174 results found
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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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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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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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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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Rule to submit items from a specific total amount for approval
A rule which will automatically submit for approval all documents above a certain total amount.
7 votesHi there,
Enhanced approvals for expense claims were released a couple of weeks ago 🎉.
In this new version, you can set up to 5 stages of approval, and choose the cost limit at each stage too.
If you're an admin, go to settings to set up an approval workflow for expense claims.
More information can be found here https://help.dext.com/en/s/article/expense-claims-approvals
Enjoy
Anna
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Ability to give access to a newly created client to all colleagues in the new way of adding a client(new layout).
The new layout of the 'Add client' option doesn't have the button to select all colleagues to have access to newly created clients so it would be a good idea to add such an option as it was in the old way.
12 votesHello,
Thank you for your continued feedback and support in making the Dext Product better. We wanted to let you know that this has recently been released. Please go and check it out and let us know what you think.
Simon Williams
Product
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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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Alphabetical Statements
When you are in Supplier Statements and you put them in to alphabetical order they do not stay in order when you use the arrows (top right) to click through them.
1 vote -
Un-Approve an Expense Report
Un-Approve an Expense Report
15 votesHi there,
Enhanced approvals for expense claims were released recently 🎉
This includes the ability to cancel an approval request, by clicking 'Edit'. And also reject expense claims too.
If you're an admin, go to settings to set up an approval workflow for expense claims.
More information can be found here https://help.dext.com/en/s/article/expense-claims-approvals
Enjoy
Anna
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Automatic Expense Report Approval request
Automatically send Expense Reports for approval after some time
3 votesHi there,
Enhanced approvals for expense claims were released a couple of weeks ago 🎉.
In this new version, expense will automatically flow through up to 5 approval stages and emails will be sent to approvers too.
If you're an admin, go to settings to set up an approval workflow for expense claims.
More information can be found here https://help.dext.com/en/s/article/expense-claims-approvals
Enjoy
Anna
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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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Sage Accounting sync Departments list
Sync the Departments list from Sage Accounting into Dext
98 votesHi,
Thank you for your feedback, thanks to your input we now support Departments syncing and publishing with Departments for our Sage Accounting integration.
This required us to move the integration to Sage's latest API which in turn means that for you to access this feature you will need to reconnect the Sage Accounting integration on any Dext accounts you'd like to use departments with.
Once you've done this you'll be able to find departments within of the 'projects' lists within the account. You'll notice in the integration settings that there's a new option that allows you to select which departments you'd like to be sync'd into which projects list within Dext.
Thanks again for your feedback and for helping us to improve Dext.
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Bank Match to Match more than 10 days of thed date
Bank Match to consider entries paid more than the next 10 days of the document date
44 votesHi all,
We're happy to announce that the system can now identify bank matches for items paid up to 30 days after the document date. If the documents have a due date set, the system will prioritize the due date and add 10 days on top.
Please let us know if you have any feedback or suggestions for future improvements.
Thanks,
The Dext Product Team
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Report
Feature for the accountant to be able to pull off a by Category report just like a trial balance.
1 voteYou can currently pull off a Category report within the Summaries screen. As we don't operate a GL, we cannot highlight debits and credits, however you can see which category are Income and Expenses.
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Move Dext Solo Clients to Dext Prepare
Move Dext Solo Clients to Dext Prepare
4 votes -
10 votes
We have now added the ability to deactivate (and reactivate) a Solo client within Dext.
See the help documentation here for more details: https://help.dext.com/en/s/article/deactivating-a-dext-solo-client
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