48 results found
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When adding practice users, complete title (drop down list) and dept (checkbox:accs, vat, bookkeeping etc) to help with email campaigns
When adding practice users, complete title (drop down list) and dept (checkbox:accs, vat, bookkeeping etc) to help with email campaigns
1 vote -
Ability to limit colleagues to submit items on Partner's account only on client
I wish the firm was listed as a checkbox on the client list on the privilege page.
2 votes -
Bulk download items from all client accounts
Have the option to Bulk download the items from all client accounts from a single panel.
2 votes -
Fully restrict users' access to the practice account
Staff doesn't need to have access to the Practice. The ability for staff to not have access to the Practice File and only be able to see the client files they have been given access to.
5 votes -
Remove suspended users from Advanced Search
Just hoping there is a way I can clear out the user list on the filter option. At the moment when I filter - the user list brings up all suspended users too. How do I remove them to be active users only?
3 votes -
Entra ID or FIDO2
2 requests please:
1. Add Azure AD (Azure Entra ID) as a SSO provider.
2. Add the ability to use FIDO2 devices. We use Yubikeys through DUO for our firm's MFA solution. I know that I can use the DUO app as one of your SSO options but the folks that use Yubikeys are dead in the water for your product.
Thanks,2 votes -
Prevent certain users from Submitting an Expense Report for approval
Prevent certain users from Submitting an Expense Report for approval (grey out the Submit for aproval button)
8 votesHi there,
You can now create approval workflows within Dext. We've also enhanced the experience of approvals for expense claims.
If you're an admin, go to settings to set up an approval workflows and try it out.
More information can be found here https://help.dext.com/en/s/article/expense-claims-approvals
Do let us me know how you get on and if this request still stands.
Thanks
Anna
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Confidential invoices
Ability to hide an invoice from other users and let it be accessed by certain ones.
3 votes -
Bulk edit client deduplication rules
Is there a way we can change our firm settings so that all clients Dext accounts default to "Review" duplicate items rather than them being "Automatic".
2 votes -
Unarchiving notifications on items in the inbox
There needs to be an unarchived notification in both the inbox dashboard, as well as an easily visible one within the item. There also needs to be a toggle switch to disallow clients from unarchiving an item.
A client recently unarchived a bunch of items and made a complete disaster of QBO. I didn't know these items were unarchived so deleted them and now only have copies in QBO.
Please please please help prevent this drama for anyone else.
3 votes -
Access multiple accounts in one page in the Web app.
Access multiple accounts in one page in the Web app.
3 votes -
Option to update CRN
option to change CRN in the User details page
1 vote -
1tap Client Access
We would like to be able to control team members' access to 1tap clients, the way with normal clients.
2 votes -
Restrict colleague users from publishing within the client accounts
Have the option to restrict a colleague user from publishing items to the accounting software when they view the items within a client account. They should only be able to edit them without the option to publish.
2 votes -
Limit the access to certain Customers for users in the account
Limit which Customers the users in the account have access to
4 votes -
Be able to search for invoice purchase details (Key words)
eg. product that has been bought , to be able to search via keywords not only amounts, suppliers etc to easily find older items in Dext
2 votes -
Assign multi users (basic users) to one supplier invoice
Assign Multi-Users to Same Supplier Invoice
This will allow us to have multi basic users to view same vendor invoice as one vendor invoice might have items for different projects and clients.
Thank you.3 votes -
Remove the default option set to be "Admin" while adding users to an account.
If possible remove the default option set to be "Admin" while adding users to an account.
1 vote -
Merge user logins under the same account
Merge user logins under the same account - same person with two separate logins, that can then use the 'account' switcher to switch between logins.
1 vote -
1 vote
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