174 results found
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More than one expense approver, 2 step approval process
Be able to select more than 1 approver for bigger expense reports, to have the approval of both assigned
8 votesHi there,
Enhanced approvals for expense claims were released last week 🎉.
If you're an admin, go to settings to set up an approval workflow for expense claims.
More information can be found here https://help.dext.com/en/s/article/expense-claims-approvals
Enjoy
Anna
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MileIQ
Look at mileage IQ which is a software that tracks mileage cars.
1 voteHi there,
We recently released out new mileage feature in Dext 🎉
Take a look at how to set it up here https://help.dext.com/en/s/article/mileage
Please do let us know how you get on and how it compares to MileIQ!
Enjoy
Anna
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Option to make description and note searchable
Can you introduce an option to search by description and/or note in the archive option please? As there is no option to input a job site, I use the description and note to enter the job site. When I have to look up a site, I can't search by either of these options.
If an option can be input to enter job site/job code/ project name that we can search also, that would be even better.
Thanks.
243 votes -
Expense Digital Signature
Ability for an Expense Approver to be able to digitally sign or initial an expense
5 votes -
Cancel Expense Report approval request
Cancel Expense Report approval request
2 votesHi there,
Enhanced approvals for expense claims were released recently 🎉
This includes the ability to cancel an approval request, by clicking 'Edit'.
If you're an admin, go to settings to set up an approval workflow for expense claims.
More information can be found here https://help.dext.com/en/s/article/expense-claims-approvals
Enjoy
Anna
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Email notification when an item/expense report is send via email
Ability to receive an email notification when an item/expense report is send via email.
14 votesHi there,
Enhanced approvals for expense claims were released a couple of weeks ago 🎉.
With the new version, email notifications are sent to approvers.
If you're an admin, go to settings to set up approval workflows.
More information can be found here
- https://help.dext.com/en/s/article/expense-claims-approvals
- https://help.dext.com/en/s/article/costs-approvals
Enjoy
Anna
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Blend of sales & costs and bank feed options
All our sole traders have cash transactions along side the bank transactions. A lot of the time they lack real paperwork so we need the bank feed option but we also need to have the ability to add in cash sales and costs, a blend of the two options you currently have. I can't think of a small trader that does not have cash along side their bank transactions so I imagine HMRC would be very keen for this fucntion as well as a pure bank feed is not sufficient.
Fingers crossed you guys are already all over this and…1 voteAccess to both Sales, Cost and Bank workspaces is now live in Solo. Many thanks for your feedback!
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Send PDF directly to DEXT
I can send a PDF directly to an email, messenger or an app, why can’t this option be available for DEXT? Seems a pretty basic and requirement for DEXT users, cannot believe I even need to suggest this
1 vote -
Uploading .heic format file
To have the ability for clients to upload .heic type of items in Dext Prepare
70 votesThis is now supported, thanks for the feedback, update your app if you are not on the latest version and we have also made it easier to share images and PDF's to the Dext App via the share action.
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iPad Native App for Dext
Please redesign the app to function natively with iPad - I spend a lot of time in Dext and it seems silly that I can only use the iOS app in iPhone mode / display (unable to use over half of the screen in landscape mode)
1 vote -
2 votes
Hey everyone,
Thank you for helping us improve the product.
This has now been completed as part of the enhanced Dext experience. You can add a flexible column for "Upload date" from the gear icon in the top right-hand corner, and also search by upload date range, using the "Advanced Search".
Any further suggestions are welcomed.
All the best,
The Dext Product Team
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remove user from the Partner account from the Approvers list
remove user from the Partner account from the Approvers list
3 votes -
Send email notifications to users after their Expense Report has been approved.
Send email notifications to users after their Expense Report has been approved.
31 votesHi there,
Recently we released enhanced approvals for expense claims. With the new version, users will be notified when their expense reports have been approved.
Head to the new Approvals section in settings and set up workflows for Expense Claims to use the new version.
Feel free to reply with any questions.
Enjoy
Anna
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Bulk edit tax rate
Is there any chance we can request that the option to edit Tax Codes can be added to the Bulk Edit option?
I’ve got a load of foreign currency items, paid on a personal card that I need to process and these are picking up the local tax, which needs to be changed to ‘Zero Rated Expenses’ before I publish to Xero. I really expected this option to be there on the Bulk Edit and was pretty disappointed when it wasn’t. Would save me oodles of time.
6 votesHey all,
Thanks for your suggestions.
As part of the improvements in the enhanced Dext experience, we added the option to bulk-edit the tax rate on items.
To do that, just check the tick boxes on the left >> "Tools" >> "Bulk edit" and choose the desired tax rate from the drop-down menu >> click "Bulk edit" to apply the rate.
Any feedback is welcome.
All the best,
The Dext Product Team
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Sorting Expense Report entries via Approval Status column
Under Expense Reports -> Inbox, can you please enable to Sort based on the column "Approval Status". Currently, It is very hard to navigate which expense reports I have yet to approve, and this would make it significantly easy. It should hopefully be a relatively easy feature to implement on your system.
5 votesHi,
We have updated the expense report screen so you can filter by approval status. After you have navigated to the expense report page, select Advanced in the search bar, and you can select the approval status you want to filter by. You can also sort the column by status as an alternative.
Thank you for your feedback, feel free to reach out with any further comments you have
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6 votes
Hi there,
Approval workflows for cost items and expense claims were released a couple of weeks ago 🎉
With this new version of approvals, approvers will only see the items that require their approval in the approval tab found in the inbox. They'll also be emailed when items need their approval. Please note - admins will still have the ability to see all approvals though.
If you’re an admin, head to settings and set up approval workflows from there.
More information can be found here:https://help.dext.com/en/s/article/costs-approvals
Enjoy
Anna
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Report incorrect supplier extraction mistake
Option to report an error where an invoice has been assigned to an incorrect supplier
1 voteWe automatically track when you have to change fields its a measure we use to train our AI so there is no need to report these.
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calculator
The feature of having a calculator within the create line items would be a great idea. Xero uses this feature within its sales and purchase invoices and it really helps to speed up the processing.
43 votesHello,
We're thrilled to announce that the Inline Calculator is now available to all users! Say goodbye to manual calculations and enjoy a more efficient workflow right within Prepare.
For instructions on using the feature, please refer to this article - https://help.dext.com/en/s/article/how-to-use-the-inline-calculator
Thank you for your support, and valuable feedback that made this possible
Best regards,
Prince Obode
Product Manager
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Ability to choose separate email to receive billing/subscription notifications
Development of an ability to set a separate email for Dext subscription and billing notifications, not visible to all the administrator users in the account.
46 votesYou can now use the Client admin role at practice level (or the User Admin role for business users) to grant a user ALL administrative rights except for access to the Dext subscription and billing notifications. For more information on our new roles, you can refer to this article here: https://help.dext.com/en/s/article/roles-permissions
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Single login for multiple companies. Switch between companies in the Web App.
Instead of logging in and out Receipt Bank accounts, be able to log in once and switch between accounts via single login.
539 votesI'm excited to announce that Dext's Multi-account management feature is now live! We've solved the pain of managing multiple logins for separate accounts.
Merge login credentials, add new users, and create new accounts directly within the product. Check out our latest blog from one of our own, Mustafa Roomi for more information. https://dext.com/en/resources/accounting-news/multi-account-management-a-first-look-at-our-long-awaited-feature
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