1762 results found
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Autopublish per user
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 -
Bill.com Departments List
Can you please enable the Departments list as additional tracking for Bill.com
9 votes -
Support Canadian taxes with Sage Accounting
I work with businesses in Canada who have to report on two taxes on purchases - GST and PST. Currently Receipt Bank isn't built to work with two taxes meaning I have to use workarounds for some items and it takes up a lot of my time.
9 votes -
Search through the new Inbox/Archive view
Previously, when we searched for items in the Inbox and simply clicked on Archive, the same search results appeared, which helped us to easily locate items within both sections.
However, with the new view, when searching through the new Inbox/Archive view the filtered items appear in a tab 'Search Results' which, however, doesn't indicate whether the item is in the Inbox (not published) or in the Archive (published). If we switch to another sub-section under Inbox (as Archive is now a sub-section of Inbox) the search results are cancelled, thus we need to enter them separately in each section which…
9 votes -
Invoice by Invoice approval
It would be great to assign invoice approvals by invoice, and not just GL account.
8 votes -
Audit log of Activity per member of staff
activity log for practice users by client to see how much time is being spent on dext per client so we can see inefficiencies
8 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.…8 votes -
Email-in clarity and auto-split option
Automatic split email in option. Just have the email in option to be auto split to stop 2 emails being required. Also, make it clearer what single/multiple means for email-in as many of my clients are confused as there is no detail.
8 votes -
Send an email notification to the recepients of Item Messaging
The user who receives Item messaging via Mobile app to receive an email notification as well.
8 votes -
Secondary Tax extraction for unintegrated clients
Secondary tax extraction for unintegrated Dext Accounts.
This can be applied for Canadian users andBritish Columbia where PST applies.8 votes -
Archive bank accounts
archive the bank accounts that have already been closed and are no longer useful, to clear up the view
8 votes -
flag missing bank statement pages instead of rejecting the whole file
Flag where there are missing bank statement pages (don't extract that statement only) instead of rejecting the whole file
8 votes -
When uploading pdfs purchase invoices, be able to select the order in which they process.
When uploading pdfs purchase invoices, be able to select the order in which they process.
8 votes -
Prevent certain users from Submitting an Expense Report for approval
Prevent certain users from Submitting an Expense Report for approval (grey out the Submit for aproval button)
8 votesHi there,
You can now create approval workflows within Dext. We've also enhanced the experience of approvals for expense claims.
If you're an admin, go to settings to set up an approval workflows and try it out.
More information can be found here https://help.dext.com/en/s/article/expense-claims-approvals
Do let us me know how you get on and if this request still stands.
Thanks
Anna
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Project Assignment to Receipts
Project Assigning Option while scanning receipts to sales/ costs
8 votes -
Download on App
Please add a download button for documents loaded on Dext on the Dext App for clients that use only the App.
8 votes -
GST greater that PST or QST
Would need Dext be able to handle documents with greater GST than QST or PST. Currently, need to manual change in QBO
8 votes -
sorts category list by number or description and add search box
Categories list : Allow to sort by GL number or description. Add search box.
8 votes -
Assign the 'Publish to' field automatically based to Credit note if the 'Type' field is 'Credit Note'
If the 'Type' is Credit note to automatically assign the 'Publish to' field to 'Credit note' too.
8 votes -
Set currency rule for expense reports
Set default currency for a user's expense reports
8 votes
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