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  1. 2 votes

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  2. 2 votes

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  3. 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

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  4. 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

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    1 comment  ·  Admin →
  5. The Ability to set you own cut off dates on Effortless Expense reports (more than a month in the future)

    2 votes

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  6. 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

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  7. 2 votes

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  8. 2 votes

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  9. 2 votes

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    1 comment  ·  Admin →
  10. 2 votes

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  11. 2 votes

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  12. Have the option to remove a publishing destination from the "Publish to" field so client do not publish accidentally to the wrong destination.

    2 votes

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  13. 2 votes

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  14. 2 votes

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  15. 2 votes

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  16. I would like the ability to add a ‘sticky note’ to the image in Dext to provide more background info that someone searching the document might need after the fact. I don’t care if it’s visible in Sage or QBO, but its sometimes nice to draw attention to a change or a formula error or adding error on something submitted by staff so that whomever is approving the invoices gets the full picture....description field is not visible when I export a pdf list to my CEO to show what’s being paid on a particular pay period so that doesn’t help…

    2 votes

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  17. I would like to be able to notify users that their info is incomplete when I’m working in Dext. I would like more ways to indicate follow-up on the main inbox screen....there is only one flag - I’d like to have a visible note field below it or beside it to say what’s missing or what’s needed
    Backups to OneDrive or wherever should include the category code/project/etc - if not, we’re just backing up an image of the receipt/invoice which is not very helpful if you are looking something up years later or if you ever discontinue using Dext.

    2 votes

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  18. Extract payments from bank statement.
    Allow them to be coded up manually with say Account no. Then export each coded transaction to the relevant account in Sage as a SA. This then allows user to match SA against invoices in Sage

    2 votes

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  19. 2 votes

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  20. When I have an expense, I do not want the system to give me the option to post to a project that was marked 'completed' in quickbooks.
    Example: I did a project named Anderson 2 years ago. Now I have a new 'Anderson' job, and Dext is still allowing me to post the the Anderson job that was completed 2 years ago.
    Solution: Only show 'In Progress' projects.

    2 votes

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    1 comment  ·  Admin →
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