1507 results found
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Assign multiple tracking categories to a document
Assign multiple tracking categories to a document
3 votes -
Make fields mandatory before publishing an Expense Report
Make fields mandatory before publishing an Expense Report
8 votes -
Limit what users can publish to a certain amount
We are wanting the employee to be able to only approve any invoices that relate to her department with up to a $5k limit. We want to limit the dollar value an employee can approve an invoice for. Ie if the invoice is over $5k they can't publish it
2 votes -
2 votes
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Include a link to the already existing item
For error message saying the document was rejected because it already exists in the account - if in the error message it can include a link to the previously uploaded document.
6 votes -
2 votes
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1 vote
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2 votes
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Ability to export images/PDF files with a specific file name format for example - MM-DD-YYYY_Vendor_Amount
Ability to export images/PDF files with a specific file name format for example - MM-DD-YYYYVendorAmount
8 votes -
Net Amount option as Flexible Column
Have the option in settings to show a column with “net amount”.
2 votes -
Add bank feed section to practice insights
To have a bank feed section in the practice insights, to see which clients have an active bank feed set up
1 vote -
set up integration globally
Ability to edit the integration settings to existing clients at once
1 vote -
Email Request Paperwork to Users
Instead of Paperwork Requests via mobile app only, an option to email Paperwork Requests via users emails.
10 votes -
Show the Matched status in the CSV when exporting transactions/statements
Show the Matched status of items when downloading the separate transactions or the bank statements.
3 votes -
Create Rules for the "Integration" field based on the Item's "Type"
We are integrated with ApprovalMax and Xero - we're only pushing the credit notes to Xero as Dext won't do it to ApprovalMax, so it would be good to have a rule for Credit Notes to default to Xero
1 vote -
Fully disable the Products/Services
Would like to be able to remove the visibility of all "products and services" as it is not used by our company and is confusing to employees. Add a function to disable the entire list, not just individual toggles for each account.
1 vote -
Cancel Paperwork requests
Have the option to cancel Paperwork Requests sent to the clients
1 vote -
2 votes
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Extract Job/Order Number from invoice as description
If Cost invoice has order number or reference for Example for garages this could be Car Reg No or for other businesses this could be customer name, if this could be auto read & entered as description this could save a lot of processing time
21 votes -
Export multiple expense reports with the line items option
Be able to bulk export and still have the line items for each item on each report shown, to not have to do this one by one for each report to export the line items.
1 vote
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