For cost receipts, making the customer box have to be filled in prior to publishing. This is how we assign costs to a job (customer). It then goes to quickbooks. However if a PM forgets to put in the customer it does not get the costs applied to a job.

Yes, please add a feature where a job/project allocation is required to be filled before publishing.

One of our clients has multiple site, tracked in Xero via the tracking option. IT would be really helpful if publishing could be blocked unless that field has been filled in

Give businesses more autonomy on whch fields must contain data before a user can submit. E.g. we want our users to enter a DESCRIPTION of what they have purchased before they submit - but there is no way that we can make this mandatory. Other systems allow this - Dext should too

We would like to see choosing a Class as a mandatory field before publishing to QBO.

Toggle certain fields as mandatory in the settings (ie. Location) - this would prevent publishing docs without this info, when it is required by the client. This would prevent needing to run reports in QBO to figure out which bills need to have their location set if this step is missed prior to publishing.

Make fields (Projects) mandatory before publishing

fields mandatory publishing

Make fields mandatory before publishing

Please give us the option to make location a required field.

The ability to make certain fields required when clients are uploading documents.
For example- When our construction clients are uploading Fuel or other vehicle receipts we would like them to select which class (vehicle) the expense is for.

Another huge help for these clients would be selecting the customer or project.

If we could also set it up so that they are only allowed to select from a select few would be great too

This would save so much time from us going back to the client all the time asking for the customer and or which vehicle the expense was for!

A feature that blocks the publishing of an invoice if certain criteria of an invoices details are not filled in.

Like how an invoice cannot be published without a category or supplier. And a user can edit which categories should be mandatory.

ability for us to choose which fields to make mandatory as it is different for all of us. Class is a must for us when employees are adding a cost on the app.

Would love to have the project field mandatory before publishing too!

Having the option to make the division field selection mandatory before uploading documents.

Make the Invoice Number field mandatory for publishing items to Xero. We have noticed quite a few instances where dext does not 'read' the reference number on an invoice. when publishing these to Xero, dext just assigns them with a reference number in the format 'RB######'

Allow a setting which makes Department a mandatory field before publishing an invoice.

Please Please Please can we be able to make more fields mandatory for employees to complete? Like the description field, or the project field?

I would like to see a feature in Dext that you can turn on to have the projects be mandatory fields to complete in order to publish the invoices.

In DextPrepare, we would like the option to set the Project and Project2 fields as mandatory fields. We integrate from DextPrepare into ApprovalMax and then into Xero. Those project fields link to tracking categories which are compulsory in our business.