Settings and activity

7 results found

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

   3 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

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

2. Users in workflow approval

   6 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

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

3. Make fields mandatory before publishing

   152 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

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

4. User Restrictions

   362 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   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

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

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

6. add class to expense report

   5 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   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

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   3 comments  ·  Prepare » Extraction  ·  Delete…  ·  Admin →
   Craig Lohman supported this idea  ·  Jun 24, 2024
   An error occurred while saving the comment
   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.

   Save Submitting...