make it easier to see which account I'm submitting to
I have several Dext Prepare accounts. I'm trying to add a document via Dextextension - I'm allowed to select to submit to Dext and choose Costs, but it doesn't ask me which account I'm uploading to. I've checked all of my accounts and I don't see the document in any of them.
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Karla Haas
shared this idea
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Kristy Glenister
commented
I'm trying to upload a document using the Dextension upload box that opens on screen. I've dropped it in the bottom section as I need to change the Account. This document needs to go to the Organisation's costs category but when you click on the Account dropdown, the Organisation doesn't appear. Would it be possible to add it or have a choice of no account?