174 results found
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Ability to assign %'s to line items and have the system automatically calculate the amounts for net, tax, and gross
Many of our expenses need to be split between different classes/locations by % instead of by transaction. It would be great if we could assign percentages to the invoice total and have the system automatically calculate the amounts for Net Amount, Tax Amount, and Gross Amounts.
3 votesThis is already possible with smart splits (Supplier Rules) and we also added the inline calculator https://help.dext.com/en/s/article/how-to-use-smart-split
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Editable Expense Report PDF
Right now the expense report document when you export it to PDF is quite hard to read. The font is very small and there's barely any room to sign, plus if you have a lot of receipts attached to one expense report it will not spread it over two pages, but will just squish it all into one page which makes it so small its unreadable. Would really appreciate an editable expense report form that you can control font size, column sizes, signature lines etc... to make it more feasible to use.
10 votes -
4 votes
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Easily see who the approver is
Have a field for approver rather than hovering over waiting for approval for find out who's still needs to approve. & provide a reporting tool for administrators who need to chase up people who need to approve
2 votesHi,
We have now added an optional approver column which you can use by selecting the table cog, and selecting "Approver".
Thanks for your feedback and please do reach out with any further queries.
Many thanks
Vikash
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24 votes
Hi there,
We released a fix for this 🎉
The enhanced expense claims approval experience, which was launched this week, will let you reject expense claims.
Just go to settings to set up new workflows for the new expense claim approvals.
Enjoy
Anna
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Use Advance search for line items
The ability to use Advanced search to locate items by searching for criteria in the line items.
37 votesWe recently released Document Content Search that improves the search feature and allows you to search within Line Items. Use the existing search box. Please check it out and as always share any feedback.
Thank you,
Simon
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Change the PDF view of Expense Reports
The various accounts/categories are listed as columns on the right hand side. As there are more and more lines this will make the report harder to read. Can you have one column with the heading "account or category" and all the accounts listed below it? Also the columns listed as "project" & "project 2" should be classes and locations. Can this be fixed as well?
1 voteHi everyone, this week we released a new layout to the Expense Report PDF export which has the following improvements:
- Categories are now summarised at the top so that the font doesn't get smaller when there are more categories
- The font is darker and easier to read
We are also working on this ability to choose the order of items in the expense report, as we know not having this is a frustration at the moment.
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Create and add to Expense Reports in mobile app
It would be really useful for me to assign items to an expense report from the mobile app - before and/or after processing. Including creating a new one
300 votesHey All,
We’re very excited to announce that the whole end-to-end Expense reports flow is now available on Mobile.
Users can now create new Expense reports, add items to already-existing ones and approve them with a few simple steps.
For more information, please have a look at the following articles showing how to create an Expense report and how to approve it using the Dext Prepare Mobile app.
https://help.dext.com/en/s/article/how-to-create-an-expense-report#create-app
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More submission methods for Sales Invoices
Currently, we can only submit via direct upload
279 votesHi there,
Good news from the Dext product team: The Sales space is now available for the Dext mobile app!
With the latest mobile improvements, users can now access the Sales space in the mobile app, and submit sales items. You can access the sales space next to the cost space at the bottom of the screen.
When capturing an item, you can change to a cost or a sale using the dropdown in the bottom left of the capture screen.
For iOS users:
The update is rolling out across all iOS users this week, and your sales space should appear shortly.
For Android users:
To access the new Sales space, Android users must opt-in to the newest version of the app. This Android app update also includes a host of other improvements, such as a better view of your receipts, and an archive of submitted items.
Read more…
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TPAR reporting in Quickbooks Online
Dext does not currently have the feature that can process details of the Taxable Payments Annual Reports (TPAR) for QBO integrated accounts. You also don't have the field to store the details. - this is not good enough - its just been bought to my attention on this - this is urgent that this gets looked at
6 votesHi,
Thanks to your feedback we have now implemented support for TPAR in our Quickbooks Online integration. Please ensure you have TPAR enabled in Quickbooks for the client's company and that you have enabled TPAR for that vendor in QBO. Once you've done that, you'll see a toggle for TPAR on all items belonging to that supplier and also on the supplier rules if you'd like to include all items from that supplier in the TPAR.
Thanks again for your feedback.
Kind regards,
the Dext Product team
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Option to Re-approve an expense report should there be any changes to an approved expense report
We have a case where a user was able to add additional expense item to an approved expense report in Dext. The approver did not get a notification on this change. For tighter controls, can we suggest that approver gets a notification should there be any changes to an approved expense report and has an option for re-approval?
11 votesHi there,
We released a fix for this 🎉
The enhanced expense claims approval experience, which was launched this week, will 'lock down' expense claims that are submitted for approval so no new items can't be added. Expense claims can also be retracted from the approval process too, by clicking 'Edit'. We've also introduced a 'reject' button!
Just go to settings to set up new workflows for the new expense claim approvals experience.
Enjoy
Anna
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An ability to publish Sales documents as paid to Xero
An ability to publish Sales documents as paid to Xero
4 votesHi there,
Thanks so much for your suggestion, I am pleased to say this feature has now been released!
- Users with Xero integrated accounts can now publishing sales items as paid
- This works the same as publishing a cost as paid
- Help documentation for this feature can be found here: https://help.dext.com/en/s/article/how-to-publish-items-as-paid-to-xero
Kindest regards
The Dext Product Team
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invoice approval
approve/ disputed marker
15 votesHi there,
Cost invoice approvals is now available on the web and in the app 🎉.
If you're an admin, go to settings to set up an approval workflow.
More information can be found here https://help.dext.com/en/s/article/costs-approvals
Enjoy
Anna
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A camera that can scan
So the trouble with the extraction process in many of my cases is that when I take a photo of A4 receipts Dext Prepare can’t recognise the small print due to it being SNAP further away to fit all the important information it. So an idea I put forward is having a scanning feature similar to ‘Adobe Scan’ so you can crop the document and clear any blurriness so recognising the text in the extraction process for A4 documents can be done easy with out manually entering the key information.
6 votesIn the Mobile App Settings we have added 'Camera Shot Suggestions' with this turned on you can use the functionality to select and crop to to what is needed. We also look to see if it is blurry. See attachment
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Publish only after expenses are approved
Make the "Publish" button dependent on the approval process and don't allow reports to get published, before they are approved.
2 votesHi there,
Enhanced approvals for expense claims were released a couple of weeks ago 🎉.
In the new version, you will only see the publish button once all approvals are complete. You can also set up 'Auto-publish' once items have been approved, so you don't even need to click publish!
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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Advanced Search in Expense reports
Since the expense report list screen has been changed, it is not harder to differentiate at a glance expense reports that have been approved vs those not yet submitted for approval as both are eligible for publishing. Please allow to search or sort by the Approval status. I want to be able to filter the list of expense reports for only those that have been approved. Another option would be to have a notification box at the top of the screen when viewing the expense report detail to show whether it has been approved. Similar to the current waiting for…
3 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.
Many thanks,
Vikash
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11 votes
Hi,
We have now added the option for you to customise the columns in an expense report on screen. You will see the cog similar to the cost or sales inbox, where you can select or de-select columns.
Attached is an image showing which options are available.
Please feel free to reach out with any questions or further feedback as we are working on improvements in the expense report space.
Thank you for your feedback, it has helped us improve your experience!
Vikash
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Mileage tracking
Trips w mileage tracking
84 votesHi there,
This week we released the new mileage feature on Dext on web and mobile 🎉
Add vehicles, passengers, to and from locations or just distance travelled and Dext will automatically calculate the claim based on government approved rates.
Enjoy
Anna
Enjoy
Anna
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Automatically expand notes box as more information is entered
'Note' text box should automatically expand downwards if the contents go beyond the default 2 lines.
Currently, if you type more than 2 lines, you can only view the information below if you manually expand the text box, or scroll down.
Often it is not clear if there is more information below the 2 first lines, especially if listing things on separate lines.1 vote -
QBO Project Visibility in Customer Dropdown menu
With the customer dropdown when integrated with QBO - using projects: it would be very helpful to have the Customer:Project show up in the dropdown list rather than having each project broken out as its own customer. We need the connected hierarchy visible.
4 votesThanks for your feedback. We have made it more clear when an entry in the customer list is a sub-customer of a given customer. All projects are sub-customers in Quickbooks Online so the new tooltip marking sub-customers in the customer list will help to identify them.
This help centre article has screenshots to further illustrate:
https://help.dext.com/en/s/article/how-to-use-projects-in-quickbooks-online
Thanks again for your feedback.
Regards,
The Dext Product Team
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