142 results found
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Show the selected tax rates for Line items on the item's details page
Show the selected tax rates for Line items on the item's details page, instead of clicking on Edit Line Items to see them
2 votes -
1 vote
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Notes on PDF in items Details page
As some browsers suggest that notes can be left on the items Details page, (its PDF) we would like to be able to save those notes so they can remain on the item.
2 votes -
Simple calculation in the active cell like we can in Quickbooks
Adding the ability to make a calculation directly in the cell like in QuickBooks, would save me hours of time. I think it would be a big step in helping accountants like me be more efficient.
1 vote -
1 vote
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1 vote
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Save the highlighted texts on item's PDFs/Images
Have the option to save highlighter text on the item's image
1 vote -
6 votes
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fields
Add field PO# to sales invoices/receipts/credit memos
1 vote -
Note notification : add a little circle next to the note header when there is a note in the item so we know there is a note.
Add notification when there is a note
1 vote -
Enter supplier name string OR exact value of transaction in search box. just like QBO
search box : Like QBO: Allow to enter part of supplier name BUT ALSO a numerical value you are looking for.
1 vote -
2 votes
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Have the option to track the login history of users
Have the option to track the login history of users in the account
2 votes -
Due date and Statement date fields
When uploading statements, currently there is no option to have the statement date and the due date populate. These two dates can and mostly are different and if there was an option to be able to have both of those fields available, this would make it easier for accounts accrual, as well as being able to track future payments. Thank you.
2 votes -
14 votes
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3 votes
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Pin specific accounts/clients at the top of the client list
The ability to pin specific accounts/clients at the top of the client list.
I believe this feature would help those that have access to 10s of different accounts, but only need to log into a select few.
Perhaps not a fundamental change, however it would reduce the need to continuous search through a large client list.
3 votes -
Show the number of the documents in each workspace.
The workspaces tabs (Costs, Sales, Expense Reports, Bank) should show how many documents in total between the name and the chevron.
1 vote -
Show a list of Exported (downloaded) items if the account is integrated
Have the option to easily show if the item has been exported in the Inbox even if the account is integrated. (Items show as Exported when the account is not integrated)
2 votes -
Adding box for freight in amount section
Include a separate box in the amount section to put in freight charges instead of needing to add a line item each time. It would make entering the invoices more efficient. As my clients have freight a lot more than taxes on their invoices.
1 vote
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