So that standard users can have access to their credit card statements and transactions in Dext, we would like the permissions at standard user level to be amended to allow a standard user to have access to the bank workspace for a specifc bank account (ie. their credit card account statement only). This will aid in streamlining the reconciliation process by enhancing the tools credit card owners have to self-reconcile their Expense claims to their Statements before submitting for approval.
As an FYI MS Co-Pilot already believes you have this functionality! I was disappointed when I followed the instructions and got to a screen where the options were not there! lol
Jason Tsalikis
supported this idea
·
So that standard users can have access to their credit card statements and transactions in Dext, we would like the permissions at standard user level to be amended to allow a standard user to have access to the bank workspace for a specifc bank account (ie. their credit card account statement only). This will aid in streamlining the reconciliation process by enhancing the tools credit card owners have to self-reconcile their Expense claims to their Statements before submitting for approval.
As an FYI MS Co-Pilot already believes you have this functionality! I was disappointed when I followed the instructions and got to a screen where the options were not there! lol