1705 results found
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6 votes
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Export items as CSV and PDF at the same time
What I do is search the employee's receipts for a specific timeframe, then possibly choose a client.
Then I export all those as a PDF, so that I can get copies of the receipts, just in case the client needs proof for their own records.Then I have to go back out, and filter everything again, to be able to download the exact same report, but in a CSV format. So that I can more easily create the list to add to the invoices.
1 vote -
User rule for "Publish as"
Have the option to set a User rule so that when a user submits and item the "Publish as" field is set to a certain setting (Draft, Awaiting Approval, Paid). Instead of having an account-wide rules only.
3 votes -
Hit enter to send message for Item Messaging
It's such a small thing but why can't we just hit 'Enter' to post a message on an item instead of having to click on the arrow?
1 vote -
2 votes
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Remove info panel on the right for when opening Expense Reports
Have the option to remove the Report info and Audit Trails info on the right side when opening an Expense Report in order to view the report fully on the page.
2 votes -
Set rule for line items to only extract certain transactions
Have the option to adjust line item extraction to extract only certain line items from documents and not everything.
5 votes -
Add the document date to the Duplication criteria for invoices
Add the document date to the Duplication criteria for duplicate items.
4 votes -
Ability to add a PayPal Bank Account in the list
Ability to add a PayPal Bank Account in the list
6 votes -
An Anti-spam system that restricting junk mail being submitted to the account.
Would be great if there was some AI able to pick up "junk" mail eg. promos sent from suppliers and have it placed in separate folder. User could go through this less frequently eg monthly to check for any accidental junk. Great offering and love using DEXT- thank you.
2 votes -
Option to submit multiple files which are a single item via the Web app
When you upload multiple files through the direct submission method - have an option for the system to process them as a single item. Like the Combine mode in the Mobile app
3 votes -
5 votes
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Ability Export Full bank in one export
Ability in dext prepare to tick to select all on bank processed statement screen and export all rather than export one by one
6 votes -
The Ability to set you own cut off dates on Effortless Expense reports (more than a month in the future)
The Ability to set you own cut off dates on Effortless Expense reports (more than a month in the future)
2 votes -
Confidential invoices
Ability to hide an invoice from other users and let it be accessed by certain ones.
4 votes -
Have the option to extract a report for Auto-published items
Have the option to extract a report for Auto-published items
1 vote -
Assign multiple tracking categories to a document
Assign multiple tracking categories to a document
3 votes -
Make fields mandatory before publishing an Expense Report
Make fields mandatory before publishing an Expense Report
9 votes -
Limit what users can publish to a certain amount
We are wanting the employee to be able to only approve any invoices that relate to her department with up to a $5k limit. We want to limit the dollar value an employee can approve an invoice for. Ie if the invoice is over $5k they can't publish it
2 votes -
2 votes
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