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  ·  Prepare » Notifications  ·  Delete…  ·  Admin →
   Craig Lohman supported this idea  ·  Feb 12, 2025

2. Users in workflow approval

   5 votes

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   1 comment  ·  Prepare » Approvals  ·  Delete…  ·  Admin →
   Craig Lohman supported this idea  ·  Feb 12, 2025

3. Make fields mandatory before publishing

   150 votes

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   Under Review  ·  18 comments  ·  Prepare » Publishing  ·  Delete…  ·  Admin →
   Craig Lohman supported this idea  ·  Sep 20, 2024

4. User Restrictions

   362 votes

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   30 comments  ·  Prepare » Categories  ·  Delete…  ·  Admin →
   Under Review  ·  AdminStephen Edginton (Admin, Dext) responded

   We are exploring the best way to handle more advanced user restrictions

   Craig Lohman supported this idea  ·  Sep 20, 2024

5. Attach supporting invoice to Expense Report

   7 votes

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   0 comments  ·  Prepare » Expenses  ·  Delete…  ·  Admin →
   Craig Lohman supported this idea  ·  Aug 21, 2024

6. add class to expense report

   5 votes

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   0 comments  ·  Prepare » Expenses  ·  Delete…  ·  Admin →
   Craig Lohman supported this idea  ·  Aug 21, 2024

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

   11 votes

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   3 comments  ·  Prepare » Extraction  ·  Delete…  ·  Admin →
   Craig Lohman supported this idea  ·  Jun 24, 2024
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   Craig Lohman commented  ·  Jun 24, 2024  ·  Delete…

   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.

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