84 results found
-
PO approval linked to invoices
Require approved PO for each invoice
2 votes -
Bulk submit for approval
Ability to check multiple in inbox and bulk submit for approval rather than clicking all individually
4 votes -
We should be able to filter the approvals list to show just those which apply to us
When i go to my approvals tab I get a listing of every bill that need approving. It would be very useful to have an option to see just the ones which are relevent for me.
7 votes -
Adding reminders for the approvals
Reminders to approve an invoice after x amount of days... if not approved by x amount of days then moves to their manager for approval. This would take away the need to micro manage the approval workflow process.
24 votes -
Additional conditions for workflow
Love the expense workflows. I'd love to see exceptions. e.g. if a certain manager submits something it skips the workflow. Seems silly that a manager submits the receipt and then has to "request approval" then go and approve of their own expense.
5 votes -
Exception rule to suppliers/accounts in Approvals
In the workflow, we need to be able to select a cost account, but perhaps exclude some suppliers as these should go for approval to someone else.
The ideal exclusion should be allowed by selecting the supplier account specifically.
Otherwise, there should be a way to select all suppliers and manually deselect the ones to exclude. This does not seem possible at the moment.2 votes -
Bring Filter & Search Function to the Approvals section
Currently, the invoices in the "Approvals" section are static, lacking the ability to filter or search for specific items. It would be greatly beneficial to incorporate the same filtering and search features available in the "Inbox" and "Ready" sections into the "Approvals" section. This enhancement would significantly improve efficiency and ease of use.
4 votes -
Manual approval request
manual assignment for approval not on a workflow
11 votes -
Filter by Project in Approvals
Ability to filter by Projects in the Approvals view so when exporting documents you can do it per project
3 votes -
Approvals by expense submitter
It would be very useful to be able to set up an Approval Workflow based on the user who has submitted the expense.
In some situations a manager of a department needs to approve the charges one of their team has made. There may be 5 receipts from Staples in Dext, but as a manager I only need to approve the Staples purchase that was made by MY admin, not the staples purchases made by other departments. Therefore, being able to set up an approval workflow that includes the submitter would separate out the Staples purchase that needs my attention…
6 votes -
Bills and Credits from same supplier
There is a problem in DEXT for QBO
When you have a supplier who provides a lot of invoices and credit notes at the same time Dext recognize them as set in default or in supplier rules.
It means that if default is Bill - then all credit memos are marked with error. I guess in time of AI it is not too difficult to teach Dext to make a switch between Bill and Credit Note in "Publish to"
It would save a tons of correction I have to do manually now. In QB desktop it was working as it…1 vote -
Bank Feeds and Bank Match
- bank feed - colour the transactions who go to inbox, with attached documents
- match transactions from multiple accounts, bank feed and costs to review
1 vote -
Solo - summaries to add ;; last financial year in dropdown and the ability to export summaries in pdf
Dext Solo - summary page - in the date range dropdown to add a last financial year (from 6th of april to 5th of april. Also on the summary page To add an option to export in pdf the summary
1 vote -
Add Products/Service on the Advanced filter and primary column
-Being able to filter the inbox or archive by products/services
-Being able to add an additional column for products/services4 votes -
Rebillable Global Markup per QBO
The "Mark as Rebillable" feature needs to apply the global markup % defined in QBO. Right now a transaction will publish to QBO as rebillable, but the global markup % defined in QBO doens't apply to the transation
38 votes -
Bank Match - more accurate transaction and item matches
The ability for the software to show more accurate matches for the Bank Match feature so it doesn't show more than one transaction per match.
2 votes -
Hide unused Worksapces.
it is not possible to hide the sections that are not in use e.g Sales & Bank.
9 votes -
Pay vendors directly from Dext
Send payment to a vendor from a bill/invoice! Like bill.com or Melio
58 votesWe are working on this - Please share your interest
-
Disable automatic line item creation for e-invoices
Have the option to disable line item creation for e-invoices as they are created if there is readable line item information on the e-invoice itself.
2 votes -
Printing invoices from Dext
Option to print an invoice straight from Dext, without having to export to PDF first
89 votesWe are looking to support this thanks for the feedback
- Don't see your idea?