Make bank feed available to standard users
We would like Dext to be able to function more like RAMP or BILL spend and expense from this standpoint: That the transactions hitting various bank and credit card accounts will display in a bank feed so the users are prompted to know which transactions they need to upload paperwork form. We would like to make this available to standard users, or at least create the ability for us to allow a users to see the bank feed WITHOUT giving them publishing rights. This way clients can be more proactive rather than waiting to receiving paperwork requests.
Shalaun Howell
shared this idea
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Jason Tsalikis
commented
So that standard users can have access to their credit card statements and transactions in Dext, we would like the permissions at standard user level to be amended to allow a standard user to have access to the bank workspace for a specifc bank account (ie. their credit card account statement only). This will aid in streamlining the reconciliation process by enhancing the tools credit card owners have to self-reconcile their Expense claims to their Statements before submitting for approval.
As an FYI MS Co-Pilot already believes you have this functionality! I was disappointed when I followed the instructions and got to a screen where the options were not there! lol
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Kellie Ellett
commented
It would be good to be able to link employees to their corporate credit card so they can easy view what items are missing/ receipts required, this feature would also work well for managers to oversee standard users and their outstanding transactions requiring receipts.
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Daniel O'Keefe commented
We use equals money preloaded expense cards, we have the account connected to Xero but not dext (haven’t tried) all the transactions come through with the users name that made the transaction, it would be great if we could ‘map’ those to users, being as though their names are the same on each platform. The user would the see a nice little list of the expense they’ve got to deal with from their card.
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Stephie Giovanni commented
This is important to allow users to reconcile their credit card transactions. The transactions are all in Dext but users do not have access to them to know which receipts have not been uploaded.
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Anonymous commented
Allow Basic users to have access the Bank Workspace