8 results found
-
Notes
At each stage the approver should be able to add notes when approving an invoice. There are many instances 2whent he approver will approve the invoice and give instructions to the accounting dept. For example. I am approving this invoice but please pay 50% now and 50% in 10 days of my approval etc
10 votes -
Approvals by User
Have approvals customizable by user. At present it is only able to be done by: Document; Category; Supplier or Project
1 vote -
Extract item description
Can you please extract the Description on items
128 votes -
create invoices and quotes on dext
Possibility to create invoice and quotes on Dext
15 votesWe are currently testing this functionality and will be looking to get further feedback from interested parties.
-
Assign Approver to a Usr
Ability to assign an approver to a user so this user will be able to send the reports for approval only to the assigned approver.
42 votesHi,
We are currently working on this and will be available soon.
Anna
-
New Integration: Zoho Books
Please can you build a direct integration with Zoho Books?
20 votes -
Project visibility in Expense Reports
I'd like to be able to see the Project assigned to items within an Expense Report without having to drill down to each item individually within Receipt Bank
18 votesHi,
We have added the ability to pick and choose which columns you would like to see on the expense reports page.
Once you are in an expense report, select the cog above the transactions and you will be able to select tracking or project categories.
We are also looking at implementing this for downloadable reports soon, and will add the 'Customer' field soon as well.
Feel free to reply with any further feedback while we are adding the remaining refinements
-
Autopublish per user
I'd like to be able to autopublish all except for items uploaded by one particular user as all of their items will need to be added to Expense Reports.
Another alternative would be to prioritize adding items to Effortless Expense Reports to happen before the act of autopublishing.
9 votes
- Don't see your idea?