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  1. 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 votes

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    0 comments  ·  Approvals  ·  Admin →

    Hi 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

  2. It would be great to assign invoice approvals by invoice, and not just GL account.

    17 votes

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    2 comments  ·  Approvals  ·  Admin →

    Hi 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



  3. 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…

    20 votes

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    1 comment  ·  Approvals  ·  Admin →

    Hi 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

  4. Would you please get the helpbot icon off the comment submission triangle?
    Nevermind the fact that it's totally useless, it's in the way of me getting work done.

    72 votes

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    5 comments  ·  Design  ·  Admin →

    Hey everyone,


    Thank you for your feedback.


    You can now hide the Help button when needed. It will stay hidden across all pages until opened again.


    All the best,

    The Dext Product Team

  5. 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.

    10 votes

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    3 comments  ·  Approvals  ·  Admin →

    Hi 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



  6. Please provide a sort option in Approvals

    5 votes

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    0 comments  ·  Approvals  ·  Admin →

    Thanks for your feedback!


    You can now use column sorting in the Approvals tab in Costs / Sales / Expense claims.


    If you have further ideas for improvements, please continue to submit UserVoice tickets!


    From the Product team @ Dext

  7. 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.

    8 votes

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    0 comments  ·  Approvals  ·  Admin →

    Hi there,


    You can now set up approval workflows across cost, sales and expense claims based on the person who submits the item.


    Thanks for voting on this idea!


    Enjoy

    Anna

  8. Please add "project" to the PDF summary export of expense claims.

    7 votes

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    1 comment  ·  Expenses  ·  Admin →

    Hi there,


    We have now added the Projects columns to the Expense Claims PDF export.


    Thanks for voting on this request!


    Enjoy

    Anna

  9. The Standard User role should have the option that the user can see other people's items. There's too much of a jump between standard and admin as the standard users shouldn't be able to change settings, add users or amend workflows

    4 votes

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  10. Currently approvers cannot see information related to "Tracking Categories" for Line Items when approving bills unless they click on the "Edit line items" button in the details tab, which is far from ideal as this is a key part of the approval process and approval workflows.

    5 votes

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    0 comments  ·  Approvals  ·  Admin →

    Hi there,


    We have now added projects to the approvals tab, and the line item details within the item detail view.


    Thank you for requesting this and hope it helps!


    Enjoy

    Anna

  11. Option to print an invoice straight from Dext, without having to export to PDF first

    89 votes

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    2 comments  ·  Other  ·  Admin →
  12. Hi! I just want to pass on some feedback. The most recent change to how pdf files are displayed is far from good. Copying details is far less precise and slows the processing down. Please fix it or revert to the previous version. Thanks

    1 vote

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    0 comments  ·  Other  ·  Admin →

    Hello all,


    Thanks for your feedback!


    We’ve made enhancements to the new PDF viewer, allowing you to easily select and copy text from files.


    Best regards,

    The Dext Product Team

  13. Add the Publish/Edit button to the bottom right Panel of the Approvals section like the Inbox section. After you scroll down to review the information, you should be able to select the Publish or Edit button.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →

    Hi there,


    Thank you for requesting this feature. We've now added the approval and publishing buttons to the bottom of the item detail panel of items in an approval flow.


    Enjoy!

    Anna

  14. The Dext App icon should have an annunciator (dot) indicating that there are outstanding Paperwork Requests.

    1 vote

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    Hello,


    Thanks for your feedback!


    Please note that notification behaviour is controlled by your device’s settings. If you’d like to enable or customise how notifications appear for the Dext app, you can do so by going to your phone’s notification settings and adjusting them specifically for Dext or other apps.


    When a paperwork request is sent, users will see a notification dot with the number of unread paperwork requests and item messages.


    Best regards,

    The Dext Product Team

  15. When you receive a receipt via email you should be able to type a comment and when you forward it to text it should show up as your note

    191 votes

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  16. The ability to attach invoices into accounting software as you import the invoices, we use the attachment feature on sage regularly and dext importing them would be incredibly useful

    2 votes

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    Completed  ·  0 comments  ·  Publishing  ·  Admin →
  17. Registered charities often claim the public service bodies (PSB) rebate which splits the HST into federal and provincial components and allows part of the federal and provincial amount to be claimed and the rest cannot be claimed. We can easily build this out in QBO by combining the four components of the PSB rate into a sales tax group but Dext won't calculate/publish transactions with tax codes that have more than two components. This is crucial for registered charities or non-profit organizations.

    2 votes

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    0 comments  ·  Publishing  ·  Admin →
  18. Ability to sort by column and filter by search, status, date, etc. in the Supplier Statement Details

    2 votes

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  19. Create an easy way for someone to add a mileage claim to their expense report.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
  20. Shift + Click to highlight multiple items in the inbox

    61 votes

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    3 comments  ·  Design  ·  Admin →
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