214 results found
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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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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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Move help-bot icon on out of the way.
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 votesHey 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
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Sort columns in Approvals
Please provide a sort option in Approvals
5 votesThanks 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
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Projects on PDF export Expense claim
Please add "project" to the PDF summary export of expense claims.
7 votesHi there,
We have now added the Projects columns to the Expense Claims PDF export.
Thanks for voting on this request!
Enjoy
Anna
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Standard Users should be able to view other user's items and code them
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 votesYou can apply a custom permission for standard users to 'access all documents' which allows this. (Help centre article here)
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Approvers to be able to view tracking categories
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 votesHi 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
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Printing invoices from Dext
Option to print an invoice straight from Dext, without having to export to PDF first
89 votesYou can now print images in Dext - thanks for the suggestion
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Recent PDF viewer changes are not good
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 voteHello 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
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Publish/Edit Button at the bottom of the Right Review Panel
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 votesHi 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
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Notification
The Dext App icon should have an annunciator (dot) indicating that there are outstanding Paperwork Requests.
1 voteHello,
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
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Forwarding emails with a note
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 -
Publish attachments when importing
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 -
multi-part sales tax codes
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 votesThanks for your feedback, we've updated the QBO integration to allow handling of larger tax codes now as a result.
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Sort and Filter Supplier Statements Details
Ability to sort by column and filter by search, status, date, etc. in the Supplier Statement Details
2 votesThis is now available - thanks for helping make Dext better
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Expense Report - KM Allowance
Create an easy way for someone to add a mileage claim to their expense report.
1 voteYou can now create mileage claims in Dext and add them to an expense claim.
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Shift+Click to highlight multiple items in the inbox
Shift + Click to highlight multiple items in the inbox
61 votesThis is now available - thanks for your help shaping the product!
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46 votes
Hi there,
We recently released an improved way to approve expense claims where expense claims cannot be edited once approved. Head to the Approvals section of settings to create a new approvals workflow.
Read more about it here: https://help.dext.com/en/s/article/expense-claims-approvals
Enjoy!
Anna
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Approvals by User
Have approvals customizable by user. At present it is only able to be done by: Document; Category; Supplier or Project
1 voteHi all,
You can now choose specific users within approval workflows. Go ahead and give it a go!
Enjoy
Anna
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