1795 results found
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2 votes
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The option to prioritise rules (e.g. supplier rules override user rules)
I have a client who uses expense reports and costs and they have department heads within the business whose expense claims go to a 'directors' department but their costs go to their actual department. We have submitter rules and supplier rules set up but when they submit all of their invoices are going to the expense department rather than the cost department,
The submitter (user) rule is overwriting the supplier rule. Is there a way to prioritise them?
Tabs1 vote -
1 vote
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1 vote
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Add Credit Card number to Match Found - Bank Match
In the Costs > Inbox, when a match is found, a screen pops up to give details. The details are also included when you open the receipt. The issue is, it doesn't tell you which credit card it is. If you have a client with 10 credit cards, and the match says 'TD BUSINESS TRAVEL VISA' how does this help me? The data is probably being pulled from the bank, but there should be a way to add 4 digits to it somewhere, or at least the cardholder name.
Also, in the Bank > Transactions screen, where you would submit…
5 votes -
Extract customer and category from body of email
To reduce/eliminate the manual entry on our side, it would be very helpful if there was something that the client could type in the body of their email to Dext that would automatically populate the category or product/service and the customer/project. I work with construction companies so every invoice needs a project, and therefore I have to type in the project name on every invoice that is sent via email. Automating this step would be a significant win.
1 vote -
2 votes
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Get notifications when other users submit documents in the account.
I have a few others that send in receipts or documents however I am the one that reviews them. I want a text or email to let me know when others upload documents in the account.
2 votes -
Line item extraction report
Ability to see a report of where the line item extraction is used for a certain period.
2 votes -
Hydra on Mac
Dext Connect app compatible with the QBD program for Mac
2 votes -
7 votes
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Automatically fetch and extract bank statements
automatically fetch and extract bank statements. At the moment this feature is only available for australia where the statements are fetched and will appear under the bank tab but the client still needs to manually press a button to send them for extraction.
21 votes -
Publishing destinations for Expense Reports with QuickBooks Desktop
Have the option to publish an Expense Report to QBD as Cheuque or Credit Card instead of it going to the Bill section of Quickbooks as unpaid items.
1 vote -
Show which items have been marked as billable on CSV downlaods
Show which items have been marked as re-billable when exported on a CSV.
2 votes -
3 votes
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Adding an Option to Filter for Flagged Expenses Under the Expense Reports Tab
I would like to be able to filter for expense reports that have flagged items. Dext suggested the use of flagging items for our internal review process, but you can only filter for flagged items when they are in the Costs inbox. I would like to be able to review flagged items that are attached to Expense reports. We have the Effortless expense report option on for our employees.
1 vote -
Enable DRC in Sage Business Cloud
DRC for sales invoices in Sage Business Accounting
2 votes -
How to Quickly See Users w/ Effortless Exp Reports turned OFF - Add button/filter
Where: On the pop-up for Effortless Expense Reports // What: Add a filter/ toggle button / something so you can quickly see the ones that have reports "off," and be able to turn those on quickly, rather than scrolling. This would be very helpful when we get new employees. Thanks!
1 vote -
Display more than 4 digits of the Category Codes
Some clients have more than 4 digits in their Category codes in the accounting software, however Dext will be able to display only the first 4 of them
1 vote -
4 votes
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