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2 results found

  1. Allow for partially paid invoices to be paid on payment runs with the remaining outstanding balance

    After trialling our first payment run, we noticed Payments does not allow for partially paid invoices to be included. These could have overpayments assigned to them or even just credit notes.

    It should be possible to include partially paid invoices by including only the outstanding balance. For security, when these are added to the payment runs, it should come with a warning; even when approvers are checking the runs it should require their sign-off prior to complete approval.

    2 votes

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    0 comments  ·  Improve an existing feature  ·  Admin →
    Under Review  ·  AdminAnonymous (Admin, Dext) responded

    We currently support the inclusion of partially paid invoices. Support for applying unallocated balances such as credit notes, prepayments, and overpayments to invoices will be available soon.


    If you need any assistance in the meantime, please contact our Support team at support@dext.com or via the in-app chat and we will be happy to help.

  2. User Permissions to limit adding new users

    Right now if a user is added as Standard they are quite limited. But making them a User Admin allows them to add and remove other users.

    Our auditors see this as a control issue; Xero has similar set permission roles, but allows you to check a box for allowing that person to add or remove users.

    While Dext could do a lot of granular things with permissions as seen in all the suggestions. Having an overall control to choose which users can add or remove other users is fundamental for financial control.

    Thanks,
    Robbie

    2 votes

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    Under Review  ·  0 comments  ·  Improve an existing feature  ·  Admin →
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