We have 1 bank feed which pulls through the transactions feed for 11 credit cards used by managers.

We would like each manager to have a Dext login so they are able to upload their receipts which Dext would match with the credit card transactions feed.

The problem is we need to setup each manager as an admin user so that they are able to see the bank feed. However, as admin users they will be able to see not only their receipts but also the receipts of the other 10 managers (who are also admin users). This is not practical as it will make it very difficult for them to find – check – submit/ publish their own receipts in the tens of other users receipts.

If we make the managers standard users – they won’t be able to access the bank feed, which means they will not be able to check if they have missed submitting any receipts (as they will not be able to see the transactions feed).

Is there a way managers can be standard users and have access to one assigned bank feed? This way they would be able to see the transactions feed and the matched receipts and would only have access to their own uploaded receipts.

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

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.

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.

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.

Allow Basic users to have access the Bank Workspace