81 results found
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negative smart split lines
Ability to add negative smart split lines - both for percentages and fixed amounts - this would be very helpful if you need to set rules for discounts.
5 votes -
The option to prioritise rules (e.g. supplier rules override user rules)
I have a client who uses expense reports and costs and they have department heads within the business whose expense claims go to a 'directors' department but their costs go to their actual department. We have submitter rules and supplier rules set up but when they submit all of their invoices are going to the expense department rather than the cost department,
The submitter (user) rule is overwriting the supplier rule. Is there a way to prioritise them?
Tabs1 vote -
Make Changes to Settings and New Supplier Rules affect items already in the inbox
Make supplier rules and option changes affect items already uploaded or in the 'Ready' section, not just for new uploads.
It becomes quite annoying when you only realise some settings need to be changed after documents have been uploaded, only for those updated settings to not affect the items already in the inbox.
Auto-Categorisation forces items into the 'Ready' section without all the information needed, and then when a supplier rule is set, it wont affect the items already put through, despite the 'apply to all items in inbox' option being ticked
3 votes -
Smart balance for split line rules
Under smart split rules, permit one or more line items to be fixed, with the remaining balance (whatever it may be - variable) is allocated to one or more additional line items for different categories (one or more).
Rationale: Some line items may be recurring for the same amount, while some line items may be variable amounts, and there may even be some line items that only periodically appear.
It would be nice to have the option of allocating the remainder (whatever it may be) to one or more line items where the amount typically varies.
1 vote -
1 vote
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Ability to filter Suppliers that have "Smart Split Rules" set
Ability to filter Suppliers and see easily the ones who have "Smart Split Rules" set
1 vote -
Auto-publish exceptions rule per supplier.
Auto-publish exceptions rule per supplier.
5 votes -
Completely dismiss the in app message that prompts the creation of Supplier rules
I would like it when I choose "maybe later" to not be the very next invoice when it asks if I want to create a rule. I don't actually want to set any rules for one of my biggest suppliers. There needs to be a "no" option.
2 votes -
Default Customer
Should be able to set a default customer for each user, or for each payment method. would help autofill that section for each cost item
3 votes -
Select default type of Sales items with Customer rules
add option to select Default type of Sales invoice (Sales Receipt/Invoice) as a rule under Customers rules
3 votes -
To Update Tax Code of Account Code Directly
Hello,
It would be great if we can change the Tax treatment of any account code rather than going through each supplier and setting the ruler and changing the tax treatment there.
thank you
1 vote -
4 votes
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"Mark as rebillable" as a Product and Services rule
Make Product and Services rebillable by default
2 votes -
Adding the ABN number for a Supplier as a Supplier Rule
Adding the ABN number for a Supplier as a Supplier Rule
4 votes -
Assign the 'Publish to' field automatically based to Credit note if the 'Type' field is 'Credit Note'
If the 'Type' is Credit note to automatically assign the 'Publish to' field to 'Credit note' too.
8 votes -
Rules on a Category level
Default a tax rate from category.
Default a department by a fee earner (both are Tracking categories imported from Xero)
7 votes -
6 votes
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Basic User - supplier rules
Allow basic users the ability to set supplier rules for suppliers entered by them.
2 votes -
User submission rules
I would like to be able to set up rules based on who submits an item. Like supplier rules, but for Dext users. That way I can default all the US workers to 0 GST for Canadian company.
2 votes -
Prevent statements being published to QuickBooks
Stop client publishing supplier statements to QuickBooks
2 votes
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