286 results found

1. employee expense categorization limits

   To improve employee experience for expense submission and reports it would be great if we could adjust settings so that they could see either limited categories for expenses or none at all - same with classes. I do not expect our employees to know our finance classes and it is a time consuming experience for them to scroll through the entire chart of accounts looking for 'meals' or such. I instruct them not to bother categorizing, as between Dext and the finance team we got it, but they still email asking what category to select out of the long list for a certain expense. they can add notes, customer and rebillable or not - but the more we ask the less often they just click in their expenses in the field etc.
   Thanks!

   To improve employee experience for expense submission and reports it would be great if we could adjust settings so that they could see either limited categories for expenses or none at all - same with classes. I do not expect our employees to know our finance classes and it is a time consuming experience for them to scroll through the entire chart of accounts looking for 'meals' or such. I instruct them not to bother categorizing, as between Dext and the finance team we got it, but they still email asking what category to select out of the long list… more

   79 votes

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   11 comments  ·  Delete…  ·  Admin →
   Completed  ·  AdminGeorgi Penev (Admin, Dext) responded

   Hi everyone,

   
   

   Thank you for your feedback!

   
   

   We’ve just released a new update that gives you more control over what your users can see in Dext.

   
   

   Admins can now limit the visibility of specific categories, payment methods, properties, and more.

   
   

   To make managing access even easier, Admins can now preview which groups a user belongs to, and see exactly which list items are visible to them.

   
   

   You can configure this in Business Settings > Lists > List Visibility.

   
   

   This update is designed to give you greater flexibility and help keep things streamlined for your team.

   
   

   All the best,

   The Dext Product Team

2. Adding reminders for the approvals

   Reminders to approve an invoice after x amount of days... if not approved by x amount of days then moves to their manager for approval. This would take away the need to micro manage the approval workflow process.

   102 votes

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   5 comments  ·  Delete…  ·  Admin →
   Completed  ·  AdminAnna (Designer, Dext) responded

   Exciting news - approval reminders are now available in Dext!

   
   

   By default, approvers with outstanding approval requests will receive a summary email on Monday's at 9am. 

   
   

   You can change this setting any time by heading to Business settings -> Approvals -> Reminders: 

   
   

   Feel free to reply to this email with any feedback.

   
   

   Enjoy!

   Anna from the Dext product team

   
   

   
   

3. We should be able to filter the approvals list to show just those which apply to us

   When i go to my approvals tab I get a listing of every bill that need approving. It would be very useful to have an option to see just the ones which are relevent for me.

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   60 votes

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   Completed  ·  8 comments  ·  Delete…  ·  Admin →

4. Bring Filter & Search Function to the Approvals section

   Currently, the invoices in the "Approvals" section are static, lacking the ability to filter or search for specific items. It would be greatly beneficial to incorporate the same filtering and search features available in the "Inbox" and "Ready" sections into the "Approvals" section. This enhancement would significantly improve efficiency and ease of use.

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   49 votes

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   10 comments  ·  Delete…  ·  Admin →
   Completed  ·  AdminAnna (Designer, Dext) responded

   Good news,

   
   

   You can now filter and search in the approval tabs. Thank you for taking the team to vote and comment on this request.

   
   

   Enjoy,

   Anna

5. Increase the amount of workflows and/or amount of options within the workflow

   We have quite a number of suppliers and normally set the approver by supplier. In a lot of cases we have more than 50 suppliers being approved by one individual and this means that we have to use more than one workflow for one approver. We have now exhausted the amount of workflows available as this appears to be limited to 20.

   28 votes

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   10 comments  ·  Delete…  ·  Admin →
   Completed  ·  AdminGeorgi Penev (Admin, Dext) responded

   Hello everyone,

   
   

   We’ve increased the approval workflow limit to 50, giving you greater flexibility to make full use of the feature.

   
   

   All the best,

   The Dext Product Team

6. Approval Workflow based on Customer

   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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   7 comments  ·  Delete…  ·  Admin →
   Completed  ·  AdminAnna (Designer, Dext) responded

   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

   
   

   
   

7. Dropdown/search box location

   I just want to provide feedback that the dropdown/search item menu is popping up on the upper left hand corner of my screen instead of directly below the box I am selecting, which is significantly slowing down my workflow for selecting and clicking the item I want. Please review and move back to where it was originally. Thanks!

   3 votes

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   3 comments  ·  Improve an existing feature  ·  Delete…  ·  Admin →
   Completed  ·  AdminStephen Edginton (Admin, Dext) responded

   Thanks for raising this. If you get this issue again please reach out to support it is a bug and not intended.

8. Approvals by expense submitter

   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 from the other Staples purchases that have been submitted.

   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… more

   23 votes

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   3 comments  ·  Delete…  ·  Admin →
   Completed  ·  AdminAnna (Designer, Dext) responded

   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

9. Notes

   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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   1 comment  ·  Delete…  ·  Admin →
   Completed  ·  AdminAnna (Designer, Dext) responded

   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

10. Add receipts to Expense Claims

    Include all receipts to expense claims. When an expense claim is posted to QBO, it's posted as a bill with a pdf of an expense claim. Though this expense claim includes all itemized and categorized purchases, it's essential to include the actual copies of receipts as support to legitimize the dollar amounts claimed for audit and managerial purposes. If I have to manually attach every receipt, it's cumbersome and inconvenient for the viewer to open the expense claim and each additional receipt to double check accuracy.

    24 votes

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    4 comments  ·  Delete…  ·  Admin →
    Completed  ·  AdminStephen Edginton (Admin, Dext) responded

    This is now available in the integration settings

    
    

    
    

    
    

11. Supplier Statement Uploads

    Supplier statements can only be uploaded/moved to the 'Supplier Statement' tab if the document is in PDF, which isn't always the case. Could this perhaps be subject to change in the future, allowing for image uploads?

    7 votes

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    Completed  ·  1 comment  ·  Delete…  ·  Admin →

12. Move help-bot icon on out of the way.

    Would you please get the helpbot icon off the comment submission triangle?
    Nevermind the fact that it's totally useless, it's in the way of me getting work done.

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    72 votes

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    6 comments  ·  Delete…  ·  Admin →
    Completed  ·  AdminGeorgi Penev (Admin, Dext) responded

    Hey everyone,

    
    

    Thank you for your feedback.

    
    

    You can now hide the Help button when needed. It will stay hidden across all pages until opened again.

    
    

    All the best,

    The Dext Product Team

13. Users in workflow approval

    For Workflow Approval: Please we need to Assign a user in the practice as the manager of the users in the client account by adding them to the approval workflow. thanks for considering this feature.

    9 votes

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    4 comments  ·  Delete…  ·  Admin →
    Completed  ·  AdminAnna (Designer, Dext) responded

    Great news, practice users can now be added to client approval workflows.

    
    

    Make sure 'Approval permissions' are turned on for the practice user, by going to Team -> Colleagues -> Manage -> Client access.

    
    

    You'll then be able to choose this user as an approver within the client accounts.

    
    

    Enjoy!

    Anna

14. Approval Conditions

    Approval Ranges would be very useful for many of our clients.

    Example: If the amount is greater than $100 and less than $15,000 User A must approve.

    16 votes

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    1 comment  ·  Delete…  ·  Admin →
    Completed  ·  AdminStephen Edginton (Admin, Dext) responded

    This is available in the product now you can set the approval condition to > $100 then another approval step > $15000

    
    

15. update certification for long time Dext users

    Update the certification, so you can skip the videos, I already know how to do all these tasks I just want to get the certification, not being able to skip videos, being forced to do tasks I already know how to do is not a good use of mine or teams time. There's needs to be a different option to get certified if you have been using Dext for a while.

    1 vote

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    Completed  ·  0 comments  ·  Improve an existing feature  ·  Delete…  ·  Admin →

16. Sort columns in Approvals

    Please provide a sort option in Approvals

    5 votes

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    1 comment  ·  Delete…  ·  Admin →
    Completed  ·  AdminScott Kinnear (Admin, Dext) responded

    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

17. Ability to Star clients without being an account manager

    in the old version, the option to star a client has always been there and easily accessible.
    in the new version, only account managers can do that. I'd like to be able to star clients again as a non-account manager

    3 votes

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    1 comment  ·  Delete…  ·  Admin →
    Completed  ·  AdminGeorgi Penev (Admin, Dext) responded

    Hi everyone,

    
    

    Thanks for your feedback!

    
    

    You can now star any clients you have access to, regardless of whether you’re the account manager.

    
    

    All the best,

    The Dext Product Team

18. Approvals should be able to edit the details coded for the invoice.

    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  ·  Delete…  ·  Admin →
    Completed  ·  AdminAnna (Designer, Dext) responded

    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

19. WhatsApp-based submission method

    I propose adding a WhatsApp-based submission method to Dext, allowing clients to send documents directly to a dedicated Dext WhatsApp number within a group chat. This group chat would include the client, their accountant/bookkeeper, and the Dext WhatsApp number. Documents sent to the group would be automatically received and processed by Dext’s system.

    Feature Details:

    Dedicated Dext WhatsApp Number: Dext provides a verified WhatsApp Business number for document submissions.

    Group Chat Setup: Clients and their accountants create a WhatsApp group including the Dext number.

    Document Submission: Clients send documents (e.g., receipts, invoices in PDF, image, or other supported formats) to the group chat. Dext’s system automatically detects, extracts, and processes these documents for accounting purposes.

    Confirmation Feedback: Upon successful receipt and processing, Dext sends a confirmation message to the group chat (e.g., “Document received and processed”).

    Clients can submit documents instantly via WhatsApp, a platform many already use daily, reducing friction compared to email or app-based uploads. The group chat enables accountants to monitor submissions, provide immediate guidance, and ensure documents are correctly formatted.

    I propose adding a WhatsApp-based submission method to Dext, allowing clients to send documents directly to a dedicated Dext WhatsApp number within a group chat. This group chat would include the client, their accountant/bookkeeper, and the Dext WhatsApp number. Documents sent to the group would be automatically received and processed by Dext’s system.

    Feature Details:

    Dedicated Dext WhatsApp Number: Dext provides a verified WhatsApp Business number for document submissions.

    Group Chat Setup: Clients and their accountants create a WhatsApp group including the Dext number.

    Document Submission: Clients send documents (e.g., receipts, invoices in PDF, image, or other supported formats) to… more

    1 vote

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    0 comments  ·  Request a new feature  ·  Delete…  ·  Admin →
    Completed  ·  AdminGeorgi Penev (Admin, Dext) responded

    Hi everyone,

    
    

    Thanks for your feedback!

    
    

    You can now submit documents via WhatsApp. For more information on how the integration works, please refer to this Help Centre article:

    
    

    https://help.dext.com/en/articles/402584-adding-documents-via-whatsapp

    
    

    All the best,

    The Dext Product Team

20. Allow CSV import to projects 2

    We are using Dext along with Landmark KeyPrime which doesn't support cloud integrations. Project 2 is used for importing "enterprise" codes which would be helpful to be able to import

    2 votes

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    1 comment  ·  Delete…  ·  Admin →
    Completed  ·  AdminGeorgi Penev (Admin, Dext) responded

    Hi all,

    
    

    Thanks for your feedback!

    
    

    You can now import Projects 2 from a CSV file, just like you can with Projects 1.

    
    

    All the best,

    The Dext Product Team