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  1. When I click on PDF Preview, or Export the PDF version of an Expense Report, I'd like to be able to view the Customer column. At the moment it's only visible on CSV which is not the ideal format for me.

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    1. Please add "Type'" to Supplier Rules
    2. Please add more options to edit and see directly on the front page rather than going into each upload, e.g. to see whether Paid is toggled or not. Thanks.
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  2. Update "Image Share" for Expense Reports to be set at the Expense report level, instead of globally.

    Some users may not require this to be on by default for all reports, but on an adhoc basis.

    Maybe have a global feature to enable/disable image sharing, but allow the control to be at the expense report level.

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  3. Report for paying sales tax for purchases.

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  4. Within Expense Reprts, there needs to be the ability to move items to other Expense Reports without first removing the back into the Costs: inbox. This feature would remove an unecessary extra step.

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  5. Allow the publishing of expenses from web browser to Sage 50. This will allow Mac users to publish, rather than rely on windows PC access.

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  6. Can the name of approver and time of approval be included in the PDF export of an expense report? This will eliminate manual signing on the report.

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  7. Many credit cards are transitioning to Virtual Cards online. That gives the appearance of many cards, but it's just one card with many temporary numbers. So, there should be functionality to incorporate virtual card payments under one card.

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  8. Would be great if there was an indicator on the image screen that this image is multi paged. The scroll bar is thin and we sometimes assume we've seen all the information we need so we don't think there is more. We have to actively remember to always scroll every image even though 75% for us don't need scrolling.

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  9. When exporting expense report, file name should default to represent the report name, not the date it was printed.

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  10. Lock modification of expense reports and invoices when the user is a basic user

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  11. If you click a SINGLE item inside an Expense Report, it deletes the ENTIRE report. Not the single item. This needs to be corrected.

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  12. Include the Report Supplier field on the phone app. The phone app should replicate the website. This is an important feature because it tells who needs to be paid back (different from supplier).

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  13. When travelling, staff have per diem costs - these don't have receipts and are fixed costs per meal or day. They don't need to provide receipts for these. Would be great to be able to add these costs to an employee's expense report as currently we have to add them later in Xero and they are easily missed.

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  14. Splitting transactions in the same transaction by percent and in one window. With "favorite" breakouts.

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  15. When publishing the expense reports each transactions in the expense report should post individually on the date the transaction happened instead of in one entry.

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  16. Can you add the reference number on the Purchase Order tab

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  17. I would like to be able to close projects so they don't appear in the drop down list and no new expenses can be recorded to them. Right now, we can't limit what projects are available without deleting the project from the projects list, which deletes the project info from all previous expenses as well. I'd like to be able to mark a project as "closed" so it is not seen in the drop down menu for employees for new expenses, while still being able to pull reports for that project. As we have more and more projects over time,…

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  18. When you want to create a split on a bill you should have the option to add in that split different products and services, not only category

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  19. I’ve had two Users manage to delete their whole report in the last week. They think that ticking an item on the left and clicking delete at the top will remove just that one line. However, the whole report goes and it does so without any further popup box for a confirmation. If they could add a popup box to say – this will delete your whole expense report, do you want to continue? That would suffice.

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