Settings and activity
12 results found
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167 votes
An error occurred while saving the comment An error occurred while saving the comment 
Kellie Ellett
commented
extraction of bank & contact details would ensure that if suppliers change these then RB picks it up to ensure they're correctly paid, ability to update adn chnage bank details in the supplier form so it syns to the ERP would be great and less time consuming
Kellie Ellett
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2 votesKellie Ellett
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100 votes
An error occurred while saving the comment Kellie Ellett
commented
Administrator Override Approval Functionality
Currently, when an administrator updates and submits an item from the Inbox, they are still required to follow the full approval workflow process. This creates unnecessary administrative steps and reduces efficiency for users who already have the highest level of authority within the system.
Recommendation:
Implement an administrator override approval feature that allows designated administrators to approve and submit documents directly from the Inbox without triggering the standard approval workflow.Benefits:
Reduces processing time for administrators.
Eliminates unnecessary approval steps for authorised users.
Improves workflow efficiency and user experience.
Provides greater flexibility when managing urgent transactions or correcting submission errors.Kellie Ellett
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27 votes
An error occurred while saving the comment Kellie Ellett
commented
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.
Kellie Ellett
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79 votesKellie Ellett
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113 votesKellie Ellett
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50 votesKellie Ellett
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112 votesKellie Ellett
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36 votesKellie Ellett
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65 votesKellie Ellett
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18 votes
An error occurred while saving the comment Kellie Ellett
commented
It would be really helpful if when a new Supplier is added via Dext, if Dext could also pick up other details for the Suppliers - such as payment bank details, contact email address - or at least provide the option to enter these when approving the new Supplier addition
dext needs to have the function if the bank details or other information differs from the contact information held. this needs to flagged to be reviewed.
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35 votesKellie Ellett
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An error occurred while saving the comment Kellie Ellett
commented
the tax extraction or the tax rate allocated and category as per supplier rules or set up should generate to the extraction line item.
It's easier to go and change the one that needs manual adjusting than the 20 items doesnt require any chnages
Currently, this seems to only be available in the UK, not Australia.
Dext currently does not provide a mechanism to automatically compare supplier bank account details contained within invoices against the supplier master data held in Xero, nor does it alert users when banking details have changed.
Recommendation:
Introduce a supplier bank detail verification workflow that:
Extracts bank account details from supplier invoices.
Compares those details against the supplier record in Xero.
Flags any discrepancies or changes for review.
Optionally requires administrator approval before publishing the invoice to Xero.
Benefits:
Reduces exposure to invoice redirection and payment fraud.
Provides an additional layer of supplier verification.
Improves internal controls and audit compliance.
Reduces manual checking of supplier banking information