Ability to create folders in Dext to organise items
Option to create separate folders to organise items into dext like the archive, inbox and costs/sales folders
Paula Georgieva
shared this idea
Thanks for giving feedback on new features, we are currently reviewing this item and opening to release something later this year.
Please stay tuned for updates.
Simon
-
Alexandra Goddard
commented
Set up custom folders - i.e. there are invoices in my inbox that I don't want to publish yet or are possibly expenses - I want to be able to move them to a different folder rather than them just sitting in the inbox
-
Theresia Andreanis
commented
1. Can we create a subfolder under Costs, Sales and Expense Reports. For ease of reference if we would like to segregate the folder either based on customer/supplier names, user, etc instead of currently we are using filter option which could be a lot of time toggling
2. Can we add Sales feature in Dext mobile app. Some clients, the invoicing software is different platform from the accounting software i.e. xero, QB
3. Currently, if we submit invoices/receipts to Expense Report, the supporting documents are not published to the accounting software, instead just a report and image link to Dext. It would be a great feature if the softcopy receipts/invoices also published to the accounting software.
-
Gabriela Stutts
commented
I would like to organize Archived documents using folders. I don't like the clutter and would be nice to seperate documents by Month. I know Archive has a way by sorting thru dates but it would be nice to have the ability to create folders within Archive.
Please see if this can be done. We would appreciate it greatly! Thanks! -
AdminUserVoice Admin
(Admin, Dext)
commented
We have credit card receipts for 3 different card users and utilities invoices that come through and I just wanted to see if I could put the receipts in a folder by month and then add subfolders to store them in for quick future reference.