47 results found
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Limit user privileges so that they cannot add a new supplier
Please provide the option (toggle button) to prevent users from adding new suppliers.
40 votes -
View only privileges
Can you please add either a separate use privilege level, or a toggle on existing ones, to prevent users making changes on items - view only privileges
29 votes -
Remove the ability for expense approvers to see all documents within Dext.
Please remove the ability for expense approvers to see all documents within Dext.
We have several approvers of expense claims but have had to remove this function for our company, when we realised that these approvers could see all invoices/ receipts from all users. This means that they can see confidential invoices such as solicitors or accountants invoices, these should be seen on a need to know basis and not by a line manager of a small team. These approvers can also see the archive so even if you process the invoices quickly, they can still go and see them.…17 votes -
Make bank feed available to standard users
We would like Dext to be able to function more like RAMP or BILL spend and expense from this standpoint: That the transactions hitting various bank and credit card accounts will display in a bank feed so the users are prompted to know which transactions they need to upload paperwork form. We would like to make this available to standard users, or at least create the ability for us to allow a users to see the bank feed WITHOUT giving them publishing rights. This way clients can be more proactive rather than waiting to receiving paperwork requests.
14 votes -
Users to be set to see only particular User's items.
The ability to restrict or allow Users to see the submissions of other Users but not all or only their own.
Item access of one User only to another particular User.
12 votes -
Limit Admin privileges
Having the ability to limit the access of Admin users to menus and settings
10 votes -
Access to some, not all users
Is it possible within DEXT to allow an individual user to have access to one or two users' DEXT transactions instead of all users DEXT transactions? e.g. Mary having access to Tom's + Jane's transactions, but not Rory's.
7 votes -
Ability to view other team member documents
It would be really helpful if people could be given permission to see the documents that are processed by other members of their team, without having access to all people
7 votes -
for certain users to be able to see documents only relating to their Xero tracking category
for certain users to be able to see documents only relating to their Xero tracking category, not all items and not only the ones they've submitted (Basic user)
6 votes -
restrict Admin users to see only certain users
restrict Admin users to see only certain users, not have access to all via the My Team menu
5 votes -
Restrict Admins so they cannot approve expense reports
Be able to set Admin user who cannot approve Expense Reports.
5 votes -
Fully restrict users' access to the practice account
Staff doesn't need to have access to the Practice. The ability for staff to not have access to the Practice File and only be able to see the client files they have been given access to.
5 votes -
More options to customize user roles - eg. give non-Admins access to Bank Feed/Request Paperwork
I only just realized that an "Expense Approver" user can't see any of the Bank Feed info, or use any of the Request Paperwork functionality?? This would be a huge benefit to my clients (especially the ones who have their own company credit cards), but I don't want to make them all Admins just so they can have access to paperwork matching features, and I don't want to have to go through the Paperwork Match feature (which doesn't work that well) and figure out for them which things are missing when it would be way easier for them to know…
4 votes -
Duplicate Item Review by End User
Allow the End User to determine whether a duplicate expense entry is correct or not. With the current set up, the End User is unable to get similar looking expenses into the system and it's quite frustrating needing to wait for the Admin to review and approve. First they must notify the Admin that they are having this issue, then the Admin needs to approve the duplicate item, at which point the End User needs to return to the app to complete the data entry. This process is extremely inefficient.
There can be two layers of review for duplicates if…
4 votes -
Limit the access to certain Customers for users in the account
Limit which Customers the users in the account have access to
4 votes -
Restrict chart of accounts available for User expense claim submission
Restrict the category options available for selection when users are submitting expense claims.
3 votes -
USER ADMINS CANNOT PUBLISH TO ACCOUNTING SOFTWARE
URGENT! I want my clients that are business owners to be user admins but not publish to the accounting software as our clients hit all kinds of buttons and mess things up. Previously they were “expense approvers” that could be selected to not publish. This is very important for myself and other dext users.
3 votes -
Curated User Profiles: Admin, Accountant, Supervisor, Basic User
Having different profiles for different users will help streamline the functionalities open to each user, this would ensure message would be catered whether it is end user or Subscription owner.
Have issues where payment failures are submitted to all Admins, however for this particular Partner, main issue is one of our clients have is that they need some users to have supplier rule management. While ideally we want all our customers to pay on time, however, this is flagged that there could be more curated profiles and a need for something like that within an organization.
Another example is that…
3 votes -
Remove suspended users from Advanced Search
Just hoping there is a way I can clear out the user list on the filter option. At the moment when I filter - the user list brings up all suspended users too. How do I remove them to be active users only?
3 votes -
Confidential invoices
Ability to hide an invoice from other users and let it be accessed by certain ones.
3 votes
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