33 results found
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Adding reminders for the approvals
Reminders to approve an invoice after x amount of days... if not approved by x amount of days then moves to their manager for approval. This would take away the need to micro manage the approval workflow process.
62 votesHi all,
Anna here from the product team at Dext.
We have prioritised this request and will start work on it within the next few months.
To help us shape the right solution for you, I'd like to know a little more specifically about what you need.
- What are some specific examples of how you'd use approval reminders? For example "For this workflow, I want to automatically email approvers every 3 working days until they have approved" or "For this specific user, I want to automatically email this specific approver every Tuesday until it's approved"
- On that note, where should the approval reminders setting live in Dext? Perhaps on the approval workflow level, where admins can control the setting. And/or on the user profile, so individuals can choose when they are reminded.
- Are there any additional approval reminder controls you think we should be thinking about? Please note, we may…
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We should be able to filter the approvals list to show just those which apply to us
When i go to my approvals tab I get a listing of every bill that need approving. It would be very useful to have an option to see just the ones which are relevent for me.
24 votes -
Manual approval request
manual assignment for approval not on a workflow
26 votes -
Invoice by Invoice approval
It would be great to assign invoice approvals by invoice, and not just GL account.
15 votes -
Approvals by expense submitter
It would be very useful to be able to set up an Approval Workflow based on the user who has submitted the expense.
In some situations a manager of a department needs to approve the charges one of their team has made. There may be 5 receipts from Staples in Dext, but as a manager I only need to approve the Staples purchase that was made by MY admin, not the staples purchases made by other departments. Therefore, being able to set up an approval workflow that includes the submitter would separate out the Staples purchase that needs my attention…
18 votes -
Bring Filter & Search Function to the Approvals section
Currently, the invoices in the "Approvals" section are static, lacking the ability to filter or search for specific items. It would be greatly beneficial to incorporate the same filtering and search features available in the "Inbox" and "Ready" sections into the "Approvals" section. This enhancement would significantly improve efficiency and ease of use.
14 votes -
Bulk submit for approval
Ability to check multiple in inbox and bulk submit for approval rather than clicking all individually
12 votes -
Approval Workflow based on Customer
We have a client that approves based on which salesman is assigned to a customer/job. If we could trigger approvals based on the customer, they could stop using a competitor's software and keep all of their workflow in Dext.
7 votes -
Increase the amount of workflows and/or amount of options within the workflow
We have quite a number of suppliers and normally set the approver by supplier. In a lot of cases we have more than 50 suppliers being approved by one individual and this means that we have to use more than one workflow for one approver. We have now exhausted the amount of workflows available as this appears to be limited to 20.
6 votes -
Sort columns in Approvals
Please provide a sort option in Approvals
4 votesHi,
This will be ready in the next few weeks.
Thanks for voting!
Anna
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Have the Ability to send for Approval or Publish
It would be good if the main person processing invoices had the choice to either send for approval or Publish. eg we have certain invoices which can be published straight away such as invoices with a PO or Utility invoices but at the moment we have to send all invoices for approval.
4 votes -
approval workflow documentation into quickbooks
Have the approval workflow trail documentation uploaded into QBO online with invoice/expense reports, like what Approval Max does
4 votes -
Additional conditions for workflow
Love the expense workflows. I'd love to see exceptions. e.g. if a certain manager submits something it skips the workflow. Seems silly that a manager submits the receipt and then has to "request approval" then go and approve of their own expense.
7 votes -
Users in workflow approval
For Workflow Approval: Please we need to Assign a user in the practice as the manager of the users in the client account by adding them to the approval workflow. thanks for considering this feature.
4 votes -
Filter by Project in Approvals
Ability to filter by Projects in the Approvals view so when exporting documents you can do it per project
7 votes -
Total value for cost invoices in approvals (Or inbox)
An Export or total value amount in approvals for quick reference on in progress values
6 votes -
Approvals should be able to edit the details coded for the invoice.
Approvals should be able to change the category or details that's coded to the invoice if it was incorrectly added by Dext or the person requesting the approval.
3 votesHi there,
Anna here from the Dext product team.
We have prioritised this improvement and will begin work on within the next few weeks.
I'll let you know when it's ready.
Thanks for taking the time to ask for it!
Anna
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Approval Conditions
Approval Ranges would be very useful for many of our clients.
Example: If the amount is greater than $100 and less than $15,000 User A must approve.
6 votes -
Add more than 20 approval workflows
Not an idea... but a request. 20 Workflows isn't enough for my org. We need closer to 50 to serve our needs!
2 votes -
Users should be assigned ROLES so that workflows can be created according to role
Roles should be able to be assigned to standard users, and workflows created around that. These roles should be bespoke (e.g. Submitter, Approver level 1, Approver level 2, approver Level 3 etc) Then workflows can be created so that someone with Approver Level 1 would have their expenses approved by someone at approver Level 2 etc.
2 votes
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