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Transfer items between users & accounts

I would like to be able to move incorrectly uploaded items from one user to another within an account or within different ones. This is particularly key for my clients with multiple entities

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  • Virginia Weckert commented  ·   ·  Report

    I have 3 Entities on my User profile

    Sometimes a Supplier Invoice is sent to the wrong Entity>

    It would be great if I could move it to the correct entity without having to download & the re upload

    Many Thanks

    Virginia

    PS So glad that you now have the ability to extract Line Items available - it has been a life changer.
    Love it - it works so well with how I use MYOB - thank you so much

    It works seamlessly

  • Stephanie Tenwolde commented  ·   ·  Report

    I have a US entity and a CAD entity, sometimes receipts are uploaded to the wrong entity. It would be great to be able to move the document from one dext account to another.

  • Katarina Bednaricova commented  ·   ·  Report

    It would be helpful if we could transfer items between clients in case of one owner with multiple businesses. Documents are often submitted to wrong business account.

  • Katherine Henry commented  ·   ·  Report

    Move documents from one client to another when you have multiple clients

  • peter hindley commented  ·   ·  Report

    We have two businesses and some receipts get posted to the wrong one. Would like a “move” option in Costs Review to simply shift a receipt to the other business. (Having to print out the receipt, delete it and then re-extract it to the correct business is time consuming). Mostly happens where a supplier provides for both businesses but doesn’t put sufficient info in their invoice email to identify the correct business with email forwarding rules. Amazon Business is good example…we buy for both businesses inside one Amazon account, using the debit card for the appropriate business but neither the Amazon order notification email or Amazon integration are able to land the extraction to the business that paid.

  • Anna Carey commented  ·   ·  Report

    I would like to be able to move a cost item from Inbox from one client to another. We manage multiple franchise locations and sometimes the costs are submitted to the wrong location.

  • Anu Sharma commented  ·   ·  Report

    Transfer expenses between two organisations within dext

  • Paul Williams commented  ·   ·  Report

    to be able to transfer purchase invoices from one company to another

  • Claire Purbhoo commented  ·   ·  Report

    Have Dext recognize the businesses the documents belong to.

  • Alan Porter commented  ·   ·  Report

    We have 3 separate businesses. Sometimes invoices for Business A are uploaded to Business B. Add an option to transfer invoices between businesses without downloading and then uploading them to the correct account.

  • Christopher Smith commented  ·   ·  Report

    We operate a number of associated companies. Now and again we have receipts that need to be entered into a different company than the one that was scanned for.
    It would be nice if we could move a receipt (or send to XYZ company Ltd) by a single click to one of the other companies, without having to re-upload to the other company.

  • Michele Grisdale commented  ·   ·  Report

    It be be a time saver to be able to transfer a document from one account to another account. I have two clients in two countries and they often submit to the wrong account