32 results found
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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.
104 votesHi there,
Enhanced approvals for expense claims were released last week 🎉.
With the new version, only approvers or admins have the right to view other people's items. You can also route expense claims to the user's manager too, who will only be able to see items that have been sent to them for approval.
If you're an admin, go to settings to set up an approval workflow for expense claims.
More information can be found here https://help.dext.com/en/s/article/expense-claims-approvals
Enjoy
Anna
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Download Expense Reports with supporting images
I want to be able to download the Expense Report, together with the supporting files in one PDF
68 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.
A reminder if you're an Admin that you can also include links to the source documents from Account Settings. Just turn on 'Image Sharing'.
Hope this helps!
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Expense Reports without "Expense Report" in the name
I'd like to be able to publish Expense Reports so that "Expense Report" isn't included in the supplier name
"Why are the expense reports showing up as suppliers? Our supplier list now includes multiple expense reports and that will grow tremendously over time…"
56 votesHi,
Thank you everyone for your feedback. We reviewed all of the raised topics and it was clear that the use of the report name was causing issues.
We have now changed this logic, the employee name the expense report belongs to will now be what we use to publish to general ledgers.
This is now live, please feel free to reach out with any further feedback.
Many thanks,
Vikash
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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.
43 votesHi all,
We recently released the improvement for this. You can now set up approval workflows based on the user who owns the document.
Feel free to email me with any questions or further feedback on this topic.
Enjoy!
Anna
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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?
54 votesHi there,
We released a fix for this 🎉
The enhanced expense claims approval experience, which was launched this week, will only show expense claims to the person who created the expense claim, the approver, or anyone with the right to see other people's items like admins.
Just go to settings to set up new workflows for the new expense claim approvals experience.
Enjoy
Anna
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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 votesHi there,
We released a fix for this 🎉
The enhanced expense claims approval experience, which was launched this week, will show the approver name on the PDF export and timestamp of when they approved. Just go to settings to set up new workflows for the new expense claim approvals.
Enjoy
Anna
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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.
33 votesHi there,
We released a fix for this 🎉
The enhanced expense claims approval experience, which was launched this week, will 'lock down' expense claims once they're submitted for approval so no-one cant add or remove items. Just go to settings to set up new workflows for expense claim approvals.
Enjoy
Anna
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Darker Expense Reports
Darker Expense Reports PDF file when downloaded.
5 votesHi all,
We recently released a new version of the expense report PDF view which has darker font and is easier to read.
Hope this helps!
Anna
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PDF Expense Reports - items in date order
Items are added in the Expense Report in a Chronological order, however after the report is downloaded in a PDF , the items are not in that order anymore. Would be useful if they are.
25 votesGood news! We've made this fix.
By default, PDF exports of Expense Expense reports are now ordered chronologically. You can also change the order of items by other fields like supplier, category, description and amount by going to System settings-> downloading items -> Order items in Expense Report PDF by
Hope this helps!
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Assign a report to multiple expense approvers
Option to add more than one approver to a single report
10 votesHi there,
Enhanced approvals for expense claims were released last week 🎉. With the new version, you can set up to 5 approval stages, with multiple approvers at each stage.
If you're an admin, go to settings to set up an approval workflow for expense claims.
More information can be found here https://help.dext.com/en/s/article/expense-claims-approvals
Enjoy
Anna
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5 votes
Hi there,
Enhanced approvals for expense claims were released a couple of weeks ago 🎉.
In this new version, you can set up to 5 sequential approval stages that are based on total amount.
If you're an admin, go to settings to set up an approval workflow for expense claims.
More information can be found here https://help.dext.com/en/s/article/expense-claims-approvals
Enjoy
Anna
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Change layout of ER to have the category field shortened when downloading in PDF
Partner would like the ability to change the layout of the PDF export for Expense reports.
They have many categories which appear on a separate column. When the categories are too long, the column is wider so the full name can be seen making all the other information small. They want to be able to shorten this or somehow change the way the categories on the PDF export appear so that it does not make the other information hard to read.
1 voteHi,
We recently updated the the expense report PDF format so that it's easier to read. The categories are not summarised at the top instead, so you won't have loads of columns anymore.
Hope this helps!
Anna
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