263 results found
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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 votesThanks for raising this. If you get this issue again please reach out to support it is a bug and not intended.
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Flag or Review checkbox in approvals inbox
Ability to flag or mark reviewed in the approval inbox invoices for final approval.
As a QB Desktop user so many times we do a final accounting review of the invoice prior to publishing and then an error occurs and the document is not published. If we could either flag items held in final approval that need dates changed, etc. before publishing for month/year end cut offs or mark as reviewed we would not need to review every document again to try and push through again.
Firm level users can not be added to the approval workflow so adding this…
1 voteGood news,
You can now flag items in the cost, sales and expense claim approval tabs.
Enjoy
Anna
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Rental Statement to COSTS
We have been submitting Rental Statements via email and direct upload to Costs so as to extract the fees as Costs. 10 days ago, due to the chnage in your Solo, these are now automativlly bee-ing sent to SALES, and we are having to manually move these to COSTS which is adding an extra step and not warranted, and makes it cumbersome. Can you review this so that when I email to the costs email, it actually goes into the costs section and not automatically into Sales. I do not want to have to move these manually
1 voteHello,
Thanks for your feedback!
Rental statements are now available in both the Costs and Sales sections.
All the best,
The Dext Product Team
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Flags on expense claim items
It is currently not possible to view flagged items or flag an item once an expense claim has been sent for approval. We can see and select flags on items before they are sent for approval and once they have been approved but not during the approval workflow. It would be very handy to have this added so that flags can be viewed or added during the approval workflow.
1 voteGood news,
You can now flag Expense Claims after they've been sent for approval.
Enjoy
Anna
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1 vote
Hello,
Thanks for your feedback!
We've implemented AI image detection, as shown in the attached screenshot. We also recommend utilising the Bank Match feature for validating expenses.
More improvements are on the way, so keep an eye out!
Best regards,
The Dext Product Team
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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 manager3 votesHi 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
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Enable CIS for Sales/Purchases in Solo
I was told by technical support that CIS only works if you are integrated with an accounting package ?
If this is true, then we will definitely need both CIS deducted and suffered in Solo.1 voteHello,
Thanks for your feedback!
This is now live. You can enable the Construction Industry Scheme (CIS) for self-employed (Solo) clients from "Business settings" >> "Construction Industry Scheme (CIS) ">> "Enable CIS."
Best regards,
The Dext Product Team
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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 -
Recent PDF viewer changes are not good
Hi! I just want to pass on some feedback. The most recent change to how pdf files are displayed is far from good. Copying details is far less precise and slows the processing down. Please fix it or revert to the previous version. Thanks
1 voteHello all,
Thanks for your feedback!
We’ve made enhancements to the new PDF viewer, allowing you to easily select and copy text from files.
Best regards,
The Dext Product Team
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Sort columns in Approvals
Please provide a sort option in Approvals
5 votesThanks 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
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Notification
The Dext App icon should have an annunciator (dot) indicating that there are outstanding Paperwork Requests.
1 voteHello,
Thanks for your feedback!
Please note that notification behaviour is controlled by your device’s settings. If you’d like to enable or customise how notifications appear for the Dext app, you can do so by going to your phone’s notification settings and adjusting them specifically for Dext or other apps.
When a paperwork request is sent, users will see a notification dot with the number of unread paperwork requests and item messages.
Best regards,
The Dext Product Team
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ability to star clients that aren't mine
I want to be able to star other people's clients as a favourite for me for instances where I need to keep an eye on them whilst they're on annual leave etc
2 votesHi 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
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GPS mileage Claims
Please add GPS tracking in mobile app to track actual mileage driven.
2 votesHi everyone,
Thank you for your suggestions!
Mileage GPS tracking via Dext’s Mobile app is now available on both iOS and Android devices. For more information, please check out this article.
All the best,
The Dext Product Team
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Standard Users should be able to view other user's items and code them
The Standard User role should have the option that the user can see other people's items. There's too much of a jump between standard and admin as the standard users shouldn't be able to change settings, add users or amend workflows
4 votesYou can apply a custom permission for standard users to 'access all documents' which allows this. (Help centre article here)
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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 votesHi 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
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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 votesHi 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
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Publish/Edit Button at the bottom of the Right Review Panel
Add the Publish/Edit button to the bottom right Panel of the Approvals section like the Inbox section. After you scroll down to review the information, you should be able to select the Publish or Edit button.
2 votesHi there,
Thank you for requesting this feature. We've now added the approval and publishing buttons to the bottom of the item detail panel of items in an approval flow.
Enjoy!
Anna
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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.
60 votes -
Expense Report - KM Allowance
Create an easy way for someone to add a mileage claim to their expense report.
1 voteYou can now create mileage claims in Dext and add them to an expense claim.
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Add info to expense claims directly (without going through Costs)
Add receipts directly to an expense report instead of uploading to costs and then adding to expense claim. Helps a lot if you have a full inbox so that the receipts aren't processed and then lost in the mix when you already know they're for an expense claim
3 votesHi all,
Thanks for your feedback!
You can now add items directly to expense claims using the "Add items" button.
Best regards,
The Dext Product Team
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