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127 results found

  1. A way for the invoice/receipt to automatically be attached to the expense report in the integrated software, not just as a link in the PDF.

    181 votes

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    10 comments  ·  Expenses  ·  Admin →
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    Hi there,


    The ability to include source document images within the Expense Report PDF export is now live. Select 'Report with receipts' on the detail level in the PDF export screen. See screenshot attached.  


    Including images in your accounting software with the published expense report has not yet been worked on, but we are aware of it. 


    Hope this helps!

  2. Simple bill approval system integrated into Dext Prepare. Mark an item as requires approval - Mark user who can approve (can be saved for automatic fill-in for this supplier) - it shifts the bill to a new list (awaiting approval) - send that user an email to tell them it is there.

    They logon, click approve and it sends the bill to the normal awaiting export list, hey presto simple, no need for comments or anything like that.

    At the moment, I have to export the image, email it, await email confirmation etc, difficult to keep track of.

    149 votes

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    13 comments  ·  Expenses  ·  Admin →
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  3. I'm surprised this isn't a feature yet. When you are adding a document online via the webpage there is no area to give a description for the document before uploading or even right after. You have to wait for it to be processed, then go into it and leave a note. For someone who submits receipts & bills both on the phone & webpage it would be very nice to have that feature on the webpage. I am frequently submitting documents that I would like to leave a description for so my accounting team can then know where they might…

    143 votes

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    Under Review  ·  2 comments  ·  Expenses  ·  Admin →
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  4. Hi. If we have an employee that sent an expense report claim to the wrong approver, can we have the option to reverse this?

    124 votes

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    6 comments  ·  Expenses  ·  Admin →
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  5. We have expense approvers who approve only their direct reports. At the moment if they have the user type expense approver they have the power to view all submitted items. We need the option to set an expense approver user to only view the items for particular users under the multiuser account not everyone.

    95 votes

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    12 comments  ·  Expenses  ·  Admin →
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    Thanks for giving feedback to Dext. This is currently under review as part of us reviewing the way expense are approved in Dext. Stay tuned for further updates. 


    Simon

  6. Trips w mileage tracking

    80 votes

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    16 comments  ·  Expenses  ·  Admin →
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  7. 52 votes

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    5 comments  ·  Expenses  ·  Admin →
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  8. Can expense approvers see all receipts in RB? Or they can only see all expense reports that have been generated? Is it possible to limit approvers to see reports that are for them to approve rather than all others' reports?

    50 votes

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    0 comments  ·  Expenses  ·  Admin →
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  9. Approver's name of the expense report to be displayed when downloaded via PDF

    44 votes

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    Under Review  ·  1 comment  ·  Expenses  ·  Admin →
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  10. Option to lock approved expense reports so that users will not be able to add item to it once it has been approved

    41 votes

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    2 comments  ·  Expenses  ·  Admin →
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  11. Ability to assign an approver to a user so this user will be able to send the reports for approval only to the assigned approver.

    38 votes

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    2 comments  ·  Expenses  ·  Admin →
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  12. 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

    33 votes

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    Under Review  ·  3 comments  ·  Expenses  ·  Admin →
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  13. We have just realised that expense reports can have additional items added to them after they've been approved and can be published without further approval. This doesn't make sense to me and I would love to gain an understanding about how this function works.

    32 votes

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    0 comments  ·  Expenses  ·  Admin →
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  14. Option to merge two or more existing Expense reports in one

    26 votes

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    2 comments  ·  Expenses  ·  Admin →
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  15. 24 votes

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    1 comment  ·  Expenses  ·  Admin →
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  16. Sometimes not all items in a receipt are reimbursable so it would be nice if you could make it possible to only add the lines that need to be reimbursed to Expense Reports .

    22 votes

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    1 comment  ·  Expenses  ·  Admin →
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  17. 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

    17 votes

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    1 comment  ·  Expenses  ·  Admin →
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    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

  18. I would like to be able to bulk edit the tax amounts.

    16 votes

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    1 comment  ·  Expenses  ·  Admin →
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  19. I would like to set up employees in Dext and automatically pay them (via a connection to our bank account) through Dext.

    14 votes

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    3 comments  ·  Expenses  ·  Admin →
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  20. Un-Approve an Expense Report

    13 votes

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    2 comments  ·  Expenses  ·  Admin →
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    Hi,

    Thank you for your feedback, we have taken this into the roadmap and it is being looked at as part of our revamp of the expense report approval process

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