it would be very nice to be able to send an invoice (from the COST menu) for approval and the approver could approve or reject an invoice and confirm a date for payment.

When entering a Cost Item transaction, there should be an approval process to make sure it was coded correctly before it gets published.

Would be good if Dext extracts descriptions from invoices to publish in Xero.
Would also be good Dext had an approvals column for our clients to approve before publishing to Xero.

Approvals workflow for each item.

Could Dext have an approval feature for bills whereby a manager/owner could approve the bill before it is published to QBO?

There should be an option to mark documents as approved once it has been checked over so that documents arent being published without first being approved. This way one worker can go through each doc and and another can do the proccesseing.

I would like to see the ability to use the Dext App to approve the vendor bills (Costs). That a bookkeeper could upload the vendor bill (review & categorize) and push it to their manager for approval which also will notify the bookkeeper the bill was approved and is a correct charge to the company. Maybe include dollar limits also if a bill is high dollar it may need more than one approval.

A way to allocate invoices for another user to approve before payment

Approval Routing, or at least the ability to indicate who is the approver, and if they have reviewed and approved the expense in Dext for payment. Right now I have to review, then manually type a note indicating that I reviewed and approved, and a note is pretty easy to miss in the flow of processing lots of invoices etc.

Would be a helpful feature.

Invoice (bill) approval. It would be useful to have a feature where you can send an invoice to an individual that for approval before invoice is published to QBO. Approvers could be based on vendors, amount or a combination. Approvers could even be selected upon viewing of invoice. A dashboard would track the invoice status. Once the invoice is approved we can proceed to publishing the invoice and then payment.

For all invoices uploaded through Costs to have an approval feature just like the expense report. For example, I upload an invoice, it can then be sent to a manager for approval before being published.

Option to approve individual invoices and to then generate a report in dext of all approved invoices

Hi, I know that there's workarounds for approvals in Receipt Bank by using other pieces of software but I'd love if it would be possible to set up and manage my item approvals, and approvers, within Receipt Bank directly. Currently using flagging system.