88 results found
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We should be able to filter the approvals list to show just those which apply to us
When i go to my approvals tab I get a listing of every bill that need approving. It would be very useful to have an option to see just the ones which are relevent for me.
24 votes -
Manual approval request
manual assignment for approval not on a workflow
26 votes -
Supplier statements via email
You could add a feature to send supplier statements via email as well.
34 votesHi everyone,
Thank you for voting on this idea.
This request is in our backlog, and you’ll be notified once the task is completed.
Best regards,
The Dext Product Team
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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…
18 votes -
Bring Filter & Search Function to the Approvals section
Currently, the invoices in the "Approvals" section are static, lacking the ability to filter or search for specific items. It would be greatly beneficial to incorporate the same filtering and search features available in the "Inbox" and "Ready" sections into the "Approvals" section. This enhancement would significantly improve efficiency and ease of use.
14 votes -
Bulk submit for approval
Ability to check multiple in inbox and bulk submit for approval rather than clicking all individually
12 votes -
Limit user privileges so that they cannot add a new supplier
Please provide the option (toggle button) to prevent users from adding new suppliers.
38 votes -
Additional conditions for workflow
Love the expense workflows. I'd love to see exceptions. e.g. if a certain manager submits something it skips the workflow. Seems silly that a manager submits the receipt and then has to "request approval" then go and approve of their own expense.
7 votes -
Filter by Project in Approvals
Ability to filter by Projects in the Approvals view so when exporting documents you can do it per project
7 votes -
Pay vendors directly from Dext
Send payment to a vendor from a bill/invoice! Like bill.com or Melio
58 votesWe are working on this - Please share your interest
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Rebillable Global Markup per QBO
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
38 votes -
PO approval linked to invoices
Require approved PO for each invoice
2 votes -
Exception rule to suppliers/accounts in Approvals
In the workflow, we need to be able to select a cost account, but perhaps exclude some suppliers as these should go for approval to someone else.
The ideal exclusion should be allowed by selecting the supplier account specifically.
Otherwise, there should be a way to select all suppliers and manually deselect the ones to exclude. This does not seem possible at the moment.2 votes -
GPS mileage Claims
Please add GPS tracking in mobile app to track actual mileage driven.
1 vote -
Match multiple images with Paperwork Match
The ability to match multiple images to payments in QB with Paperwork Match
27 votesHi,
Thanks for your value feedback, we will be investigating solutions for how we might enable paperwork match suggestions when one or more items has already been matched to the transaction in the accounting software.
We will provide an update via email once we have found a solution to give an idea of timelines.
Thanks again,
The Dext Product Team
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Description before uploading in website
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…
155 votes -
Bills and Credits from same supplier
There is a problem in DEXT for QBO
When you have a supplier who provides a lot of invoices and credit notes at the same time Dext recognize them as set in default or in supplier rules.
It means that if default is Bill - then all credit memos are marked with error. I guess in time of AI it is not too difficult to teach Dext to make a switch between Bill and Credit Note in "Publish to"
It would save a tons of correction I have to do manually now. In QB desktop it was working as it…1 vote -
Add Products/Service on the Advanced filter and primary column
-Being able to filter the inbox or archive by products/services
-Being able to add an additional column for products/services5 votes -
Notification when client uploads documents
Notification when client uploads documents
37 votes -
Hide unused Worksapces.
it is not possible to hide the sections that are not in use e.g Sales & Bank.
10 votes
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