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1497 results found

  1. Ability to export the supllier list from the supplier tab including the supplier rules set for each supplier and the last invoice submitted.

    Partner ideally wants to be able to see what category, tax rate and any other supplier rules are set against each supplier as well as details of the last entry.

    99 votes

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    8 comments  ·  Rules  ·  Admin →
  2. Restricting which type of documents can only be submitted in the Costs Workspace

    1 vote

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    0 comments  ·  Workflows  ·  Admin →
  3. Be able to send the report and image via email (pdf) the same as the export option.

    2 votes

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    0 comments  ·  Other  ·  Admin →
  4. Support more than 2 tax components/portions for SIP Partners (like ApprovalMax)

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
  5. Have the option to add items to an Expense Report from within the Archive instead of having to move them to the Costs Inbox.

    2 votes

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    0 comments  ·  Expenses  ·  Admin →
  6. Only allow the system to auto-publish items after they have been flagged by the user.

    1 vote

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    0 comments  ·  Rules  ·  Admin →
  7. 1 vote

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  8. When I have an expense, I do not want the system to give me the option to post to a project that was marked 'completed' in quickbooks.
    Example: I did a project named Anderson 2 years ago. Now I have a new 'Anderson' job, and Dext is still allowing me to post the the Anderson job that was completed 2 years ago.
    Solution: Only show 'In Progress' projects.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
  9. 2 votes

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    0 comments  ·  Design  ·  Admin →
  10. Have the option to set rules/defaults for Expense Reports like default payment method or default publishing destination

    3 votes

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    1 comment  ·  Rules  ·  Admin →
  11. CIS subtotal appearing on CIS invoices

    3 votes

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    0 comments  ·  Publishing  ·  Admin →
  12. File Storage feature update to allow us to choose the preferred location on the drive to save the Dext folders.

    3 votes

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    1 comment  ·  Other  ·  Admin →
  13. Submit receipt back to Author if receipt is not readable. They then get a notification on their app/email that they need to retake photo and submit.

    12 votes

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    0 comments  ·  Extraction  ·  Admin →
  14. 1 vote

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    0 comments  ·  CSV Export  ·  Admin →
  15. The option to make categories not applicable only for Expense Reports and keep the full list visible for individual items.

    5 votes

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    0 comments  ·  Other  ·  Admin →
  16. I would like te export everything on this page layout to PDF

    3 votes

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    1 comment  ·  Expenses  ·  Admin →
  17. Can I pre-populate the Description field? So that when my user makes an entry, they can see the pre-populated text when filling a cost item?

    I want to be able to have the user select the budget. We can pre-populate the description field with all the budget categories. The user only needs to check the correct budget category. But it needs to show up for all new cost entries.

    1 vote

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    0 comments  ·  Workflows  ·  Admin →
  18. The "Automatic Zoom" doesn't work as anticipated. I have to click the pulldown menu to select "Page Width". Can we have the ability to set this as our default setting?

    3 votes

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    0 comments  ·  Design  ·  Admin →
  19. 2 votes

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    0 comments  ·  Extraction  ·  Admin →
  20. Have the option to remove the Report info and Audit Trails info on the right side when opening an Expense Report in order to view the report fully on the page.

    2 votes

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    0 comments  ·  Expenses  ·  Admin →
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