Be able to add a page (image) to an extraction already in Dext before publication or be able to combine two submitted documents into one. Ex
Be able to add a page (image) to an extraction already in Dext before publication or be able to combine two submitted documents into one. Example, an invoice and its proof of payment
Sophie Loiselle
shared this idea
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Katrina Ouellette
commented
I think it would be extremely helpful there was a "add document" option to an existing receipts / cost invoice . If we as the reviewers of expenses could add a document with the simple click of a button - we would avoid having to merge documents losing traceability of who uploaded and approved the original.
This would allow the reviewer to add more detailes / detailed receipt / approval if it was done outside of dext/ packing slip or wtv it may be!
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Nadia Lollo
commented
Very often, an employee will load a receipt in DEXT. However the receipt is only part of the documents required as it does not identify the items, tax and sometime even supplier.
We would like the ability to not DELETE the original entry (Dext file created by employee), but to load another document to the existing Dext entry to support our requirements for full disclosure.
Also when searching DEXT for a receipt or Invoice, the ability to SEARCH ALL (includes active, published, archived, etc) would be extremely helpful making the Dext process more efficient for our admin staff. Currently it's time consuming to search only one status of entries at a time.
(Edited by admin) -
Nadia Lollo
commented
Ability to add documents to an existing Dext file. Example: Trades loads credit card receipt but forgets to load the itemized purchase (materials purchased and tax breakout).