1644 results found
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Bulk submit for approval
Ability to check multiple in inbox and bulk submit for approval rather than clicking all individually
34 votes -
Select Columns to show in Approval Tab
Would be great to be able to add additional columns on the Approvals Tab - similar to what is available on the 'Inbox' tab. Would make reviewing correct allocations of costs much quicker.
3 votes -
Exporting Purchase Order Numbers in CSV Files
You should be able to export the purchase order numbers that are extracted from the invoices. This is vital information to the business that needs to be retained with the invoice information.
11 votes -
Bank match within 1-2% of the expense amount
Submitted receipts sometimes don't include credit card processing fees (such as when they are charged at the payment terminal, not POS). Fuzzy logic/matching could be implemented for receipts to match to a bank item where the payment amount is within 1-2% of the expense amount.
8 votes -
Approval Workflow Conditions
for approval workflow, if you can add between certain amount and under certain amount as new conditions, that would be great! Thank you
5 votes -
Supplier statement does not recognize credit memos/invoices
Love the supplier statement but it never matches my credit invoices despite them being in dext. It is searching for the positive value and not the credit value even if the statement shows them as a credit amount.
6 votes -
Amazon personal account restrictions
Having a “Send to Dext” button for business purchases would be a real game-changer for small businesses trying to separate personal from business expenses.
4 votes -
Approval "if not" Criteria & Delegation to other approver
Approval to include "if not" criteria.
Approval Re-assign function to other approver.9 votes -
Cloning Repetitive Mileage claims
Clone a Mileage Claim for repeated Journeys (Just change the dates)
10 votes -
Edit expense claims after approval
Need the ability to edit expense claims after they have been approved. There are times when publishing fails due to the details listed on the expense claim (e.g. date is for a period that is locked, or claim supplier name is rejected). The only way to correct is by rejecting, changing, resubmitting for approval, & approving. This causes the approver to get approval notification again, which is not ideal.
8 votes -
Advanced Search - partial characters
Search function in Archive be improved to show results with the partial characters of the data being searched. For example, I was searching "13295" but there was no results because the exact reference number was "00013295"
3 votes -
Duplicate review including original document history
On the duplicate review screen we can see the two invoices, but now that approvals are available in Dext, there is no way for the reviewer to see if the original was rejected and what the rejection reason was to ensure whatever criteria was fixed. If for instance, an invoice was rejected because it was missing information or a PO number, there is currently no flag on that review page to indicate that the original was rejected so when it is confirmed that it is the same invoice, the new submission is also now attached and automatically archived and never…
5 votes -
expense claim cover sheet signatures
In the expense claim submission process, can you add a step that adds digital signatures to the PDF coversheet?
By virtue of the employee submitting the claim, I would like that to add their digital signature to the cover sheet, then when the manager approves it should add their signature. So when the expense claim is approved and finalized, the PDF export shows a signed coversheet.
Also, if an expense claim gets sent back to the employee for further edits, their original signature is removed and is blank until the correct edits have been made.
5 votes -
Amazon API portal not fetching the correct invoice format
The Amazon Business (UK) API is automatically fetching my purchases, but it's inconsistent whether it fetches the invoice (correct behaviour) or the purchase order (incorrect behaviour). Please make it consistently fetch the VAT invoice.
3 votes -
Ability to turn off features not being used by a company such as sales/bank...
Ability to turn off features not being used by a company such as sales/bank/certain details not needed in a cost, to make the platform more refined and easier for users.
7 votes -
Persist the sort order in Approvals
If you sort the approvals list by any header category and then open a specific line, when you hit the back button the sort is lost. You then have to re-sort the field again. It would be useful if the back button actually took you back to exactly where you were so you could just continue.
5 votes -
Mileage maps with more than one stop
When using the mileage feature it would be useful if the map could show stops on the way i.e. as when using add destination on the google maps app
12 votes -
Rejected Items folder
A very useful feature would be an option to view rejected items. A daily problem our bookkeepers have is having to repeatedly ask our clients to resend an invoice or receipt to which they have claimed they've already sent to dext, they get very unhappy and frustrated with us when we request multiple times. I understand that dext sends a rejection email but 90% of the time the client doesn't not pay attention to that email. It would solve a lot of problems if we could view the rejected item, then provide feedback to the client as to why it…
314 votes -
Customer Aliases
Supplier Aliases has been released now but it would be brilliant if this was available for Customer Aliases. We have clients that use a specific invoicing system and there can be variations of the same limited company name. It would be a big help if Customer Aliases was available to avoid creating duplicate contacts.
2 votes -
Mileage Claim - Multiple Entries
All user to enter multiple mileage claims without defaulting back to the cost inbox after each entry
3 votes
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