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1524 results found

  1. Please add an option to schedule sending approval request at a later time to avoid interrupting approvers after office work time.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
  2. You should be able to export the purchase order numbers that are extracted from the invoices. This is vital information to the business that needs to be retained with the invoice information.

    3 votes

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    0 comments  ·  CSV Export  ·  Admin →
  3. Clone a Mileage Claim for repeated Journeys (Just change the dates)

    3 votes

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    1 comment  ·  Expenses  ·  Admin →
  4. Line item detail should be visible from the approval window and not require the approver to send back to the inbox to open that detail. Only to have to resubmit and move back to approval window to approve.

    3 votes

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    0 comments  ·  Approvals  ·  Admin →
  5. Approval to include "if not" criteria.
    Approval Re-assign function to other approver.

    3 votes

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    0 comments  ·  Approvals  ·  Admin →
  6. Roles should be able to be assigned to standard users, and workflows created around that. These roles should be bespoke (e.g. Submitter, Approver level 1, Approver level 2, approver Level 3 etc) Then workflows can be created so that someone with Approver Level 1 would have their expenses approved by someone at approver Level 2 etc.

    4 votes

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    0 comments  ·  Approvals  ·  Admin →
  7. Hi. I often go through the supermarket receipts e.g. Tesco which don't have VAT breakdown on them. When the client buys cleaning products, it would be useful to have an option to open a small calculation spreadsheet to work out the VAT amount on those cleaning products. it would also be useful if one could save this with the original receipt as a record of how the VAT was worked out.

    4 votes

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    0 comments  ·  Design  ·  Admin →
  8. It would be great if we could enable push notifications to your mobile device when an invoice requires your approval. Currently, there are only the email notifications but all of my team mostly completes their approvals while they are on the road via their mobile applications.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
  9. The ability to add in an email address (and maybe recipient name) into the suppliers in DEXT, so that they automatically appear when requesting paperwork through Supplier Statements e.g. below

    14 votes

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  10. email trail also going through to accounting software as attachment

    20 votes

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  11. When suggested matches appear on the reconciliation screen, show the category which the invoice is assigned in the green box, as there is no easy way to see the category without manually finding the invoice.

    3 votes

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    0 comments  ·  Match  ·  Admin →
  12. Ability to filter by Projects in the Approvals view so when exporting documents you can do it per project

    8 votes

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    Under Review  ·  0 comments  ·  Approvals  ·  Admin →
  13. Provide employees payroll number to aid with building quotes.

    2 votes

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  14. I need products and services instead of categories as workflow options, can we please add this?? :) We don't use categories and to get our main approval work flow set up, I'm going to have to use 1 category and it really doesn't work for us as a whole. Products and services were solely to ensure projects would work via QBs but then over here aren't included in workflow approvals.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
  15. Add an option to specify payment date for invoices paid via direct debit. These are effectively paid when processed, but need to have the payment recorded from Dext when it will be taken, not date of invoice.

    2 votes

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    0 comments  ·  Direct  ·  Admin →
  16. Change page order of bills with multiple attachments. I have a bill from a tradie who has attached proof of purchases. I want to display the tradie invoice first followed by the materials bills but cannot rearrange the order

    4 votes

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    0 comments  ·  Extraction  ·  Admin →
  17. Need to be able to use Tags from QBO on supplier expenses. Please add this from QBO integration.

    9 votes

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  18. An Export or total value amount in approvals for quick reference on in progress values

    7 votes

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    0 comments  ·  Approvals  ·  Admin →
  19. Bank transactions Audit trail/history to show where the bank transaction came from (bank feed or bank statement upload) and when it was imported, which user coded which transaction line, which property it related to, what date/time it was updated and what code was selected. Also should record subsequent changes. This should look exactly like the 'history' tab that appears on the right hand side when looking at cost items which is really good. this is really useful to see any changes.

    1 vote

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    1 comment  ·  Solo/ITSA  ·  Admin →
  20. Many of my client's have multiple businesses and often upload the same invoice to two or more entities resulting in double payments. It would be great to be able to group individual entities and search for duplicates across the group.

    3 votes

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    0 comments  ·  Extraction  ·  Admin →
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