123 results found
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Publish only after expenses are approved
Make the "Publish" button dependent on the approval process and don't allow reports to get published, before they are approved.
2 votes -
Mileage tracking
Trips w mileage tracking
78 votesWe are excited to be bringing this feature to you soon, thanks for your patience and stay tuned for updates.
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Original images of invoices/receipts attached to expense report
A way for the invoice/receipt to automatically be attached to the expense report in the integrated software, not just as a link in the PDF.
179 votesHi there,
The ability to include source document images within the Expense Report PDF export is now live. Select 'Report with receipts' on the detail level in the PDF export screen. See screenshot attached.
Including images in your accounting software with the published expense report has not yet been worked on, but we are aware of it.
Hope this helps!
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Approval process for individual Invoices/expenses/bills
Simple bill approval system integrated into Dext Prepare. Mark an item as requires approval - Mark user who can approve (can be saved for automatic fill-in for this supplier) - it shifts the bill to a new list (awaiting approval) - send that user an email to tell them it is there.
They logon, click approve and it sends the bill to the normal awaiting export list, hey presto simple, no need for comments or anything like that.
At the moment, I have to export the image, email it, await email confirmation etc, difficult to keep track of.
145 votesWe are looking into approvals within Dext to make the process simpler
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Change the expense report approver
Hi. If we have an employee that sent an expense report claim to the wrong approver, can we have the option to reverse this?
123 votes -
Control over font Format of downloaded expense reports
The font in the report is not dark enough to read. When Expense reports are downloaded as pdf, I download to email and the recipients complain the text of the report is too faint to read, or when printed is too faint to read
Also my criticism of the text being too light. I appreciate that the development team must address this but it would be nice to have control over report structure
As I must email expense reports to those that approve payment, it's most concerning that they complain about the report being difficult to review. I don't like…
13 votes -
Expense approver user hierarchy
We have expense approvers who approve only their direct reports. At the moment if they have the user type expense approver they have the power to view all submitted items. We need the option to set an expense approver user to only view the items for particular users under the multiuser account not everyone.
91 votesThanks for giving feedback to Dext. This is currently under review as part of us reviewing the way expense are approved in Dext. Stay tuned for further updates.
Simon
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Upload receipts from your phone gallery for online receipts
Have feature to add receipts from your phone gallery to attach recipts where you have paid for parking online.
3 votes -
Expense report limit increase for export to email
Increase the limit of 250 to 1000 for exporting to email the expense reports after highlighting everything based on a filter.
3 votes -
Setting to sort by date
Can we have a setting that allows us to sort by date and Dext will stay that way!
6 votes -
Assign Approver to a Usr
Ability to assign an approver to a user so this user will be able to send the reports for approval only to the assigned approver.
36 votes -
Ability to customise the Expense Report previe
Ability to customise the Expense Report preview - add projects, view it on full screen.
6 votes -
Expense approvers to see only reports that are for them
Can expense approvers see all receipts in RB? Or they can only see all expense reports that have been generated? Is it possible to limit approvers to see reports that are for them to approve rather than all others' reports?
50 votes -
Bulk edit tax.
I would like to be able to bulk edit the tax amounts.
16 votes -
Approval person's name on the PDF summary at Approved
Approver's name of the expense report to be displayed when downloaded via PDF
44 votes -
Approved Expense Reports should not allow additional items to be added
We have just realised that expense reports can have additional items added to them after they've been approved and can be published without further approval. This doesn't make sense to me and I would love to gain an understanding about how this function works.
32 votes -
Add line items from an item to an Expense Report
Sometimes not all items in a receipt are reimbursable so it would be nice if you could make it possible to only add the lines that need to be reimbursed to Expense Reports .
22 votes -
Project visibility in Expense Reports
I'd like to be able to see the Project assigned to items within an Expense Report without having to drill down to each item individually within Receipt Bank
17 votesHi,
We have added the ability to pick and choose which columns you would like to see on the expense reports page.
Once you are in an expense report, select the cog above the transactions and you will be able to select tracking or project categories.
We are also looking at implementing this for downloadable reports soon, and will add the 'Customer' field soon as well.
Feel free to reply with any further feedback while we are adding the remaining refinements
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5 votes
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Assign a report to multiple expense approvers
Option to add more than one approver to a single report
9 votes
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