Settings and activity
8 results found
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11 votes
Peter Paglia
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34 votesPeter Paglia
supported this idea
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21 votes
An error occurred while saving the comment Peter Paglia
supported this idea
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1 votePeter Paglia
shared this idea
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9 votes
An error occurred while saving the comment Peter Paglia
commented
Agreed. Finance staff should be able to edit GL codes, Classes, taxes, etc. after approval. It's fine to lock the approved amount for reimbursement if necessary, but coding is often incorrect when left to the employee and their approver.
Peter Paglia
supported this idea
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11 votes
An error occurred while saving the comment Peter Paglia
commented
As an alternative to training the system to extract supplier names more accurately, allow the user to define or configure the system to select a specific supplier name based on a feature of the invoice document -- e.g., Dext can't read the logo, then map the address text, email, or phone number to a specific valid supplier in our list. Let the user/administrator control it if the system has trouble with it.
Peter Paglia
supported this idea
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16 votes
An error occurred while saving the comment Peter Paglia
commented
User should be able to correct the order of pages that were merged by Dext. Also should be able to delete/move extra pages that should not have been included when user originally submitted the document.
Peter Paglia
supported this idea
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47 votes
An error occurred while saving the comment Peter Paglia
commented
Agreed. This feature is especially helpful in situations where a supplier uses a logo that Dext struggles with for identifying the company name properly. If Dext consistently gets the supplier name wrong, it would be helpful to make the correction in bulk rather than by individual document.
Peter Paglia
supported this idea
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Agree with the other comments provided - the approval history in Dext should be captured in the document published to QBO. Auditors and management should not have to go to Dext to review the audit trail.
Also, when using an integrated third-party payment system (e.g. Plooto), the PDF attachment in the QBO bill transfers to the payment software for the signing officer to review, they should be able to see who/when the invoice was coded, reviewed and approved in Dext.