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Make fields mandatory before publishing

Option to make fields mandatory such as the customer or class field in order for the item to be ready for publishing

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Paula Georgieva shared this idea  ·   ·  Report…  ·  Admin →

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  • Sam Bennett commented  ·   ·  Report

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

  • Chris Namih commented  ·   ·  Report

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

  • Elaine Amundsen commented  ·   ·  Report

    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.

  • Greg Hill commented  ·   ·  Report

    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.

  • Greg Maloney commented  ·   ·  Report

    The possibility to make certain fields mandatory would be a big help. For example, we have fields linked to the tracking categories in Xero but these can differ at a transactional level (so can't be set at supplier level) and to be able to make these mandatory so we're not always chasing up the user for missing info would be really useful.

  • Sunshine commented  ·   ·  Report

    Please make a setting to allow user to choose which fields must be filled in before moving from "To Review" to "Ready". For example, I would like to require the "Description" field and the "Payment Method" field, so that an item cannot be published without these fields (or a least make me aware that they are missing before I publish them anyways if I choose).

  • Jean Holliday commented  ·   ·  Report

    Category and customer are a must! Those fields must be mandatory to be ready for publishing. End of story

  • Paul Burns commented  ·   ·  Report

    Class for sure! So easy and would save a bunch of issues. In seetings: " Is class mandatory Y/N " When publishing, have a line of code: IF class is NULL and ClassRqd = Yes then error, else publish.

  • Andrea Walterhouse commented  ·   ·  Report

    Please create the option to make the Class field mandatory. For some of my NPOs, they want their Dext submitters to have to put a Class so it's confusing when it says "Ready" because they've only entered a GL code.

  • Paula Georgieva commented  ·   ·  Report

    Ability to disable publishing until certain fields are completed such as project and description. Like if the category is missing at the moment, items cannot be published. Client would like to have the same option if the project and description are not completed as well.

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