigation buttons at the tops of the page, not just the bottom. For instance, when I'm on a report or a supplier list, I have to scroll all the way to the bottom to change pages. They should be in both places for efficiency.

    5 votes

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    1 comment  ·  Workflows  ·  Admin →
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  12. I would like to forward invoices to another app that does payment process but it has to be forwarded in PDF from a known email (that I can identify) to this other app. This other app will process and pay the invoice. So I don't want to be downloading individual invoices and then manually emailing from my email account manually. Is there a way I can find out the email address my DEXT account is sending the email from? In addition to that, I need to identify the email address Dext is sending the pdf from. It has to be…

    4 votes

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  13. I am at the tipping edge of finding an alternative to Dext. I don't understand how Dext thinks it's OK to add/remove features that affect their user's workflow and client feedback without informing them. It doesn't look good for my practice or Dext.

    4 votes

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    1 comment  ·  Workflows  ·  Admin →
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  14. As an administrator and financial controller, I need to be able to 'send back' a submission to a user, from within the interface. Right now, if someone submits an order confirmation instead of a receipt, I have to d/l the confirmation, delete it from Dext, and email the submitter asking them to correct the documentation.

    3 votes

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    1 comment  ·  Workflows  ·  Admin →
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  15. 3 votes

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  16. The problem is a quick way of filtering down the list to navigate your way to all supplies that begin with a particular letter. For example H you have to scroll on every occasion an amendment is made, if you are updating the information on DEXT as the systems returns you back to A each time. This is tedious.

    3 votes

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  17. Adding multiple projects to a single receipt with several line items

    3 votes

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  18. 3 votes

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  19. When Dext exports a document to WorkflowMax, the document name defaults to Dext ref number. I suggest this should be the invoice number and supplier name so that it is easier to locate on Workflow for non Dext users.

    3 votes

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  20. Filter by suppliers so that you can exclude certain vendors

    3 votes

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