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1761 results found

  1. directly integrate with Scoro

    1 vote

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  2. It would be great if we could add additional fields to the new item when Splitting in Dext Prepare.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  3. Add conditions to Auto-publish
    Rather that auto-publish all items we would like to be able to add conditions to a few items. For example for our sole trader clients where there are 2 meals then we go back and ask about client entertainment, or disallow half. Its quite common in our sector to pay for client food. If one coffee/sandwich we allow it.
    We don't auto-publish any food at the minute to check for more than 1 meal. It would be great if we could add filters such as auto-publish for Costa coffee IF < £5.
    Autopublish McDonald's IF <…

    1 vote

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    0 comments  ·  Publishing  ·  Admin →
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  4. Match delivery note to invoice.

    4 votes

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    0 comments  ·  Extraction  ·  Admin →
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  5. 3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  6. Attached is a template we need to integrate with our accounting software Intact. The software will group the transactions by account reference and remove the main header line so that we simply have the line items.

    Are we able to pay for this development because adding this feature will save my client a significant amount of time?

    1 vote

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    0 comments  ·  CSV Export  ·  Admin →
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  7. 2 votes

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  8. If you could have the payment terms pair with what is set up in QBO with suppliers this would be awesome instead of net 30 or due on receipt.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  9. 1 vote

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  10. 1 vote

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    0 comments  ·  Workflows  ·  Admin →
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  11. In the Bulk Edit Line Items box would it be possible to add a Description Box as one of the options?

    3 votes

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    0 comments  ·  Line Items  ·  Admin →
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  12. Add "Product/Service" to the primary/additional columns options of line items view so it can be enabled/disabled. At the moment we show this field for all customers integrated with Xero and QBO on the line items view, even if there are no entries pulled/created and the field is actually greyed out. The clients need to have the option to choose what columns/fields are relevant for them.

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
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  13. I think you guys are missing the point.
    I have gone in and made the changes but it is already too late. The payment went through already for the whole year under the wrong currency because it is not clearly stated what currency the pricing is in. I could have done any currency, i just needed to know which currency it was. So i used the wrong card. It is a sign up issue that can be simply resolved by adding the currency designation next to the price / or an info box that says what currency is being charged.…

    1 vote

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    0 comments  ·  Workflows  ·  Admin →
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  14. Be able to upload files in EMZ file type.

    2 votes

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    1 comment  ·  Extraction  ·  Admin →
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  15. Being able to toggle off bank accounts when integration exists (Xero). We only want to reconcile credit card transactions, and because we have integrated with Xero it shows multiple bank accounts and makes certain screens difficult to navigate when we want to push follow-ups to people for receipts.

    1 vote

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    0 comments  ·  Bank  ·  Admin →
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  16. Please add a workspace that contains general business documents - I have articles of incorporation, contracts, recipes, work agreements, and drawings that were later scanned, and would love a safe space to save and keep my records electronic.

    Thanks,

    Matthew

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  17. We would like to see see when you look at your vendor/supplier invoices, that you would have the option to charge multiple customers/jobs and breakout an invoice.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  18. It would be very helpful to be able to invite more than one accountant/bookkeeper user as they are not always the same firm/person, but may still need access with the client's business showing on their client list so staff members can access documents.

    4 votes

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    0 comments  ·  client list  ·  Admin →
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  19. I would like to upload a till roll from my shop with daily takings as an income

    1 vote

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  20. The ability to allow/revoke a user's ability to upload items to an account.

    For example, a Partner user would be able to upload only items to a certain client, but not to the Partner account.

    1 vote

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