Transfer items between users & accounts
I would like to be able to move incorrectly uploaded items from one user to another within an account or within different ones. This is particularly key for my clients with multiple entities
AdminUserVoice Admin
(Admin, Dext)
shared this idea
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Katherine Henry
commented
Move documents from one client to another when you have multiple clients
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Anna Carey
commented
I would like to be able to move a cost item from Inbox from one client to another. We manage multiple franchise locations and sometimes the costs are submitted to the wrong location.
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Paul Williams
commented
to be able to transfer purchase invoices from one company to another
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Christopher Smith
commented
We operate a number of associated companies. Now and again we have receipts that need to be entered into a different company than the one that was scanned for.
It would be nice if we could move a receipt (or send to XYZ company Ltd) by a single click to one of the other companies, without having to re-upload to the other company. -
Michele Grisdale commented
It be be a time saver to be able to transfer a document from one account to another account. I have two clients in two countries and they often submit to the wrong account