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9 results found

  1. Please provide a sort option in Approvals

    4 votes

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    0 comments  ·  Approvals  ·  Admin →
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  2. Approvals should be able to change the category or details that's coded to the invoice if it was incorrectly added by Dext or the person requesting the approval.

    3 votes

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    1 comment  ·  Approvals  ·  Admin →
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    Hi there,


    Anna here from the Dext product team.


    We have prioritised this improvement and will begin work on within the next few weeks.


    I'll let you know when it's ready.


    Thanks for taking the time to ask for it!


    Anna

  3. Add the Publish/Edit button to the bottom right Panel of the Approvals section like the Inbox section. After you scroll down to review the information, you should be able to select the Publish or Edit button.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  4. 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.

    62 votes

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    2 comments  ·  Approvals  ·  Admin →
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    Hi all,


    Anna here from the product team at Dext.


    We have prioritised this request and will start work on it within the next few months.


    To help us shape the right solution for you, I'd like to know a little more specifically about what you need.


    • What are some specific examples of how you'd use approval reminders? For example "For this workflow, I want to automatically email approvers every 3 working days until they have approved" or "For this specific user, I want to automatically email this specific approver every Tuesday until it's approved"
    • On that note, where should the approval reminders setting live in Dext? Perhaps on the approval workflow level, where admins can control the setting. And/or on the user profile, so individuals can choose when they are reminded.
    • Are there any additional approval reminder controls you think we should be thinking about? Please note, we may…
  5. Option to merge two or more existing Expense reports in one

    37 votes

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    2 comments  ·  Expenses  ·  Admin →
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    Hi all,


    A quick update on this feature request. Thank you to those who've emailed me back!


    Within the next few months, we will build the ability to move items between expense claims.


    But it seems what is also needed is more control about when and how auto-expense claims are made. This is an area we will look at improving in the future.


    Hope this update helps

    Anna

  6. 32 votes

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    In Testing  ·  27 comments  ·  Extraction  ·  Admin →
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  7. Possibility to create invoice and quotes on Dext

    16 votes

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    1 comment  ·  Other  ·  Admin →
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  8. I'd like to be able to autopublish all except for items uploaded by one particular user as all of their items will need to be added to Expense Reports.

    Another alternative would be to prioritize adding items to Effortless Expense Reports to happen before the act of autopublishing.

    9 votes

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    In Testing  ·  0 comments  ·  Expenses  ·  Admin →
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  9. I'd like to be able to see the Project assigned to items within an Expense Report without having to drill down to each item individually within Receipt Bank

    18 votes

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    1 comment  ·  Expenses  ·  Admin →
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    In Testing  ·  Anonymous responded

    Hi,


    We have added the ability to pick and choose which columns you would like to see on the expense reports page.


    Once you are in an expense report, select the cog above the transactions and you will be able to select tracking or project categories.


    We are also looking at implementing this for downloadable reports soon, and will add the 'Customer' field soon as well. 


    Feel free to reply with any further feedback while we are adding the remaining refinements

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