1536 results found
-
Approval "if not" Criteria & Delegation to other approver
Approval to include "if not" criteria.
Approval Re-assign function to other approver.12 votes -
Approval process for new supplier
It would be great if Dext had an approval process for a new supplier/customer addition. Currently, we are doing the same in ApprovalMax and returning to Dext to upload the invoice.
12 votes -
Purchase Order field - include as option on Costs Inbox filter
Please could we add the Purchase Order field on the costs inbox page. I have to manually key in the information in the the Doc Ref in order that I can search for it. Which is pretty time consuming. Many Thanks
12 votes -
Inactive tax rates in QBO
Do not show tax rates in Dext that are inactive in QBO already
12 votes -
Include the file name from when the document is uploaded
The file name when the document is uploaded should be provided in Dext, either the same name kept or included in the notes of the document would be helpful.
12 votes -
12 votes
-
Identify overlapping bank statement transactions
Identify overlapping bank statement transactions
12 votes -
12 votes
-
Search by exact amount
I would like to search an exact amount (total amount) without having to put in min and max amounts.
12 votes -
Resubmit receipts back to author if not readable
Submit receipt back to Author if receipt is not readable. They then get a notification on their app/email that they need to retake photo and submit.
12 votes -
Set currency rule for expense reports
Set default currency for a user's expense reports
12 votes -
Sage 50 - Publish to Sage Drive
Partners are running into an issue where they are publishing items to a local copy of a Sage 50 company file. Changes/publications are not reflected in the 'cloud' copy of the company file distributed by Sage Drive. This is impactful when they work with a team since they can’t work with the last update of the company file.
12 votes -
Customer Line Item Smart Split
The ability to use Smart Split rules for customers with sales invoices
12 votes -
Sales Bank Match
Match bank feed transactions with Sales items from Dext
12 votes -
12 votes
-
Invoice description
Hi,
Can we have the description on the body of the invoice to be picked up by Dext.Thanks
12 votes -
12 votes
-
12 votes
-
Customize/change item type selection from the RB default list
I would like to be able to add/customize my own label of another item type from the RB default selection (Receipts, ATM withdrawal, Other, Invoice...)
12 votes -
Unused items to roll over to next month
I usually process transactions every three months, so it would be useful if any unused items from previous months could roll over to the next
12 votes
- Don't see your idea?