Block editing/erasing of expense reports and invoices for basic users levels

I would like areas within Dext to have privacy settings allowing staff within different projects/Class to only see their own documents and transactions.

Please can we ensure that basic users (our employees) have limited functionality on Dext. They must not be able to flag, unflag, archive, unarchive, edit or delete expense reports. Thank you.

Hi, please could you ensure that employees cannot make changes once expense reports have been approved by managers. It is creating difficulty for us in finance when the employees make changes after approval is done. Thank you.

Limiting the categories certain employees can see - i.e. our supervisors only need to use specific categories, and office admin require different categories. It would be great if we could group employees based on their job, and customize the categories they can assign expenses to based on their group.

Hello, I would like to suggest the ability to limit access to accounts based on user or user group. It would be nice to have groups, such as Office or Field or Management and have certain accounts available to each group. Thank you.

Have the option to limit/hide certain categories, class, customer/ supplier list for certain users.

We need a way to turn off the category selection from the client (on app) and turn it on for us on the backend dashboard side. This is to limit the confusion on their end as categories are our job on the backend as the bookkeepers.

Advanced rule to reject incoming items matching specific criteria with option to send notification to sender

Separate chart of accounts/ categories for same users. To allow for line accounting for separate employees.

I would like to be able to set settings on specific users to only see certain users receipts and not all of them. Currently the only option is they can see their own receipts or all items. I would like to be able to pick specific users that they can see instead.

It would be great if we can filter via payment method used what the basic user or expense approver can see

Have the option to limit/hide certain categories for certain users.

The restriction for Partner users to only be able to submit items to client accounts and not be able to submit to the Practice account itself.

This would be a great step forward. It would be great to allocate users to only be able to view certain projects, invoices which certain users have uploaded etc.

Further to this to restrict users to tracking categories. Supports multi site locations structure of our P&L. It is a current case of all or nothing which does not slow data restriction.

Support this. Would be great to have a group of users who have only certain selection of categories available to them whereas the full list only viewable by super users.

This feature would be huge. Users uploading receipts often only need to pick from about 5 different accounts. They should not have to scroll through the entire chart of accounts to find the few that are relevant to them.

Allow Categories to be available (or not) at the user level rather than just Global. It would be nice to have employees only able to pick from the categories that pertain to them specifically rather than hope that they pick the right one. Fewer errors in coding and less time spent making adjustments.

Hello. There are two features I really wish were available in Dext that would be a huge help. #1 - the ability to control what we want people to select when uploading a receipt AND be able to require (or not) those items. It's very important for us that people select certain things when uploading a receipt. But we have no way to "force" that to happen since we can't require anything. #2 - the ability to set custom reminder parameters when something isn't done. For example, if a receipt is not uploaded currently, I'd love the ability to push a notification to the person when I want, as often as I want, and to do it automatically until the receipt is uploaded. This automation really helps "force" compliance without creating more work for those monitoring it. I hope you all will seriously consider adding this helpful feature. Thank you.