1788 results found
-
Auto-split Bank statements
Auto-split Bank Statements if multiple Bank Statements have been submitted as a single file for Bank Statement Extraction.
1 vote -
1 vote
-
The Ability to set you own cut off dates on Effortless Expense reports (more than a month in the future)
The Ability to set you own cut off dates on Effortless Expense reports (more than a month in the future)
2 votes -
3 votes
-
Confidential invoices
Ability to hide an invoice from other users and let it be accessed by certain ones.
3 votes -
Have the option to extract a report for Auto-published items
Have the option to extract a report for Auto-published items
1 vote -
Assign multiple tracking categories to a document
Assign multiple tracking categories to a document
3 votes -
1 vote
-
Make fields mandatory before publishing an Expense Report
Make fields mandatory before publishing an Expense Report
8 votes -
Limit what users can publish to a certain amount
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 -
2 votes
-
Include a link to the already existing item
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 -
2 votes
-
1 vote
-
2 votes
-
Ability to export images/PDF files with a specific file name format for example - MM-DD-YYYY_Vendor_Amount
Ability to export images/PDF files with a specific file name format for example - MM-DD-YYYYVendorAmount
7 votes -
Net Amount option as Flexible Column
Have the option in settings to show a column with “net amount”.
2 votes -
Add bank feed section to practice insights
To have a bank feed section in the practice insights, to see which clients have an active bank feed set up
1 vote -
set up integration globally
Ability to edit the integration settings to existing clients at once
1 vote -
Email Request Paperwork to Users
Instead of Paperwork Requests via mobile app only, an option to email Paperwork Requests via users emails.
6 votes
- Don't see your idea?