1536 results found
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Billable Y/N added into the costs inbox table
add into the costs inbox selectable view : Billable yes/no toggle.
1 vote -
Assign Account Managers to Users/ Schools (groups) - Inbox can be filtered by account Manager
Users and/ or Schools should be able to be grouped by having an "account manager" assigned. In my team there are 3 people who look after the checking and publishing in Dext, based on which user submitted the entry, and the school they are located. The inbox has hundreds of entries, 2/3 of which are for another team meamber. It would be great if the Costs inbox (and I suppose Sales could work the same way) could be filtered so that I only see the entries that I need to deal with.
The alternative would be that User Admins should…
3 votes -
Users should be assigned ROLES so that workflows can be created according to role
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.
5 votes -
Approve more than just invoices
Add the ability to approve more than just invoices. We rely heavily on purchase orders, and purchase order matching for our business, and would love to see this added to Dext's approvals, along with the ability to approve new suppliers. This could link to data already captured in Dext, and be share amongst Vault, Bills, and Approvals to give a cohesive picture.
3 votes -
US mileage
US Dext Users drive cars, too ;)
5 votes -
Approval process path not resetting
We have approval pathways that, for certain specific suppliers, goes to one person then to a second approver. Generally all other suppliers go to the second authoriser straight away.
If there are invoices that have been first authorised, waiting on the second authoriser, and I add a new supplier into the approval pathway for the double approval process, any invoice that has been previously authorised by person number 1 and not number 2, goes back to the inbox and has to be sent for person number 1 to authorise again.
Would like to suggest that once an invoice is approved,…
1 vote -
Supplier Tracking
Is it possible to show spend with each supplier on a daily/ weekly/ monthly chart?
1 vote -
Match Invoice to Multiple Purchase Orders
It would be good of we could add a PO number to the individual Lines to enable multiple PO's to be processed against 1 invoice. Currently only 1 PO is aloud per invoice.
2 votes -
Add product and services to approvals workflows
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 -
QBO Tags (Custom Fields)
Need to be able to use Tags from QBO on supplier expenses. Please add this from QBO integration.
14 votes -
Approvals Exceptions
Be able to Turn approvals off for a specific user by having an exceptions heading under the Apply to heading so you have a choice of either applying the rule to specific criteria or setting specific criteria to be exempt from the rule.
4 votes -
Hide Tax Codes from my QBO List
Let me hide some of the tax codes. So my team only sees the ones they need. Right now they see a lot that they don't need but my finance team does outside of Dext.
1 vote -
Allow 'clear publishing data' of approved items
Once items are approved, allow the 'clear publishing data' option. Otherwise, for errors that need to be corrected, the item needs to be rejected and then re-approved.
1 vote -
Invoice Fetch support for Anthropic and Elicit
Please can I request you add support for some new suppliers in Invoice Fetch?
I'd love to set up Invoice Fetch for:
- Anthropic (AI company, supplier for my Claude subscription https://www.anthropic.com/ )
- Elicit (AI research assistant https://elicit.com/ )
Thank you!1 vote -
Notes for Bookkeepers - not visible to client
I would love if there was a place to add notes to documents that are not visible to the client for internal tracking/informational purposes!
2 votes -
Be able to use company logo as the account avatar
Be able to add the company logo instead of having the company avatar be the first letter of the company name (`A for example)
3 votes -
Requesting Paperwork in SUpplier Statements
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
15 votes -
Send images in bulk for Paperwork Match
Please can you consider having the ability to send matched paperwork over in bulk
When we filter out all the documents with a paperwork match it would be a huge time saver to be able to send the images across in bulk instead of having to click into each one several tiomes to get it sent over2 votes -
GL rules
Assign a business unit to a category / GL code. Example - BU Finance will automatically populate if I select GL code 417
1 vote -
Purchase Order
I like that Dext can extract a PO number, but sometimes they aren't always numbers. Can you make this a more open field?
Also, now that you have the extracted PO number, this function doesn't work if you merge items. I merge our sales order confirmation with our invoices once recieved. However, I loose the purchase order function when this happens.
1 vote
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