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84 results found

  1. Reminders to approve an invoice after x amount of days... if not approved by x amount of days then moves to their manager for approval. This would take away the need to micro manage the approval workflow process.

    74 votes

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    Under Review  ·  3 comments  ·  Approvals  ·  Admin →
  2. manual assignment for approval not on a workflow

    42 votes

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    Under Review  ·  5 comments  ·  Approvals  ·  Admin →
  3. 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.

    33 votes

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    Under Review  ·  4 comments  ·  Approvals  ·  Admin →
  4. You could add a feature to send supplier statements via email as well.

    38 votes

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    Hi 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

  5. 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.

    19 votes

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    Under Review  ·  5 comments  ·  Approvals  ·  Admin →
  6. Supplier statements can only be uploaded/moved to the 'Supplier Statement' tab if the document is in PDF, which isn't always the case. Could this perhaps be subject to change in the future, allowing for image uploads?

    6 votes

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  7. Ability to check multiple in inbox and bulk submit for approval rather than clicking all individually

    14 votes

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    Under Review  ·  0 comments  ·  Approvals  ·  Admin →
  8. Please provide the option (toggle button) to prevent users from adding new suppliers.

    40 votes

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  9. Approvals should be able to change the category or details that's coded to the invoice if it was incorrectly added by Dext or the person requesting the approval.

    5 votes

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    Under Review  ·  2 comments  ·  Approvals  ·  Admin →
  10. Ability to filter by Projects in the Approvals view so when exporting documents you can do it per project

    7 votes

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    Under Review  ·  0 comments  ·  Approvals  ·  Admin →
  11. Ability to turn off features not being used by a company such as sales/bank/certain details not needed in a cost, to make the platform more refined and easier for users.

    1 vote

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    Under Review  ·  0 comments  ·  Other  ·  Admin →
  12. Where the accountant practice pays for the Dext subscription, for the practice to be able to change the account owner without sending an email to the client. Most of the time we use Dext internally with clients uploading, they do not use Dext so sending an email causes further confusion as we pay for it

    1 vote

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  13. Send payment to a vendor from a bill/invoice! Like bill.com or Melio

    58 votes

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    2 comments  ·  Other  ·  Admin →
  14. 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

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    Under Review  ·  5 comments  ·  Expenses  ·  Admin →
  15. Option to merge two or more existing Expense reports in one

    37 votes

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    Under Review  ·  2 comments  ·  Expenses  ·  Admin →
  16. Require approved PO for each invoice

    2 votes

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    Under Review  ·  0 comments  ·  Approvals  ·  Admin →
  17. 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

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    Under Review  ·  0 comments  ·  Approvals  ·  Admin →
  18. Please add GPS tracking in mobile app to track actual mileage driven.

    1 vote

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    Under Review  ·  0 comments  ·  Expenses  ·  Admin →
  19. 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…

    156 votes

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    Under Review  ·  2 comments  ·  Expenses  ·  Admin →
  20. 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

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    Under Review  ·  0 comments  ·  Extraction  ·  Admin →
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