116 results found
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Option to include report for exported items via the Client usage view.
Option to include report for exported items via the Client usage view.
1 vote -
File name visibility through the web app
File name visibility
1 vote -
1 vote
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Date quick selection
Date selection. When selecting a date for a few years back, say 3 years back, need to click 36 times and on top of it, calendar size changes from month to month. Could you display year at bottom thet we could scroll and select?
1 vote -
Change name of Archive
Could you kindly consider changing the word archive to Processed or something similar. I didnt touch it as I was under the impression that if I put anything in there they would disappear! The wording in costs dont flow and thats how it didnt make sense. You have Inbox (all good), next in Processing (all good) To review (all good), ready (all good) and they flow, but archive doesnt flow with the others hence my reluctance to use it until I knew it wasnt going to disappear. Thankyou for reading!
1 vote -
Default Sales line template
Sales line default for all customers rather than creating sales line template for each customer. Majority of customers for some clients are different, however the format of the sales invoice is the same. This would be a big time saving feature that I believe would benefit a lot of bookkeepers and businesses.
1 vote -
Customised view (form fields)
Hi - there are a lot of form fields that we don’t use. It would be great if we could customise which form fields were shown as default. That would make things a little quicker and we’d make fewer mistakes, as we’d only display the required fields.
1 vote -
4 votes
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File Manager to organise documents
Can you add a file manager so we staff can submit documents through the app and we can store them as a file manager, apart from sales invoice bills and receipts.
1 vote -
Clients with multiple companies
I have some clients with more than 1 company and they often upload a receipt to the wrong company. It would be very handy if a receipt could be moved to another company, the same way it can be moved to Sales/Costs
1 vote -
new main screen
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 -
Bulk Assign Supplier to Multiple Items
To be able to assign a supplier to multiple items at one time
2 votes -
Personalized Payment list
Restrict the list of Payment (in the payment drop downs) to what I use - not every random payment method extracted off any payment made by anyone in the company!
1 vote -
Bug - column sort doesn't work
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 -
Add Product/Service column to the Costs overview table
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 -
Submission History for Bank Statement Extraction
Can I see who submitted a bank statement for processing as the bank statements no longer appear in the account (deleted).
3 votes -
Larger Note Field in WebApp
Make the note field larger by default.
1 vote -
Add a discount to an uploaded item
Have the option to add a discount on an item when it is present on the invoice.
1 vote -
1 vote
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Document Statuses or marking as New/Unread
It would be really good to have ability to manually mark items as "unread/new" if viewed accidentally, or, alternatively, some other way of setting "statuses", for example "new" or "approved" or "on hold" or something like that, besides the flagging option, in order to be able to tell what is happening with a particular document easily.
2 votes
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