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7 results found

  1. We have a client that approves based on which salesman is assigned to a customer/job. If we could trigger approvals based on the customer, they could stop using a competitor's software and keep all of their workflow in Dext.

    23 votes

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    6 comments  ·  Approvals  ·  Admin →

    Hi there,


    Good news, you can now set up cost approval workflows based on a customer. Head to approval settings in Business Settings to check it out.


    Thanks for voting on this request!


    Enjoy,

    Anna



  2. It would be very useful to be able to set up an Approval Workflow based on the user who has submitted the expense.

    In some situations a manager of a department needs to approve the charges one of their team has made. There may be 5 receipts from Staples in Dext, but as a manager I only need to approve the Staples purchase that was made by MY admin, not the staples purchases made by other departments. Therefore, being able to set up an approval workflow that includes the submitter would separate out the Staples purchase that needs my attention…

    23 votes

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    2 comments  ·  Approvals  ·  Admin →

    Hi all,


    We recently released the ability to set up approval workflows based on the document owner of the item. You can now do this across all document types (costs, sales and expense claims).


    Go to business settings to adjust your approval workflow settings and feel free to email me directly if you have any more questions.


    Enjoy!

    Anna

  3. At each stage the approver should be able to add notes when approving an invoice. There are many instances 2whent he approver will approve the invoice and give instructions to the accounting dept. For example. I am approving this invoice but please pay 50% now and 50% in 10 days of my approval etc

    22 votes

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    0 comments  ·  Approvals  ·  Admin →

    Hi there,


    Anna here from the Dext product team.


    Today we released the ability to approve items with a comment. Take a look at the image attached to see how it works.


    Let me know how you get on - feel free to email me directly if you have any feedback.


    Enjoy!

    Anna

  4. Please provide a sort option in Approvals

    5 votes

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    0 comments  ·  Approvals  ·  Admin →

    Thanks for your feedback!


    You can now use column sorting in the Approvals tab in Costs / Sales / Expense claims.


    If you have further ideas for improvements, please continue to submit UserVoice tickets!


    From the Product team @ Dext

  5. Approvals should be able to change the category or details that's coded to the invoice if it was incorrectly added by Dext or the person requesting the approval.

    5 votes

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    2 comments  ·  Approvals  ·  Admin →

    Hi there,


    Great news, we've now added the ability to choose which fields are editable during the approval process.


    Simply head to your Approval Workflow Settings to define which approvers can edit specific fields at each stage.


    Feel free to email me back with any feedback.


    Enjoy!

    Anna

  6. Currently approvers cannot see information related to "Tracking Categories" for Line Items when approving bills unless they click on the "Edit line items" button in the details tab, which is far from ideal as this is a key part of the approval process and approval workflows.

    5 votes

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    0 comments  ·  Approvals  ·  Admin →

    Hi there,


    We have now added projects to the approvals tab, and the line item details within the item detail view.


    Thank you for requesting this and hope it helps!


    Enjoy

    Anna

  7. Add the Publish/Edit button to the bottom right Panel of the Approvals section like the Inbox section. After you scroll down to review the information, you should be able to select the Publish or Edit button.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →

    Hi there,


    Thank you for requesting this feature. We've now added the approval and publishing buttons to the bottom of the item detail panel of items in an approval flow.


    Enjoy!

    Anna

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