Skip to content

Prepare

Categories

JUMP TO ANOTHER FORUM

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

67 results found

  1. As an administrator and financial controller, I need to be able to 'send back' a submission to a user, from within the interface. Right now, if someone submits an order confirmation instead of a receipt, I have to d/l the confirmation, delete it from Dext, and email the submitter asking them to correct the documentation.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Workflows  ·  Admin →
  2. It would be great if after using the "Back" button on a browser you are navigated on the exact page placement you have been before. For example, you were searching for a supplier name starting with "S" >> you move to a different page, and after clicking on the "Back" button you are navigated back to the top of the supplier list instead of the where you were previously.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflows  ·  Admin →
  3. Ability to export a report of user's details

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflows  ·  Admin →
  4. 1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflows  ·  Admin →
  5. Can we please add a function where we can tag a project and description when uploading from the web app similar to how you do this via mobile app. It would eliminate the need for us to go back in and add this information once the receipt has moved from "In Processing" to "inbox"

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflows  ·  Admin →
  6. We have set up monthly flows using Dext Precision and it would be great if there was an automatic check with Dext prepare to show you how many items remain in Dext for processing. This would allow us to check which members of the team are staying on top of their Dext processing.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflows  ·  Admin →
  7. 1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflows  ·  Admin →
  8. I think you guys are missing the point.
    I have gone in and made the changes but it is already too late. The payment went through already for the whole year under the wrong currency because it is not clearly stated what currency the pricing is in. I could have done any currency, i just needed to know which currency it was. So i used the wrong card. It is a sign up issue that can be simply resolved by adding the currency designation next to the price / or an info box that says what currency is being charged.…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflows  ·  Admin →
  9. use dext prepare in multiple browser to diffrent comnie in a merged account.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Workflows  ·  Admin →
  10. Permanent removal of item in the submission history

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflows  ·  Admin →
  11. I would like to search an exact amount (total amount) without having to put in min and max amounts.

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflows  ·  Admin →
  12. Option to search Purchase Order by Product/Service Description aside from Product/Service Name

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflows  ·  Admin →
  13. 2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflows  ·  Admin →
  14. Hi Dext,
    In the customers list there is a Visible button. Please create a bulk "visible/hide" button. I would like to bulk hide customers and select only the few that I wanted visible. That would be much faster than what I just did of individually going down the long list of customers and hiding them one by one. Thanks so much! I hope this happens in the future! Have a wonderful week :)

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Workflows  ·  Admin →
  15. Option to display customer contact name and customer account number from Xero in the customer field.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflows  ·  Admin →
  16. 1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflows  ·  Admin →
  17. Restricting which type of documents can only be submitted in the Costs Workspace

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflows  ·  Admin →
  18. Can I pre-populate the Description field? So that when my user makes an entry, they can see the pre-populated text when filling a cost item?

    I want to be able to have the user select the budget. We can pre-populate the description field with all the budget categories. The user only needs to check the correct budget category. But it needs to show up for all new cost entries.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflows  ·  Admin →
  19. To put different colour flag for the items in the Inbox so users wouldn’t have to go through all the invoice sitting DEXT inbox and check what belongs to them.

    57 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Review  ·  4 comments  ·  Workflows  ·  Admin →
  20. I wanted to find out why dext no longer brings up the correct product when i put the code in the product/code box? I have to still search through the dropdown box to locate the one I need which defeats the purpose. It used to bring it up to the top of the dropdown box immediately. It has done so previously but the last couple of weeks it hasn't. I put in the exact code

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflows  ·  Admin →
  • Don't see your idea?