Review duplicates on Expense Claims
The “Review Duplicates” feature is currently restricted to users with admin permissions. In cases where internal employees use Dext solely to manage their own expenses and are restricted from accessing wider company data, they are unable to review duplicates despite needing this functionality.
It would be beneficial to either add “Review Duplicates” as a separate permission toggle, or include it within the standard user role permissions by default.
Molly Steels
shared this idea
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Peter Paglia
commented
When a Standard user uploads a bill that Dext flags as a potential duplicate, the user should still be able to see that their upload was successful.
Currently, the admin/advisor can see the flagged duplicate, but the Standard user may not see anything in their inbox. From the client’s perspective, it looks like the upload failed, so they may try uploading the same bill again and become frustrated.
Standard users do not need access to the other user’s document, and they do not necessarily need permission to resolve the duplicate. But they should see a simple status message such as:
“This document was uploaded successfully and has been flagged as a potential duplicate for review.”
This would improve client confidence, reduce repeated uploads, and make the duplicate review workflow much clearer for both clients and advisors.