1498 results found
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approval workflow documentation into quickbooks
Have the approval workflow trail documentation uploaded into QBO online with invoice/expense reports, like what Approval Max does
9 votes -
Access to some, not all users
Is it possible within DEXT to allow an individual user to have access to one or two users' DEXT transactions instead of all users DEXT transactions? e.g. Mary having access to Tom's + Jane's transactions, but not Rory's.
8 votes -
New Suppliers on Fetch
Add more suppliers to Fetch! Specifically main builder merchants such as Selco Builders, Howdens, Listers, Double R Glass
8 votes -
Ability to have the "Costs" page as my default landing page in Dext when visiting a client's profile.
I used to switch clients and immediately be in the "Costs" page. Now I have to do extra clicks to get there as it is going to the Overview page. I would like to be able to set the default landing page for clients.
2 votes -
Sort Approval by Next Approver
To be able to sort approvals via next approver would assist multiple users in our organisation to simply find their own invoices to approve.
3 votes -
Improvement of the 'Multi-Account' feature: Keep history logs (items submitted by/amended by) in the account that is being merged
Currently when two logins are merged, the one that gets deleted is anonymised in all history logs. Everything that user edited /amended on any item in the past shows as "done by Dext Prepare". After the merge, we lost all this audit trail and all the history is now anonymised. This is very inconvenient and could cause issues when trying to track who booked which item to which account etc.
6 votes -
Limit user privileges so that they cannot add a new supplier
Please provide the option (toggle button) to prevent users from adding new suppliers.
41 votes -
Edit expense claims after approval
Need the ability to edit expense claims after they have been approved. There are times when publishing fails due to the details listed on the expense claim (e.g. date is for a period that is locked, or claim supplier name is rejected). The only way to correct is by rejecting, changing, resubmitting for approval, & approving. This causes the approver to get approval notification again, which is not ideal.
3 votes -
US mileage
US Dext Users drive cars, too ;)
5 votes -
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.
10 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.
6 votes -
Name rules
Quicken has an excellent vendor Naming Rules and it would be tremendously helpful to have a similar feature in DEXT!
When DEXT picks up a certain Supplier name I would like to be able to map what it sees to what needs to be used!
Example: DEXT is showing Shopify, I would like DEXT to memorize "when you see Shopify, use Shopify Fees (supplier name) instead." So many names picked up by DEXT are partially correct, a naming rule would expedite the constant human process of looking for the correct name.3 votes -
Cloning Repetitive Mileage claims
Clone a Mileage Claim for repeated Journeys (Just change the dates)
3 votes -
Line Item Detail visible to approver
Line item detail should be visible from the approval window and not require the approver to send back to the inbox to open that detail. Only to have to resubmit and move back to approval window to approve.
3 votes -
Supermarket receipts
Hi. I often go through the supermarket receipts e.g. Tesco which don't have VAT breakdown on them. When the client buys cleaning products, it would be useful to have an option to open a small calculation spreadsheet to work out the VAT amount on those cleaning products. it would also be useful if one could save this with the original receipt as a record of how the VAT was worked out.
4 votes -
Requesting Paperwork in SUpplier Statements
The ability to add in an email address (and maybe recipient name) into the suppliers in DEXT, so that they automatically appear when requesting paperwork through Supplier Statements e.g. below
14 votes -
Show categories for suggested matches on bank rec screen
When suggested matches appear on the reconciliation screen, show the category which the invoice is assigned in the green box, as there is no easy way to see the category without manually finding the invoice.
3 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
8 votes -
email trail also going through to accounting software as attachment
email trail also going through to accounting software as attachment
18 votes -
Tags
Need to be able to use Tags from QBO on supplier expenses. Please add this from QBO integration.
9 votes
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