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1760 results found

  1. Want the ability to edit the template being used to send the paperwork requests

    9 votes

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  2. Integrate with workflow max 2 by bluerock.. thats a great idea :)

    13 votes

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  3. 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…

    6 votes

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    Under Review  ·  0 comments  ·  Approvals  ·  Admin →
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  4. email trail also going through to accounting software as attachment

    14 votes

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  5. I would like to set up employees in Dext and automatically pay them (via a connection to our bank account) through Dext.

    21 votes

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    3 comments  ·  Expenses  ·  Admin →
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  6. 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.

    5 votes

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    Under Review  ·  0 comments  ·  Approvals  ·  Admin →
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  7. Need to be able to use Tags from QBO on supplier expenses. Please add this from QBO integration.

    6 votes

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  8. Please add "project" to the PDF summary export of expense claims.

    5 votes

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    1 comment  ·  Expenses  ·  Admin →
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  9. Include all receipts to expense claims. When an expense claim is posted to QBO, it's posted as a bill with a pdf of an expense claim. Though this expense claim includes all itemized and categorized purchases, it's essential to include the actual copies of receipts as support to legitimize the dollar amounts claimed for audit and managerial purposes. If I have to manually attach every receipt, it's cumbersome and inconvenient for the viewer to open the expense claim and each additional receipt to double check accuracy.

    5 votes

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    1 comment  ·  Publishing  ·  Admin →
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  10. Ability to check multiple in inbox and bulk submit for approval rather than clicking all individually

    4 votes

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    Under Review  ·  0 comments  ·  Approvals  ·  Admin →
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  11. Would like the ability to print and/or pdf the supplier statement image and reconciliation so that it can form part of their workpapers.

    6 votes

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  12. There should be a set "date format" option for supplier rules. I have a specific supplier whos dates are always a mess yet they format it consistently in their invoicing. Dext will not consistently read it.

    92 votes

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    5 comments  ·  Rules  ·  Admin →
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  13. Would like the ability to send the paperwork request to multiple people (cc or direct) so others are informed of the request

    6 votes

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  14. Option to print an invoice straight from Dext, without having to export to PDF first

    89 votes

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    2 comments  ·  Other  ·  Admin →
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  15. Love the new mileage feature but have a client who uses a reduced rate for mileage claims rather than the standard 45p would be really useful to be able to enter the mileage rate manually. Please Dext

    2 votes

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    1 comment  ·  Expenses  ·  Admin →
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  16. 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.

    4 votes

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    0 comments  ·  Approvals  ·  Admin →
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  17. 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.

    2 votes

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  18. If we need to enter an old date we can't just enter 01012024, we have to put in / which is frustrating as in QBO you can just enter the numbers so it's a habit already. Dext gives an error 'Use dd/mm/yy.' it would be useful to not have to add in the /

    3 votes

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    0 comments  ·  Design  ·  Admin →
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  19. Send payment to a vendor from a bill/invoice! Like bill.com or Melio

    58 votes

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    2 comments  ·  Other  ·  Admin →
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  20. Currently approvers cannot see information related to "Tracking Categories" for Line Items when approving bills unless they click on the "Edit line items" button in the details tab, which is far from ideal as this is a key part of the approval process and approval workflows.

    3 votes

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    0 comments  ·  Approvals  ·  Admin →
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