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4 results found

  1. User Restrictions

    357 votes

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    30 comments  ·  Prepare » Categories  ·  Admin →
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    Craig Harris supported this idea  · 

  2. Default Category rule per user or per payment method

    92 votes

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    1 comment  ·  Prepare » Rules  ·  Admin →
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    Craig Harris supported this idea  · 

  3. Disable payment method extraction & auto-creation for certain clients

    45 votes

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    3 comments  ·  Prepare » Extraction  ·  Admin →
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    Craig Harris commented  · 

    Please add a setting option that forces Dext to stop extracting the last 4 digits of credit cards OR from automatically updating the payment method. You could simply ensure that the "Always use default" payment option consistently enforces the use of the default payment method (see attachment).

    We have 50+ cardholders with monthly expense reports, and we have no need to see or know the credit card numbers. Each expense report cycle, we end up deleting 20+ new payment methods, which is silly and inefficient.

    This feature requests relates to Dext Prepare -> Costs

    Thanks!

    Craig Harris supported this idea  · 

  4. Customize CSV export columns

    54 votes

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    13 comments  ·  Prepare » CSV Export  ·  Admin →
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    Craig Harris supported this idea  ·