317 results found
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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…
79 votesHi 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
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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 votesExciting 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
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Planned dates for payment runs
Allow to set a future date for payment runs. This can help with cash flow planning and allow multiple runs to be signed off that stretch over a number of weeks/months.
i.e. If you create a payment run on the 12th of the month but you want to pay it on the 25th of the month
3 votes -
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 -
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.
49 votesGood 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
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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 votesHello 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
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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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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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Prepayments
The new prepayment feature is game-changing. Although it does need improvement, an option to split the cost over the days in which the document covers would be great (for example, is 30 day invoice period split evenly across two months, halves the amount in each period). Currently, it's not splitting the expense correctly and is a little inconsistent with the dates on the journals. The idea is really good, just needs tweaking to work to its best ability.
3 votes -
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…
23 votesHi 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
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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 votesHi 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
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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 votesThis is now available in the integration settings
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Packing slips added to cost bills.
Hello Dext Product Team,
I hope you’re doing well. Our firm has been using Dext extensively to process and manage supplier invoices and related documentation. Overall, we’ve found the platform invaluable for streamlining our accounts payable workflow, but I’d like to suggest a feature that would further enhance its efficiency and accuracy:
Current Challenge
Packing slips and cost bills arrive separately: We receive PDFs of packing slips (proof of delivery) and supplier cost bills as distinct documents.Manual matching: At present, our team must manually identify which packing slip corresponds to each cost bill—often by comparing invoice dates, purchase order…
2 votesHello everyone,
Dext AI Assist is now live and ready to use. It helps automate more of the bookkeeping work you already do in Dext:
- Automatically apply the correct VAT treatment to documents
- Categorise documents using context, beyond supplier rules
- Reduce repetitive data corrections
- Keep you fully in control of what automation is applied
AI Assist can also support your workflow for matching bills and packing slips by scanning line items and other item details, then applying a specific coloured flag for your review.
We’d encourage you to give it a try and see how it fits into your workflow. A good place to start is this section of our Help Centre:
- https://help.dext.com/en/collections/1204759-dext-ai-assist
The Dext 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 -
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 votesGreat 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
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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.72 votesHey 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
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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 votesThis is available in the product now you can set the approval condition to > $100 then another approval step > $15000
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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 -
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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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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