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Settings and activity

17 results found

  1. Users should be assigned ROLES so that workflows can be created according to role

    2 votes

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    0 comments  ·  Prepare » Approvals  ·  Admin →
    SYSTEMS ACCOUNTANT supported this idea  · 

  2. Add more than 20 approval workflows

    3 votes

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    0 comments  ·  Prepare » Approvals  ·  Admin →
    SYSTEMS ACCOUNTANT supported this idea  · 

  3. Approvals should be able to edit the details coded for the invoice.

    4 votes

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    Under Review  ·  1 comment  ·  Prepare » Approvals  ·  Admin →
    SYSTEMS ACCOUNTANT supported this idea  · 

  4. Users in workflow approval

    5 votes

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    1 comment  ·  Prepare » Approvals  ·  Admin →
    SYSTEMS ACCOUNTANT supported this idea  · 

  5. Approval Conditions

    7 votes

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    0 comments  ·  Prepare » Approvals  ·  Admin →
    SYSTEMS ACCOUNTANT supported this idea  · 

  6. Total value for cost invoices in approvals (Or inbox)

    6 votes

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    0 comments  ·  Prepare » Approvals  ·  Admin →
    SYSTEMS ACCOUNTANT supported this idea  · 

  7. Filter by Project in Approvals

    7 votes

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    Under Review  ·  0 comments  ·  Prepare » Approvals  ·  Admin →
    SYSTEMS ACCOUNTANT supported this idea  · 

  8. Additional conditions for workflow

    7 votes

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    Under Review  ·  0 comments  ·  Prepare » Approvals  ·  Admin →
    SYSTEMS ACCOUNTANT supported this idea  · 

  9. approval workflow documentation into quickbooks

    6 votes

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    1 comment  ·  Prepare » Approvals  ·  Admin →
    SYSTEMS ACCOUNTANT supported this idea  · 

  10. Increase the amount of workflows and/or amount of options within the workflow

    6 votes

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    2 comments  ·  Prepare » Approvals  ·  Admin →
    SYSTEMS ACCOUNTANT supported this idea  · 

  11. Approval Workflow based on Customer

    10 votes

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    3 comments  ·  Prepare » Approvals  ·  Admin →
    Under Review  ·  AdminAnna (Designer, Dext) responded

    Hi there,


    Today we released approvals for sales items within Dext, where you can set up approval logic for customers and projects.


    Go to business settings to take a look at this new functionality and let me know if it gives you what you need.


    If I don't here back from you in a few weeks then I'll mark this idea as completed. Replies will be sent straight to my Dext email address.


    All the best

    Anna

    SYSTEMS ACCOUNTANT supported this idea  · 

  12. Bulk submit for approval

    13 votes

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    Under Review  ·  0 comments  ·  Prepare » Approvals  ·  Admin →
    SYSTEMS ACCOUNTANT supported this idea  · 

  13. Bring Filter & Search Function to the Approvals section

    17 votes

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    Under Review  ·  5 comments  ·  Prepare » Approvals  ·  Admin →
    SYSTEMS ACCOUNTANT supported this idea  · 

  14. Invoice by Invoice approval

    17 votes

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    2 comments  ·  Prepare » Approvals  ·  Admin →
    Under Review  ·  AdminAnna (Designer, Dext) responded

    Hi all,


    Today we released the approvals functionality to sales items within Dext.


    Go to business settings to set up approval workflows for sales items and specify which customers, categories and projects you want to approval approval logic to.


    If I've understood the request here, I think this is what you've requested. But please let me know if there was something else you meant by this request. Replies will be sent straight to my Dext email.


    If I receive no replies within a few weeks, then I will mark this idea as released.


    Warm regards,

    Anna

    SYSTEMS ACCOUNTANT supported this idea  · 

  15. Manual approval request

    35 votes

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    Under Review  ·  5 comments  ·  Prepare » Approvals  ·  Admin →
    SYSTEMS ACCOUNTANT supported this idea  · 

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

    28 votes

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    Under Review  ·  4 comments  ·  Prepare » Approvals  ·  Admin →
    SYSTEMS ACCOUNTANT supported this idea  · 

  17. Export the Approvals list screen and add other columns to the screen as a CSV so that this can be used for reporting and accruals

    1 vote

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    0 comments  ·  Prepare » Approvals  ·  Admin →
    SYSTEMS ACCOUNTANT shared this idea  ·