Settings and activity
10 results found
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95 votes
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Louanne Diprose
commented
It would be wonderful is Dext would be able to setup the ability to choose who you need to approve a bill/receipt, which is similar to the options available in the Expense Report side.
It would also be wonderful if you had the option to send for approval or can just publish. This would allow those bills that are already approved (via contract for the year), that are not required to be re-approved due to the workflow standards. It would also be able to send some special bills that may need approval that the workflow parameters may not apply to. (also similar to what the Expense Report section allows) Not all companies are setup the same.
An error occurred while saving the comment Louanne Diprose
commented
It would be great to be able to select a specific individual to approve a cost (bill/receipt) instead of it going to all approvers indicated. It would also be useful to have the option to send for approval or publish, not one or the other. (Basically, setup the exact same way as the Expense Reimbursement has been as that is the smoothest setup that I have seen in any program).
Louanne Diprose
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5 votesLouanne Diprose
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101 votesLouanne Diprose
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16 votes
An error occurred while saving the comment Louanne Diprose
commented
It would be wonderful if Dext would be able to pull in custom fields setup in QBO, since this is the replacement for tags. There is no other way to track some expenses to help with special reporting (eg. Government Grants)
Louanne Diprose
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58 votesLouanne Diprose
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8 votesLouanne Diprose
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8 votesLouanne Diprose
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5 votesLouanne Diprose
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3 votesLouanne Diprose
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5 votesLouanne Diprose
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Ability to select who is to approve the bill/receipt at the time of sending for approval instead of being stuck with the manager of the submitter or selected approvers within a workflow. Or ability to select workflows to work with your companies procedures.
Also, would like to see the ability to choose if a bill should be sent for approval or just publish, instead of being set one way or another with the workflow setups. This would be for those bills that have signed yearly contracts, that are monthly billings or for those small bills that may be below a workflow amount that may need to be sent for approval due to the type of expense it is.
Similar setup as in the expense claims section, would be great.