1689 results found
-
Pull Products/Services from QuickBooks Online when integrated with ApprovalMax
Would like to be able to assign products/services to my documents, just like when integrate directly with QuickBooks.
10 votes -
Disable payment method extraction & auto-creation for certain clients
I would like to be able to prevent certain client's items from auto-creating a new payment method.
My client writes the cheque number on the invoice, and ALL of these cheques are showing up as new payment methods
For some of our clients we only process our client's bills so Payment Methods are confusing & distracting. For others we have specific payment accounts that we'd like to be able to set up and use but all the extra payment methods being created, especially from all the personal cards, make it much harder to use the system
42 votes -
Add item type as a Supplier rule
Would like to have the possibility of setting type on per supplier basis as I get invoices from one supplier (only invoices) and just receipts from other, sometimes RB gets the type wrong and I need to run through all items to double-check
43 votes -
8 votes
-
12 votes
-
Set rules for Expense Approvers
Ability to save which user has to approve another user's Expense Reports. Something like setting rules for that. We don't want to select it each time.
6 votes -
Allow invoices with invoice # over 21 characters to be published or remove the "-" from Amazon Invoices
Amazon invoices include "-" in between the numbers in the invoice number which are extracted by dext making the invoice number over 21 characters and cannot be published. These should not be extracted or at least allow items with this error to be published.
24 votes -
Freeagent multiple currencies
The ability to publish multiple currencies to Freeagent, instead of having the currency converted to the base currency.
9 votes -
Integration: MYOB Advanced
Integrate with MYOB Advanced
25 votes -
Review Paperwork requests via the Web app
Review paperwork requests via the web app as on the Mobile
13 votes -
24 votes
-
25 votes
-
Send notification when items are merged
I would like to receive a notification when items are merged.
40 votes -
Simultaneous Advanced search for Inbox & Archive
Can you please make it so that when you use Advanced search there's an option to search both the Inbox & Archive? This would make it so much easier to find items within accounts
33 votes -
Rebill option as a supplier rule
Ability to set a supplier rule for rebilling expenses to customers.
17 votes -
support canadian tax (dual tax) without the need of an integration
Dual tax is only extracted when connected to an accounting software. Client would like to be able to extract dual tax when not integrated as well
19 votes -
Display recent categories first
Display the categories as most recently used first.
6 votes -
Automatically take picture when receipt is in frame (like depositing a cheque with bank app)
It would be amazing if the app would automatically take pictures when the receipt is properly in frame. Think of what bank apps do when you deposit a cheque. They tell you to back up, get closer, change the angle, etc. When the conditions are met, the app snaps the picture on its own. The result is a consistently higher quality picture versus letting users frame their own picture and fumble to push the shutter button on their phone.
I think one difficulty would be that receipts are different shapes and sizes while cheques are relatively similar. It might require…
8 votes -
Ability to edit fields pre-submission (in particular Category)
Ability to edit the following fields prior to submission:
- Supplier
- Payment Method
- Project 2
- CategoryThe most popular requested field to edit pre-submission is Category
This would allow me to ensure that the details are picked up as I require and would mean that the information will definitely carry across to after processing (i.e. if the Payment Method isn't visible I don't want to lose that data)
38 votes -
Payment Method Columns not wide enough to show bank account
Can’t see which bank accounts are used in payment method - see screenshot (when I click the drop down it defaults to top of the list so I can never know what account is actually selected). Ability to order by name would be very useful also given client has 3 pages of them.
5 votes
- Don't see your idea?