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Settings and activity

7 results found

  1. a notification for transactions on the credit card that don’t have a receipt uploaded

    3 votes

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    1 comment  ·  Join our feedback community  ·  Admin →
    Craig Lohman supported this idea  · 

  2. Users in workflow approval

    9 votes

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    4 comments  ·  Join our feedback community  ·  Admin →
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    Craig Lohman commented  · 

    Agree with this need. We have clients that have approver workflows in place, however, we on the Partner/Practice side do not know when they have completed so that we can then go in and verify and publish to their general ledger. We would like to have the ability to add our Partner/Practice users to the expense claim approver process or at least have the ability for notifications to be sent to our Partner/Practice users when expense claims have been approved so that our team knows there is work to be completed for a particular client.

    Craig Lohman supported this idea  · 

  3. Make fields mandatory before publishing

    161 votes

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    Under Review  ·  23 comments  ·  Join our feedback community  ·  Admin →
    Craig Lohman supported this idea  · 

  4. User Restrictions

    369 votes

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    33 comments  ·  Join our feedback community  ·  Admin →
    Craig Lohman supported this idea  · 

  5. Attach supporting invoice to Expense Report

    8 votes

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    Craig Lohman supported this idea  · 

  6. add class to expense report

    5 votes

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    Craig Lohman supported this idea  · 

  7. Include the file name from when the document is uploaded

    11 votes

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    3 comments  ·  Join our feedback community  ·  Admin →
    Craig Lohman supported this idea  · 
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    Craig Lohman commented  · 

    We would like to be able to see the file name of the PDF file that is attached or sent in to Dext. We have a client that names all their PDF files with the following information: Project Name, Vendor, Amount, Purpose, Date. This information would be helpful to code transactions in Dext, but we are unable to view it. Please add this feature.