220 results found
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Bio-metric login
Bio logins are in almost every other app that I have used. Even your competitors. If it is in this one, I have not been able to find it.
2 votesThis is now available in the mobile app.
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To have a column in the Expense Report Details page for each item's Invoice Number/ Document Reference number.
I was saying that under Expense Report page. The ITEM ID column is very redundant to me as it serve no purpose of my invoice referencing. Can it be change to Invoice number instead?
2 votes -
Extract location/projects to assign automatically on the invoice
Have a way to extract location and classes (QBO) on the invoice as when you have several locations for one same supplier, it would be very useful to have it assigned automatically on the invoice.
Otherwise, we are losing time to go back to the invoice and change it manually
As for now, we can only assign one location to a supplier's rule.15 votesWe now predict classed (QBO) and Tracking Categories (Xero) thanks for providing the feedback to make this feature better.
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Assign a certain supplier to a certain member for approval
To assign a certain supplier to a certain member in the team for them to approve the invoices/expenses, by them getting an email reminder that there is invoices in ‘Dext’ to be approved
7 votesHi there,
Approval workflows for cost items was released a couple of weeks ago 🎉
This new features offers the ability to route approvals by supplier, category, time type and projects. Approvers will be emails and they can see everything they need to approve in the new Approval tab in the inbox.
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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Control over font Format of downloaded expense reports
The font in the report is not dark enough to read. When Expense reports are downloaded as pdf, I download to email and the recipients complain the text of the report is too faint to read, or when printed is too faint to read
Also my criticism of the text being too light. I appreciate that the development team must address this but it would be nice to have control over report structure
As I must email expense reports to those that approve payment, it's most concerning that they complain about the report being difficult to review. I don't like…
13 votesHi all,
We recently released a new PDF export of Expense Reports in Dext which has much darker and larger font as well as a clearer layout.
Hopefully this solves your problem, feel free to reach out with anything else.
Best,
Anna
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Expense approver user hierarchy
We have expense approvers who approve only their direct reports. At the moment if they have the user type expense approver they have the power to view all submitted items. We need the option to set an expense approver user to only view the items for particular users under the multiuser account not everyone.
104 votesHi there,
Enhanced approvals for expense claims were released last week 🎉.
With the new version, only approvers or admins have the right to view other people's items. You can also route expense claims to the user's manager too, who will only be able to see items that have been sent to them for approval.
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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Add pdf from phone app
At the moment the app only lets you take a photo and upload that.
Please make it able to click through to an iCloud or google drive folder and add from there too.
22 votes -
7 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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Upload receipts from your phone gallery for online receipts
Have feature to add receipts from your phone gallery to attach recipts where you have paid for parking online.
3 votes -
Link from Xero to Dext
Like in Xero to take me back to original in Dext.
4 votesThis is avilable via our Chrome Extension it's free sign up here https://info.dext.com/dextension
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Assign item/product (inventory) codes to invoices and publish to Xero
I would like to be able to assign item codes (ie stock/inventory) from Xero to invoices and receipts in Receipt Bank.
In particular clients in the hospitality industry would benefit from this - if they could even be extracted with line items that would be magic!
88 votesYou can now assign Products/Services in the Cost workspace and publish them to Xero
Please see this article for more information
https://help.receipt-bank.com/hc/en-us/articles/4407474767505 -
Publish group rates to QBO
Cannot publish Group tax codes with more than 2 lines to QBO.
32 votesThanks to your feedback we've implemented handling for group tax rates to QBO.
Thanks again for taking the time to raise this.
Kind regards,
The Dext Product team
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Products & Services for Sales items (Xero integrated accounts)
Make products & services available for Sales items (Xero integrated accounts).
22 votesHi,
Thanks to your feedback its now possible to publish sales items to Xero with products and services.
Thanks again for taking the time to provide feedback and help us improve the product.
Kind regards,
The Dext Product team
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Expense Approver privileges
We would like Expense Approvers to be able to see their items only, just like Basic users
19 votesHi there,
Enhanced expense claim approvals were released last week 🎉
This means that only approvers or people with permission can see other people's items. We also recommend migrating your expense approver roles to the new roles and permissions in Dext.
Some useful links
- https://help.dext.com/en/s/article/expense-claims-approvals
- https://help.dext.com/en/s/article/roles-permissions
Enjoy
Anna
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26 votes
Session time is now 8 hours.
Thanks for your feedback!
The Dext Product Team.
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error information
an explanation of what an error means - ie "A request should not contain ID in the route during POST operation."
1 voteWe recently made error messages much better thanks for the feedback.
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Email-in sales invoices
Be able to email-in sales invoices. Currently, this can only be done via direct upload now. Thank you!
76 votes -
45 votes
Hi,
The FreeAgent integration now support publishing of sales items, they can be published int the same manner as with other integrations outlined here: https://help.dext.com/en/s/article/how-to-process-your-sales-invoices.
Thanks for taking the time to feedback and help us improve Dext.
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QBO Stock/Inventory Items (Products/Services) for Cost Documents
Could you please support stock items in QBO? In particular item detail for product/services on a receipt. When working in Receipt Bank there is no option for entering these products or services.
Our current process is to purchase from a supplier and put this into QuickBooks as stock items. These stock items are then removed when an invoice is created and the items taken out of stock.
75 votesYou can now assign Products/Services in the Cost workspace and publish them to QuickBooks Online
Please see this article for more information
https://help.receipt-bank.com/hc/en-us/articles/4407474767505 -
Download Expense Reports with supporting images
I want to be able to download the Expense Report, together with the supporting files in one PDF
68 votesHi there,
The ability to include source document images within the Expense Report PDF export is now live. Select 'Report with receipts' on the detail level in the PDF export screen. See screenshot attached.
A reminder if you're an Admin that you can also include links to the source documents from Account Settings. Just turn on 'Image Sharing'.
Hope this helps!
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