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1760 results found

  1. Extraction of the point date instead of the invoice date

    1 vote

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    1 comment  ·  Extraction  ·  Admin →
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  2. 1 vote

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    0 comments  ·  Workflows  ·  Admin →
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  3. 1 vote

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    0 comments  ·  Design  ·  Admin →
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  4. 1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  5. Create Line Items without the need to open each item individually - instead be able to add line items directly from the Inbox page.

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  6. 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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  7. 1 vote

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    0 comments  ·  Categories  ·  Admin →
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  8. 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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  9. 1 vote

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  10. 1 vote

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  11. 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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  12. Ability to edit the integration settings to existing clients at once

    1 vote

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  13. Show the Matched status of items when downloading the separate transactions or the bank statements.

    1 vote

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    0 comments  ·  Bank  ·  Admin →
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  14. We are integrated with ApprovalMax and Xero - we're only pushing the credit notes to Xero as Dext won't do it to ApprovalMax, so it would be good to have a rule for Credit Notes to default to Xero

    1 vote

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  15. Would like to be able to remove the visibility of all "products and services" as it is not used by our company and is confusing to employees. Add a function to disable the entire list, not just individual toggles for each account.

    1 vote

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  16. Have the option to cancel Paperwork Requests sent to the clients

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  17. Be able to bulk export and still have the line items for each item on each report shown, to not have to do this one by one for each report to export the line items.

    1 vote

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    0 comments  ·  CSV Export  ·  Admin →
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  18. 1 vote

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  19. 1 vote

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    0 comments  ·  Rules  ·  Admin →
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  20. The ability to match items with Paperwork Match via the Mobile App

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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