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63 results found

  1. Prepayments

    2 votes

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    0 comments  ·  Join our feedback community » Improve an existing feature  ·  Admin →
    Jon Shepherd supported this idea  · 

  2. User Permissions to limit adding new users

    2 votes

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    Under Review  ·  0 comments  ·  Join our feedback community » Improve an existing feature  ·  Admin →
    Jon Shepherd supported this idea  · 

  3. employee expense categorization limits

    77 votes

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    10 comments  ·  Join our feedback community  ·  Admin →
    An error occurred while saving the comment
    Jon Shepherd commented  · 

    We can toggle which categories (aka accounts) are visible in Dext when cost items are submitted. I would like to see this be filterable by users. Not every user needs to be able to see every account in the accounting system, though these accounts still need to be present in Dext.

    Jon Shepherd supported this idea  · 

  4. limit the ability of users to be able to add a category

    4 votes

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    0 comments  ·  Join our feedback community  ·  Admin →
    Jon Shepherd supported this idea  · 

  5. Sync products and services from ApprovalMax

    7 votes

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    2 comments  ·  Join our feedback community  ·  Admin →
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    Jon Shepherd commented  · 

    The ability to assign a product/service to an invoice is only available when publishing an invoice directly to Xero. This functionality should also be made available when publishing to ApprovalMax.

    Jon Shepherd supported this idea  · 

  6. Approval "if not" Criteria & Delegation to other approver

    9 votes

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    2 comments  ·  Join our feedback community  ·  Admin →
    Jon Shepherd supported this idea  · 

  7. PO matching and import to xero

    20 votes

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    4 comments  ·  Join our feedback community  ·  Admin →
    Jon Shepherd supported this idea  · 

  8. New suppliers - extract info such as address, email and telephone numbers

    6 votes

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    1 comment  ·  Join our feedback community  ·  Admin →
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    Jon Shepherd commented  · 

    As Dext already has the option to flag new suppliers based on the integration being used. It would be beneficial if we were given the option to add supplier details (bank account, contact details, address etc) when a new supplier is recognised.

    Jon Shepherd supported this idea  · 

  9. Move to Vault - Sort Folders

    1 vote

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    0 comments  ·  Join our feedback community » Improve an existing feature  ·  Admin →
    Jon Shepherd shared this idea  · 

  10. Ability to have more than 1 person in a workflow

    5 votes

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    0 comments  ·  Join our feedback community » Improve an existing feature  ·  Admin →
    Jon Shepherd supported this idea  · 

  11. Set rule for line items to only extract certain transactions

    4 votes

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    2 comments  ·  Join our feedback community  ·  Admin →
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    Jon Shepherd commented  · 

    Add the ability to further specify which invoices incur line item extraction. We need this from some invoices from a specified supplier, but not all. All invoices needing the detailed split are above x value. Line item extraction could be set to trigger when a threshold value is reached, that would be great.

    Jon Shepherd supported this idea  · 

  12. Bank match within 1-2% of the expense amount

    6 votes

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    1 comment  ·  Join our feedback community  ·  Admin →
    Jon Shepherd shared this idea  · 

  13. Taking action in side Precision, rather than moving out to Xero.

    4 votes

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    0 comments  ·  Join our feedback community  ·  Admin →
    Jon Shepherd supported this idea  · 

  14. Approvers to see archive of what they've approved

    39 votes

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    7 comments  ·  Join our feedback community  ·  Admin →
    Jon Shepherd supported this idea  · 

  15. Security around which users can view certain bank accounts

    31 votes

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    2 comments  ·  Join our feedback community  ·  Admin →
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  16. Dext Search

    31 votes

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    6 comments  ·  Join our feedback community  ·  Admin →
    Jon Shepherd supported this idea  · 

  17. Rejected Items folder

    313 votes

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    28 comments  ·  Join our feedback community  ·  Admin →
    Jon Shepherd supported this idea  · 

  18. Add payment date to invoices paid via Direct Debit

    3 votes

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  19. Make fields mandatory before publishing

    165 votes

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    Under Review  ·  25 comments  ·  Join our feedback community  ·  Admin →
    Jon Shepherd supported this idea  · 

  20. Merge Document Tags

    1 vote

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    0 comments  ·  Join our feedback community  ·  Admin →
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