Settings and activity
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29 votes
Caroline Ricard
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13 votes
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4 votesCaroline Ricard
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7 votesCaroline Ricard
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4 votesCaroline Ricard
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15 votesCaroline Ricard
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15 votesCaroline Ricard
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161 votesCaroline Ricard
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9 votes
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173 votes
Hi,
Thank you for your patience on this request, we are discussing this internally.
However you can use Zapier to Connect Dext Prepare to an accounting software that is not currently supported via our API, help centre article here: https://help.receipt-bank.com/hc/en-us/articles/360033470294-How-Dext-Prepare-and-Zapier-can-work-together
Best Regards,
DomCaroline Ricard
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369 votes
We are exploring the best way to handle more advanced user restrictions
Caroline Ricard
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158 votesCaroline Ricard
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11 votesCaroline Ricard
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22 votes
We are reviewing this functionality to add. Thanks for the feedback
Caroline Ricard
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Strongly agree.
For our clients, we usually create a "Payables" user (e.g., Payables Client A, Payables Company ABC, etc.) under which people upload purchases paid by the company, as well as "personal" users for expense reports. We have many clients where employees are responsible for both company-paid purchases and purchases paid by themselves, so it is essential that these individuals can submit under both the "Payables" user and their personal user.
Let’s say we have the following users in Dext:
- Payables - Department A
- Payables - Department B
- Payables - Administration
- User 1 - Director of Department A
- User 2 - Director of Department B
- User 3 - Accounting Technician
- User 4 - Administrative Assistant
We would like the permissions to be as follows:
- User 1: Can submit/view their own expenses + those under "Payables - Department A."
- User 2: Can submit/view their own expenses + those under "Payables - Department B."
- User 3: Can submit/view all expenses for all users.
- User 4: Can submit/view expenses for Users 1 and 2 in order to prepare their expense reports.
The problem with the current "all or nothing" approach is that we want to make employees who handle supplier invoices or make purchases with corporate credit cards accountable, but we don’t necessarily want them to see all the company’s expenses. Under the current system, we are forced to give them "Standard" access, which means they can only submit expenses for themselves via the mobile app and the website.
We understand that they aren’t restricted when it comes to email submissions (they can send to any Dext email regardless of their access level), but for employees with a company credit card, for example, it’s very convenient to be able to use the mobile app.