40 results found
-
Limit user privileges so that they cannot add a new supplier
Please provide the option (toggle button) to prevent users from adding new suppliers.
4 votes -
Verification
Get rid of the verification it is a hindrance, or at least make the tick box (remember this device for 30 days) work
2 votes -
Duplicate Item Review by End User
Allow the End User to determine whether a duplicate expense entry is correct or not. With the current set up, the End User is unable to get similar looking expenses into the system and it's quite frustrating needing to wait for the Admin to review and approve. First they must notify the Admin that they are having this issue, then the Admin needs to approve the duplicate item, at which point the End User needs to return to the app to complete the data entry. This process is extremely inefficient.
There can be two layers of review for duplicates if…
1 vote -
"Owner" email
Dear Dext, love your product! I had a situation where I set up a client account and immediately added one of the business's names/email address. This made that person the "owner", and caused issues when I was uploading documents, as I had a choice of owner or none. Being new to Dext I did not change the the dropdown to none b4 I realised this. I went to change the "owner" to collegue (dont know if I have the right wording here), but found I couldnt. This caused me no end of stress as I own the file, pay for…
1 vote -
Bulk select items for editing and then stay selected after editing
- Ability to bulk select items
- After selecting a number of items and then bulk editing, ensure that the items stay selected after editing. Currently have to reselect all the items again to then be able to bulk publish.
1 vote -
Ability to view other team member documents
It would be really helpful if people could be given permission to see the documents that are processed by other members of their team, without having access to all people
2 votes -
Curated User Profiles: Admin, Accountant, Supervisor, Basic User
Having different profiles for different users will help streamline the functionalities open to each user, this would ensure message would be catered whether it is end user or Subscription owner.
Have issues where payment failures are submitted to all Admins, however for this particular Partner, main issue is one of our clients have is that they need some users to have supplier rule management. While ideally we want all our customers to pay on time, however, this is flagged that there could be more curated profiles and a need for something like that within an organization.
Another example is that…
1 vote -
restrict Admin users to see only certain users
restrict Admin users to see only certain users, not have access to all via the My Team menu
2 votes -
for certain users to be able to see documents only relating to their Xero tracking category
for certain users to be able to see documents only relating to their Xero tracking category, not all items and not only the ones they've submitted (Basic user)
2 votes -
When adding practice users, complete title (drop down list) and dept (checkbox:accs, vat, bookkeeping etc) to help with email campaigns
When adding practice users, complete title (drop down list) and dept (checkbox:accs, vat, bookkeeping etc) to help with email campaigns
1 vote -
Option to edit details of the pending invitation
option to edit details of the pending invitation
1 vote -
Ability to limit colleagues to submit items on Partner's account only on client
I wish the firm was listed as a checkbox on the client list on the privilege page.
2 votes -
Bulk download items from all client accounts
Have the option to Bulk download the items from all client accounts from a single panel.
2 votes -
Option to update CRN
option to change CRN in the User details page
1 vote -
Entra ID or FIDO2
2 requests please:
1. Add Azure AD (Azure Entra ID) as a SSO provider.
2. Add the ability to use FIDO2 devices. We use Yubikeys through DUO for our firm's MFA solution. I know that I can use the DUO app as one of your SSO options but the folks that use Yubikeys are dead in the water for your product.
Thanks,2 votes -
Bulk edit client deduplication rules
Is there a way we can change our firm settings so that all clients Dext accounts default to "Review" duplicate items rather than them being "Automatic".
2 votes -
Restrict Admins so they cannot approve expense reports
Be able to set Admin user who cannot approve Expense Reports.
2 votes -
Remove suspended users from Advanced Search
Just hoping there is a way I can clear out the user list on the filter option. At the moment when I filter - the user list brings up all suspended users too. How do I remove them to be active users only?
3 votes -
Confidential invoices
Ability to hide an invoice from other users and let it be accessed by certain ones.
3 votes -
Restrict colleague users from publishing within the client accounts
Have the option to restrict a colleague user from publishing items to the accounting software when they view the items within a client account. They should only be able to edit them without the option to publish.
1 vote
- Don't see your idea?