Settings and activity
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48 votes
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Tae Alexander
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1 voteTae Alexander
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124 votesTae Alexander
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10 votes
An error occurred while saving the comment Tae Alexander
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Yes, and the option to show a running total for selected/check-marked invoices/expenses would be really useful, rather than having to add up specific amounts by hand, or extracting the Dext display to a CSV and then running a SUM function...
Or alternatively, at least the ability to see the total amount for a given supplier in Inbox would still be helpful (eg "supplier ABC Pty Ltd has 13 invoice totalling $12,345 in Inbox")
Tae Alexander
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21 votesTae Alexander
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2 votesTae Alexander
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18 votesTae Alexander
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3 votesTae Alexander
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4 votesTae Alexander
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An error occurred while saving the comment Tae Alexander
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It would be good to be able to see the individual document reference/invoice numbers in Approvals, as currently you can only identify documents by date, amount and supplier, which isn't always definitive or informative.
Also, it would be good to be able to at least be able to toggle-on the Description column, too, as that often also has vital identifying information.
Ideally, it would have the potential to show ALL the possible columns of Inbox and Archive, but at the very least, the Document Reference, and a secondary priority of the Description would be great.
Thank you!
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17 votesTae Alexander
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It's currently really tedious to try to find if a certain invoice exists anywhere in Dext, as it could be in Inbox, in Approvals, or in Archive (i.e. published). It makes it even worse if you have to search in multiple different ways (eg by invoice number, by supplier, by date, if you're not certain of one of the fields), as then every search attempt is multiplied by 3...
The Supplier Statements view helps with that, but if you don't have a statement yet or at all, and need to find invoice number XYZ, you have to search in all three places separately.
The best alternative currently is searching Submission History, but the view there is limited (e.g it doesn't show invoice number, which is also a limitation of the Approvals tab) and not very easy to filter/search/view things.
I would suggest another tab in addition to Inbox, Processing, etc called "All" or something like that, with the same available search/filters as Inbox, which would show ALL documents in Dext, with the usual Archive-like tag of "Inbox", "Published", "Archived", "Approvals", "Processing" etc to show where it is.
Thank you for your consideration!