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52 results found

    1. Ability to bulk select items
    2. After selecting a number of items and then bulk editing, ensure that the items stay selected after editing. Currently have to reselect all the items again to then be able to bulk publish.
    2 votes

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  1. Dear Dext, love your product! I had a situation where I set up a client account and immediately added one of the business's names/email address. This made that person the "owner", and caused issues when I was uploading documents, as I had a choice of owner or none. Being new to Dext I did not change the the dropdown to none b4 I realised this. I went to change the "owner" to collegue (dont know if I have the right wording here), but found I couldnt. This caused me no end of stress as I own the file, pay for…

    1 vote

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  2. The ability to restrict or allow Users to see the submissions of other Users but not all or only their own.

    Item access of one User only to another particular User.

    12 votes

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  3. option to edit details of the pending invitation

    1 vote

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  4. Be able to set Admin user who cannot approve Expense Reports.

    5 votes

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  5. When adding practice users, complete title (drop down list) and dept (checkbox:accs, vat, bookkeeping etc) to help with email campaigns

    1 vote

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  6. I wish the firm was listed as a checkbox on the client list on the privilege page.

    2 votes

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  7. Have the option to Bulk download the items from all client accounts from a single panel.

    2 votes

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  8. 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

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  9. 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

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  10. 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

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  11. Prevent certain users from Submitting an Expense Report for approval (grey out the Submit for aproval button)

    8 votes

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    Hi 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



  12. Ability to hide an invoice from other users and let it be accessed by certain ones.

    3 votes

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  13. 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

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  14. 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

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  15. Access multiple accounts in one page in the Web app.

    3 votes

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  16. option to change CRN in the User details page

    1 vote

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  17. We would like to be able to control team members' access to 1tap clients, the way with normal clients.

    2 votes

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  18. 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

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  19. Limit which Customers the users in the account have access to

    4 votes

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