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1788 results found

  1. Auto-split Bank Statements if multiple Bank Statements have been submitted as a single file for Bank Statement Extraction.

    1 vote

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    0 comments  ·  Bank  ·  Admin →
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  2. 1 vote

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    0 comments  ·  Categories  ·  Admin →
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  3. The Ability to set you own cut off dates on Effortless Expense reports (more than a month in the future)

    2 votes

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    0 comments  ·  Expenses  ·  Admin →
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  4. 3 votes

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  5. Ability to hide an invoice from other users and let it be accessed by certain ones.

    3 votes

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  6. Have the option to extract a report for Auto-published items

    1 vote

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    0 comments  ·  Rules  ·  Admin →
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  7. Assign multiple tracking categories to a document

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  8. 1 vote

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  9. Make fields mandatory before publishing an Expense Report

    8 votes

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    0 comments  ·  Publishing  ·  Admin →
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  10. We are wanting the employee to be able to only approve any invoices that relate to her department with up to a $5k limit. We want to limit the dollar value an employee can approve an invoice for. Ie if the invoice is over $5k they can't publish it

    2 votes

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    0 comments  ·  Publishing  ·  Admin →
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  11. 2 votes

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  12. For error message saying the document was rejected because it already exists in the account - if in the error message it can include a link to the previously uploaded document.

    5 votes

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    1 comment  ·  Extraction  ·  Admin →
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  13. 2 votes

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  14. 1 vote

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  15. 2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  16. Ability to export images/PDF files with a specific file name format for example - MM-DD-YYYYVendorAmount

    7 votes

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    1 comment  ·  Other  ·  Admin →
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  17. Have the option in settings to show a column with “net amount”.

    2 votes

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    0 comments  ·  Expenses  ·  Admin →
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  18. To have a bank feed section in the practice insights, to see which clients have an active bank feed set up

    1 vote

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  19. Ability to edit the integration settings to existing clients at once

    1 vote

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  20. Instead of Paperwork Requests via mobile app only, an option to email Paperwork Requests via users emails.

    6 votes

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