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  1. Being able to toggle off bank accounts when integration exists (Xero). We only want to reconcile credit card transactions, and because we have integrated with Xero it shows multiple bank accounts and makes certain screens difficult to navigate when we want to push follow-ups to people for receipts.

    1 vote

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    0 comments  ·  Bank  ·  Admin →
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  2. Please add a workspace that contains general business documents - I have articles of incorporation, contracts, recipes, work agreements, and drawings that were later scanned, and would love a safe space to save and keep my records electronic.

    Thanks,

    Matthew

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. We would like to see see when you look at your vendor/supplier invoices, that you would have the option to charge multiple customers/jobs and breakout an invoice.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  4. I would like to upload a till roll from my shop with daily takings as an income

    1 vote

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  5. The ability to allow/revoke a user's ability to upload items to an account.

    For example, a Partner user would be able to upload only items to a certain client, but not to the Partner account.

    1 vote

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  6. When categories get wiped out from a Dext Prepare account, they get erased from the invoices in the 'Archive' page on which they were already picked up.

    This being said, it would be good to be a feature that will leet you restore all data that was chosen for an invoice even if this information was wiped out from the account.

    1 vote

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    0 comments  ·  Categories  ·  Admin →
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  7. You should be able to point more than one Dext account to a single QBO account. It would assist in keeping certain users seperate while still posting to the same QBO account

    1 vote

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    0 comments  ·  Publishing  ·  Admin →
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  8. Allow more than 100 pages in a document when uploading.

    1 vote

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    0 comments  ·  Publishing  ·  Admin →
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  9. the "new" login screen for accountants is awful - I have to click "old client list" each time... will you reverse this back to normal soon??

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  10. When you enter a category name or number in line items if the first line is the correct one then you can click on tab instead of having to click with the mouse, same with the tax code. Would make things a lot easier especially when doing catch up jobs with large amount of data

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
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  11. Ability to set up due dates for line items

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
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  12. Make the sort feature actually sort the contents correctly. For instance, I have three payment methods, when I do a sort on that column, they should be grouped - they are not. Even dates aren't entirely accurate when sorting by date.

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  13. 1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  14. Add Prodcuts/Services to the Cost "overview" table for easily assigning them quickly to costs without having to click into the cost itself. Right now we can see the Category in the 'table view' but not the Product/Service. Why is this? It would save a lot of time to not have to click into each cost to do this. Thanks!

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  15. I want to set a default tax rate for all sales invoices. Client charges 20% but it does not appear on invoice and it is taking lots of time to change each individual invoice manually. The issue with using Customer rules is that each invoice is to a new customer.

    1 vote

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  16. Ability to see the number of documents in each client's Inbox for the New My Clients list UI

    1 vote

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    0 comments  ·  client list  ·  Admin →
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  17. Bulk update all our users' account details, namely the emails they use to sign into their accounts.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  18. Ability to set up rules based on Currency

    1 vote

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    0 comments  ·  Rules  ·  Admin →
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  19. A Partner asked if there is a report that they can pull that shows which expenses had errors when publishing.

    1 vote

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    0 comments  ·  CSV Export  ·  Admin →
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  20. Have more tier plans between tier 80 users and tier 500 users

    1 vote

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    0 comments  ·  Direct  ·  Admin →
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