When configuring approval workflows, you can only enable editing for the standard item detail fields shown in your screenshot. Job Tracking and Plant and Equipment are specialized fields that may not be available for editing control within the approval workflow settings. xero tracking categories are missing in the editable items

I've noticed in the area in the "can edit" tool there isn't a class option available are you able to add that in please

In the Approval Workflows "Can edit" section I've noticed that class is not available in the Item details

When creating a workflow and the stages of approval we can chose what the users can edit however it is missing some of very important features like "Tracking Categories".

If we could add the tracking categories within the option to allow the user to edit please, it would be beneficial.

Thank you.

Yes, with the option to change the date after the period gets locked so I don't have to send back to inbox and back for approval again!

At the moment, the tax rules and amounts cannot be edited once an employee has submitted their expenses into a workflow. This means that for receipts to be submitted correctly all employees need to be well-versed in GST/PST eligibility and the 50% GST reclaim for public bodies, which is not realistic. Being able to edit the tax amounts during the approval workflows is vital to make the product useable for our organisation.

Agreed. At the very least allow the ability to add the administrator as a 2nd approver in the workflow settings. It doesn't make sense that I can add one of my employees to be an approver but can't add myself.

LOVE the new "can edit?" options on approval workflows. BUT. They're incomplete :)
I want the ability for an approver to EDIT the tax type and amount.
We work in an industry that receives a 50% rebate on tax paid to a government entity. This affects 10 of our clients. Those submitting expenses rarely get this calc correct and I'd love the ability to edit instead of rejecting an approval request. Thanks!

This has just been raised by an approver as an issue as they are having to reject 60% of invoices to make minor changes.
An option to amend the columns in the Approval screen would also be a big timesaver to quickly scan the coding, especially VAT codes.

We should be able to edit everything on the document during the approval process, just like you can when the document is in the inbox. Right now you can only edit the Category, but would be helpfull to edit the Product/services line as well. Being able to edit the taxes, invoice amount, invoice received date, etc need to be a feature

In addition to what's already been suggested, the ability for an approver to edit the PO matching would be good - we have a contractor who doesn't always add the PO number so being able to have an approver who raises the initial PO be able to manual add/edit these as an approval step would be helpful.

To have the ability to split the VAT.

Quite often we have invoices that are split between 20% VAT, 5% Vat and Exempt on them. Unfortunately, DEXT does not give this option!

I was led to believe that Dext was there to give us the opportunity to upload our documents into one place so they were accessible to us and our Xero team so that if we missed entering a bill or didn't have time they could. I have just noticed that they are entering remittance items as a income invoice which is doubling our income instead of just using them to reconcile the bank. So instead of reducing my workload they are potentially doubling it taking precious time away from my management of the other areas in the company. How do I stop this issue from reoccurring?

100% one of the frustrating things within the approval feature. It would be great to have the option to edit all fields available on a workflow.

During the approval process the approvers should have an option to edit extra fields. The main being classes and locations from QBO and tracking categories in Xero. Once a requester has added/not added this in it is impossible to edit within Dext unless the approval is rejected.

Enable Approvers to edit the Tax rate field in addition to the other fields they can edit. Users don't always understand which tax rate to apply if it's not obvious on the receipt so we have to reject/cancel request to be able to correct the tax rate. We always have one "accounting" approver in addition to the manager approver and the accounting approver needs to be able to review and update the tax rate.

Tracking categories would be very helpful to edit during approval, we can do the other boxes which is great but would love to add Tracking categories as well.

Allow the approver of an expense claim to be able to edit the tax portion requested by the employee as they do not always get it right.
Currently you need to reject the claim and then edit it then re-suibmit for approval, these extra steps create more time spent on the task.

Ability to change tracking categories is needed!!

Need to be able to edit the tracking categories pulled through from Xero!