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  1. We have a case where a user was able to add additional expense item to an approved expense report in Dext. The approver did not get a notification on this change. For tighter controls, can we suggest that approver gets a notification should there be any changes to an approved expense report and has an option for re-approval?

    11 votes

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    2 comments  ·  Workflows  ·  Admin →

    Hi there,


    We released a fix for this 🎉


    The enhanced expense claims approval experience, which was launched this week, will 'lock down' expense claims that are submitted for approval so no new items can't be added. Expense claims can also be retracted from the approval process too, by clicking 'Edit'. We've also introduced a 'reject' button!


    Just go to settings to set up new workflows for the new expense claim approvals experience.


    Enjoy

    Anna

  2. To assign a certain supplier to a certain member in the team for them to approve the invoices/expenses, by them getting an email reminder that there is invoices in ‘Dext’ to be approved

    7 votes

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    1 comment  ·  Workflows  ·  Admin →

    Hi there,


    Approval workflows for cost items was released a couple of weeks ago 🎉


    This new features offers the ability to route approvals by supplier, category, time type and projects. Approvers will be emails and they can see everything they need to approve in the new Approval tab in the inbox.


    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

  3. Stop merging of items which have been previously merged but then unmerged.

    66 votes

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    Completed  ·  1 comment  ·  Workflows  ·  Admin →
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