1761 results found
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Ability to create items in the absence of an actual document
The ability to create items in the absence of an actual document.
23 votesWe are looking to support Quotes/invoices and manual items thanks for the feedback
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Report of users who published the items
I would like to be able to pull a report where I can see who was the user who published a certain item and what GL was used
23 votes -
Select or limit the Users an Administrator has access to
Could you please add the ability to select or limit the users an administrator, or expense approver, can have access to. This would be really beneficial for me in setting up teams and levels of management
23 votes -
Additional fields in Flexible Columns
Please update Flexible Columns to include other fields such as Tax Rate, Invoice Number, Payment Method, Item ID, Due Date & Paid
23 votes -
submission history report
Can we have a new function allow us to download the submission history report.
22 votes -
Products & Services for Sales items (Xero integrated accounts)
Make products & services available for Sales items (Xero integrated accounts).
22 votes -
Publishing to Bank in FreeAgent
Can you please add the ability to publish to Bank in FreeAgent, not only to Expenses and Bills.
22 votes -
Boost mode for client accounts
We've got access to Boost mode and we love it. We have a couple of clients who do their own bookkeeping and we'd love to be able to give them Boost too for when the clients internal bk goes to site and has some paperwork to upload
22 votes -
Pay Employees' Expense Reports from Dext
I would like to set up employees in Dext and automatically pay them (via a connection to our bank account) through Dext.
21 votes -
Extract Job/Order Number from invoice as description
If Cost invoice has order number or reference for Example for garages this could be Car Reg No or for other businesses this could be customer name, if this could be auto read & entered as description this could save a lot of processing time
21 votes -
Automatically fetch and extract bank statements
automatically fetch and extract bank statements. At the moment this feature is only available for australia where the statements are fetched and will appear under the bank tab but the client still needs to manually press a button to send them for extraction.
21 votes -
Allow users to update or change an exchange rate
As there are many differences in the exchange rates used by the client's banks, it would be great if users could enter an exchange rate by themselves and change it if necessary. Thus, they won't need to edit hundreds of items, they will only have to update the rate.
21 votes -
Re-order Client View Dashboard by cost items and hold that layout for next time I log in.
Re-order Client View Dashboard by cost items and hold that layout for next time I log in.
20 votes -
Xero - Sales Invoices - Reference field
When a sales invoice is published to Xero, the item ID appears under the Reference field in Xero. Some customers don't want the item ID to be transferred to the Reference field in Xero as they would like to use that field for something else.
20 votes -
Auto-archive without publishing (supplier rule)
Idea : Auto-archive (without publishing) at supplier level
Why : For many suppliers, we have bank rules in Xero or QBO to have bank transactions automatically recorded without a receipt (monthly subscriptions are a good example of these). Although we do want to keep the receipts in the Archive in case of future audit, we don't want to publish and match all receipts if not required. What we currently do is, for these suppliers, we 'select all' and manually 'archive' all selected items.
If we could simply 'auto-archive without publishing' certain suppliers, that would be game changer for our 40+…
20 votesWe are reviewing this functionality to add. Thanks for the feedback
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Bank Statement section on Mobile App
The mobile app should have an option to upload bank statements as is instead of having to upload as supplier statements.
20 votes -
Sales/Income Reports
The ability to create, edit, and use Income/Sales Reports, much in the same way Expense Reports work, but for Sales items instead.
20 votes -
Be able to search the archive by the published dated
To be able to export or filter the archive list, by the date something was published.
20 votes -
Transfer Clients to another accountant/ remove clients
option to transfer a client from one partner to another directly from their dashboard or an option to remove the client
20 votes -
Send notifications when bank statements have been processed
Send notifications when bank statements have been processed
20 votes
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