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  1. ability to unapproved expense claim, instead of recreating it

    2 votes

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    Hi there,


    Thanks for requesting this feature.


    However, this functionality is available in the 'new' expense claim approval workflow. Head to approval workflow settings, turn on the new approval workflow for expense claims and create your expense claim workflows from there.


    Once you've got expense claims running through the 'new' approval functionality, you'll be able to approve, cancel and reject expense claims. You'll also have up to 5 stages of approvals.


    Take a look at this help article on the subject too: https://help.dext.com/en/s/article/expense-claims-approvals


    Feel free to email me directly with how you get on with this.


    Thanks

    Anna

  2. We would love to see Dext working with Client Engager, and be able to see Dext health scores relating to clients, or connect Dext intelligent workflows to certain tasks within Client Engager. This is something one of your competitors is offering!

    1 vote

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    Archived  ·  0 comments  ·  Integrations  ·  Admin →
  3. Ramp integration please. Right now we feed documents from DEXT to BILL - as we migrate from BILL to Ramp, I no longer have the connection from DEXT. Ramp may become a stronger solution for us. I would love to keep DEXT in our workflow.

    1 vote

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    Archived  ·  0 comments  ·  Integrations  ·  Admin →
  4. Client would like to be integrated with Tall EMU. Here is the link: https://tallemucrm.com/

    1 vote

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    Archived  ·  0 comments  ·  Integrations  ·  Admin →
  5. activity log for practice users by client to see how much time is being spent on dext per client so we can see inefficiencies

    12 votes

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  6. Will be handy to know when a client has submitted documents to DEXT instead of having to login and be "surprised. Client don't tell us when they submit their documents.

    1 vote

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    Archived  ·  0 comments  ·  Notifications  ·  Admin →
  7. Being able to set up a bank feed via the mobile app - easier to do on the go when sitting with clients.

    3 votes

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    Archived  ·  0 comments  ·  Bank  ·  Admin →
  8. Could you please look into integrating to Iplicit accounting software

    2 votes

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    Archived  ·  0 comments  ·  Integrations  ·  Admin →
  9. I was just wondering if Dext could integrate with monthly investment portfolio statements?

    1 vote

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    Archived  ·  0 comments  ·  Other  ·  Admin →
  10. I have uploaded the statement and I realised that I am being charged, so I automatically deleted the submission. But I took another look and I realised that I am allowed 5 submissions, so when I uploaded the same statement, it now shows that I have used two submissions.

    Which is not correct, as I have only submitted one. How can that be improved to only show that I submitted one.

    Now I am only allowed 3 submissions. Not cool.

    1 vote

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  11. Id like to be able to "share" an item from the item details page and to share it with an external user email (dext to remember the email addresses). Id like the emailed person to be able to reply to the email and it shows as a reply to my query inside dext and this exchange is logged on the audit log history.

    1 vote

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    Archived  ·  0 comments  ·  Item Messaging  ·  Admin →
  12. Hello
    as there is already Dropbox integration, could also we add Box.com integration (similar file storage software)?

    Many thanks
    bests
    Luca

    1 vote

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    Archived  ·  0 comments  ·  Integrations  ·  Admin →
  13. Asset register

    the use of a asset register that can carry out the tasks of depreciation and post them to QB or other chart of accounts allowing a company to keep track of their fixed assets

    1 vote

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    Archived  ·  0 comments  ·  Other  ·  Admin →
  14. Supplier Statements working for Sales Items

    1 vote

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  15. Ability to run a detailed report to show how many bank statement pages have been extracted per bank account, rather than just number of pages for the client as a whole.

    7 votes

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  16. The Auto Focus feature in the Dext Mobile App is a great addition. Noticed this feature does not work in the Multiple or Combine mode

    2 votes

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    Archived  ·  0 comments  ·  Mobile  ·  Admin →
  17. Ability to integrate with this software. Link: https://legacy.rmaster.com/efficiency-tools/

    1 vote

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    Archived  ·  0 comments  ·  Integrations  ·  Admin →
  18. Client would like to have this integration working as it is needed for their business. Website: https://www.jeeveserp.com/en

    1 vote

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    Archived  ·  0 comments  ·  Integrations  ·  Admin →
  19. Integrate with Sharefile for document storage, thanks

    1 vote

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    Archived  ·  0 comments  ·  Integrations  ·  Admin →
  20. Option to move document from supplier statements back to costs

    12 votes

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    Archived  ·  4 comments  ·  Other  ·  Admin →
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