29 results found
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Rule to submit items from a specific total amount for approval
A rule which will automatically submit for approval all documents above a certain total amount.
7 votesHi there,
Enhanced approvals for expense claims were released a couple of weeks ago 🎉.
In this new version, you can set up to 5 stages of approval, and choose the cost limit at each stage too.
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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Option to lock approved expense reports so that users will not be able to add item to it once it has been approved
Option to lock approved expense reports so that users will not be able to add item to it once it has been approved
45 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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Un-Approve an Expense Report
Un-Approve an Expense Report
15 votesHi there,
Enhanced approvals for expense claims were released recently 🎉
This includes the ability to cancel an approval request, by clicking 'Edit'. And also reject expense claims too.
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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Automatic Expense Report Approval request
Automatically send Expense Reports for approval after some time
3 votesHi there,
Enhanced approvals for expense claims were released a couple of weeks ago 🎉.
In this new version, expense will automatically flow through up to 5 approval stages and emails will be sent to approvers too.
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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More than one expense approver, 2 step approval process
Be able to select more than 1 approver for bigger expense reports, to have the approval of both assigned
8 votesHi there,
Enhanced approvals for expense claims were released last week 🎉.
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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Cancel Expense Report approval request
Cancel Expense Report approval request
2 votesHi there,
Enhanced approvals for expense claims were released recently 🎉
This includes the ability to cancel an approval request, by clicking 'Edit'.
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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remove user from the Partner account from the Approvers list
remove user from the Partner account from the Approvers list
3 votes -
Sorting Expense Report entries via Approval Status column
Under Expense Reports -> Inbox, can you please enable to Sort based on the column "Approval Status". Currently, It is very hard to navigate which expense reports I have yet to approve, and this would make it significantly easy. It should hopefully be a relatively easy feature to implement on your system.
5 votesHi,
We have updated the expense report screen so you can filter by approval status. After you have navigated to the expense report page, select Advanced in the search bar, and you can select the approval status you want to filter by. You can also sort the column by status as an alternative.
Thank you for your feedback, feel free to reach out with any further comments you have
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6 votes
Hi there,
Approval workflows for cost items and expense claims were released a couple of weeks ago 🎉
With this new version of approvals, approvers will only see the items that require their approval in the approval tab found in the inbox. They'll also be emailed when items need their approval. Please note - admins will still have the ability to see all approvals though.
If you’re an admin, head to settings and set up approval workflows from there.
More information can be found here:https://help.dext.com/en/s/article/costs-approvals
Enjoy
Anna
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Editable Expense Report PDF
Right now the expense report document when you export it to PDF is quite hard to read. The font is very small and there's barely any room to sign, plus if you have a lot of receipts attached to one expense report it will not spread it over two pages, but will just squish it all into one page which makes it so small its unreadable. Would really appreciate an editable expense report form that you can control font size, column sizes, signature lines etc... to make it more feasible to use.
10 votes -
1 vote
Hi there,
We recently released an improved way to approve expense claims where expense claims cannot be edited once approved. Head to the Approvals section of settings to create a new approvals workflow.
Read more about it here: https://help.dext.com/en/s/article/expense-claims-approvals
Enjoy!
Anna
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24 votes
Hi there,
We released a fix for this 🎉
The enhanced expense claims approval experience, which was launched this week, will let you reject expense claims.
Just go to settings to set up new workflows for the new expense claim approvals.
Enjoy
Anna
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Change the PDF view of Expense Reports
The various accounts/categories are listed as columns on the right hand side. As there are more and more lines this will make the report harder to read. Can you have one column with the heading "account or category" and all the accounts listed below it? Also the columns listed as "project" & "project 2" should be classes and locations. Can this be fixed as well?
1 voteHi everyone, this week we released a new layout to the Expense Report PDF export which has the following improvements:
- Categories are now summarised at the top so that the font doesn't get smaller when there are more categories
- The font is darker and easier to read
We are also working on this ability to choose the order of items in the expense report, as we know not having this is a frustration at the moment.
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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 votesHi there,
Enhanced approvals for expense claims were released a couple of weeks ago 🎉.
In the new version, you will only see the publish button once all approvals are complete. You can also set up 'Auto-publish' once items have been approved, so you don't even need to click publish!
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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Advanced Search in Expense reports
Since the expense report list screen has been changed, it is not harder to differentiate at a glance expense reports that have been approved vs those not yet submitted for approval as both are eligible for publishing. Please allow to search or sort by the Approval status. I want to be able to filter the list of expense reports for only those that have been approved. Another option would be to have a notification box at the top of the screen when viewing the expense report detail to show whether it has been approved. Similar to the current waiting for…
3 votesHi,
We have updated the expense report screen so you can filter by approval status. After you have navigated to the expense report page, select Advanced in the search bar, and you can select the approval status you want to filter by. You can also sort the column by status as an alternative.
Thank you for your feedback, feel free to reach out with any further comments you have.
Many thanks,
Vikash
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Mileage tracking
Trips w mileage tracking
82 votesHi there,
This week we released the new mileage feature on Dext on web and mobile 🎉
Add vehicles, passengers, to and from locations or just distance travelled and Dext will automatically calculate the claim based on government approved rates.
Enjoy
Anna
Enjoy
Anna
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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.
185 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.
160 votesHi there,
Approvals workflows for cost items and expense claims were released a couple of weeks ago 🎉
Head to to settings and set up approval workflows from there.
More information can be found here:https://help.dext.com/en/s/article/costs-approvals
Enjoy
Anna
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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?
127 votesHi there,
We released a fix for this 🎉
The enhanced expense claims approval experience, which was launched this week, will automatically route expense claims to the right person based on the approvals settings.
Just go to settings to set up new workflows for the new expense claim approvals experience.
This means it'll be less likely to need to change the approver once it's been submitted. But if you do need to change them you can do in settings to make it smoother.
Also, now you can take expense claims out of the approval process by clicking 'edit' or 'reject'.
Enjoy
Anna
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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 votesHi all,
We recently released a new PDF export of Expense Reports in Dext which has much darker and larger font as well as a clearer layout.
Hopefully this solves your problem, feel free to reach out with anything else.
Best,
Anna
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