Replies posted by Steven Beppel Jr.

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Rebecca Williams
Sr. Karbon Community Guide
Rebecca WilliamsSr. Karbon Community Guide
asked in Ask a Peer

Expense processing - what tools do you love ❤️ (and which should we avoid)?

Thanks @max - do you use any other tools for your other clients? I know your firm is more tax oriented though! Some specific features we need/want: Ability to create rules for suppliers to auto code - GL account, due date, currency, tax treatment, payment method etc. Dext has this, but you have to manually create for each supplier. You can import rules, but those rules then get erased next time it syncs to QBO/Xero. Multiple users with different permission levels Dext is pretty ok here Expense report creation and approvals This is where we’ve discovered the most issues with Dext recently, as they have very limited controls, for example, additional expenses can be added to an approved report before publishing with nothing in the audit history; you can’t set up specific approvers for specific employees - each employee chooses who will approve each time; a submitted expense report can’t be rejected or redirected to an alternate approver We have some clients using Expensify as

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Jonathan Gibson
Rising Star
11 months ago

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