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  1. Ability to add a password protection to client accounts - I would like to be able to require a password should i wish to click into one specific client

    1 vote

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    0 comments  ·  client list  ·  Admin →
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  2. We would like to be able to have a CSV Line Items format that allows us to customize the order of the Line Items themselves

    1 vote

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    0 comments  ·  CSV Export  ·  Admin →
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  3. when one looks after a block of flats say 34 in the block and is dealt by the managing agent -the agent end of month produces a document giving income for say 3 flats and charging 3 management fees on the same document -so 3 rentals income needs to be split as do the managment fees--ideally with out having to split or convert etc

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  4. 1 vote

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    0 comments  ·  Design  ·  Admin →
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  5. Can you request the development team to support accented letters for French transactions in the Bank workspace? It shows as Virement annulé instead of Virement annulé

    1 vote

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    0 comments  ·  Bank  ·  Admin →
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  6. 2 requests please:
    1. Add Azure AD (Azure Entra ID) as a SSO provider.
    2. Add the ability to use FIDO2 devices. We use Yubikeys through DUO for our firm's MFA solution. I know that I can use the DUO app as one of your SSO options but the folks that use Yubikeys are dead in the water for your product.
    Thanks,

    2 votes

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  7. 1 vote

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  8. 1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  9. We have 3 separate businesses. Sometimes invoices for Business A are uploaded to Business B. Add an option to transfer invoices between businesses without downloading and then uploading them to the correct account.

    7 votes

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    3 comments  ·  Expenses  ·  Admin →
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  10. if we can download the tax into CSV. both taxes PST and GST each in separate column?!

    5 votes

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    1 comment  ·  CSV Export  ·  Admin →
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  11. Hi, I currently have 2 accounts with you for my 2 businesses. Your new single user sign on has been great so thank you for implementing that. I was wondering if it was possible to have a processing section when you have more than one business/account so there is just one location for all receipts to be emailed to / uploaded to and then as part of the normal checking process we could allocate to the correct business ready for it to be send to Xero

    2 votes

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  12. 1 vote

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    0 comments  ·  Design  ·  Admin →
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  13. 2 votes

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    0 comments  ·  CSV Export  ·  Admin →
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  14. Have the system extract submitted checks as their own document type, as opposed to a 'receipt' so the Advanced search can be used to filter only checks

    2 votes

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    0 comments  ·  Extraction  ·  Admin →
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  15. Make the link to "contact support' under the resources tab actually send you to support rather than doing nothing.

    1 vote

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  16. As an administrator and financial controller, I need to be able to 'send back' a submission to a user, from within the interface. Right now, if someone submits an order confirmation instead of a receipt, I have to d/l the confirmation, delete it from Dext, and email the submitter asking them to correct the documentation.

    3 votes

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    1 comment  ·  Workflows  ·  Admin →
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  17. Please put top and bottom arrows on the right scroll bar, it will make it easier to scroll when searching for an item. The current way is not easy to use and screen always goes back to top.

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  18. Primary columns in Line items. I don’t want Location, Quantity or Unit Price.

    3 votes

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    0 comments  ·  Line Items  ·  Admin →
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  19. Fix "Projects" names of the lists and set them to the originals when integrated with ApprovalMax

    1 vote

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  20. 2 votes

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    0 comments  ·  Other  ·  Admin →
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