220 results found
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26 votes
Session time is now 8 hours.
Thanks for your feedback!
The Dext Product Team.
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Archive section android mobile app
Ability to have access section using android mobile app
25 votesHi there,
Good news from the Dext product team: The archive section is now available for the all-new Dext Android mobile app!
Opt-in to Dext's new Android app experience, in order to gain access to your archive of items after publishing. There's also a host of other new improvements, including:
- A better view of your receipts, categorising them by timelines and what documents are processing
- A centralised view of your costs, sales invoices, expense reports and settings
- Improved filters and sorting of your items
- Access to your Sales space
Read more about the new Android app, and how to opt-in, here: https://help.dext.com/en/s/article/How-to-Access-the-New-Android-App
Thank you for contributing your feedback through UserVoice, and helping make Dext even better.
Kind regards,
The Dext Product Team
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PDF Expense Reports - items in date order
Items are added in the Expense Report in a Chronological order, however after the report is downloaded in a PDF , the items are not in that order anymore. Would be useful if they are.
25 votesGood news! We've made this fix.
By default, PDF exports of Expense Expense reports are now ordered chronologically. You can also change the order of items by other fields like supplier, category, description and amount by going to System settings-> downloading items -> Order items in Expense Report PDF by
Hope this helps!
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24 votes
Hi there,
We released a fix for this 🎉
The enhanced expense claims approval experience, which was launched this week, will let you reject expense claims.
Just go to settings to set up new workflows for the new expense claim approvals.
Enjoy
Anna
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Select or limit the Users an Administrator has access to
Could you please add the ability to select or limit the users an administrator, or expense approver, can have access to. This would be really beneficial for me in setting up teams and levels of management
24 votesHello everyone,
We've made significant improvements to user roles and permissions. You can find more details on the new settings in the guide below:
https://help.dext.com/en/s/article/roles-permissions
If you haven’t switched to the new design yet, you can do so from the drop-down menu in the top-right corner by selecting "Try the enhanced Dext experience."
All the best,
The Dext Product Team
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Sync Ibiza Analytics and projects
Hi,
Is it possible to synch my projects from Ibiza to RB. We are integrated with Ibiza and we need analytics to be available for our clients as it helps to assign projects to the right client/user24 votes -
Approval Workflow based on Customer
We have a client that approves based on which salesman is assigned to a customer/job. If we could trigger approvals based on the customer, they could stop using a competitor's software and keep all of their workflow in Dext.
23 votesHi there,
Good news, you can now set up cost approval workflows based on a customer. Head to approval settings in Business Settings to check it out.
Thanks for voting on this request!
Enjoy,
Anna
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Approvals by expense submitter
It would be very useful to be able to set up an Approval Workflow based on the user who has submitted the expense.
In some situations a manager of a department needs to approve the charges one of their team has made. There may be 5 receipts from Staples in Dext, but as a manager I only need to approve the Staples purchase that was made by MY admin, not the staples purchases made by other departments. Therefore, being able to set up an approval workflow that includes the submitter would separate out the Staples purchase that needs my attention…
23 votesHi all,
We recently released the ability to set up approval workflows based on the document owner of the item. You can now do this across all document types (costs, sales and expense claims).
Go to business settings to adjust your approval workflow settings and feel free to email me directly if you have any more questions.
Enjoy!
Anna
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Rotate & crop images in mobile app
Being able to rotate, crop & edit photos within the mobile app would be really useful in ensuring that the photo is clearly visible
23 votes -
Additional fields in Flexible Columns
Please update Flexible Columns to include other fields such as Tax Rate, Invoice Number, Payment Method, Item ID, Due Date & Paid
23 votesHey all,
Thank you for helping us improve the product.
Many new flexible columns have been added, as part of the enhanced Dext experience, including due date, upload date, archive date, publish date, export date, and item ID. You can add the columns to your Inbox/Archive from the gear icon in the top right-hand corner.
We also included these fields in the "Advanced Search" so that you can filter by date range.
Any feedback is welcomed!
All the best,
The Dext Product Team
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Notes
At each stage the approver should be able to add notes when approving an invoice. There are many instances 2whent he approver will approve the invoice and give instructions to the accounting dept. For example. I am approving this invoice but please pay 50% now and 50% in 10 days of my approval etc
22 votesHi there,
Anna here from the Dext product team.
Today we released the ability to approve items with a comment. Take a look at the image attached to see how it works.
Let me know how you get on - feel free to email me directly if you have any feedback.
Enjoy!
Anna
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Add pdf from phone app
At the moment the app only lets you take a photo and upload that.
Please make it able to click through to an iCloud or google drive folder and add from there too.
22 votes -
Products & Services for Sales items (Xero integrated accounts)
Make products & services available for Sales items (Xero integrated accounts).
22 votesHi,
Thanks to your feedback its now possible to publish sales items to Xero with products and services.
Thanks again for taking the time to provide feedback and help us improve the product.
Kind regards,
The Dext Product team
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Be able to search the archive by the published dated
To be able to export or filter the archive list, by the date something was published.
20 votesHi,
Thanks for your feedback, happily this functionality already exists within Dext. If you go to the archive page and click the table settings cog on the right of the table header, you can add a column which lists the 'export date' on the item. This will show when an item was either published or exported into a CSV file.
Kind regards,
The Dext Product Team
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New Integration: Zoho Books
Please can you build a direct integration with Zoho Books?
20 votesHi,
Thanks to your input we've now completed work on the integration with ZohoBooks and released the integration. You can follow the instructions here to use the integration:
https://help.dext.com/en/s/article/how-to-connect-to-zoho-books
Thanks again for taking the time to help us improve the product.
Kind regards,
The Dext Product Team
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New Integration: Google Drive
As a completely cloud-based firm I use Google Drive to manage my firm's, and my client's, documents. Can you please add a Google Drive integration similar to that of DropBox
20 votesUsing our Zapier integration you can now submit items from Google Drive, and there is also a new direct integration with Google Drive for backing up your items. More information can be found here: https://help.receipt-bank.com/hc/en-us/articles/360020274477-How-To-Use-File-Storage
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Have the option to set up 2FA codes without authentication app and directly through email
Have the option to set up a 2FA with an email rather than doing it thourgh an authentication app.
19 votesHi, thank you for your feedback!
Dext's multi-factor authentication methods now include email, which you can use instead of an authenticator app.
See our user documentation here for more information: https://help.dext.com/en/s/article/how-to-turn-on-two-step-authentication-for-your-account#email
The Dext Product Team
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Sort the Inbox and Archive by item submission date
Have the option to filter items in the Inbox and Archive by submission date. At the moment we can only sort by document date.
19 votesHey everyone,
Thank you for helping us improve the product.
This has now been completed as part of the enhanced Dext experience. You can add a flexible column for "Upload date" from the gear icon in the top right-hand corner, and also search by upload date range, using the "Advanced Search".
Any further suggestions are welcomed.
All the best,
The Dext Product Team
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Expense Approver privileges
We would like Expense Approvers to be able to see their items only, just like Basic users
19 votesHi there,
Enhanced expense claim approvals were released last week 🎉
This means that only approvers or people with permission can see other people's items. We also recommend migrating your expense approver roles to the new roles and permissions in Dext.
Some useful links
- https://help.dext.com/en/s/article/expense-claims-approvals
- https://help.dext.com/en/s/article/roles-permissions
Enjoy
Anna
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Edit Category List
The ability to edit and delete Category Lists.
18 votesHi,
Thanks for your feedback, this functionality is now live in Dext. Please bear in mind however that this is only possible when your account is not integrated with an accounting software; when your Dext account is integrated with an accounting software the category lists are controlled by the integration and simply sync'd to Dext.
Kind regards,
The Dext Product Team
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