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  1. Just hoping there is a way I can clear out the user list on the filter option. At the moment when I filter - the user list brings up all suspended users too. How do I remove them to be active users only?

    3 votes

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  2. The ability to add all new vendor details (not just name) and have it sync to QBO.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  3. When you upload multiple files through the direct submission method - have an option for the system to process them as a single item. Like the Combine mode in the Mobile app

    3 votes

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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. 1) The combobox is tiny. 2) The search matches any characters... so if we search for customer abbreviations "ABC" or "ARN" it will find any customer with any of those letters. That's not helpful. Fuzzy search terms should at least be space delimited, so acronyms/abbreviations only match a sequence of characters, not any characters in the entire string.

    3 votes

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    0 comments  ·  Line Items  ·  Admin →
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  7. 3 votes

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  8. Add the following fields for bulk editing:
    1. Category. Right now there are only Products/ Service
    2. Paid
    3. Paid by
    4. Which bank account it is deposited into.

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  9. Can I see who submitted a bank statement for processing as the bank statements no longer appear in the account (deleted).

    3 votes

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    1 comment  ·  Design  ·  Admin →
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  10. Have the Auto-splitting extraction option for Sales items.

    3 votes

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    0 comments  ·  Extraction  ·  Admin →
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  11. The "Automatic Zoom" doesn't work as anticipated. I have to click the pulldown menu to select "Page Width". Can we have the ability to set this as our default setting?

    3 votes

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    0 comments  ·  Design  ·  Admin →
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  12. Set a rule for a user which will apply a certain supplier with its rules to the invoice submitted by the user no matter the supplier on the invoice.

    3 votes

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    1 comment  ·  Rules  ·  Admin →
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  13. Access multiple accounts in one page in the Web app.

    3 votes

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  14. Have the option to crop the image of the item when downloading

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  15. There needs to be an unarchived notification in both the inbox dashboard, as well as an easily visible one within the item. There also needs to be a toggle switch to disallow clients from unarchiving an item.

    A client recently unarchived a bunch of items and made a complete disaster of QBO. I didn't know these items were unarchived so deleted them and now only have copies in QBO.

    Please please please help prevent this drama for anyone else.

    3 votes

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  16. Reminder to the user that uploaded the item to select a category

    3 votes

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    0 comments  ·  Categories  ·  Admin →
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  17. Our current process is to create a supplier purchase order in Workflow max. When the supplier sends an invoice for completed work (that contains PO number) we mark the PO as received in WFM. this creates a draft invoices in Xero (which is integrated with WFM) which we review and approve. Is it possible to mark the Purchased as received based on receiving the invoice from supplier?

    3 votes

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  18. Classes in QuickBooks Online are called 'Projects' in Dext with the Approval Max to QBO integration. It should be 'Class', why give it a different name?

    3 votes

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  19. 3 votes

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  20. recognise sales credit notes when uploaded - if a client submits a credit note, it is currently processed as a Sales invoice, instead of Sales Credit note

    3 votes

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    0 comments  ·  Extraction  ·  Admin →
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