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6 results found

  1. Assign Account Managers to Users/ Schools (groups) - Inbox can be filtered by account Manager

    3 votes

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    2 comments  ·  Prepare » Design  ·  Admin →
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    Laura Rayner commented  · 

    There should be the ability to assign an accounts officer to each user and then filter the inbox by the accounts officer. Then i can sort the costs inbox and only see the purchases i need to process and not hundreds of others.

    Laura Rayner supported this idea  · 

  2. Select the order that items are merged in

    183 votes

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    27 comments  ·  Prepare » Workflows  ·  Admin →
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    Laura Rayner commented  · 

    When merging multiple documents there is no way to advise Dext which one you want to be the first page. You should be able to Organise pages so the best document is first ie the Tax invoice then an eft receipt. and also choose which category/description stays.

    Laura Rayner supported this idea  · 

  3. Bring Filter & Search Function to the Approvals section

    36 votes

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    Under Review  ·  5 comments  ·  Prepare » Approvals  ·  Admin →
    Laura Rayner supported this idea  · 

  4. We should be able to filter the approvals list to show just those which apply to us

    54 votes

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    Under Review  ·  4 comments  ·  Prepare » Approvals  ·  Admin →
    Laura Rayner supported this idea  · 

  5. Adding reminders for the approvals

    91 votes

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    Under Review  ·  3 comments  ·  Prepare » Approvals  ·  Admin →
    Laura Rayner supported this idea  · 

  6. Manual approval request

    48 votes

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    Under Review  ·  5 comments  ·  Prepare » Approvals  ·  Admin →
    Laura Rayner supported this idea  ·